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AEP or CMS or ED
Which Stock Would AI Choose? American Electric Power (AEP) vs. CMS Energy (CMS) vs. Consolidated Edison (ED) Stock Comparison
Key Takeaways
- AEP leads year-to-date (YTD) performance among the three with a 17.65% gain, driven by strong demand from data centers and grid investments.
- CMS reported better-than-expected Q1 2026 earnings per share (EPS) of $1.13, reaffirming full-year guidance amid rising utility investments.
- ED offers the highest dividend yield at approximately 3.15%, appealing to income-focused investors in a stable New York market.
- All three stocks exhibit similar trailing price-to-earnings (P/E) ratios around 20, reflecting comparable valuations in the regulated electric utility sector.
- Recent market activity shows low betas (AEP 0.55, CMS 0.37, ED 0.29), indicating lower volatility compared to broader markets, bolstered by defensive sector tailwinds.
- Utility sector momentum from AI-driven power demand positions these stocks for relative outperformance versus cyclical sectors.
Introduction
This stock comparison examines AEP, CMS, and ED, three leading regulated electric utilities serving millions across the U.S. These stocks attract dividend-seeking investors and traders favoring defensive plays amid market volatility. With steady demand from residential, commercial, and emerging data center loads, they offer insights into sector stability, growth catalysts, and relative performance in recent market conditions. Investors evaluating income reliability and low-beta exposure will find this analysis valuable for portfolio positioning.
AEP Overview and Recent Performance
American Electric Power (AEP), a major utility serving over 5 million customers across 11 states, focuses on electric transmission and distribution with significant investments in grid modernization. In recent weeks, AEP's shares have shown resilience near their 52-week high of $138.49, supported by a market cap exceeding $73 billion and a trailing P/E of 20.24. YTD gains of 17.65% outpace peers, fueled by surging electricity demand from data centers and analyst optimism, including a recent dividend declaration of $0.95 per share. Sentiment remains positive ahead of Q1 earnings, with emphasis on long-term growth from infrastructure spending.
CMS Overview and Recent Performance
CMS Energy (CMS) operates electric and natural gas utilities primarily in Michigan, emphasizing clean energy transitions and customer reliability. Shares trade around $75 with a $23 billion market cap and trailing P/E of 20.87. Recent market activity reflects a YTD rise of 8.54%, bolstered by Q1 2026 adjusted EPS of $1.13 beating estimates, despite weather challenges. The company reaffirmed its full-year guidance of $3.83–$3.90 EPS, highlighting robust utility investments. Dividend yield near 3% and analyst price targets averaging $81.86 support steady sentiment, though minor pullbacks occurred post-earnings.
ED Overview and Recent Performance
Consolidated Edison (ED) delivers electric, gas, and steam services to New York City's metropolitan area, prioritizing regulated operations in a dense urban market. With a $40 billion market cap and trailing P/E of 19.48, shares hover near $110 within a 52-week range of $94.96–$116.23. YTD performance stands at 11.31%, driven by reliable dividends yielding 3.15% and defensive positioning. Recent weeks feature stable trading ahead of Q1 earnings on May 7, with analysts noting consistent revenue growth expectations. Low beta of 0.29 underscores its appeal in uncertain environments.
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Head-to-Head Comparison
All three operate in regulated electric utilities, ensuring stable cash flows from essential services but exposing them to interest rate sensitivity and regulatory oversight. AEP differentiates with broader geographic reach and transmission assets, capturing data center growth drivers more aggressively than regionally focused CMS (Michigan-centric) or ED (NY metro). Recent momentum favors AEP's superior YTD returns, while CMS shines on earnings beats and ED on yield. Valuation metrics align closely, with forward P/E lowest for ED at 18.12 amid similar betas under 0.6. Risks include rising rates pressuring dividends, balanced by sector tailwinds like AI power demand; trade-offs hinge on growth versus income priorities.
Tickeron AI Verdict
Tickeron's AI models currently lean toward AEP for its consistent trend strength, leading YTD momentum, and exposure to high-demand transmission projects. While CMS and ED offer compelling stability and yields, AEP's relative positioning suggests higher probability of near-term outperformance in a growth-oriented utility environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AEP’s FA Score shows that 1 FA rating(s) are green whileCMS’s FA Score has 0 green FA rating(s), and ED’s FA Score reflects 1 green FA rating(s).
- AEP’s FA Score: 1 green, 4 red.
- CMS’s FA Score: 0 green, 5 red.
- ED’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AEP’s TA Score shows that 4 TA indicator(s) are bullish while CMS’s TA Score has 3 bullish TA indicator(s), and ED’s TA Score reflects 4 bullish TA indicator(s).
- AEP’s TA Score: 4 bullish, 6 bearish.
- CMS’s TA Score: 3 bullish, 7 bearish.
- ED’s TA Score: 4 bullish, 6 bearish.
Price Growth
AEP (@Electric Utilities) experienced а -3.85% price change this week, while CMS (@Electric Utilities) price change was -1.34% , and ED (@Electric Utilities) price fluctuated -0.06% for the same time period.
The average weekly price growth across all stocks in the @Electric Utilities industry was -0.83%. For the same industry, the average monthly price growth was -2.32%, and the average quarterly price growth was +3.10%.
Reported Earning Dates
AEP is expected to report earnings on Jul 23, 2026.
CMS is expected to report earnings on Jul 23, 2026.
ED is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electric Utilities (-0.83% weekly)Electric utilities companies generate, transmit and distribute electricity to businesses/offices and residences. Companies may be owned by the government or investors or public shareholders, or a combination thereof. The industry also includes firms that buy and sell electricity. Companies in this industry typically require significant investments in infrastructure. Many firms in this industry pay substantial and regular dividends to shareholders. However, changes in interest rates (and their impact on debt burdens), natural disasters and changing commodity prices could be factors affecting energy utilities’ profit margins. NextEra Energy, Inc., Duke Energy Corporation, Dominion Energy Inc. and Southern Company are among U.S. electric utilities companies with the largest market capitalizations.
| AEP | CMS | ED | |
| Capitalization | 68.1B | 22.1B | 38.8B |
| EBITDA | 9.4B | 3.4B | 6.35B |
| Gain YTD | 10.186 | 4.014 | 7.809 |
| P/E Ratio | 18.51 | 19.82 | 17.77 |
| Revenue | 22.4B | 8.82B | 17.2B |
| Total Cash | 516M | 175M | N/A |
| Total Debt | 51.8B | 19.1B | 28.4B |
AEP | CMS | ED | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 54 | 55 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 62 Fair valued | 64 Fair valued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 26 | 52 | 24 | |
SMR RATING 1..100 | 63 | 62 | 75 | |
PRICE GROWTH RATING 1..100 | 54 | 59 | 57 | |
P/E GROWTH RATING 1..100 | 55 | 54 | 55 | |
SEASONALITY SCORE 1..100 | 75 | 75 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ED's Valuation (57) in the Electric Utilities industry is in the same range as AEP (62) and is in the same range as CMS (64). This means that ED's stock grew similarly to AEP’s and similarly to CMS’s over the last 12 months.
ED's Profit vs Risk Rating (24) in the Electric Utilities industry is in the same range as AEP (26) and is in the same range as CMS (52). This means that ED's stock grew similarly to AEP’s and similarly to CMS’s over the last 12 months.
CMS's SMR Rating (62) in the Electric Utilities industry is in the same range as AEP (63) and is in the same range as ED (75). This means that CMS's stock grew similarly to AEP’s and similarly to ED’s over the last 12 months.
AEP's Price Growth Rating (54) in the Electric Utilities industry is in the same range as ED (57) and is in the same range as CMS (59). This means that AEP's stock grew similarly to ED’s and similarly to CMS’s over the last 12 months.
CMS's P/E Growth Rating (54) in the Electric Utilities industry is in the same range as AEP (55) and is in the same range as ED (55). This means that CMS's stock grew similarly to AEP’s and similarly to ED’s over the last 12 months.
| AEP | CMS | ED | |
|---|---|---|---|
| RSI ODDS (%) | 6 days ago 58% | 6 days ago 56% | 3 days ago 79% |
| Stochastic ODDS (%) | 3 days ago 52% | 3 days ago 54% | 3 days ago 62% |
| Momentum ODDS (%) | 3 days ago 37% | 3 days ago 39% | 3 days ago 38% |
| MACD ODDS (%) | 3 days ago 56% | 3 days ago 42% | 5 days ago 44% |
| TrendWeek ODDS (%) | 3 days ago 45% | 3 days ago 38% | 3 days ago 38% |
| TrendMonth ODDS (%) | 3 days ago 37% | 3 days ago 34% | 3 days ago 35% |
| Advances ODDS (%) | 6 days ago 57% | 6 days ago 49% | 4 days ago 53% |
| Declines ODDS (%) | 10 days ago 46% | 10 days ago 39% | 7 days ago 42% |
| BollingerBands ODDS (%) | 3 days ago 50% | 3 days ago 65% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 39% | 3 days ago 22% | 3 days ago 24% |
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AEP and
Correlation & Price change
A.I.dvisor indicates that over the last year, AEP has been closely correlated with BKH. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if AEP jumps, then BKH could also see price increases.
CMS and
Correlation & Price change
A.I.dvisor indicates that over the last year, CMS has been closely correlated with DTE. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMS jumps, then DTE could also see price increases.
ED and
Correlation & Price change
A.I.dvisor indicates that over the last year, ED has been closely correlated with DUK. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if ED jumps, then DUK could also see price increases.