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ED

Consolidated Edison ED

Utilities · Power Generation
$116.64+1.00% dayFri Oct 30 close

Outside our quality screen, so we don’t track its dips. It’s at its 52-week high.

Outside our quality screen, 8% over its Market Value. No fair value estimate for now: there isn’t enough data.

Outside our quality screenReports Nov 5
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Fair value est.
n/a
Market Value
$107.72price +8%
Off 52-wk high
at the high
Risk vs market
Lowbeta −0.50

4 bullish · 5 bearish See why

$100$110Jan ’26AprJulOctMV $107.72
Market ValueDrag across the chart to see any day
Covered for reference — doesn’t pass our quality screen (ROE under 12% and ROIC under 10%; net debt 4.1× EBITDA (limit 3×)). We show its price, Market Value and DCF, but it never appears in Dips, Top Picks or reversal signals. The screen

Key levels

Every level vs today’s $116.64

  1. 52-wk lowlowest close, 1 year$95.41−18.2%
  2. Market Valueavg paid since Aug 6$107.72−7.6%
  3. 52-wk highhighest close, 1 year$116.64at the price
  4. PriceFri Oct 30 close$116.64you are here

Fair value estimate

No estimate for ED: Capital spending isn't tagged for the latest period in SEC XBRL data. We’d rather show nothing than a made-up number.

Risk vs market

How risk vs market is measured

One year of daily returns (Oct 30 to Oct 30, 252 sessions). Beta = how much ED moved for each 1% move in the S&P 500 (SPY); 1.0 moves with the market. Volatility is the yearly standard deviation of daily returns. Past behavior, not a forecast.

Low

Moves much less than the market, but its own price swings are 1.4× the S&P 500’s (it moves on its own news).

Beta vs S&P 500
-0.50
Volatility
18% vs 13% SPY
Correlation SPY
−0.36
Correlation QQQ
−0.48

Bull vs bear

Rule-based from the data on this page, strongest first. Not advice.

Top bullish points 4 of 5

  1. Cash returnsDividend yield of 2.8% ($1.2B paid over 12 months, 55% of earnings).

  2. GrowthSales grew 10% to $17.7B over the last 12 months vs the 12 months before (SEC filings).

  3. ValuationPrice / book of 1.7×, below the 2.2× median for the 48 Utilities companies we cover.

  4. ValuationP/E of 19.3×, below the 21.2× median for the 55 Utilities companies we cover.

Top bearish points 5 of 5

  1. Balance sheetOperating income covers interest only 2.6× over the last 12 months.

  2. ProfitabilityOperating margin narrowed to 17.3% in FY2025 from 21.8% in FY2023 (SEC filings).

  3. ProfitabilityReturn on equity of 9.0%, below the 11% median for the 48 Utilities companies we cover.

  4. QualityDoesn’t pass our quality screen: ROE under 12% and ROIC under 10%; net debt 4.1× EBITDA (limit 3×).

  5. ValuationTrades 8.3% above its Market Value of $107.72, the average price paid since the Aug 6 filing.

Who’s talking about it

Notable investors, executives, analysts and public figures on Consolidated Edison in the last 48 hours. Headlines as published, each linked. Their words, not ours.

No notable mentions in the last 48 hours. Checked Nov 1, 9:09 PM ET.

Compare with peers

Closest in size in Power Generation

All fundamentals

P/E 19.3 · ROE 9% · Sales +10%

Valuation

P/E
19.3×Utilities median 21.2×
Price / FCF
n/anot reported in its SEC filings
FCF yield
n/anot reported in its SEC filings
EV / EBITDA
n/aD&A or debt not tagged in SEC data
Price / sales
2.41×
Price / book
1.66×
Market cap
$42.7Blisted
Enterprise value
n/anot reported in its SEC filings

Growth

Revenue, 12 months
$17.7B
Sales growth, 12 months
+9.5%vs the 12 months before
Sales growth, 3 yrs
+2.6%/yrfrom FY2022
Diluted EPS, 12 months
$6.08
EPS growth, last FY
+7.6%
Net income, 12 months
$2.2B
Net income growth
+15%12 months vs before

Profitability

Gross margin
n/agross profit isn't reported (common for service and financial companies)
Operating margin
18.0%
Net margin
12.5%
FCF margin
n/anot reported in its SEC filings
Return on equity
9%
Return on invested capital
n/aoperating income, debt, equity or cash not tagged

Balance sheet

Cash & short-term inv.
$1.5B
Total debt
n/anot reported in its SEC filings
Net cash
n/acash or debt not tagged in SEC data
Debt / equity
n/adebt or equity not tagged in SEC data
Interest coverage
2.6×operating income / interest

Cash flow & returns

Free cash flow, 12 months
n/anot reported in its SEC filings
FCF growth, 12 months
n/anot reported in its SEC filings
Dividend yield
2.84%$1.2B paid
Payout ratio
55%
Buybacks, 12 months
n/anot reported in its SEC filings
Share count, 1 year
+2.3%diluted shares vs a year ago
Stock-based comp
n/anot reported in its SEC filings

Trailing 12 months to Jun 30, 2026; balance sheet at Jun 30, 2026. From Consolidated Edison’s SEC filings. Sparklines show up to six fiscal years. n/a means we don’t hold that number, with the reason. How each is computed.

Valuation details

MV $107.72

How

Market ValueAverage paid since the Aug 6 filing, 60 trading days
$107.72price +8%
Fair value estimaten/a — Capital spending isn't tagged for the latest period in SEC XBRL data
n/a
FCF valueTrailing free cash flow is negative
n/a

Setup & signals

No setup armed

All setups

No setup armed, so there’s no trigger or stop to track yet. Reversal signal rules only run on companies that pass our quality screen.

Momentum & 52-week range

RSI 70 · 5 days +0.8%
$116.64nowMV
52-wk low $95.41high $116.64
Off 52-wk high0.0%
5 days+0.8%
vs 50-day avg+8.3%
vs 200-day avg+7.0%
RSI (14)70
Market cap$43B

The business

FCF $-0.9B · Sales +13%
  • Free cash flow, 12 months−$0.9B
  • Free-cash-flow yield−2.0%
  • Free-cash-flow margin−5%
  • Gross margin53%
  • Operating margin18%
  • Return on invested capital5%
  • Return on equity9%
  • Sales growth (latest quarter vs year-ago quarter)+13%
  • Net debt / EBITDA4.2×

Next report

Nov 5

Calendar

  • DateThu Nov 5, after the close
  • Consensus EPS$2.07
  • Year-ago EPS$1.90
  • QuarterSep/2026

From Nasdaq’s earnings calendar. A report resets Market Value.

Information only, not investment advice. Fair value estimates and talking points are rule-based model output from public data and can be wrong; stop levels are reference points, not orders. How every number is computed.

ED is outside our quality screen

One text when a published rule fires on one of the 333 quality companies we track: the ticker, the price, the stop and a link to the numbers. Nothing else.

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