Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ED
BUYConsolidated Edison, Inc. · Utilities · United States · $41.6B · Avg Vol: $236M/d
COMPANY DESCRIPTION
Consolidated Edison, Inc. is a regulated utility providing electric, gas, and steam services to customers in New York City and Westchester County, alongside non-utility energy businesses. It operates as a regulated monopoly in a densely populated, high-demand service territory, ensuring stable and predictable revenue streams. The company is a large, established regulated utility providing essential services to the New York City metropolitan area.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 15.7B | 14.7B | 15.3B | 16.9B | 2.6% | 17.2B | 17.3B | 18.3B | 4.0% |
| EPS | 4.68 | 7.25 | 5.26 | 5.66 | 6.5% | 5.93 | 6.06 | 6.44 | 6.7% |
| Shares | 355.0M | 345.4M | 346.6M | 361.1M | +1.7% | — | — | — | — |
| Debt | 24.4B | 25.0B | 27.8B | 28.4B | 5.1% | 27.2B | — | — | — |
| Equity | 20.7B | 21.2B | 22.0B | 24.2B | 5.4% | — | — | — | — |
| Op CF | 3.9B | 2.2B | 3.6B | 4.8B | 6.8% | 4.1B | — | — | — |
| Inv CF | -4.6B | -1.0B | -5.3B | -5.2B | — | — | — | — | — |
| Fin CF | 1.0B | -1.5B | 1.8B | 746.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of ED are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ED | Consolidated Edison, Inc.(you) | $41.6B | 67 | BUY |
| PCG | PG&E Corporation | $47.8B | 64 | HOLD |
| FE | FirstEnergy Corp. | $28.9B | 57 | HOLD |
| EXC | Exelon Corporation | $48.6B | 53 | HOLD |
| ES | Eversource Energy | $28.2B | 55 | HOLD |
| PEG | Public Service Enterprise Group Incorporated | $39.8B | 45 | HOLD |
| EIX | Edison International | $30.7B | 84 | STRONG BUY |
| ETR | Entergy Corporation | $54.1B | 45 | HOLD |
| PPL | PPL Corporation | $27.3B | 48 | HOLD |
| AEE | Ameren Corporation | $31.5B | 45 | HOLD |
Peer medians: ROE 9.4% · P/E 21.5x · Gross margin 42.9%