Utilities
Consolidated Edison, Inc.(ED)
Live Price
Offline$106.36
-0.64% today
1Y Change
+10.51%
Window
Jun 26, 2025 โ Jun 23, 2026
- Market Cap
- $40.21B
- Revenue Growth
- +10.9%
- EPS Growth
- +7.6%
- Dividend Yield
- 3.1%
Coverage: 248 bars ยท Jun 26, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Consolidated Edison, Inc. (ED) is a Utilities stock with a market cap of $40.21B and listed on NYSE. The stock last traded around $106.36 and up 10.5% across the available one-year price window (Jun 26, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of +10.9%, EPS growth of +7.6%, a dividend yield of 3.1%. What stands out right now is revenue +10.9%, EPS +7.6%, free cash flow +103.1% with operating margin 17.3% and ROIC 3.2%. The dividend matters to the case here, with a current yield around 3.1%. Valuation is more restrained than many high-expectation growth names at P/E 19.5 and price/sales 2.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines ED price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Utilities peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+10.9% vs +6.1% peer median
Operating Margin
Below sector median
+17.3% vs +21.0% peer median
P/E
Near sector median
19.5 vs 19.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 7, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +10.9% and EPS at +7.6%, with operating margin around 17.3%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +1.2% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 7, 2026 | โ | -0.1% | +0.7% | -0.1% |
2026 Feb 19, 2026 | +4.0% | -1.9% | -1.0% | -0.2% |
2025 Nov 6, 2025 | +9.2% | +1.6% | +4.1% | -0.4% |
Benchmark Edge
ED vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
ED
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
ED Max Drawdown
-10.38%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ED and SPY.
Company Overview
Consolidated Edison, Inc.
New York Stock Exchange
Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States. It offers electric services to approximately 3.5 million customers in New York City and Westchester County; gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County; and steam to approximately 1,555 customers in parts of Manhattan. The company also supplies electricity to approximately 0.3 million customers in southeastern New York and northern New Jersey; and gas to approximately 0.1 million customers in southeastern New York. In addition, it operates 533 circuit miles of transmission lines; 15 transmission substations; 64 distribution substations; 87,564 in-service line transformers; 3,924 pole miles of overhead distribution lines; and 2,291 miles of underground distribution lines, as well as 4,350 miles of mains and 377,971 service lines for natural gas distribution. Further, the company owns, operates, and develops renewable and energy infrastructure projects; and provides energy-related products and services to wholesale and retail customers, as well as invests in electric and gas transmission projects. It primarily sells electricity to industrial, commercial, residential, and government customers. The company was founded in 1823 and is based in New York, New York.
- Leadership
- Timothy Cawley
- IPO Date
- Feb 15, 2001
- Employees
- 15.1k
- Street Address
- 4 Irving Place
- Mailing
- New York City, NY, 10003
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212 460 4600
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 19.5
- EV/EBITDA
- 9.6
- Price/Sales
- 2.4
- Price/Book
- 1.6
Growth
- Revenue
- +10.9%
- EPS
- +7.6%
- Free Cash Flow
- +103.1%
Profitability
- Gross Margin
- 62.0%
- Operating Margin
- 17.3%
- Net Margin
- 12.0%
- ROE
- 8.4%
- ROIC
- 3.2%
Balance Sheet
- Debt/Equity
- 1.19
- Current Ratio
- 1.02
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.