CONSOLIDATED EDISON INC (ED) Stock Fundamental Analysis

USA New York Stock Exchange NYSE:ED • US2091151041

107.34 USD
-1.53 (-1.41%)
At close: Feb 6, 2026
106.7 USD
-0.64 (-0.6%)
After Hours: 2/6/2026, 8:04:00 PM
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to ED. ED was compared to 26 industry peers in the Multi-Utilities industry. There are concerns on the financial health of ED while its profitability can be described as average. ED is valied quite expensively at the moment, while it does show a decent growth rate. Finally ED also has an excellent dividend rating.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • ED had positive earnings in the past year.
  • ED had a positive operating cash flow in the past year.
  • ED had positive earnings in each of the past 5 years.
  • In the past 5 years ED always reported a positive cash flow from operatings.
ED Yearly Net Income VS EBIT VS OCF VS FCFED Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2B -2B

1.2 Ratios

  • With an excellent Return On Assets value of 2.83%, ED belongs to the best of the industry, outperforming 88.46% of the companies in the same industry.
  • The Return On Equity of ED (8.42%) is comparable to the rest of the industry.
  • The Return On Invested Capital of ED (3.67%) is worse than 73.08% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for ED is in line with the industry average of 3.95%.
  • The 3 year average ROIC (3.42%) for ED is below the current ROIC(3.67%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.83%
ROE 8.42%
ROIC 3.67%
ROA(3y)2.93%
ROA(5y)2.53%
ROE(3y)9.41%
ROE(5y)8.16%
ROIC(3y)3.42%
ROIC(5y)3.64%
ED Yearly ROA, ROE, ROICED Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2 4 6 8 10

1.3 Margins

  • With a Profit Margin value of 12.26%, ED perfoms like the industry average, outperforming 46.15% of the companies in the same industry.
  • ED's Profit Margin has improved in the last couple of years.
  • With a Operating Margin value of 17.82%, ED is not doing good in the industry: 73.08% of the companies in the same industry are doing better.
  • ED's Operating Margin has declined in the last couple of years.
  • ED has a Gross Margin of 77.43%. This is amongst the best in the industry. ED outperforms 88.46% of its industry peers.
  • ED's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 17.82%
PM (TTM) 12.26%
GM 77.43%
OM growth 3Y-4.66%
OM growth 5Y-3.39%
PM growth 3Y6.62%
PM growth 5Y2.24%
GM growth 3Y-0.95%
GM growth 5Y-0.37%
ED Yearly Profit, Operating, Gross MarginsED Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80

3

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so ED is destroying value.
  • Compared to 1 year ago, ED has more shares outstanding
  • ED has more shares outstanding than it did 5 years ago.
  • The debt/assets ratio for ED is higher compared to a year ago.
ED Yearly Shares OutstandingED Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M
ED Yearly Total Debt VS Total AssetsED Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 20B 40B 60B

2.2 Solvency

  • ED has an Altman-Z score of 1.16. This is a bad value and indicates that ED is not financially healthy and even has some risk of bankruptcy.
  • ED has a Altman-Z score of 1.16. This is amongst the best in the industry. ED outperforms 88.46% of its industry peers.
  • A Debt/Equity ratio of 1.08 is on the high side and indicates that ED has dependencies on debt financing.
  • ED's Debt to Equity ratio of 1.08 is amongst the best of the industry. ED outperforms 92.31% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF N/A
Altman-Z 1.16
ROIC/WACC0.55
WACC6.71%
ED Yearly LT Debt VS Equity VS FCFED Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5B 10B 15B 20B

2.3 Liquidity

  • ED has a Current Ratio of 1.08. This is a normal value and indicates that ED is financially healthy and should not expect problems in meeting its short term obligations.
  • The Current ratio of ED (1.08) is better than 65.38% of its industry peers.
  • A Quick Ratio of 0.97 indicates that ED may have some problems paying its short term obligations.
  • ED has a Quick ratio of 0.97. This is amongst the best in the industry. ED outperforms 84.62% of its industry peers.
Industry RankSector Rank
Current Ratio 1.08
Quick Ratio 0.97
ED Yearly Current Assets VS Current LiabilitesED Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

5

3. Growth

3.1 Past

  • The Earnings Per Share has been growing slightly by 7.20% over the past year.
  • Measured over the past 5 years, ED shows a small growth in Earnings Per Share. The EPS has been growing by 4.28% on average per year.
  • ED shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.35%.
  • ED shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.94% yearly.
EPS 1Y (TTM)7.2%
EPS 3Y7.23%
EPS 5Y4.28%
EPS Q2Q%13.1%
Revenue 1Y (TTM)10.35%
Revenue growth 3Y3.71%
Revenue growth 5Y3.94%
Sales Q2Q%10.7%

3.2 Future

  • Based on estimates for the next years, ED will show a small growth in Earnings Per Share. The EPS will grow by 5.91% on average per year.
  • The Revenue is expected to grow by 4.79% on average over the next years.
EPS Next Y7.94%
EPS Next 2Y7.24%
EPS Next 3Y6.8%
EPS Next 5Y5.91%
Revenue Next Year7.48%
Revenue Next 2Y5.5%
Revenue Next 3Y5.21%
Revenue Next 5Y4.79%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
ED Yearly Revenue VS EstimatesED Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B
ED Yearly EPS VS EstimatesED Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6

2

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 18.48, which indicates a rather expensive current valuation of ED.
  • ED's Price/Earnings is on the same level as the industry average.
  • ED's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.92.
  • The Price/Forward Earnings ratio is 17.28, which indicates a rather expensive current valuation of ED.
  • The rest of the industry has a similar Price/Forward Earnings ratio as ED.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 27.78, ED is valued a bit cheaper.
Industry RankSector Rank
PE 18.48
Fwd PE 17.28
ED Price Earnings VS Forward Price EarningsED Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • ED's Enterprise Value to EBITDA is on the same level as the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.23
ED Per share dataED EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates ED does not grow enough to justify the current Price/Earnings ratio.
  • ED has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)2.33
PEG (5Y)4.32
EPS Next 2Y7.24%
EPS Next 3Y6.8%

7

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.35%, ED has a reasonable but not impressive dividend return.
  • ED's Dividend Yield is comparable with the industry average which is at 3.50.
  • Compared to an average S&P500 Dividend Yield of 1.83, ED pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.35%

5.2 History

  • The dividend of ED has a limited annual growth rate of 2.39%.
  • ED has paid a dividend for at least 10 years, which is a reliable track record.
  • ED has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)2.39%
Div Incr Years34
Div Non Decr Years34
ED Yearly Dividends per shareED Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • ED pays out 56.36% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of ED is growing, but earnings are growing more, so the dividend growth is sustainable.
DP56.36%
EPS Next 2Y7.24%
EPS Next 3Y6.8%
ED Yearly Income VS Free CF VS DividendED Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1B -1B 2B -2B
ED Dividend Payout.ED Dividend Payout, showing the Payout Ratio.ED Dividend Payout.PayoutRetained Earnings

CONSOLIDATED EDISON INC

NYSE:ED (2/6/2026, 8:04:00 PM)

After market: 106.7 -0.64 (-0.6%)

107.34

-1.53 (-1.41%)

Chartmill FA Rating
GICS SectorUtilities
GICS IndustryGroupUtilities
GICS IndustryMulti-Utilities
Earnings (Last)11-06
Earnings (Next)02-19
Inst Owners72.87%
Inst Owner Change-2.28%
Ins Owners0.16%
Ins Owner Change1.92%
Market Cap38.74B
Revenue(TTM)16.59B
Net Income(TTM)2.04B
Analysts52
Price Target106.27 (-1%)
Short Float %2.84%
Short Ratio4.84
Dividend
Industry RankSector Rank
Dividend Yield 3.35%
Yearly Dividend3.18
Dividend Growth(5Y)2.39%
DP56.36%
Div Incr Years34
Div Non Decr Years34
Ex-Date02-18
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.73%
Min EPS beat(2)1.57%
Max EPS beat(2)5.89%
EPS beat(4)3
Avg EPS beat(4)1.81%
Min EPS beat(4)-0.36%
Max EPS beat(4)5.89%
EPS beat(8)7
Avg EPS beat(8)2.57%
EPS beat(12)8
Avg EPS beat(12)2.29%
EPS beat(16)11
Avg EPS beat(16)3.25%
Revenue beat(2)2
Avg Revenue beat(2)2.57%
Min Revenue beat(2)0.84%
Max Revenue beat(2)4.31%
Revenue beat(4)3
Avg Revenue beat(4)1.69%
Min Revenue beat(4)-3.22%
Max Revenue beat(4)4.83%
Revenue beat(8)3
Avg Revenue beat(8)-2.4%
Revenue beat(12)5
Avg Revenue beat(12)0.26%
Revenue beat(16)9
Avg Revenue beat(16)2.79%
PT rev (1m)0.8%
PT rev (3m)-0.27%
EPS NQ rev (1m)11.98%
EPS NQ rev (3m)-1.88%
EPS NY rev (1m)0.03%
EPS NY rev (3m)0.65%
Revenue NQ rev (1m)-2.64%
Revenue NQ rev (3m)-3.1%
Revenue NY rev (1m)-0.87%
Revenue NY rev (3m)0.47%
Valuation
Industry RankSector Rank
PE 18.48
Fwd PE 17.28
P/S 2.34
P/FCF N/A
P/OCF 8.37
P/B 1.6
P/tB 1.63
EV/EBITDA 12.23
EPS(TTM)5.81
EY5.41%
EPS(NY)6.21
Fwd EY5.79%
FCF(TTM)-0.19
FCFYN/A
OCF(TTM)12.83
OCFY11.95%
SpS45.97
BVpS66.96
TBVpS65.83
PEG (NY)2.33
PEG (5Y)4.32
Graham Number93.56
Profitability
Industry RankSector Rank
ROA 2.83%
ROE 8.42%
ROCE 4.43%
ROIC 3.67%
ROICexc 3.68%
ROICexgc 3.7%
OM 17.82%
PM (TTM) 12.26%
GM 77.43%
FCFM N/A
ROA(3y)2.93%
ROA(5y)2.53%
ROE(3y)9.41%
ROE(5y)8.16%
ROIC(3y)3.42%
ROIC(5y)3.64%
ROICexc(3y)3.49%
ROICexc(5y)3.71%
ROICexgc(3y)3.52%
ROICexgc(5y)3.78%
ROCE(3y)4.23%
ROCE(5y)4.48%
ROICexgc growth 3Y-5.69%
ROICexgc growth 5Y-4.55%
ROICexc growth 3Y-4.94%
ROICexc growth 5Y-3.92%
OM growth 3Y-4.66%
OM growth 5Y-3.39%
PM growth 3Y6.62%
PM growth 5Y2.24%
GM growth 3Y-0.95%
GM growth 5Y-0.37%
F-Score6
Asset Turnover0.23
Health
Industry RankSector Rank
Debt/Equity 1.08
Debt/FCF N/A
Debt/EBITDA 5
Cap/Depr 206.05%
Cap/Sales 28.31%
Interest Coverage 2.59
Cash Conversion 88.41%
Profit Quality N/A
Current Ratio 1.08
Quick Ratio 0.97
Altman-Z 1.16
F-Score6
WACC6.71%
ROIC/WACC0.55
Cap/Depr(3y)216.17%
Cap/Depr(5y)209.9%
Cap/Sales(3y)29.64%
Cap/Sales(5y)30.04%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)7.2%
EPS 3Y7.23%
EPS 5Y4.28%
EPS Q2Q%13.1%
EPS Next Y7.94%
EPS Next 2Y7.24%
EPS Next 3Y6.8%
EPS Next 5Y5.91%
Revenue 1Y (TTM)10.35%
Revenue growth 3Y3.71%
Revenue growth 5Y3.94%
Sales Q2Q%10.7%
Revenue Next Year7.48%
Revenue Next 2Y5.5%
Revenue Next 3Y5.21%
Revenue Next 5Y4.79%
EBIT growth 1Y10.54%
EBIT growth 3Y-1.12%
EBIT growth 5Y0.42%
EBIT Next Year87.44%
EBIT Next 3Y30.74%
EBIT Next 5Y20.15%
FCF growth 1Y96.45%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y85.35%
OCF growth 3Y9.76%
OCF growth 5Y2.89%

CONSOLIDATED EDISON INC / ED FAQ

Can you provide the ChartMill fundamental rating for CONSOLIDATED EDISON INC?

ChartMill assigns a fundamental rating of 4 / 10 to ED.


Can you provide the valuation status for CONSOLIDATED EDISON INC?

ChartMill assigns a valuation rating of 2 / 10 to CONSOLIDATED EDISON INC (ED). This can be considered as Overvalued.


What is the profitability of ED stock?

CONSOLIDATED EDISON INC (ED) has a profitability rating of 6 / 10.


Can you provide the financial health for ED stock?

The financial health rating of CONSOLIDATED EDISON INC (ED) is 3 / 10.


Is the dividend of CONSOLIDATED EDISON INC sustainable?

The dividend rating of CONSOLIDATED EDISON INC (ED) is 7 / 10 and the dividend payout ratio is 56.36%.