Want to see ED full AI Analyst Report?
Consolidated Edison (ED) AI Stock Analysis
Consolidated Edison
(NYSE:ED)
ED scores as a steady, mid-range regulated utility: solid profitability and improving TTM free cash flow support the fundamentals, while elevated leverage and historically uneven cash-flow conversion limit financial flexibility. Technical signals are slightly negative (below 20/50/100DMA with negative MACD), partially offset by reasonable valuation and a ~3.19% dividend yield. Recent financing and governance events are mildly supportive but not transformational.
Consolidated Edison Key Performance Indicators (KPIs)
Operating Income By SegmentShows the profitability of each business segment, helping investors understand which parts of the company are most financially successful and where there might be challenges or opportunities.
Consolidated Edison’s CECONY Electric segment shows a strong upward trend in operating income, reflecting robust demand and effective cost management. The CECONY Gas segment, while volatile, has seen significant gains in recent quarters, suggesting improved operational efficiency. However, the 'Other' segment experienced a sharp decline after a temporary spike in early 2023, indicating potential one-time gains or adjustments. The overall stability in O&R Electric and Gas segments supports a balanced portfolio, but ongoing losses in the Transmission segment highlight areas needing strategic focus to enhance profitability.
The FlyConsolidated Edison (ED) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $44.33B
- Dividend Yield
- 2.92%
- Average Volume (3M)
- 2.21M
- Price to Earnings (P/E)
- 19.7
- Beta (1Y)
- -0.31
- Revenue Growth
- 9.50%
- EPS Growth
- 10.40%
- Country
- US
- Employees
- 15,407
- Sector
- Utilities
- Sector Strength
- 66
- Industry
- Regulated Electric
Consolidated Edison Business Overview & Revenue Model
Company Description
Consolidated Edison, Inc., through its various subsidiaries, primarily operates in the regulated sectors of electricity, natural gas, and steam distribution across the United States. The company supplies electric power to approximately 3.5 million ho...
How the Company Makes Money
Con Edison makes money primarily through regulated utility operations, where revenues are largely determined by rates approved by state utility regulators rather than by competitive pricing. The company’s main revenue streams come from: (1) Electric...
Consolidated Edison Financial Statement Overview
Summary
Fundamentals reflect a stable regulated-utility profile with modest TTM revenue growth and solid profitability (TTM operating margin ~28.5%, EBITDA margin ~36.9%, net margin ~12.5%). Offsetting this, leverage is meaningful (TTM debt-to-equity ~1.13) and cash-flow reliability has been uneven despite a strong TTM free cash flow rebound (~$5.1B; ~1.28x net income). Segment KPIs support core strength in CECONY Electric/Gas operating income and revenue trends, but Transmission losses and a weak 'Other' segment temper the picture.
Income Statement
74PositiveBalance Sheet
63PositiveCash Flow
58Neutral| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 17.69B | 16.92B | 15.26B | 14.65B | 15.66B | 13.67B |
| Gross Profit | 10.89B | 10.49B | 9.76B | 8.96B | 9.55B | 8.89B |
| EBITDA | 7.37B | 6.15B | 5.48B | 6.06B | 5.17B | 4.37B |
| Net Income | 2.22B | 2.02B | 1.82B | 2.52B | 1.66B | 1.35B |
Balance Sheet | ||||||
| Total Assets | 76.46B | 74.60B | 70.56B | 66.33B | 69.06B | 63.12B |
| Cash, Cash Equivalents and Short-Term Investments | 1.47B | 1.63B | 1.32B | 1.19B | 1.28B | 992.00M |
| Total Debt | 28.32B | 28.75B | 27.82B | 25.01B | 24.41B | 25.36B |
| Total Liabilities | 50.74B | 50.41B | 48.60B | 45.17B | 48.18B | 42.78B |
| Stockholders Equity | 25.72B | 24.19B | 21.96B | 21.16B | 20.69B | 20.04B |
Cash Flow | ||||||
| Free Cash Flow | 5.07B | 36.00M | -1.16B | -2.34B | -233.00M | -1.22B |
| Operating Cash Flow | 3.96B | 4.80B | 3.61B | 2.16B | 3.94B | 2.73B |
| Investing Cash Flow | -4.95B | -5.25B | -5.27B | -1.00B | -4.57B | -3.48B |
| Financing Cash Flow | 956.00M | 746.00M | 1.80B | -1.49B | 1.01B | 461.00M |
Consolidated Edison Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ED, the sentiment is Positive. The current price of 120.30 is above the 20-day moving average (MA) of 112.83, above the 50-day MA of 108.39, and above the 200-day MA of 108.16, indicating a bullish trend. The MACD of 3.12 indicates Negative momentum. The RSI at 72.61 is Negative, neither overbought nor oversold. The STOCH value of 85.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ED.
Consolidated Edison Risk Analysis
Consolidated Edison disclosed 17 risk factors in its most recent earnings report. Consolidated Edison reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
1 New RiskConsolidated Edison Peers Comparison
Overall Rating
DUK79Outperform
EXC67Neutral
NGG67Neutral
D66Neutral
ES65Neutral- ED65Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| DUK | 79Outperform | $98.64B | 19.46 | 9.88% | 3.30% | 6.33% | 8.98% |
| EXC | 67Neutral | $47.09B | 17.99 | 8.95% | 3.59% | 6.67% | -7.99% |
| NGG | 67Neutral | $84.11B | 19.17 | 8.47% | 3.80% | 1.13% | 13.83% |
| D | 66Neutral | $58.74B | 23.10 | 9.28% | 3.83% | 23.11% | 2.81% |
| Sector * | 66Neutral | $17.65B | 18.10 | 5.60% | 3.62% | 6.62% | 11.55% |
| ES | 65Neutral | $26.00B | 18.25 | 8.91% | 4.42% | 7.75% | 66.25% |
| ED | 65Neutral | $43.05B | 19.66 | 8.90% | 2.92% | 9.50% | 10.40% |
* Utilities Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ED | Consolidated Edison, Inc. | 120.30 | 24.94 | 26.16% | |
| D | Dominion Energy Inc | 69.75 | 10.69 | 18.10% | |
| DUK | Duke Energy | 129.59 | 10.12 | 8.47% | |
| EXC | Exelon Corp. | 46.24 | 1.67 | 3.74% | |
| NGG | National Grid | 85.22 | 10.50 | 14.05% | |
| ES | Eversource Energy | 70.46 | 0.64 | 0.92% |
Consolidated Edison Corporate Events
Consolidated Edison Unveils Three-Year Steam Rate Plan
NeutralOn September 4, 2026, Consolidated Edison Company of New York, Inc. reached a joint proposal with the New York State Department of Public Service and other parties for a three‑year steam rate plan covering November 1, 2026, through October 31,...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Aug 07, 2026