EDNYSE$111.4967

CONSOLIDATED EDISON INC

Electric UtilitiesVerified

CONSOLIDATED EDISON INC (ED) is currently classified as Electric Utilities within Electric Utilities (Utilities). Classification confidence: 0.92 (verified market data). Capital structure on the latest snapshot: total assets 74,603,000,000 USD, total equity 24,190,000,000, short-term debt 250,000,000, long-term debt 25,551,000,000. Net cash position is approximately -24,172,000,000 USD. Self-calculated market cap is 39,991,463,000 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 17,049,000,000, gross profit 0, operating income 2,935,000,000, net income 2,023,000,000. Return on equity ~8.4%. Return on assets ~2.7%. Operating-cash-flow to net-income ratio is 2.37. Risk profile from automated assessment: liquidity risk high, dilution risk medium. Flags: Current ratio is close to the minimum comfort range.; Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Management commentary signal: ancial Accounting Standards In December 2023, the FASB issued amendments to the guidance on accounting for Income Taxes (Topic 740) through ASU 2023-09 to improve disclosures related to income taxes.. Comparable peers identified within the same class: Duke Energy, NextEra Energy, Southern Company.

30-day price · ED-2.60 (-2.4%)

Low$103.09High$115.86Close$106.51As of18 May, 00:00 UTC

Profile

CompanyCONSOLIDATED EDISON INC

ExchangeNYSE

TickerED

CIK0001047862

SICElectric & Other Services Combined

SectorUtilities

BusinessUtilities

Industry groupUtilities

IndustryElectric Utilities

AI analysis

Business. CONSOLIDATED EDISON INC is classified under Utilities / Electric Utilities and appears profitable on the latest normalized snapshot.

Classification. Classification confidence is 0.92 based on verified market data; matched terms: Electric Utilities, Utilities, Utilities.

Key takeaways

Observed GAAP P/E is about 19.77x.
Return on equity is about 8.4%.
Debt to equity is about 1.07x.
Likely peers from the same classification include Duke Energy, NextEra Energy, Southern Company.
Management signal detected: ancial Accounting Standards In December 2023, the FASB issued amendments to the guidance on accounting for Income Taxes (Topic 740) through ASU 2023-09 to improve disclosures related to income taxes.

Financial snapshot

PeriodFY2025

CurrencyUSD

Revenue$17.05B

Gross profit—

Operating income$2.94B

Net income$2.02B

R&D—

SG&A—

D&A—

SBC$55.0M

Operating cash flow$4.80B

CapEx—

Free cash flow—

Total assets$74.60B

Total liabilities—

Total equity$24.19B

Cash & equivalents$1.63B

Long-term debt$25.55B

Annual history (last 5)

PeriodRevenueOp IncomeNet IncomeFCF

FY2025$17.05B$2.94B$2.02B—

FY2024$15.47B$2.67B$1.82B—

FY2025$15.47B$2.67B$1.82B—

FY2023$14.48B$3.20B$2.52B—

FY2024$14.48B$3.20B$2.52B—

PeriodGross %Op %Net %FCF %

FY2025————

FY2024————

FY2025————

FY2023————

FY2024————

PeriodAssetsEquityCashDebt

FY2025$74.60B$24.19B$1.63B—

FY2024$70.56B$21.96B$1.32B—

FY2025$70.56B$21.96B$1.32B—

FY2023$66.33B$21.16B$1.19B—

FY2024$66.33B$21.16B$1.19B—

PeriodOCFCapExFCFSBC

FY2025$4.80B——$55.0M

FY2024$3.61B——$35.0M

FY2025$3.61B——$35.0M

FY2023$2.16B——$53.0M

FY2024$2.16B——$53.0M

Quarterly history (last 4)

PeriodRevenueOp IncomeNet IncomeFCF

Q3 2025$13.09B$2.45B$1.73B—

Q2 2025$8.52B$1.48B$1.04B—

Q3 2025——$246.0M—

Q1 2025$4.89B$1.12B$791.0M—

PeriodGross %Op %Net %FCF %

Q3 2025————

Q2 2025————

Q3 2025————

Q1 2025————

PeriodAssetsEquityCashDebt

Q3 2025$71.84B$24.17B$181.0M—

Q2 2025$71.50B$23.76B$1.51B—

Q3 2025—$23.76B——

Q1 2025$70.69B$23.78B$360.0M—

PeriodOCFCapExFCFSBC

Q3 2025$3.32B———

Q2 2025$2.82B———

Q3 2025————

Q1 2025$837.0M———

Valuation

Market price$111.49

Market cap$39.99B

Enterprise value$64.16B

P/E19.8

Reported non-GAAP P/E—

EV/Revenue3.8

EV/Op income21.9

EV/OCF13.4

P/B—

P/Tangible book—

Tangible book—

Net cash-$24.17B

Current ratio1.0

Debt/Equity1.1

ROA2.7%

ROE8.4%

Cash conversion2.4%

CapEx/Revenue—

SBC/Revenue0.3%

Asset intensity0.7

Dilution ratio-0.7%

Risk assessment

Dilution riskMedium

Liquidity riskHigh

Current ratio is close to the minimum comfort range.
Net cash is negative after subtracting total debt.
Source documents mention dilution or offering risk.

Industry benchmarks

Activity: Electric Utilities · cohort 13 companies

MetricEDActivity

Op margin17.2%4.2% medp25 4.2% · p75 18.6%above median

Net margin11.9%2.1% medp25 2.1% · p75 12.9%above median

Gross margin—30.7% medp25 18.4% · p75 46.7%

R&D / revenue—6.8% medp25 6.8% · p75 7.5%

CapEx / revenue—30.7% medp25 11.1% · p75 43.1%

Debt / equity107.0%159.3% medp25 130.9% · p75 178.2%bottom quartile

Observations

IR observations

Mean price target110.87 USD

Median price target110.00 USD

High price target130.00 USD

Low price target97.00 USD

Mean recommendation3.05 (1=strong buy, 5=strong sell)

Strong-buy count2.00

Buy count1.00

Hold count10.00

Sell count6.00

Strong-sell count0.00

Mean EPS estimate6.10 USD

Last actual EPS5.70 USD

Competitor context

DUKDuke EnergyUSPeer

Derived from classification anchor Electric Utilities.

Electric Utilities, Utilities

NEENextEra EnergyUSPeer

Derived from classification anchor Electric Utilities.

Electric Utilities, Utilities

SOSouthern CompanyUSPeer

Derived from classification anchor Electric Utilities.

Electric Utilities, Utilities

Source data

Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.

Market quoteclose USD 111.49 · shares 0.36B diluted

no public URL

2026-05-01 06:15 UTC#087dfe2d

Source: analysis-pipeline (hybrid)Generated: 2026-05-01 06:15 UTCJob: 52a56dfa