Consolidated Edison, Inc. (ED)

FairStock Score: 52/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I see Consolidated Edison as a classic regulated utility: it delivers electric, gas, and steam service to a dense New York City territory with about 3.7 million electric customers and 1.1 million gas customers. That regulated footprint gives it a durable, if narrow, competitive advantage, and the 0.26 beta suggests modest market sensitivity. The filed figures show fiscal 2025 revenue of $17.0 billion and net income of $2.0 billion, with diluted EPS of $5.64, versus fiscal 2024 revenue of $15.5 billion, net income of $1.8 billion, and diluted EPS of $5.24. That is progress, though fiscal 2023 diluted EPS of $7.21 reminds me earnings can be uneven. FairStock's computed Lynch category is Stalwart, based on 12.9% annual profit growth and 7.2% revenue growth over five years. The balance sheet is my main caution: debt-to-equity is 1.10, trailing free cash flow is -$862.0 million, and FCF yield is -2.0%. FairStock also calculates ROE of 8.96%, ROCE of 3.24%, Piotroski 4/9, and Altman Z-score 0.89. At the $115.42 close on 2026-10-26, FairStock shows P/E 18.98, P/B 1.66, dividend yield 3.33%, PEG 0.76, EV/EBITDA 10.73, and a Graham Number of $97.51, putting the price 18.70% above that conservative figure. The PEG looks attractive if growth holds, but negative cash flow and the low Altman score keep me cautious. The price looks fair-to-full for a regulated utility; I would want better cash generation and a wider margin of safety before calling it a bargain.

In plain English: Consolidated Edison delivers electricity, gas, and steam to millions of customers in and around New York City. The business looks steady, with a regulated customer base, but it is carrying meaningful debt and currently generates negative cash flow. At the 2026-10-26 close of $115.42, the shares look fair to a bit expensive compared with earnings and a conservative value estimate, while the stock pays a 3.33% dividend yield.

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Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer