Overview Dividends

(ED) Consolidated Edison - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US2091151041

Electricity, Gas, Steam

ED EPS (Earnings per Share)

EPS Growth (3Y CAGR): -55.35%
EPS Trend (3Y Correlation): -25.9%

ED Revenue

Revenue Growth (3Y CAGR): -5.24%
Revenue Trend (3Y Correlation): 0.6%

Description: ED Consolidated Edison September 29, 2025

Consolidated Edison (NYSE: ED) operates regulated electric, gas, and steam delivery networks primarily in New York City, Westchester County, southeastern New York, and northern New Jersey, serving roughly 3.7 million electric, 1.1 million gas, and 1,520 steam customers. Its infrastructure portfolio includes 549 circuit-miles of transmission lines, 15 transmission substations, 64 distribution substations, about 90,755 in-service line transformers, 3,877 pole miles and 2,405 miles of underground distribution lines, plus roughly 380 k miles of natural-gas mains and service lines.

In FY 2023 the company reported adjusted earnings per share of $9.02 and a dividend yield near 2.5 %, supported by a regulated rate base of roughly $70 billion and annual capital expenditures of $3.5 billion focused on grid modernization and renewable-energy integration. Key economic drivers include New York’s aggressive electrification targets, which are expected to lift electricity demand by 1–2 % per year, and the ongoing need for resilience upgrades after recent extreme weather events.

Given the utility sector’s sensitivity to interest-rate movements and regulatory decisions, analysts should monitor the New York Public Service Commission’s rate-case outcomes and the pace of state-mandated clean-energy investments. For a deeper quantitative dive into ED’s valuation metrics and scenario analysis, the ValueRay platform offers a useful toolkit.

ED Stock Overview

Market Cap in USD	36,494m
Sub-Industry	Multi-Utilities
IPO / Inception	1970-01-02

ED Stock Ratings

Growth Rating	49.3%
Fundamental	46.9%
Dividend Rating	63.8%
Return 12m vs S&P 500	-17.5%
Analyst Rating	2.89 of 5

ED Dividends

Dividend Yield 12m	4.20%
Yield on Cost 5y	6.12%
Annual Growth 5y	2.06%
Payout Consistency	98.3%
Payout Ratio	60.5%

ED Growth Ratios

Growth Correlation 3m	-29.6%
Growth Correlation 12m	38.8%
Growth Correlation 5y	88.3%
CAGR 5y	9.07%
CAGR/Max DD 3y (Calmar Ratio)	0.52
CAGR/Mean DD 3y (Pain Ratio)	1.44
Sharpe Ratio 12m	-0.58
Alpha	-9.87
Beta	0.309
Volatility	16.52%
Current Volume	1302.8k
Average Volume 20d	1597.6k
Stop Loss	97.7 (-3%)
Signal	-0.75

Piotroski VR‑10 (Strict, 0-10) 2.0

Net Income (1.94b TTM) > 0 and > 6% of Revenue (6% = 969.2m TTM)

FCFTA -0.00 (>2.0%) and ΔFCFTA 2.19pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 3.32% (prev 1.83%; Δ 1.49pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.06 (>3.0%) and CFO 4.52b > Net Income 1.94b (YES >=105%, WARN >=100%)

Net Debt (25.59b) to EBITDA (5.84b) ratio: 4.38 <= 3.0 (WARN <= 3.5)

Current Ratio 1.10 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (361.7m) change vs 12m ago 4.21% (target <= -2.0% for YES)

Gross Margin 60.70% (prev 63.50%; Δ -2.80pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 23.17% (prev 21.81%; Δ 1.36pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 2.94 (EBITDA TTM 5.84b / Interest Expense TTM 1.22b) >= 6 (WARN >= 3)

Altman Z'' 1.38

(A) 0.01 = (Total Current Assets 6.05b - Total Current Liabilities 5.51b) / Total Assets 71.50b

(B) 0.20 = Retained Earnings (Balance) 14.48b / Total Assets 71.50b

(D) 0.30 = Book Value of Equity 14.54b / Total Liabilities 47.74b

Total Rating: 1.38 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 46.94

1. Piotroski 2.0pt = -3.0

2. FCF Yield -0.45% = -0.22

3. FCF Margin -1.72% = -0.65

4. Debt/Equity 1.14 = 1.89

5. Debt/Ebitda 4.38 = -2.50

6. ROIC - WACC (= 1.58)% = 1.97

7. RoE 8.47% = 0.71

8. Rev. Trend 0.62% = 0.05

9. EPS Trend -25.91% = -1.30

What is the price of ED shares?

As of October 25, 2025, the stock is trading at USD 100.77 with a total of 1,302,838 shares traded.
Over the past week, the price has changed by -0.30%, over one month by +2.25%, over three months by -0.92% and over the past year by -2.91%.

Is Consolidated Edison a good stock to buy?

No, based on ValueRay´s Fundamental Analyses, Consolidated Edison (NYSE:ED) is currently (October 2025) a stock to sell. It has a ValueRay Fundamental Rating of 46.94 and therefor a negative outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of ED is around 103.53 USD . This means that ED is currently overvalued and has a potential downside of 2.74%.

Is ED a buy, sell or hold?

Consolidated Edison has received a consensus analysts rating of 2.89. Therefor, it is recommend to hold ED.

Strong Buy: 3
Buy: 0
Hold: 9
Sell: 4
Strong Sell: 2

What are the forecasts/targets for the ED price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	104.6	3.8%
Analysts Target Price	104.6	3.8%
ValueRay Target Price	111.3	10.4%

ED Fundamental Data Overview October 20, 2025

Market Cap USD = 36.49b (36.49b USD * 1.0 USD.USD)
P/E Trailing = 18.3982
P/E Forward = 16.2602
P/S = 2.2592
P/B = 1.4823
P/EG = 3.2547
Beta = 0.309
Revenue TTM = 16.15b USD
EBIT TTM = 3.59b USD
EBITDA TTM = 5.84b USD
Long Term Debt = 24.66b USD (from longTermDebt, last quarter)
Short Term Debt = 2.04b USD (from shortTermDebt, last quarter)
Debt = 27.09b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 25.59b USD (from netDebt column, last quarter)
Enterprise Value = 62.08b USD (36.49b + Debt 27.09b - CCE 1.51b)
Interest Coverage Ratio = 2.94 (Ebit TTM 3.59b / Interest Expense TTM 1.22b)
FCF Yield = -0.45% (FCF TTM -278.0m / Enterprise Value 62.08b)
FCF Margin = -1.72% (FCF TTM -278.0m / Revenue TTM 16.15b)
Net Margin = 11.98% (Net Income TTM 1.94b / Revenue TTM 16.15b)
Gross Margin = 60.70% ((Revenue TTM 16.15b - Cost of Revenue TTM 6.35b) / Revenue TTM)
Gross Margin QoQ = 50.76% (prev 63.03%)
Tobins Q-Ratio = 0.87 (Enterprise Value 62.08b / Total Assets 71.50b)
Interest Expense / Debt = 1.11% (Interest Expense 300.0m / Debt 27.09b)
Taxrate = 16.89% (50.0m / 296.0m)
NOPAT = 2.99b (EBIT 3.59b * (1 - 16.89%))
Current Ratio = 1.10 (Total Current Assets 6.05b / Total Current Liabilities 5.51b)
Debt / Equity = 1.14 (Debt 27.09b / totalStockholderEquity, last quarter 23.76b)
Debt / EBITDA = 4.38 (Net Debt 25.59b / EBITDA 5.84b)
Debt / FCF = -92.03 (negative FCF - burning cash) (Net Debt 25.59b / FCF TTM -278.0m)
Total Stockholder Equity = 22.85b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.71% (Net Income 1.94b / Total Assets 71.50b)
RoE = 8.47% (Net Income TTM 1.94b / Total Stockholder Equity 22.85b)
RoCE = 7.57% (EBIT 3.59b / Capital Employed (Equity 22.85b + L.T.Debt 24.66b))
RoIC = 6.07% (NOPAT 2.99b / Invested Capital 49.19b)
WACC = 4.50% (E(36.49b)/V(63.59b) * Re(7.15%) + D(27.09b)/V(63.59b) * Rd(1.11%) * (1-Tc(0.17)))
Discount Rate = 7.15% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 2.11%
Fair Price DCF = unknown (Cash Flow -278.0m)
EPS Correlation: -25.91 | EPS CAGR: -55.35% | SUE: -4.0 | # QB: 0
Revenue Correlation: 0.62 | Revenue CAGR: -5.24% | SUE: 0.62 | # QB: 0

Additional Sources for ED Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle