Consolidated Edison Inc (ED) fair value: what the stock is really worth
We calculate from audited financials what Consolidated Edison Inc is really worth. The fair value tells you whether the price is too high or too low, the quality score (0 to 100) how solid the business behind it is. 26 models, 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 17, 2026.
How to read this chart
60‑month range $60.23 – $114.50 · fair‑value band $47.92 – $66.25 · the $105.43 price screens above the $47.92 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 17, 2026.
Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States.
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Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States. The company offers electric services to approximately 3.7 million customers in New York City and Westchester County; gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County; and steam to approximately 1,490 customers in parts of Manhattan. It also supplies electricity to approximately 0.3 million customers in southeastern New York and northern New Jersey; and gas to approximately 0.1 million customers in southeastern New York. In addition, the company operates 552 circuit miles of transmission lines; 16 transmission substations; 63 distribution substations; 89,675 in-service line transformers; 3,764 pole miles of overhead distribution lines; and 2,417 miles of underground distribution lines, as well as 4,374 miles of mains and 379, 939 service lines for natural gas distribution. Further, it invests in electric and gas transmission projects. The company primarily sells electricity to industrial, commercial, residential, and government customers. Consolidated Edison, Inc. was founded in 1823 and is based in New York, New York.
Stock analysis
Consolidated Edison Inc (ED) currently trades at $105.43, while our model-based Fair Value estimate is $47.92, implying the stock looks roughly 120.0% overvalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $77.62 per share, and 0 of the 18 models we run sit above the $105.43 price.
Bear case: the Earnings-Based group reads lowest at $6.15, and 18 of the 18 models stay below the price. Evidence for this calculation is high.
Scenario range: $47.92 (bear) to $66.25 (bull), the price of $105.43 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 48/100 (below-average quality), in the Utilities sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Consolidated Edison Inc reported revenue of $16.9B in FY2025 versus $13.7B in FY2021, a compound +5.5%/yr. Reported net income was $2.0B in FY2025, compounding +10.7%/yr from FY2021.
Key figures
Market cap $41.4B · P/E ratio 17.8 · P/S ratio 2.13 · EPS (TTM) $5.93 · Dividend yield 3.3% · Net margin 12.0% · Return on equity 8.7% · Return on assets (EBIT) 3.9%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 52 out of 100 (medium confidence).
What moves the price
The share trades about 9% below its 52-week high and 13% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Utilities peers we cover trades at −36% fair-value upside, at −55%, ED screens richer than that median.
Fair Value models
Bear $47.92Fair Value $47.92Bull $66.25
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then ($1.89 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.52/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+10.9%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+2.6%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.7%
Revenue growth 40 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+2.8%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
+10.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year+6.7%
Dividend (yield on the price)3.3%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.8% vs 3%, picking up
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.22% → 17%
Compare Consolidated Edison Inc with another stock
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Utilities - Regulated Electric · 156 stocks
Beats the industry median on 4/15 measures
Overall it trails its industry peers.
Valuation
Quality Score48 · Above median
Fair Value upside−42% · Below median
Profitability
Return on equity (TTM)9% · Below median
Return on assets3% · Above median
Net margin (TTM)13% · Above median
Operating margin (TTM)26% · Above median
Growth and dividend
Revenue growth6% · Below median
Dividend yield (TTM)3.3% · Below median
Balance sheet
Debt / equity1.06× · Above median
Valuation Multiplesvs Utilities - Regulated Electric median · lower = cheaper
P/E (TTM)17.8× · Pricier than median
P/B1.71× · Pricier than median
P/S (TTM)2.41× · Pricier than median
P/FCF1,150.5× · Priciest 25%
EV/EBITDA10.9× · Pricier than median
PEG2.96× · Pricier than median
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 8
FUTURE (revenue growth)31· sector 32
PAST (return on equity)35· sector 39
HEALTH (low debt)47· sector 53
DIVIDEND (yield)65· sector 68
VALUE 0: the price sits above our fair-value range.
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Is Consolidated Edison Inc (ED) overvalued or undervalued?
As of Sep 17, 2026, our model estimates a fair value of $47.92 versus a price of $105.43, about −55% upside (overvalued).
What is the fair value of ED?
Our model-based fair value for Consolidated Edison Inc is $47.92 (as of Sep 17, 2026), built from audited fundamentals. The current price: $105.43.
What is the quality score of ED?
Consolidated Edison Inc has a Quality Score of 48/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Consolidated Edison Inc (ED)?
Our model-based price target is the fair value of $47.92 (as of Sep 17, 2026) from 20 valuation models. Cautious scenario $47.92, optimistic scenario $66.25. It is a calculation from audited fundamentals, not an analyst target.
What is the Consolidated Edison Inc stock forecast for 2026?
Our models put fair value at $47.92, about −55% upside versus a price of $105.43 (overvalued). Cautious scenario $47.92, optimistic scenario $66.25. The calculation is refreshed regularly with new filings.
What is the revenue of Consolidated Edison Inc (ED)?
Consolidated Edison Inc reported trailing-twelve-month revenue of about $17.2B (latest available figure, as of Sep 17, 2026).
Does Consolidated Edison Inc pay a dividend?
Consolidated Edison Inc currently shows a dividend yield of about 3.26% relative to its recent price (as of Sep 17, 2026).
What is the intrinsic value of Consolidated Edison Inc (ED)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Consolidated Edison Inc it is $47.92 per share (as of Sep 17, 2026), against a price of $105.43. It is the blended result of 20 valuation models (cash flow, earnings, asset, dividend).
Is Consolidated Edison Inc stock overvalued or undervalued in 2026?
As of Sep 17, 2026, ED trades above its calculated fair value: price $105.43, fair value $47.92, a gap of about −55% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of ED?
No. The price is what the market pays today ($105.43); the fair value is what the company's own numbers justify ($47.92). For Consolidated Edison Inc the two are $57.51 per share apart. That gap is exactly why we show both numbers side by side.
How much is Consolidated Edison Inc worth?
The market values Consolidated Edison Inc at about $41.4B (market capitalisation, as of Sep 17, 2026). Per share that is $105.43; our models calculate a fair value of $47.92 per share.
What do the bullish and bearish scenarios say about ED?
Our models span a range for Consolidated Edison Inc: cautious scenario $47.92, base $47.92, optimistic $66.25 per share (as of Sep 17, 2026, price $105.43). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of ED?
Consolidated Edison Inc trades at a price-to-earnings ratio of 17.8 (as of Sep 17, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $47.92 is built from several models across several years. Other multiples: PEG 3.0, P/B 1.7, P/S 2.4, EV/EBITDA 10.9.
What is the PEG ratio of ED?
The PEG ratio of Consolidated Edison Inc is 2.96 (P/E divided by earnings growth, as of Sep 17, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Consolidated Edison Inc (ED)?
Balance-sheet figures for Consolidated Edison Inc (as of Sep 17, 2026): return on equity 8.7%, debt of 1.06 per unit of equity. They feed the Quality Score of 48/100, which measures business quality independently of the share price.
How far is ED from its 52-week high?
Consolidated Edison Inc trades at $105.43, about 9% below its 52-week high of $115.26 and 13% above the low of $92.96 (as of Sep 17, 2026). Distance from the high says nothing about value: that is what the fair value of $47.92 is for.
Which stocks are comparable to Consolidated Edison Inc?
From the same area (Utilities) we also value NextEra Energy, Inc, The Southern Company, Duke Energy Corporation, National Grid plc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Consolidated Edison Inc stock attractive at the current price?
The data as of Sep 17, 2026: price $105.43, calculated fair value $47.92 (−55%), Quality Score 48/100, from 20 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of ED calculated?
We run Consolidated Edison Inc through 20 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $47.92, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 16.1 % above its aggregate fair value. Consolidated Edison Inc itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Consolidated Edison Inc (ED)?
The closing price on Sep 18, 2026 was $105.43. Our model-based fair value is $47.92, about −55% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Consolidated Edison Inc right now?
The price sits above even our optimistic bull case ($66.25). The favourable scenario is already priced in. Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
Where does the earnings growth of Consolidated Edison Inc (ED) come from?
Earnings per share at Consolidated Edison Inc grew +4.8 % a year from 2014 to 2025. Broken into its drivers: revenue per share +0.6 %, EBIT margin −1.5 %, tax rate +2.6 %, residual (interest, one-offs) +3.1 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Consolidated Edison Inc
How large is the market capitalisation of Consolidated Edison Inc (ED)?
The market capitalisation of Consolidated Edison Inc is $41.4B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Consolidated Edison Inc (ED)?
The price-to-sales ratio of Consolidated Edison Inc is 2.13 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Consolidated Edison Inc (ED)?
Earnings per share at Consolidated Edison Inc are $5.93 (price ÷ EPS = P/E 17.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Consolidated Edison Inc (ED)?
The dividend yield of Consolidated Edison Inc is 3.3% (payout 58.0%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Consolidated Edison Inc (ED)?
The net margin of Consolidated Edison Inc is 12.0% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Consolidated Edison Inc (ED)?
The return on equity (ROE) of Consolidated Edison Inc is 8.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Consolidated Edison Inc (ED)?
On an EBIT basis the return on assets of Consolidated Edison Inc is 3.9% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Consolidated Edison Inc (ED)?
The operating margin of Consolidated Edison Inc is 25.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Consolidated Edison Inc (ED)?
Revenue at Consolidated Edison Inc is growing +6.2% versus a year earlier (3y avg +2.6%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Consolidated Edison Inc (ED)?
Earnings per share at Consolidated Edison Inc are growing +12.9% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Consolidated Edison Inc (ED) generate?
The free cash flow of Consolidated Edison Inc is $36.0M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Consolidated Edison Inc (ED) carry?
The net debt of Consolidated Edison Inc is $27.1B (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Sep 17, 2026