CONSOLIDATED EDISON INC · Electric & Other Services Combined

ED

Low riskNext report: Around Nov 5 (est.)

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The short version

A profitable company with steady sales. Institutions are adding.

Going well

Profitable every year for 10 years
Sales up 10% last year
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 6.6% to their holdings in the quarter ending June 2026 (718 bought, 483 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$115.45-0.3% that day

Company value: $42.5B; Share price times all shares
Price vs profit (P/E): 19.5x; You pay about $19 for each $1 of yearly profit
Price vs sales: 2.5x; Company value is 2.5 times a year of sales
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 61%; Debt as a share of company value

From ED's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$5.1B+6.2% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $17.2B, up 9.1% from the 12 months before. Over 5 years, sales grew about 6.8% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of ED. Starting points are the company's recent numbers.

Sales growth+9% a yearRecently: +9.1% a yearProfit margin1%Last 12 months: 0.8%P/E at the end19xToday: 19.5x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$26.5B

Profit in 5 years$265M

Price these guesses point to$13.66-88% vs $115.45 todayAbout -35% a year, before dividends

What today's price needs: with a 1% margin and a 19x P/E, sales would have to grow about 67% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.0.0%
MissDebt under half of equityNot relying on borrowed money.1.07x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.0%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$4.8B
PassShare count not growingNot diluting owners. Falling means buybacks.+0.8% in 3 years

Revenue: $17.0B; +10.2% vs prior year
5-year growth: +6.8%/yr; revenue, per year
Total debt: $25.8B; 1.07x equity
Current ratio: 1.02x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.