Consolidated Edison Inc (ED)
Valor JustoFundamental
66
Precio
$102.21
Capitalización Bursátil
$38.03B
Parte 1 · Cuánto vale la empresa
Resumen
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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
Through PSE&G it runs the regulated electric and gas delivery business for the New Jersey half of the New York metropolitan area, the same dense urban franchise model Con Edison runs across the river, and the two systems are directly interconnected.
It is the other big Northeastern pure wires-and-pipes utility, delivering electricity and gas to about four million customers in Connecticut, Massachusetts and New Hampshire under the same kind of rate-case regulation.
Exelon is the closest match to Con Edison's business model — a group of purely regulated delivery utilities serving big cities such as Chicago, Philadelphia, Baltimore and Washington, with no merchant generation.
Its US arm distributes gas in Brooklyn, Queens, Staten Island and Long Island and electricity upstate, so it serves the New York customers and the New York regulator that Con Edison does not.
Its Avangrid subsidiary, taken fully private in December 2024, delivers electricity and gas to about three million customers in upstate New York and New England, competing for the same state rate decisions and grid-investment approvals.
Balance y Liquidez
Ingresos
$17.39B
Últimos 12 meses (hasta 31/3/2026)
Beneficio Neto
$2.16B
Últimos 12 meses (hasta 31/3/2026)
Flujo de Caja Libre
-
Patrimonio Neto Total
$24.19B
Pasivo Total
$50.41B
Ratio de Liquidez
1.19
Cobertura de Intereses
2.43
Deuda/EBITDA
0.26
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$109.59
Precio Actual
$102.21
Margen de Seguridad
+6.7%
Rango de Valor Justo
$72.61 - $146.57
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
17.24
ROE
8.4%
Ratio P/B
1.47
P/FCF
-
Margen Bruto
-
ROIC
3.4%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
3.4%
WACC
8.2%
ROIC − WACC
-4.9 pp
El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.
Criterios de Análisis Fundamental
Superado (15)
- EPS shows upward trend
- P/B Ratio 1.47
- Debt/Equity ratio
- Operating Margin 17.2%
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 8.9%
- Revenue Growth 5Y 8.0%
- PEG Ratio 1.49
- Earnings Quality (OCF/NI) 1.92
- Net Margin Trend 12.4% vs 11.8%
- Piotroski F-Score 6/9
Fallido (8)
- EPS CAGR 3.73%
- Price CAGR 3.75%
- ROIC 3.4%
- Price below Graham Number
- DCF valuation (Fairly valued)
- Analyst Consensus 8% Buy
- Earnings Surprise avg -0.7%
- Share Dilution 3.3%
No disponible (5)
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
Piotroski F-Score
Señales mixtas: algunas áreas requieren atención
Calidad de los Beneficios
Alta calidad: beneficios respaldados por efectivo
Dilución de Acciones
Emitiendo nuevas acciones, diluyendo la participación
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Timothy P. Cawley | Chairman, President & CEO | 60 |
| Mr. Kirkland B. Andrews | Senior VP & CFO | 57 |
| Mr. Kamran Ziaee | SVP & Chief Information Officer | 59 |
| Ms. Deneen Lynette Donnley J.D. | Senior VP & General Counsel | 60 |
| Mr. Matthew Ketschke | President of Consolidated Edison Company of New York, Inc. | 53 |
| Mr. Joseph Miller | VP, Controller & Chief Accounting Officer | 62 |
| Ms. Yukari Saegusa | VP, Treasurer & Investor Relations | 57 |
| Mr. Robert Sanchez | President of Shared Services of Con Edison of New York | 59 |
| Ms. Sylvia V. Dooley | VP & Corporate Secretary | - |
| Mr. Stuart Nachmias | President & CEO of Con Edison Transmission, Inc. | 60 |
Riesgo de Auditoría
6
Riesgo del Consejo
7
Riesgo de Compensación
1
Riesgo de Derechos del Accionista
4
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-02-19
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-08-06
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-09-04
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for ED, sourced from Markets Gazette.