Consolidated Edison Inc (ED)
適正価値ファンダメンタル
66
株価
$103.55
時価総額
$38.03B
パート1 · 企業の価値
概要
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 2026年9月18日 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.
貸借対照表と流動性
売上高
$17.39B
直近12か月（2026/3/31まで）
純利益
$2.16B
直近12か月（2026/3/31まで）
フリーキャッシュフロー
-
自己資本合計
$24.19B
負債合計
$50.41B
流動比率
1.19
利払い倍率
2.43
負債/EBITDA
0.26
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$109.59
現在株価
$103.55
安全マージン
+5.5%
適正価値レンジ
$72.61 - $146.57
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
17.45
ROE
8.4%
P/B レシオ
1.49
P/FCF
-
粗利益率
-
ROIC
3.4%
収益性レーダー
価値創造（経済的モート）
ROIC
3.4%
WACC
8.2%
ROIC − WACC
-4.9 pp
ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。
ファンダメンタル分析基準
合格（15）
- EPS shows upward trend
- P/B Ratio 1.49
- 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
不合格（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%
データなし（5）
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
Piotroski F-スコア
まちまちのシグナル：一部の領域に注意が必要
利益の質
高品質：利益はキャッシュに裏付けられている
株式希薄化
新株を発行しており、所有権を希薄化している
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| 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 |
監査リスク
6
取締役会リスク
7
報酬リスク
1
株主権利リスク
4
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for ED, sourced from Markets Gazette.