Consolidated Edison Inc (ED)
合理估值基本面
66
价格
$103.39
市值
$38.03B
第一部分 · 这家公司值多少
概览
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.
资产负债表与流动性
营收
$17.39B
最近12个月（截至2026/3/31）
净利润
$2.16B
最近12个月（截至2026/3/31）
自由现金流
-
股东权益合计
$24.19B
负债合计
$50.41B
流动比率
1.19
利息覆盖率
2.43
债务/EBITDA
0.26
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$109.59
当前价格
$103.39
安全边际
+5.7%
公允价值区间
$72.61 - $146.57
所用估值方法之间的离散区间，并非经过统计校准的置信区间。
估算方法
估值指标
市盈率（P/E）
17.24
ROE
8.4%
市净率（P/B）
1.47
P/FCF
-
毛利率
-
ROIC
3.4%
盈利能力雷达图
价值创造（经济护城河）
ROIC
3.4%
WACC
8.2%
ROIC − WACC
-4.9 pp
ROIC 低于资本成本：公司每投入一美元都在毁灭价值。
基本面分析标准
通过（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
未通过（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%
不可用（5）
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
Piotroski F-评分
信号混杂：部分领域需关注
盈利质量
高质量：盈利有现金流支撑
股权稀释
正在发行新股，稀释所有权
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 |
审计风险
6
董事会风险
7
薪酬风险
1
股东权利风险
4
第二部分 · 价格与买入时机
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损益历史
via SEC EDGAR
Latest News
Recent headlines for ED, sourced from Markets Gazette.