Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Consolidated Edison

ED stock analysis · Utilities · Multi-Utilities

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$110.63HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$40.8B

Price × SEC outstanding shares. Shares measured 2026-04-30. Approximate; share and price dates can differ.

View share-count filing ↗
Valuation

DCF value

$1.48

Equity cash-flow scenario · SEC outstanding shares at 2026-04-30 · -98.7% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

No solution in −50% to +100% growth, or nonpositive FCF / invalid assumptions.

No solution in −50% to +100% growth, or nonpositive FCF / invalid assumptions.

How this is calculated ↗
Valuation

Relative valuation

12.2%

11 industry peers · median 22.6×

How this is calculated ↗
Valuation

Historical multiples

19.7×

7 annual observations · snapshot P/E 20.2× · 2.3% versus history

How this is calculated ↗
Valuation

Free cash flow yield

0.1%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

4.9%

Normalized tax · financing-capital proxy · parent-equity fallback (scope limitation) · short-term borrowing coverage incomplete

How this is calculated ↗
Valuation

Value composite

81/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

5.7%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

-0.5%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

-3.8%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

5.1%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 4.8B2020-12-31: cfo $2,198,000,000.002020-12-31: capex $4,085,000,000.0020202021-12-31: cfo $2,733,000,000.002021-12-31: capex $3,964,000,000.0020212022-12-31: cfo $3,935,000,000.002022-12-31: capex $4,465,000,000.0020222023-12-31: cfo $2,156,000,000.002023-12-31: capex $4,494,000,000.0020232024-12-31: cfo $3,614,000,000.002024-12-31: capex $4,771,000,000.0020242025-12-31: cfo $4,800,000,000.002025-12-31: capex $4,764,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$1.86$2.03$2.21
10.0%$1.36$1.48$1.61
12.0%$1.08$1.17$1.27

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-3116.9B2B4.8B4.8B74.6B
2024-12-3115.3B1.8B3.6B4.8B70.6B
2023-12-3114.7B2.5B2.2B4.5B66.3B
2022-12-3115.5B1.6B3.9B4.5B69.1B
2021-12-3113.5B1.2B2.7B4B63.1B
2020-12-3112B1.1B2.2B4.1B62.9B
2019-12-3112.1B1.4B3.1B3.7B58.1B
2018-12-3111.9B1.4B2.7B5.2B53.9B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue16.9BRevenues
Reviewed fiscal 2023–2025 Consolidated Edison, Inc. total operating revenue after alternative-revenue-program adjustments. In 2025 total $16,918m is lower than customer-contract revenue $17,049m; this mapping follows the statement, not a numeric maximum. CECONY subsidiary revenue is not substituted.
2026-02-19
netIncome2BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-19
Parent/common earnings proxy2BNetIncomeLoss2026-02-19
cfo4.8BNetCashProvidedByUsedInOperatingActivities2026-02-19
capex4.8BReviewed manual correction
Reviewed Consolidated Edison, Inc. consolidated cash-flow statement: utility capital expenditures $4,764m (PaymentsForConstructionInProcess) plus explicitly reported nonutility capital expenditures $0m (ed:PaymentsNonUtilityConstructionExpenditures). Both are undimensioned consolidated cash-flow rows. The separately presented CECONY subsidiary statement is not added. Excludes the separate cost-of-removal-less-salvage line, disposals, noncash equipment and capex still in accounts payable. Zero nonutility expenditures are explicitly reported for this fiscal year.
2026-02-19
operatingIncome2.9BOperatingIncomeLoss2026-02-19
assets74.6BAssets2026-02-19
equity24.2BStockholdersEquity
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-19
Parent book equity proxy24.2BStockholdersEquity2026-02-19
debt25.8BLongTermDebt2026-02-19
shortDebtNot reported under a supported tag
cash1.6BCashAndCashEquivalentsAtCarryingValue2026-02-19
shares358.7MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-19
dividends1.2BPaymentsOfDividendsCommonStock2026-02-19
buybacks0PaymentsForRepurchaseOfCommonStock2026-02-19
issuance1.4BReviewed manual correction
Bounded FY2025-12-31 consolidated financing-statement extraction. Issuance of common shares - public offering: 1308000000 USD [us-gaap:ProceedsFromIssuanceInitialPublicOffering]; Issuance of common shares for stock plans: 64000000 USD [us-gaap:ProceedsFromIssuanceOfSharesUnderIncentiveAndShareBasedCompensationPlansIncludingStockOptions]. All 12 financing lines reconcile exactly to reported financing cash flow 746000000 USD. Cash inflows from common shares, employee plans and option exercises are summed once as displayed on the statement; noncash compensation, withholding payments, preferred and noncontrolling interests are excluded. This review applies only to this issuer and fiscal period. Source limitation: issuance follows the separately reported common cash-inflow lines; it is not an independent verification of every gross equity transaction.
2026-02-19