NYSEUtilitiesUtilities - Regulated ElectricSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Multi-Utilities is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Deliver adjusted EPS in range $6.00 to $6.20 in 2026: adjusted EPS $6.00-$6.20 vs $6.00 by FY26.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 45%, softest on share dilution.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskConsolidated Edison must deliver adjusted EPS in the range of $6.00 to $6.20 in 2026. The latest earnings report showed adjusted EPS at $6.00, matching expectations. It trades at 1.6 times price-to-book versus a peer median of 2.0 times. This suggests the price reflects less growth than expected. If guidance is cut on the next call, it could negatively impact the stock. Peer multiples imply a price about 5% below where it trades. Our read is provisional.
Trailing returns as of 2026-07-31. ED is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering ED (as of Jul 2026).
Based on 7 Wall Street analysts offering 12-month price targets for ED in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Multi-Utilities — fair value, gap to price, and forward P/E.
Legal issues could impact cost discipline and reputation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $108.85
The last 12 months of price, then the range of analyst 12-month targets from today’s $108.85.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Legal issues could impact reputation and operational focus.
Advances: Invest in modern, resilient grid
CEO's statement supports investment in modern grid.
Analyst downgrade raises concerns about growth and valuation.
