Consolidated Edison (ED)
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
NYSEUtilitiesRegulated ElectricSnapshot 2026-10-29
Research Workspace
Put ED beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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 steady. 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.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue is growing steadily — about 10% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on 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 RiskED’s case rests on resilient-grid investment, supported by cash-backed profits and typical sector valuation. Revenue rose 28% year over year in Q2 FY2026, and adjusted EPS beat consensus. ED trades at 1.7× P/B versus the 2.0× peer median. The price reflects less growth than our forecast, despite that peer discount. The specific risk is recent financial performance dropping into the bottom half of its industry. Our model puts the next-quarter miss probability near 19%. Peer multiples imply a price about 10% below where it trades; the thesis has broken. This read is provisional.
Trailing returns as of 2026-10-29. 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 Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for ED in the last 4 months.
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Compare ED with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ED Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. 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.
Compare the value case
Put ED next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $115.49
The last 12 months of price, then the range of analyst 12-month targets from today’s $115.49.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Invest in modern, resilient grid
Investment in modern grid aligns with management's objectives.
Threatens: Maintain rigorous cost discipline
Regulatory challenges could impact cost discipline objectives.

Advances: Invest in modern, resilient grid
Strategy aligns with investment in modern, resilient grid.

Advances: Invest in modern, resilient grid
Investment in substations supports modern, resilient grid objective.
Advances: Achieve 6-7% EPS growth over five years
Higher profit and revenue support EPS growth objectives.
Legal issues could impact cost discipline and reputation.
Legal issues could impact reputation and operational focus.

Advances: Invest in modern, resilient grid
CEO's statement supports investment in modern grid.