
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About


Consolidated Edison Inc (ED)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: ED (2-star) is a SELL. SELL since 2 days. Profits (-5.22%). Updated daily EoD!
1 Year Target Price $105.29
1 Year Target Price $105.29
3 | Strong Buy |
0 | Buy |
9 | Hold |
4 | Sell |
2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.08% | Avg. Invested days 41 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 35.43B USD | Price to earnings Ratio 17.86 | 1Y Target Price 105.29 |
Price to earnings Ratio 17.86 | 1Y Target Price 105.29 | ||
Volume (30-day avg) 18 | Beta 0.23 | 52 Weeks Range 85.07 - 112.97 | Updated Date 08/29/2025 |
52 Weeks Range 85.07 - 112.97 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 3.42% | Basic EPS (TTM) 5.5 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-07 | When - | Estimate 0.63 | Actual 0.67 |
Profitability
Profit Margin 11.98% | Operating Margin (TTM) 10.13% |
Management Effectiveness
Return on Assets (TTM) 3.05% | Return on Equity (TTM) 8.54% |
Valuation
Trailing PE 17.86 | Forward PE 17.54 | Enterprise Value 60990173953 | Price to Sales(TTM) 2.19 |
Enterprise Value 60990173953 | Price to Sales(TTM) 2.19 | ||
Enterprise Value to Revenue 3.78 | Enterprise Value to EBITDA 10.45 | Shares Outstanding 360652000 | Shares Floating 360215276 |
Shares Outstanding 360652000 | Shares Floating 360215276 | ||
Percent Insiders 0.21 | Percent Institutions 72.03 |
Upturn AI SWOT
Consolidated Edison Inc

Company Overview
History and Background
Consolidated Edison, Inc. (Con Edison) was formed in 1998, tracing its origins back to the New York Gas Light Company, founded in 1823. It grew through mergers and acquisitions to become one of the largest investor-owned energy companies in the US, providing electric, gas, and steam service.
Core Business Areas
- Consolidated Edison Company of New York, Inc. (CECONY): Provides electric service in New York City and Westchester County, gas service in Manhattan, the Bronx, parts of Queens, and Westchester County, and steam service in parts of Manhattan.
- Orange and Rockland Utilities, Inc. (O&R): Provides electric service in southeastern New York and northern New Jersey, and gas service in southeastern New York.
- Con Edison Clean Energy Businesses: Develops, owns, and operates renewable and sustainable energy infrastructure projects.
Leadership and Structure
The leadership team includes Timothy P. Cawley (Chairman and CEO). The organizational structure includes various departments focused on electric operations, gas operations, customer service, finance, and corporate strategy.
Top Products and Market Share
Key Offerings
- Electricity Distribution: Provides electricity to residential, commercial, and industrial customers in New York City and Westchester County. Market share is dominant in its service territory, estimated at over 95%. Competitors are limited to alternative energy sources like solar or on-site generation.
- Market Share (%): 95
- Market Share (%): 90
- Natural Gas Distribution: Distributes natural gas to customers in Manhattan, the Bronx, parts of Queens, and Westchester County. Market share is high within its service area, similar to electricity. Competitors include heating oil and propane.
- Market Share (%): 99
- Steam Distribution: Operates a steam system in parts of Manhattan. Con Edison is virtually the only provider of steam service in this area.
- Market Share (%): 0.5
- Renewable Energy Production: Develops, owns, and operates renewable energy projects across the United States. Competitors include NextEra Energy Resources, Berkshire Hathaway Energy, and other major renewable energy developers.
Market Dynamics
Industry Overview
The utility industry is characterized by high capital investment, regulated rates, and essential service provision. There is a growing emphasis on renewable energy, grid modernization, and energy efficiency.
Positioning
Con Edison holds a strong position as a regulated utility in a densely populated area, providing essential services. It has a competitive advantage through its infrastructure and franchise agreements.
Total Addressable Market (TAM)
The total addressable market for electricity and gas in Con Edison's service territory is estimated to be in the tens of billions of dollars annually. Con Edison is well-positioned to capture a significant share of this market, especially in the distribution aspect.
Upturn SWOT Analysis
Strengths
- Established infrastructure
- Regulated revenue streams
- High barriers to entry
- Strong brand recognition
- Reliable service reputation
Weaknesses
- Aging infrastructure
- High operating costs
- Vulnerability to extreme weather events
- Dependence on regulatory approvals
Opportunities
- Investments in renewable energy
- Grid modernization projects
- Expansion of energy efficiency programs
- Growing demand for electric vehicles
Threats
- Increased regulatory scrutiny
- Rising interest rates
- Technological disruptions (e.g., distributed generation)
- Economic downturns
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- NRG
- EXC
- D
Competitive Landscape
Con Edison benefits from its regulated utility status and established infrastructure, but it faces challenges from competitors in the deregulated energy market and increasing demand for renewable energy solutions. Its ability to invest in and adapt to new technologies will be crucial for maintaining its competitive edge.
Growth Trajectory and Initiatives
Historical Growth: Con Edison's historical growth has been steady, driven by population growth and increasing energy demand in its service territory.
Future Projections: Future growth projections depend on various factors, including economic conditions, regulatory changes, and investments in renewable energy. Analyst estimates would provide more concrete projections.
Recent Initiatives: Recent initiatives include investments in grid modernization, renewable energy projects, and energy efficiency programs. Details available in press releases and investor relations materials.
Summary
Consolidated Edison is a large, regulated utility with a stable customer base and established infrastructure, offering predictable revenue streams. However, its aging infrastructure and high operating costs present challenges. Investment in renewable energy and grid modernization are crucial for future growth, while the company needs to monitor regulatory changes and potential technological disruptions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share and financial data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Consolidated Edison Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1970-01-02 | Chairman, President & CEO Mr. Timothy P. Cawley | ||
Sector Utilities | Industry Utilities - Regulated Electric | Full time employees 15097 | Website https://www.conedison.com |
Full time employees 15097 | Website https://www.conedison.com |
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 1,520 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 549 circuit miles of transmission lines; 15 transmission substations; 64 distribution substations; 90,755 in-service line transformers; 3,877 pole miles of overhead distribution lines; and 2,405 miles of underground distribution lines, as well as 4,384 miles of mains and 379,888 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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.