Consolidated Edison (ED): Reassessing Valuation After Cautious Analyst Calls and a Notable Insider Sale

Simply Wall St.12-15

Consolidated Edison (ED) is back in focus after a cluster of cautious analyst calls and a rare insider sale from director John Killian, a combination that has investors rechecking their assumptions on...

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It is trading at about $97.53 after a modest recent pullback, leaving its year to date share price return in positive territory, while...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU2346227817.USD":"BGF SUSTAINABLE GLOBAL INFRASTRUCTURE \"A2\" (USD) ACC","BK4208":"复合型公用事业","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","ED":"爱迪生联合电气","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"Consolidated Edison(ED)：在谨慎的分析师评级和值得注意的内幕出售后重新评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ED":1.5,"DCF":1},"content_text":"Consolidated Edison (ED) is back in focus after a cluster of cautious analyst calls and a rare insider sale from director John Killian, a combination that has investors rechecking their assumptions on the utility. See our latest analysis for Consolidated Edison. Even with that cautious backdrop, Consolidated Edison’s share price has held up reasonably well. It is trading at about $97.53 after a modest recent pullback, leaving its year to date share price return in positive territory, while its five year total shareholder return signals that long term momentum is still very much intact. If this has you reassessing your income and defensive plays, it could also be a good moment to explore other regulated names and broader healthcare stocks for more resilient ideas. With analysts trimming targets and insiders taking some chips off the table, yet the stock still hovering just below consensus value, are investors staring at a steady utility bargain or a market already pricing in all the growth ahead? Price-to-Earnings of 17.3x: Is it justified? At a last close of $97.53, Consolidated Edison screens as modestly undervalued on earnings, with its 17.3x price-to-earnings ratio sitting below several benchmarks. The price-to-earnings ratio compares what investors pay today for each dollar of a company’s earnings, a core yardstick for regulated utilities with relatively stable profit profiles. For ED, that 17.3x multiple reflects a market that is willing to pay a reasonable premium for steady earnings growth without assigning a stretch valuation usually reserved for high growth sectors. Relative comparisons add weight to that view. ED’s 17.3x price-to-earnings ratio is cheaper than the peer average of 19.2x and even undercuts the global Integrated Utilities industry at 17.9x, suggesting the market is not overpaying for its earnings stream. Versus an estimated fair price-to-earnings ratio of 23.5x, the current multiple also sits well below a level the market could plausibly move toward if sentiment or growth expectations improved. Explore the SWS fair ratio for Consolidated Edison Result: Price-to-Earnings of 17.3x (UNDERVALUED) However, investors still face risks from potential regulatory shifts in New York, as well as slower than expected demand growth that could compress earnings and valuations. Find out about the key risks to this Consolidated Edison narrative. Another View on Value Our DCF model paints a quieter picture. With ED trading almost exactly at our fair value estimate of $97.6, it looks more fairly priced than its earnings multiple alone suggests. If cash flows are already fully reflected, how much upside is really left for new buyers? Look into how the SWS DCF model arrives at its fair value. ED Discounted Cash Flow as at Dec 2025Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Consolidated Edison for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 903 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Consolidated Edison Narrative If you see the story differently or want to stress test our assumptions against your own research, you can build a custom view in minutes: Do it your way. A great starting point for your Consolidated Edison research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas you do not want to miss? Before you move on, lock in your next smart move with targeted stock ideas from the Simply Wall St Screener that match where you want your portfolio to go.  Capture potential mispricings by scanning these 903 undervalued stocks based on cash flows that the market may be overlooking despite strong cash flow support. Ride structural tailwinds in healthcare and technology by focusing on these 30 healthcare AI stocks reshaping patient care and diagnostics. Supercharge your income strategy by targeting these 13 dividend stocks with yields > 3% that combine meaningful yields with robust business fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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