Consolidated Edison runs the regulated electric and gas distribution networks serving New York City and Westchester County, plus a steam system in Manhattan, earning rate-based returns on the grid capital it builds rather than on commodity sales. That regulatory structure is the moat: a near-monopoly franchise in one of the densest load centers in the country, where rates are set through rate cases that let the company recover its investment with a return. The near-term driver is the capital program that the rate base grows on, with revenue up 13.2% and a forward P/E of 16.5 against a trailing 17.7 suggesting earnings expected to catch up to that top-line momentum. The stock is worth a deeper look because it offers a regulated, low-beta utility profile at a valuation that is not stretched on forward earnings, though the 9.0% ROE and 16.5% operating margin are modest for the sector and warrant checking how much of the growth reaches shareholders after regulatory lag. The stock is not in any index membership we track, so liquidity and any index-related flows should be considered in sizing if we go further.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 12:04 CEST | Rating | Fairly valued | first publication | $112 |
| 21 Oct 2026, 12:04 CEST | Fair value | $114 | $123 | $112 |
| 12 Oct 2026, 00:00 CEST | Fair value | $123 | $116 | $106 |
| 8 Oct 2026, 00:00 CEST | Fair value | $116 | $114 | $105 |
| 21 Sept 2026, 00:00 CEST | ACCE price target | $107 | first publication | $105 |
| 20 Sept 2026, 00:00 CEST | Fair value | $114 | $116 | $105 |
| 17 Sept 2026, 00:00 CEST | Fair value | $116 | $117 | $106 |
| 29 Aug 2026, 00:00 CEST | Fair value | $117 | $116 | $107 |
| 26 Aug 2026, 00:00 CEST | Fair value | $116 | $117 | $108 |
| 21 Aug 2026, 00:00 CEST | Fair value | $117 | $112 | $109 |
Answered from Consolidated Edison Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| ED Consolidated Edison Inc. Common Stock | $115.74 | $114 | 1% above | 18.4x | 9.0% | 65 | 64 |
| EXC Exelon Corporation Common Stock | $44.85 | $33 | 38% above | 16.5x | 9.7% | 57 | 51 |
| ELE.MC Endesa | €42.81 | €38 | 11% above | 17.0x | 29.0% | 80 | 77 |
| PCG Pacific Gas & Electric Co. Common Stock | $12.98 | - | - | 9.4x | 9.3% | 53 | 50 |
| XEL Xcel Energy Inc. Common Stock | $78.90 | - | - | 21.0x | 9.9% | 65 | 50 |
| WEC WEC Energy Group Inc. Common Stock | $112.15 | - | - | 21.1x | 12.0% | 60 | 51 |
| PEG Public Service Enterprise Group Incorporated Common Stock | $72.72 | $53 | 36% above | 17.7x | 11.8% | 61 | 41 |
Where ED ranks against its sector peers on each metric.