Consolidated Edison (ED)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$107.29-1.34%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
QuarterlyIQ Insights · ED
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $107 ED trades at 1.5× p/b, below its 2.0× p/b peer median, but our blended $105 fair value is roughly in line with the price. It's a high-confidence read. Analysts target $94–$116. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $105.50 | — | — | Analyst | high |
| ddm gordon | 12M | $52.81 | — | — | TTM | high |
| graham number | 12M | $95.24 | — | — | TTM | high |
| Peer P/B | 12M | $136.06 | 2.0 | 69.51 | TTM | high |
| Peer P/E | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$94.00 – $116.00 (median $105.50) · 10 analysts · as of 2026-08-21
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $112.00 |
| 17.6 |
| 6.36 |
| ntm analyst |
| high |
| Peer P/S | 12M | $139.12 | 2.9 | 47.81 | TTM | high |
| PEG | 12M | $200.79 | 34.6 | 5.80 | TTM | high |
| residual income | 12M | $70.37 | — | — | TTM | high |
| Own P/E history | 12M | $108.97 | 18.8 | 5.80 | TTM | high |
| triangulated | 12M | $135.26 | 23.1 | 5.87 | Triangulated | high |
| Peer P/B | 3Y | $168.19 | 2.0 | 85.93 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $119.97 | 17.6 | 6.81 | Analyst | medium |
| Peer P/S | 3Y | $151.79 | 2.9 | 52.16 | Analyst | medium |
| PEG | 3Y | $235.93 | 34.6 | 6.81 | Analyst | medium |
| Own P/E history | 3Y | $128.04 | 18.8 | 6.81 | Analyst | medium |
| Peer P/B | 5Y | $193.73 | 2.0 | 98.98 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $126.97 | 17.6 | 7.21 | Analyst | high |
| Peer P/S | 5Y | $160.64 | 2.9 | 55.20 | Analyst | high |
| PEG | 5Y | $249.69 | 34.6 | 7.21 | Analyst | high |
| Own P/E history | 5Y | $135.51 | 18.8 | 7.21 | Analyst | high |