Edison International (EIX)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$56.77+0.83%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
Research Workspace
Put EIX 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 →
Electric Utilities is in expansion. 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.
Primary pillar broken — Execute $28-29 billion capital plan through 2028: FY2030 CAPEX $38.0B-$41.0B vs $28B-$29B target.
View ThesisRevenue growth is accelerating — up about 11% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 22%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskEIX's growth depends on executing its $28-29 billion capital plan through 2028. Recent earnings showed a beat with EPS at 1.54, surprising by 51%. EIX trades at 1.2× price-to-book, below the peer median of 2.0×. This suggests the price reflects less growth than expected. The primary risk is the broken execution of its capital plan. The thesis has broken due to this failure. Peer multiples imply a price about 33% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. EIX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering EIX (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for EIX in the last 4 months.
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Compare EIX 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 |
|---|---|---|---|---|---|
| EIX 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 9 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.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put EIX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Dividend focus may support valuation and growth objectives.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $56.77
The last 12 months of price, then the range of analyst 12-month targets from today’s $56.77.
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.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Execute wildfire mitigation and recovery programs
Downgrade reflects increased wildfire risk impacting mitigation efforts.
Threatens: Execute wildfire mitigation and recovery programs
Wildfire liability fears impact mitigation programs.
Downgrade indicates increased liability risk affecting growth outlook.
Threatens: Execute wildfire mitigation and recovery programs
Credit downgrades could hinder wildfire mitigation funding.
Advances: Wildfire Mitigation Plan 2026-2028
Wildfire mitigation efforts are progressing as planned.
Advances: Reaffirm core EPS growth guidance
Reaffirmation of EPS guidance supports growth objectives.
Threatens: Wildfire mitigation and recovery
Fire claims could hinder wildfire recovery efforts.