ED

Consolidated EdisonC

NYSE / Utilities

At close

2026-07-21

Current thesis

Steady regulated cash flows, successful rate-case outcomes, and resumed modest growth in capital returns support upside to the high analyst targets; dividend remains attractive to income investors.

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta +0.2.

What can break

Adverse state PSC rate-case rulings that lower allowed ROE

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $106.00 · Bull $128.00 · Bear $86.00

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

As of 2026-02-20 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $111.97

Why

Momentum57 · Δ7d +9.7

Value52 · Δ7d +0.2

Sentiment41 · Δ7d -2.0

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+9.7

Δ21d

+5.1

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.2

Δ21d

+0.3

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.0

Δ21d

-2.7

Why this grade

Composite grade C. Momentum 57.1 / Value 51.8 / Sentiment 40.9

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$40.47B

Beta

0.38

Shares Out

368.53M

P/E (TTM)

17.2

P/S (TTM)

2.14

P/FCF (TTM) · Derived

-21.74

Rev YoY

+6.2%

EPS YoY

+12.6%

Gross Margin

+61.7%

Op Margin

+17.6%

Net Debt

$26.75B

Current Ratio

1.19

As of 2026-07-21 • Updated nightlySource: Internal modelMethodology