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ED vs EXC

ED
Consolidated Edison, Inc.
NEUTRAL
Price
$109.06
Market Cap
$40.18B
Sector
Utilities
AI Confidence
85%
EXC
Exelon Corporation
BEARISH
Price
$48.90
Market Cap
$50.03B
Sector
Utilities
AI Confidence
75%

Valuation

P/E Ratio
ED
19.34
EXC
17.91
Forward P/E
ED
16.8
EXC
16.05
P/B Ratio
ED
1.63
EXC
1.74
P/S Ratio
ED
2.37
EXC
2.06
EV/EBITDA
ED
10.98
EXC
12.25

Profitability

Gross Margin
ED
53.25%
EXC
42.93%
Operating Margin
ED
17.8%
EXC
21.62%
Profit Margin
ED
11.96%
EXC
11.41%
ROE
ED
8.77%
EXC
9.94%
ROA
ED
3.19%
EXC
2.84%

Growth

Revenue Growth
ED
8.9%
EXC
-1.1%
Earnings Growth
ED
-8.3%
EXC
-9.3%

Financial Health

Debt/Equity
ED
1.17
EXC
1.74
Current Ratio
ED
1.02
EXC
0.92
Quick Ratio
ED
0.83
EXC
0.61

Dividends

Dividend Yield
ED
3.19%
EXC
3.43%
Payout Ratio
ED
60.28%
EXC
58.61%

AI Verdict

ED NEUTRAL

Consolidated Edison (ED) presents as a stable but stagnating utility with a Piotroski F-Score of 4/9, indicating a stable but non-improving financial health profile. While the company maintains superior profit margins and lower debt-to-equity ratios compared to the utility sector average, it is currently struggling with negative earnings growth (-8.3% YoY) and a bearish technical trend. The stock trades at a premium to its Graham Number ($92.20) and significantly above its growth-based intrinsic value, suggesting limited upside potential. Overall, ED is a defensive hold with reliable dividends but lacks the growth catalysts required for a bullish rating.

Strengths
Strong profit margins (11.96%) significantly exceeding the sector average of 6.04%
Conservative debt-to-equity ratio (1.17) compared to the sector average (1.63)
Consistent track record of beating earnings estimates (3 of last 4 quarters)
Risks
Negative earnings growth (-8.3% YoY) and a sharp recent Q/Q EPS drop of -53.2%
Bearish insider sentiment with net selling activity and zero buy transactions
Technical trend is completely bearish (0/100)
EXC BEARISH

EXC shows bearish fundamentals based on deterministic rules. Financial strength is stable (F-Score 5/9). Concerns include weak profitability or high valuation.

Strengths
Company has established market presence
Risks
Declining revenue (-1.1%)

Compare Another Pair

ED vs EXC: Head-to-Head Comparison

This page compares Consolidated Edison, Inc. (ED) and Exelon Corporation (EXC) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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