Yahoo! Finance Canada report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Why ED Stock advanced +1.00% Today — RQD Quant Desk Flash
Consolidated Edison Inc. (ED) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is ED stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, Consolidated Edison Inc. (NYSE: ED) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $116.64 (+1.00% 1D, market cap $42.71B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 15/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 117 tracked Utilities issuers, ED ranks #9 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does ED compare to EXC and WEC in the Utilities sector?
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Within the Utilities sector (Power Generation), ED carries a Roarable C+ (69/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 4.8%. By comparison, EXC (Exelon Corporation) holds a D grade (46/100 RQD, P/E 11.8x, ROIC 5.4%, cap $47.39B) and WEC (WEC Energy Group Inc.) posts a C+ grade (67/100 RQD, P/E 21.3x, ROIC 3.9%, cap $37.35B). Among the 5-stock peer group, EXC leads on earnings multiple (11.8x) while EXC leads on capital efficiency (5.4% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for ED?
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Per ED's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001047862), Consolidated Edison Inc. generated $17.05B in revenue (+10.2% YoY), $2.0M in net income, and $4.03B in free cash flow against $74.60B in total assets and $25.55B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±3.7% realized swing band)
FRED Regime × Technicals: 96% of 52W Range • RSI-14 at 65.2 (BULLISH MOMENTUM)
Balance-sheet & 10-K footnote risk deducts 8 pts from forensic ceiling
⚔️ Adversarial Opposing Case: Why the ED Bull Thesis Could Fail
Even with a 69/100 (C+) score, ED faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($108.04) or 200D SMA ($109.15) invalidates the momentum regime and cuts Target Base ($122.41) toward Bear Floor ($95.48).
Why ED Stock advanced +1.00% Today — RQD Quant Desk Flash
Consolidated Edison Inc. (ED) advanced +1.00% to $116.64, trading at 96% of its 52-week range ($94.96 – $117.65). Solid steady margins (5% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 96% of its 52-week range ($94.96 – $117.65) with RSI-14 at 65.2 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±3.7% around $116.64 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C+ (Hold) backed by 52% gross margin and $4.0B annual free cash flow.
Seeking Alpha report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Consolidated Edison (ED) is back in the spotlight after two unusual headlines: a decade-long billing error affecting a Queens customer and a separate criminal case involving faked gas safety inspections that cost the uti
Dominion Energy (D) delivered earnings and revenue surprises of +6.67% and +17.03%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Scheduled RQD Strong Buys & Whale Accumulation Briefing (ED Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
ED Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +10.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on ED today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for ED. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ED)
1. Head-to-Head Utilities Peer Comparison (ED vs. EXC, WEC, XEL, PEG)
Industry: Power Generation (18 Tracked Issuers)Across 117 tracked Utilities securities in the Roarable RQD universe, Consolidated Edison Inc. (ED) ranks #9 by composite RQD confidence (69/100, grade C+) and #16 by equity capitalization ($42.71B). Within this direct 5-issuer industry benchmark cohort, EXC leads on earnings valuation at 11.8x trailing P/E, while EXC leads on capital efficiency and profitability with 5.4% ROIC and — gross margin. ED currently leads its immediate peer cohort in composite quantitative strength at 69/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| ED
ACTIVE
Consolidated Edison Inc. | C+ | 69/100 | — | — | 4.8% | +1.00% | $42.71B | Benchmark Subject |
| EXC Exelon Corporation | D | 46/100 | 11.8x | — | 5.4% | +0.55% | $47.39B | /exc-vs-ed → |
| WEC WEC Energy Group Inc. | C+ | 67/100 | 21.3x | 66.7% | 3.9% | +1.26% | $37.35B | /wec-vs-ed → |
| XEL Xcel Energy Inc. | C+ | 66/100 | 24.5x | — | 5.1% | +0.99% | $49.37B | /xel-vs-ed → |
| PEG Public Service Enterprise Group Incorporated | D+ | 56/100 | 17.4x | — | 4.6% | +0.90% | $36.70B | /peg-vs-ed → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001047862In its most recent audited fiscal period (FY2025, filed 2025-12-31), Consolidated Edison Inc. (ED) reported GAAP revenue of $17.05B (+10.2% vs. FY2024 revenue of $15.47B , and +17.8% cumulative change since FY2023) , GAAP net income of $2.0M, operating cash flow of $4.80B, and free cash flow of $4.03B (+38.2% YoY). On the balance sheet, ED closed FY2025 with $74.60B in total assets against $25.55B in total debt (Altman Z-Score: 1.35, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $17.05B | $2.0M | $4.80B | $4.03B | $74.60B | $25.55B |
| FY2024 (FY) | 2024-12-31 | $15.47B | $1.8M | $3.61B | $2.92B | $70.56B | $24.71B |
| FY2023 (FY) | 2023-12-31 | $14.48B | $2.5M | $2.16B | $1.50B | $23.49B | $5.50B |
3. ED Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs ED stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, Consolidated Edison Inc. (NYSE: ED) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $116.64 (+1.00% 1D, market cap $42.71B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 15/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 117 tracked Utilities issuers, ED ranks #9 in composite RQD confidence.
How does ED compare to EXC and WEC in the Utilities sector?
Within the Utilities sector (Power Generation), ED carries a Roarable C+ (69/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of 4.8%. By comparison, EXC (Exelon Corporation) holds a D grade (46/100 RQD, P/E 11.8x, ROIC 5.4%, cap $47.39B) and WEC (WEC Energy Group Inc.) posts a C+ grade (67/100 RQD, P/E 21.3x, ROIC 3.9%, cap $37.35B). Among the 5-stock peer group, EXC leads on earnings multiple (11.8x) while EXC leads on capital efficiency (5.4% ROIC).
What are the biggest fundamental strengths and SEC risk factors for ED?
Per ED's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001047862), Consolidated Edison Inc. generated $17.05B in revenue (+10.2% YoY), $2.0M in net income, and $4.03B in free cash flow against $74.60B in total assets and $25.55B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is ED trading relative to its 50-day, 200-day, and 52-week technical levels?
ED last traded at $116.64 (+1.00% on volume of 3,132,672 shares), positioning the stock +7.96% above its 50-day simple moving average ($108.04) and +6.86% above its 200-day simple moving average ($109.15). Across its 52-week range of $94.96 to $117.65, ED sits at the 95.5% percentile with a 14-day RSI of 65.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±3.7% ($112.32 to $120.96).
ED Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is ED stock moving today?
Why ED Stock advanced +1.00% Today — RQD Quant Desk Flash. Solid steady margins (5% return on capital), mixed timing at current multiples—hold if owned, no rush to chase.
ED — Consolidated Edison Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, ED scores 69 out of 100, grade C+, verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars are:
- Fundamental Cash Engine (12/20): Per the Roarable RQD rating, this pillar reflects ROIC of 4.8% and an FCF yield of 9.44%. Investor implication: the cash generation is meaningful relative to market value, but the return on invested capital is modest, which limits the case for rapid value creation.
- Whale 13F Flow (15/20): Per the Roarable RQD rating, this reflects institutional accumulation and options positioning. Investor implication: institutional positioning is supportive but not a dominant driver. Specific 13F detail is not available in source data.
- Insider Conviction (15/20): Per the Roarable RQD rating, this reflects SEC Form 4 and Congressional PTR cluster flow. Investor implication: insider signals are moderately supportive; the individual transactions are not itemized in source data.
- Macro Regime Fit (15/20): Per the Roarable RQD rating, this reflects beta of 0.59 and sector sensitivity. Investor implication: a low beta suggests lower sensitivity to broad market swings, which can appeal to defensive allocators, though it also caps the upside captured in strong risk-on rallies.
- Forensic Balance Sheet (12/20): Per the Roarable RQD rating, this reflects Altman Z 1.35, Piotroski F 9/9, and Debt/Equity 1.06. Investor implication: the Piotroski reading is strong on operating-quality tests, while the Altman Z reading and leverage argue for caution on balance-sheet stress.
Taken together, the score indicates a neutral posture: solid cash yield and low volatility offset modest ROIC and leverage. The "Watch for Breakout" language signals that the rating would warrant re-evaluation if the upside drivers strengthen.
Business
Per the Profile section, Consolidated Edison Inc. is a NYSE-listed issuer in the Utilities sector, Power Generation industry. Per the same section, its market capitalization is $42.7B. Per the SEC financials, reported revenue was $17049.0M for FY 2025, indicating a large revenue base. Product, customer, and revenue-mix detail is not available in source data.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $17049.0M | $2935.0M | $2.0M | N/A | $4032.8M | $1629.0M | $25551.0M |
| FY 2024 | $15469.0M | $2670.0M | $1.8M | N/A | $2917.9M | $1324.0M | $24710.0M |
| FY 2023 | $14476.0M | $3196.0M | $2.5M | N/A | $1504.6M | N/A | $5497.0M |
Per the SEC financials, revenue rose across the three reported periods, and FCF increased from $1504.6M (FY 2023) to $4032.8M (FY 2025). Reported net income is very small relative to revenue, and per the market data, net margin is 0% and gross margin is 0%, while operating margin is 17.2%. Per the Roarable RQD rating, ROIC is 4.8%, the Altman Z-Score is 1.35, and the Piotroski F-Score is 9/9. Per the RQD rating, Debt/Equity is 1.06, and reported debt rose from $5497.0M (FY 2023) to $25551.0M (FY 2025).
Recent Catalysts & News Wire Analysis
- CATALYST (positive): A GuruFocus report, published in the news feed, carries a GREEN light and a CATALYST impact label, with a headline questioning whether ED is overvalued after a 4.0% rally.
- RISK WATCH (negative): A Seeking Alpha report carries a RED light and is headlined as a rating downgrade with a "hold for dividends, wait for a lower price" framing.
- RISK WATCH (negative): An Investing.com report carries a RED light and reports that Jefferies cut its price target on valuation.
- MARKET WIRE (neutral): Yahoo Finance and Yahoo! Finance Canada reports, plus a MarketBeat forecast, carry YELLOW lights and are market-wire items.
- Per the Yahoo Finance item, the headline references a 77% run and draws focus to whether the stock looks in line.
Per the Butterfly Supply-Chain Graph, no supply-chain links or proprietary signals are present (supply_chain: NONE).
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, the supply chain is NONE and there are no butterfly links or proprietary signals. Upstream suppliers, downstream customers, and sector correlations are not available in source data. The only sector context provided is the Utilities / Power Generation classification. A prospective investor should watch for valuation-driven multiple compression (referenced by the Jefferies and Seeking Alpha items) as the primary second-order risk, but the transmission mechanism to specific suppliers or customers cannot be established from the source data.
Open Questions
- What are the trailing and forward EPS figures, and what P/E multiples do they imply at $115.49?
- What is the source and definition of the reported net income figures, given they are very small relative to revenue and the net margin is listed as 0%?
- What are the specific 13F holders, insider transactions, and Congressional trades underlying the 15/20 whale and insider pillar scores?
- What are the cash balances for FY 2023, and what is the composition and maturity profile of the $25551.0M in debt?
- What is the magnitude of the Jefferies price-target cut and the rating downgrade referenced in the news feed?
ED Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Consolidated Edison Inc. (ED) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo! Finance Canada report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Consolidated Edison Inc. (ED) market action, institutional positioning, and fundamental catalysts.
ED Bull vs. Bear Conversation Board — What's Your Call at $116.64?
🔥 Official Bull vs. Bear Debate: Is ED (C+ • RQD 69/100) a Buy at $115.49?
Welcome to the ED (Consolidated Edison Inc.) Roar Pit. Current RQD Composite is 69/100 (Roarable Hold — Upper Neutral / Watch for Breakout) in Power Generation. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on ED — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on ED, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Consolidated Edison Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
ED cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on ED, the market is fixating on short-term headline noise in Power Generation and ignoring the balance sheet and cash flow trajectory. At $115.49 (52-wk range $94.96 - $117.65), any beat on forward guidance forces shorts and underweight funds to chase.