ED vs AEP vs SRE Stock Comparison

Consolidated Edison, American Electric Power and Sempra Prices as of Oct 26, 2026 Peers: Industry group
ED Consolidated Edison Inc
$115.44 +11.9% 1M +15.4% 1Y
Market cap
$42.43B
P/E
20.9x
Revenue (TTM)
$17.69B
Div. yield
0.03%
Regulated Electric Utilities Utilities
6 wins
SRE Sempra
$84.26 +8.1% 1M -9.2% 1Y
Market cap
$55.62B
P/E
24.6x
Revenue (TTM)
$13.55B
Div. yield
–
Regulated Electric Utilities Utilities
2 wins

Head to Head

11 decided of 12

Consolidated Edison leads on 6 of the 12 questions below (Consolidated Edison 6, American Electric Power 3, Sempra 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEDAEPSRELeader
Larger companyMarket capitalisation $42.43B $70.85B $55.62B AEP
Cheaper on earningsLower P/E, profitable companies only 20.9x 25.7x 24.6x ED
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.2x 21.5x 15.9x SRE
Faster revenue growthRevenue growth, trailing twelve months +9.5% +10.3% +1.6% AEP
More profitableNet margin, trailing twelve months 11.5% 12.1% 16.7% SRE
Better return on capitalReturn on invested capital 9.1% 5.5% 1.8% ED
Less leveragedLower net debt / EBITDA -0.1x 6.0x 7.6x ED
Higher dividend yieldTrailing dividend yield 0.03% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +15.4% +11.4% -9.2% ED
Better 5-year returnAnnualised price return, 5 years +8.7%/yr +8.9%/yr +5.4%/yr AEP
Less volatileAnnualised volatility, 1 year 18.0% 19.4% 20.4% ED
Higher overall scoreMean of the five percentile scores vs peers 53/100 41/100 26/100 ED

Percentile Scorecard

EDAEPSRE

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEDAEPSRE
Valuation 80 #14 of 67 23 #52 of 67 11 #60 of 67
Growth 30 #46 of 65 64 #24 of 65 17 #54 of 65
Profitability 33 #43 of 64 59 #27 of 64 13 #56 of 64
Financial Health 89 #8 of 64 29 #46 of 64 46 #35 of 64
Shareholder Returns 33 #45 of 67 30 #47 of 67 44 #38 of 67
Overall 53 41 26
  • ED ranked among 67 companies in Regulated Utilities
  • AEP ranked among 67 companies in Regulated Utilities
  • SRE ranked among 67 companies in Regulated Utilities

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEDAEPSRESPY
1 month +11.9%+9.2%+8.1% -0.8%
3 months +3.6%-3.3%-7.6% +3.5%
6 months +6.1%-4.3%-8.9% +7.0%
Year to date +16.2%+12.1%-4.6% +12.2%
1 year +15.4%+11.4%-9.2% +13.0%
3 years +32.0%+72.5%+20.9% +86.3%
3 years, per year +9.7%+19.9%+6.5% +23.1%
5 years +51.9%+53.3%+29.8% +68.6%
5 years, per year +8.7%+8.9%+5.4% +11.0%
10 years +56.3%+103.4%+60.0% +258.0%
10 years, per year +4.6%+7.4%+4.8% +13.6%

Risk

MeasureEDAEPSRESPY
Volatility, 1Y 18.0%19.4%20.4% 12.7%
Downside volatility, 1Y 17.7%19.2%22.0% 12.7%
Beta vs S&P 500, 1Y -0.51-0.070.07 1.00
Return / volatility, 1Y 0.850.59-0.45 1.02
Max drawdown, 5Y -22.0%-32.2%-32.7% -25.4%
From 52-week high -0.7%-6.8%-15.5% -1.8%
52-week high $116.25$138.69$99.75 $779.14
52-week low $95.41$113.70$76.89 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEDAEPSRE
P/E now vs peer median 21.0xmedian 20.8x 25.5xmedian 20.8x 24.4xmedian 20.8x
P/S now vs peer median 2.4xmedian 2.9x 3.1xmedian 2.9x 4.1xmedian 2.9x
EV/EBITDA now vs peer median 7.6xmedian 13.1x 14.0xmedian 13.1x 19.0xmedian 13.1x
P/FCF now vs peer median -49.5xmedian 36.7x -12.2xmedian 36.7x -10.5xmedian 36.7x
P/B now vs peer median 1.7xmedian 1.7x 2.1xmedian 1.7x 1.4xmedian 1.7x
PEG now vs peer median -2.55median 2.23 2.76median 2.23 -5.54median 2.23

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEDAEPSRE
Revenue $17.69B $22.79B $13.55B
Gross profit $9.44B $15.43B $11.94B
Operating income $3.18B $5.24B $2.43B
Net income $2.22B $3.07B $2.73B
Free cash flow -$862.00M -$5.75B -$5.24B
EPS (diluted) $5.48 $5.02 $3.45
Cash & equivalents $1.47B $375.00M $48.00M
Total debt $5.26B $52.84B $36.66B
Shares (diluted) 370.00M 550.63M 655.95M
Enterprise value $39.01B $68.02B $54.75B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEDAEPSRE
P/E 21.0x 25.5x 24.4x
P/FCF -49.5x -12.2x -10.5x
P/Operating cash flow 10.8x 9.1x 10.2x
P/S 2.4x 3.1x 4.1x
P/B 1.7x 2.1x 1.4x
P/Tangible book 1.7x 2.1x 1.4x
EV/EBITDA 7.6x 14.0x 19.0x
EV/EBIT 13.3x 23.4x 39.3x
EV/Revenue 2.4x 5.4x 6.8x
EV/FCF -48.9x -21.3x -17.5x
EV/Operating cash flow 10.7x 15.9x 16.9x
PEG (3Y EPS CAGR) -2.55 2.76 -5.54

Growth

14 metrics
MetricEDAEPSRE
Revenue growth (1Y) 9.5% 10.3% 1.6%
Revenue CAGR (3Y) 4.4% 5.4% -7.2%
Gross profit growth (1Y) 9.4% 8.1% 2.5%
Gross profit CAGR (3Y) 7.5% 7.8% 2.1%
Operating income growth (1Y) 12.9% 2.2% -2.4%
Operating income CAGR (3Y) -2.8% 19.5% 45.4%
Net income growth (1Y) 14.6% -17.4% -14.4%
Net income CAGR (3Y) -3.5% 15.7% -1.8%
EPS growth (1Y) 2.4% 5.2% -15.6%
EPS CAGR (3Y) -8.2% 9.2% -4.4%
Operating cash flow growth (1Y) -12.5% 17.1% 16.4%
Operating cash flow CAGR (3Y) 8.0% 22.6% 29.1%
Free cash flow growth (1Y) -210.1% -63.5% -19.9%
Free cash flow CAGR (3Y) 12.8% -19.1% -3.3%

Profitability

14 metrics
MetricEDAEPSRE
Gross margin 53.4% 67.7% 88.1%
EBITDA margin 31.6% 38.4% 35.7%
Operating margin 18.0% 23.0% 17.9%
Pretax margin 16.4% 15.4% 11.6%
Net margin 11.5% 12.1% 16.7%
FCF margin -4.9% -25.2% -38.7%
Operating cash flow margin 22.4% 33.8% 40.0%
Return on equity 8.6% 9.6% 6.9%
Return on assets 2.9% 2.7% 2.4%
Return on invested capital 9.1% 5.5% 1.8%
Return on capital employed 4.5% 5.0% 2.5%
Asset turnover 0.2x 0.2x 0.1x
Cash conversion (OCF / net income) 1.8x 2.5x 2.0x
Stock comp / revenue – – –

Financial Health

11 metrics
MetricEDAEPSRE
Debt / assets 1.3% 43.5% 31.8%
Debt / equity 0.0x 1.6x 0.9x
Net debt / EBITDA -0.1x 6.0x 7.6x
Debt / FCF -1.1x -9.2x -7.0x
Liabilities / assets 66.4% 72.6% 65.3%
Equity / assets 33.6% 27.4% 34.7%
Interest coverage 2.6x 2.4x 1.5x
Current ratio 1.3x 0.5x 1.6x
Quick ratio 0.8x 0.3x 0.1x
Cash ratio 0.3x 0.0x 0.0x
Altman Z-score 1.18 0.92 0.99

Shareholder Returns

7 metrics
MetricEDAEPSRE
Dividend yield 3.0% 2.9% 3.1%
Net buyback yield -2.2% – –
Shareholder yield 0.8% 2.9% 3.1%
Payout ratio (earnings) 54.8% – –
Payout ratio (FCF) -140.8% – –
Dividend growth (1Y) 7.7% – –
Dividend CAGR (3Y) 3.1% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEDAEPSRE
Forward P/E 18.2xFY2026 21.5xFY2026 15.9xFY2026
EPS, next fiscal year $6.36FY2026 $6.01FY2026 $5.30FY2026
EPS growth, next FY +11.6%FY2026 +0.7%FY2026 +13.0%FY2026
EPS growth, the year after -2.4% +19.0% +8.7%
Revenue, next fiscal year $16.78BFY2026 $23.09BFY2026 $14.05BFY2026
Revenue growth, next FY -0.8%FY2026 +5.5%FY2026 +2.6%FY2026
Revenue growth, the year after +6.2% +3.5% -11.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEDAEPSRE
Held by institutions 76.0% 92.1% 92.1%
Institutions holding 1,431 1,984 1,287
Change in shares held, QoQ +6.7% +13.2% +2.2%
Institutions buying 755 1,064 629
Institutions selling 385 584 433
Buyers to sellers 1.96 1.82 1.45

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EDAEPSRE
ED 1.00 0.64 0.54
AEP 0.64 1.00 0.64
SRE 0.54 0.64 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ED, AEP and SRE?

American Electric Power (AEP) is the largest by market capitalisation: Consolidated Edison (ED) $42.43B, American Electric Power (AEP) $70.85B, Sempra (SRE) $55.62B.

Which stock is cheaper, ED, AEP and SRE?

Consolidated Edison (ED) trades on the lowest price-to-earnings ratio (Consolidated Edison (ED) 20.9x, American Electric Power (AEP) 25.7x, Sempra (SRE) 24.6x). On next year's consensus earnings, Sempra (SRE) is cheapest (Consolidated Edison (ED) 18.2x, American Electric Power (AEP) 21.5x, Sempra (SRE) 15.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

American Electric Power (AEP) grew revenue fastest over the trailing twelve months: Consolidated Edison (ED) +9.5%, American Electric Power (AEP) +10.3%, Sempra (SRE) +1.6%.

Which company is more profitable?

Sempra (SRE) has the highest net margin (Consolidated Edison (ED) 11.5%, American Electric Power (AEP) 12.1%, Sempra (SRE) 16.7%). On return on invested capital, Consolidated Edison (ED) leads (Consolidated Edison (ED) 9.1%, American Electric Power (AEP) 5.5%, Sempra (SRE) 1.8%).

Which stock has performed better?

Over the past year Consolidated Edison (ED) returned the most: Consolidated Edison (ED) +15.4%, American Electric Power (AEP) +11.4%, Sempra (SRE) -9.2%. Over five years, American Electric Power (AEP) compounded fastest (Consolidated Edison (ED) +8.7%/yr, American Electric Power (AEP) +8.9%/yr, Sempra (SRE) +5.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Consolidated Edison (ED) 0.03%, American Electric Power (AEP) 0.00%, Sempra (SRE) 0.00%. American Electric Power (AEP) and Sempra (SRE) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Consolidated Edison (ED) has been the steadiest (Consolidated Edison (ED) 18.0%, American Electric Power (AEP) 19.4%, Sempra (SRE) 20.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ED, AEP and SRE?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Consolidated Edison (ED) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.