Mulya.ai
Ticker
ED
Scenario
Key Inputs
Revenue est.?Analysttaper yr3
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.1%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.345
Beta (levered) ?0.528
Terminal OM% ?19.1%
Segment conc. ?74% dominant
Terminal growth ?4.1%
Bond rating ?B · 4.00%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

ED · Consolidated Edison, Inc.

$115.432026-05-17
Sector: Utilities; Industry: Regulated Electric; Sub-Industry: Multi-Utilities

Intrinsic Value Range Comparison · Mulya.ai

Bull
$50
-56.3% vs market
Base · active
$0
-113.7% vs market
Bear
$0
-113.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-16
Base $-16
Bull $50
Median $108
Market $115
Market Price $115
Mulya.ai Base $-16
Analysts Median $108
Mulya.ai IV range ($-16 · $50)
Analysts Range ($86 · $118)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$13.7B20.5%13.7%$2.4B−$2.4B$26MM3.9%5.5%$43.7B$3.72
2022.Q4$15.7B14.6%16.7%23.7%$2.0B−$2.3B−$341MM5.5%4.6%$43.3B$4.58
2023.Q4$14.6B-6.5%15.8%16.2%$1.9B−$118MM$1.8B5.7%4.4%$44.5B$6.95
2024.Q4$15.3B4.2%17.9%14.9%$2.3B−$3.5B−$1.2B6.4%5.0%$48.1B$5.02
2025.Q4$16.9B10.9%17.3%22.1%$2.3B$611MM$2.9B6.5%4.6%$50.9B$5.5814.3
italics below = DCF projection · 10yr Rev CAGR: 4%
2026.Q4$17.4B+2.6%17.3%21.9%$2.4B−$4.5B−$2.2B7.3%−$2.0B4.4%$55.5B$6.4917.8
2027.Q4$18.1B+4.2%17.7%21.7%$2.5B−$4.1B−$1.6B7.4%−$1.4B4.4%$59.6B$6.9216.7
2028.Q4$18.8B+4.2%18.1%21.5%$2.7B−$3.0B−$294MM7.5%−$237MM4.4%$62.5B$7.3815.6
2029.Q4$19.6B+4.2%18.4%21.3%$2.8B−$2.2B$634MM7.7%$475MM4.5%$64.8B$7.8614.7
2030.Q4$20.4B+4.2%19.1%21.1%$3.1B−$2.4B$739MM7.8%$514MM4.7%$67.1B$8.5313.5
Term. Yr+$26.0B4.1%19.1%20.0%$4.0B−$1.9B$2.1B8.6%$21.8B8.6%
Active scenario IV: $0 (-113.7% vs market)