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 ?6.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.272
Beta (levered) ?0.408
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 · 2026-07-21

ED · Consolidated Edison, Inc.

$112.062026-07-21
Sector: Utilities; Industry: Regulated Electric; Sub-Industry: Multi-Utilities

Intrinsic Value Range Comparison · Mulya.ai

Very High Uncertainty
Bull
$146
+30.7% vs market
Base · active
$17
-84.6% vs market
Bear
$17
-84.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $17
Base $17
Median $108
Market $112
Bull $146
Market Price $112
Mulya.ai Base $17
Analysts Median $108
Mulya.ai IV range ($17 · $146)
Analysts Range ($97 · $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
2024.Q1$14.6B15.8%19.2%$1.9B−$4.1B−$2.2B6.1%4.1%$46.0B$6.91
2024.Q4$14.6B0.0%15.8%14.9%$2.0B−$3.5B−$1.6B6.4%4.2%$48.1B$6.91
2025.Q1$15.3B4.2%17.9%16.6%$2.3B−$3.3B−$1.0B6.4%4.7%$49.2B$4.99
2025.Q4$15.3B0.0%17.9%22.1%$2.1B$611MM$2.7B6.5%4.2%$50.9B$4.99
2026.Q1$17.2B12.8%17.3%22.8%$2.3B−$107MM$2.2B6.8%4.5%$52.2B$5.9113.7
italics below = DCF projection · 10yr Rev CAGR: 3.8%
2027.Q1$17.7B+3.0%17.3%22.5%$2.4B−$4.9B−$2.5B7.0%−$2.4B4.3%$57.2B$6.5417.1
2028.Q1$18.4B+3.8%17.7%22.2%$2.5B−$3.7B−$1.2B7.1%−$1.0B4.3%$60.9B$6.9516.1
2029.Q1$19.1B+3.8%18.1%21.9%$2.7B−$2.8B−$58MM7.3%−$47MM4.3%$63.6B$7.3915.2
2030.Q1$19.8B+3.9%18.4%21.7%$2.9B$0MM$2.9B7.4%$2.2B4.5%$63.6B$7.8614.3
2031.Q1$20.6B+3.9%19.1%21.4%$3.1B$0MM$3.1B7.6%$2.2B4.9%$63.6B$8.5113.2
Term. Yr+$26.1B4.1%19.1%20.0%$4.0B−$1.9B$2.1B8.6%$22.2B8.6%
Active scenario IV: $17 (-84.6% vs market)