Consolidated Edison

ED · Utilities

Sustainability score

27.7Rank 479 overall / 8 in Utilities

Consolidated Edison's distance from the ideal is driven mostly by Emissions intensity and Asset turnover. It sits closest to the frontier on Net margin.

5th percentile of the index, 77th percentile of Utilities

Environmental

Social

Financial/Operational

Distance-to-ideal decomposition

Emissions intensity

40%

ESG risk score

Controversy level

Asset turnover

23%

Net margin

FCF margin

11%

Net debt / EBITDA

Pillar weight shares: Environmental 24%, Social 23%, Financial/Operational 53%

Generating AI analysis...

Net-zero scenario

ED · Consolidated Edison

Middle · middle 60% of Utilities · score 44.4 · rank 10/31

Cleanup cost: 0.05 yrs · $309.7M; Sector median 0.55 yrs
Revenue at risk: 70%; Sector median 65%
Revenue upside: 12%; Sector median 15%
Can it pay: 4.1x debt load; FCF margin -5% · sector median 5.4x

Verdict: SELLNo position to stressData: estimatedHeld at benchmark

Cleanup bill by source

Purchased electricity	$9.5M
On-site fuel combustion	$295.6M
Vehicle fleets	n/a
Process emissions	$0
Fugitive emissions	$4.7M

Why

Benchmark: burden 0.05 years of earnings (sector median 0.55 years), fossil revenue 70%, beneficiary revenue 12%, net debt/EBITDA 4.1x; largest gaps to the sector ideal: beneficiary revenue share and fossil revenue share.

Consolidated Edison

Sustainability score

Net-zero scenario

ED · Consolidated Edison

Cleanup bill by source

Why

Utilities peers

Key takeaways

Explanation

Consolidated Edison

Sustainability score

Net-zero scenario

ED · Consolidated Edison

Cleanup bill by source

Why

Utilities peers

Key takeaways

Explanation