Consolidated Edison Inc (ED)vsKenon Holdings (KEN)
ED
Consolidated Edison Inc
$108.88
-0.68%
UTILITIES · Cap: $40.39B
KEN
Kenon Holdings
$87.72
-0.97%
UTILITIES · Cap: $4.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Consolidated Edison Inc generates 1840% more annual revenue ($16.92B vs $871.93M). ED leads profitability with a 12.0% profit margin vs 7.6%. ED trades at a lower P/E of 19.4x. ED earns a higher WallStSmart Score of 55/100 (C-).
ED
Buy55
out of 100
Grade: C-
KEN
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.0%
Fair Value
$77.35
Current Price
$108.88
$31.53 premium
Margin of Safety
-40.1%
Fair Value
$54.44
Current Price
$87.72
$33.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 43.1% year-over-year
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 8.3%
ROE of 5.1% — below average capital efficiency
7.6% margin — thin
Premium valuation, high expectations priced in
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ED
The strongest argument for ED centers on Altman Z-Score, Price/Book.
Bull Case : KEN
The strongest argument for KEN centers on Revenue Growth, Price/Book. Revenue growth of 43.1% demonstrates continued momentum.
Bear Case : ED
The primary concerns for ED are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : KEN
The primary concerns for KEN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses.
Key Dynamics to Monitor
ED profiles as a value stock while KEN is a hypergrowth play — different risk/reward profiles.
KEN carries more volatility with a beta of 0.41 — expect wider price swings.
KEN is growing revenue faster at 43.1% — sustainability is the question.
ED generates stronger free cash flow (176M), providing more financial flexibility.
Bottom Line
ED scores higher overall (55/100 vs 40/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Consolidated Edison Inc
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Consolidated Edison, Inc., commonly known as Con Edison (stylized as conEdison) or ConEd, is one of the largest investor-owned energy companies in the United States, with approximately $12 billion in annual revenues as of 2017, and over $48 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries.
Visit Website →Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
Visit Website →Compare with Other UTILITIES - REGULATED ELECTRIC Stocks
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