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ED vs GE
Revenue, margins, valuation, and 5-year total return — side by side.
Aerospace & Defense
ED vs GE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Regulated Electric | Aerospace & Defense |
| Market Cap | $25.70B | $299.53B |
| Revenue (TTM) | $16.59B | $48.35B |
| Net Income (TTM) | $2.04B | $8.66B |
| Gross Margin | 64.4% | 34.8% |
| Operating Margin | 17.8% | 18.5% |
| Forward P/E | 17.9x | 37.9x |
| Total Debt | $315M | $20.49B |
| Cash & Equiv. | $1M | $12.39B |
ED vs GE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Consolidated Edison… (ED) | 100 | 145.4 | +45.4% |
| GE Aerospace (GE) | 100 | 876.4 | +776.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ED vs GE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ED is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta -0.41, yield 2.9%
- Lower volatility, beta -0.41, Low D/E 1.3%, current ratio 0.22x
- PEG 1.56 vs GE's 3.21
GE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 18.5%, EPS growth 36.2%, 3Y rev CAGR 16.3%
- 109.7% 10Y total return vs ED's 85.1%
- 18.5% revenue growth vs ED's 10.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.5% revenue growth vs ED's 10.9% | |
| Value | Lower P/E (17.9x vs 37.9x), PEG 1.56 vs 3.21 | |
| Quality / Margins | 17.9% margin vs ED's 12.3% | |
| Stability / Safety | Lower D/E ratio (1.3% vs 108.4%) | |
| Dividends | 2.9% yield, vs GE's 0.5% | |
| Momentum (1Y) | +37.9% vs ED's +2.8% | |
| Efficiency (ROA) | 6.8% ROA vs ED's 2.8%, ROIC 24.7% vs 6.0% |
ED vs GE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ED vs GE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — ED and GE each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
GE is the larger business by revenue, generating $48.4B annually — 2.9x ED's $16.6B. GE is the more profitable business, keeping 17.9% of every revenue dollar as net income compared to ED's 12.3%. On growth, GE holds the edge at +24.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $16.6B | $48.4B |
| EBITDAEarnings before interest/tax | $5.2B | $9.9B |
| Net IncomeAfter-tax profit | $2.0B | $8.7B |
| Free Cash FlowCash after capex | $3.4B | $7.5B |
| Gross MarginGross profit ÷ Revenue | +64.4% | +34.8% |
| Operating MarginEBIT ÷ Revenue | +17.8% | +18.5% |
| Net MarginNet income ÷ Revenue | +12.3% | +17.9% |
| FCF MarginFCF ÷ Revenue | +20.4% | +15.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.7% | +24.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +12.4% | -1.1% |
Valuation Metrics
ED leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 19.4x trailing earnings, ED trades at a 45% valuation discount to GE's 35.1x P/E. Adjusting for growth (PEG ratio), ED offers better value at 1.69x vs GE's 2.98x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $25.7B | $299.5B |
| Enterprise ValueMkt cap + debt − cash | $26.0B | $307.6B |
| Trailing P/EPrice ÷ TTM EPS | 19.35x | 35.13x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.89x | 37.91x |
| PEG RatioP/E ÷ EPS growth rate | 1.69x | 2.98x |
| EV / EBITDAEnterprise value multiple | 4.95x | 30.79x |
| Price / SalesMarket cap ÷ Revenue | 1.52x | 6.53x |
| Price / BookPrice ÷ Book value/share | 1.62x | 16.19x |
| Price / FCFMarket cap ÷ FCF | 5.68x | 41.23x |
Profitability & Efficiency
GE leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GE delivers a 45.8% return on equity — every $100 of shareholder capital generates $46 in annual profit, vs $8 for ED. ED carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to GE's 1.08x. On the Piotroski fundamental quality scale (0–9), ED scores 7/9 vs GE's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +8.4% | +45.8% |
| ROA (TTM)Return on assets | +2.8% | +6.8% |
| ROICReturn on invested capital | +6.0% | +24.7% |
| ROCEReturn on capital employed | +6.6% | +9.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.01x | 1.08x |
| Net DebtTotal debt minus cash | $314M | $8.1B |
| Cash & Equiv.Liquid assets | $1M | $12.4B |
| Total DebtShort + long-term debt | $315M | $20.5B |
| Interest CoverageEBIT ÷ Interest expense | 0.77x | 11.69x |
Total Returns (Dividends Reinvested)
GE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GE five years ago would be worth $44,140 today (with dividends reinvested), compared to $16,320 for ED. Over the past 12 months, GE leads with a +37.9% total return vs ED's +2.8%. The 3-year compound annual growth rate (CAGR) favors GE at 53.6% vs ED's 6.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +10.0% | -10.5% |
| 1-Year ReturnPast 12 months | +2.8% | +37.9% |
| 3-Year ReturnCumulative with dividends | +19.8% | +262.6% |
| 5-Year ReturnCumulative with dividends | +63.2% | +341.4% |
| 10-Year ReturnCumulative with dividends | +85.1% | +109.7% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +53.6% |
Risk & Volatility
ED leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ED is the less volatile stock with a -0.41 beta — it tends to amplify market swings less than GE's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ED currently trades 94.0% from its 52-week high vs GE's 82.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.41x | 1.14x |
| 52-Week HighHighest price in past year | $116.17 | $348.48 |
| 52-Week LowLowest price in past year | $94.96 | $205.65 |
| % of 52W HighCurrent price vs 52-week peak | +94.0% | +82.3% |
| RSI (14)Momentum oscillator 0–100 | 46.0 | 41.7 |
| Avg Volume (50D)Average daily shares traded | 1.9M | 5.6M |
Analyst Outlook
Evenly matched — ED and GE each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ED as "Hold" and GE as "Buy". Consensus price targets imply 34.7% upside for GE (target: $386) vs -0.3% for ED (target: $109). For income investors, ED offers the higher dividend yield at 2.90% vs GE's 0.47%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $108.78 | $386.20 |
| # AnalystsCovering analysts | 27 | 34 |
| Dividend YieldAnnual dividend ÷ price | +2.9% | +0.5% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $3.16 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.5% |
ED leads in 2 of 6 categories (Valuation Metrics, Risk & Volatility). GE leads in 2 (Profitability & Efficiency, Total Returns). 2 tied.
ED vs GE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ED or GE a better buy right now?
For growth investors, GE Aerospace (GE) is the stronger pick with 18.
5% revenue growth year-over-year, versus 10. 9% for Consolidated Edison, Inc. (ED). Consolidated Edison, Inc. (ED) offers the better valuation at 19. 4x trailing P/E (17. 9x forward), making it the more compelling value choice. Analysts rate GE Aerospace (GE) a "Buy" — based on 34 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ED or GE?
On trailing P/E, Consolidated Edison, Inc.
(ED) is the cheapest at 19. 4x versus GE Aerospace at 35. 1x. On forward P/E, Consolidated Edison, Inc. is actually cheaper at 17. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Consolidated Edison, Inc. wins at 1. 56x versus GE Aerospace's 3. 21x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — ED or GE?
Over the past 5 years, GE Aerospace (GE) delivered a total return of +341.
4%, compared to +63. 2% for Consolidated Edison, Inc. (ED). Over 10 years, the gap is even starker: GE returned +109. 7% versus ED's +85. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ED or GE?
By beta (market sensitivity over 5 years), Consolidated Edison, Inc.
(ED) is the lower-risk stock at -0. 41β versus GE Aerospace's 1. 14β — meaning GE is approximately -376% more volatile than ED relative to the S&P 500. On balance sheet safety, Consolidated Edison, Inc. (ED) carries a lower debt/equity ratio of 1% versus 108% for GE Aerospace — giving it more financial flexibility in a downturn.
05Which is growing faster — ED or GE?
By revenue growth (latest reported year), GE Aerospace (GE) is pulling ahead at 18.
5% versus 10. 9% for Consolidated Edison, Inc. (ED). On earnings-per-share growth, the picture is similar: GE Aerospace grew EPS 36. 2% year-over-year, compared to 7. 6% for Consolidated Edison, Inc.. Over a 3-year CAGR, GE leads at 16. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ED or GE?
GE Aerospace (GE) is the more profitable company, earning 19.
0% net margin versus 12. 0% for Consolidated Edison, Inc. — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GE leads at 19. 1% versus 17. 3% for ED. At the gross margin level — before operating expenses — ED leads at 81. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ED or GE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Consolidated Edison, Inc. (ED) is the more undervalued stock at a PEG of 1. 56x versus GE Aerospace's 3. 21x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Consolidated Edison, Inc. (ED) trades at 17. 9x forward P/E versus 37. 9x for GE Aerospace — 20. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for GE: 34. 7% to $386. 20.
08Which pays a better dividend — ED or GE?
All stocks in this comparison pay dividends.
Consolidated Edison, Inc. (ED) offers the highest yield at 2. 9%, versus 0. 5% for GE Aerospace (GE).
09Is ED or GE better for a retirement portfolio?
For long-horizon retirement investors, Consolidated Edison, Inc.
(ED) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 41), 2. 9% yield). Both have compounded well over 10 years (ED: +85. 1%, GE: +109. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ED and GE?
These companies operate in different sectors (ED (Utilities) and GE (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ED is a mid-cap quality compounder stock; GE is a large-cap high-growth stock. ED pays a dividend while GE does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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