Consolidated Edison (ED) vs Exelon (EXC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Consolidated Edison (ED) has outperformed Exelon (EXC) over the past year, gaining 5.1% versus a loss of 10.9%. Over five years, ED leads with a +41.1% price change compared with +17.3% for EXC. Exelon is the larger company by market cap ($42.75 billion vs $38.70 billion), about 1.1 times the size, while Consolidated Edison is growing revenue faster (+10.9% vs +5.3%).
On valuation, Exelon trades at a lower forward P/E (13.7x vs 16.1x for Consolidated Edison). Exelon offers the higher dividend yield (3.95% vs 3.32%). Consolidated Edison converts more of its revenue into profit, with a net margin of 12.0% versus 11.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ED | EXC |
|---|---|---|
| Share price | $104.64 | $41.49 |
| Market cap | $38.70B | $42.75B |
| 1-day change | -0.46% | -0.46% |
| YTD return | +5.82% | -4.37% |
| 1-year return | +5.06% | -10.91% |
| 5-year return | +41.14% | +17.33% |
| P/E ratio (TTM) | 16.96 | 15.25 |
| Forward P/E | 16.10 | 13.66 |
| EPS (TTM) | $6.17 | $2.72 |
| Dividend yield | 3.32% | 3.95% |
| Annual dividend | $3.48 | $1.64 |
| Revenue (latest FY) | $16.92B | $24.26B |
| Revenue growth (YoY) | +10.89% | +5.34% |
| Net income (latest FY) | $2.02B | $2.77B |
| Operating margin | 17.35% | 21.22% |
| Net margin | 11.96% | 11.41% |
| 52-week high | $116.23 | $50.65 |
| 52-week low | $94.96 | $39.73 |
| Distance from 52-week high | -9.97% | -18.08% |
| Analyst consensus | hold | hold |
| Avg. price target upside | +4.49% | +16.97% |
| Average volume | 2.20M | 7.92M |
| Shares outstanding | 369.83M | 1.03B |
| Employees | 15,407 | 20,571 |
| Sector | Utilities | Utilities |
| Industry | Utilities - Regulated Electric | Utilities - Regulated Electric |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ED has outperformed EXC by 16.0 percentage points over the past year.
- Consolidated Edison grew revenue faster in its latest fiscal year (+10.89% vs +5.34%).
About Consolidated Edison
ED stock →Consolidated Edison, Inc., through its subsidiaries, engages in the regulated electric, gas, and steam delivery businesses in the United States. The company offers electric services to approximately 3.7 million customers in New York City and Westchester County; gas to approximately 1.1 million customers in Manhattan, the Bronx, parts of Queens, and Westchester County; and steam to approximately 1,490 customers in parts of Manhattan.
Utilities · Utilities - Regulated Electric · 15,407 employees
About Exelon
EXC stock →Exelon Corporation, a utility services holding company, engages in the energy distribution and transmission businesses in the United States. The company is involved in the purchase and regulated retail sale of electricity and natural gas; transmission and distribution of electricity; and distribution of natural gas to retail customers.
Utilities · Utilities - Regulated Electric · 20,571 employees
ED vs EXC FAQ
Which is bigger, Consolidated Edison or Exelon?
Exelon (EXC) is larger, with a market capitalization of $42.75B compared with $38.70B for Consolidated Edison (ED).
Which stock has performed better over the past year, ED or EXC?
ED returned +5.06% over the past 12 months, compared with -10.91% for EXC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ED or EXC?
EXC has the lower trailing P/E at 15.3, versus 17.0 for ED. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Consolidated Edison or Exelon?
Exelon has the higher yield at 3.95%, compared with 3.32% for Consolidated Edison.
Are Consolidated Edison and Exelon in the same industry?
Yes. Both are classified in the Utilities - Regulated Electric industry within the Utilities sector.