Consolidated Edison vs Sempra
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KIRA’s take AI analyst
I put Consolidated Edison and Sempra side by side, using each one’s latest annual report. Here is what stands out:
- Consolidated Edison is the larger business, with $16.9B of revenue in fiscal 2025 against $13.7B for Sempra.
- Consolidated Edison grew revenue faster (10.9%, against 3.9%).
- Consolidated Edison turned more of its sales into free cash flow (0.2% FCF margin, against −44.1%).
- Consolidated Edison earned a higher return on the capital invested in it (4.7%, against 2.8%).
- Investors pay more for each dollar of Sempra’s earnings: a P/E of 28.6x against 19.5x for Consolidated Edison.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Consolidated Edison
ED
7/9
Revenue growth5-year growthFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Sempra
SRE
2/9
Net marginShare count change
Side by side
Best in the row
| Latest fiscal year | ED FY25 | SRE FY25 |
|---|---|---|
| Size | ||
| Market cap | $42.1B | $55.2B |
| Revenue | $16.9B | $13.7B |
| Free cash flow | $36.0M | −$6.0B |
| Net income | $2.0B | $1.8B |
| Growth | ||
| Revenue growth | 10.9% | 3.9% |
| 5-year growth | 6.7% | 3.8% |
| Share count change | 3.3% | 2.5% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 17.4% | — |
| Net margin | 12.0% | 13.4% |
| FCF margin | 0.2% | −44.1% |
| Return on capital | 4.7% | 2.8% |
| Return on equity | 8.8% | 5.9% |
| Balance sheet | ||
| Net debt | $25.8B | $35.0B |
| Net debt / EBITDA | 4.9x | 6.0x |
| Dividends and buybacks | $1.2B | $1.7B |
| Valuation & quality | ||
| P/E | 19.5x | 28.6x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.