AES vs. ED: AES vs. Consolidated Edison Stock Comparison
How do AES (AES) and Consolidated Edison (ED) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AES (AES) and Consolidated Edison (ED) both fall under the Utilities industry group, but AES is classified in Independent Power and Renewable Electricity Producers while ED is classified in Multi-Utilities.
| Profile Item | AES | ED |
|---|---|---|
| Name | The AES Corporation | Consolidated Edison Inc. |
| Country/Region | United States | United States |
| GICS Sector | Utilities | Utilities |
| GICS Industry Group | Utilities | Utilities |
| GICS Industry | Independent Power and Renewable Electricity Producers | Multi-Utilities |
| GICS Sub-Industry | Independent Power Producers & Energy Traders | Multi-Utilities |
| Market Capitalization | 10.61 billion USD | 44.00 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 26, 1991 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AES | ED |
|---|---|---|
| Total Return (1Y) | 10.79% | 24.62% |
| Total Return (3Y, Annualized) | 3.44% | 13.82% |
| Total Return (5Y, Annualized) | -5.12% | 12.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AES | ED |
|---|---|---|
| Volatility (1Y, Annualized) | 25.19% | 17.94% |
| Beta (5Y) | 0.93 | 0.23 |
| Max Drawdown (5Y) | -63.43% | -22.03% |
| Avg. Volume (3M) | 8.50M | 2.21M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AES | ED |
|---|---|---|
| Sharpe Ratio (1Y) | 0.26 | 1.13 |
| Sortino Ratio (1Y) | 0.33 | 1.74 |
Profitability
ROE (TTM)
Both AES (AES) at 8.68% and Consolidated Edison (ED) at 9.10% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
AES
Utilities industry group
8.68%
- Max
- 17.99%
- Q3
- 12.01%
- Median
- 9.44%
- AES
- 8.68%
- Q1
- 7.56%
- Min
- 2.17%
ED
Utilities industry group
9.10%
- Max
- 17.99%
- Q3
- 12.01%
- Median
- 9.44%
- ED
- 9.10%
- Q1
- 7.56%
- Min
- 2.17%
Net Margin (TTM)
Both AES (AES) at 13.16% and Consolidated Edison (ED) at 12.70% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
AES
Utilities industry group
13.16%
- Max
- 28.78%
- Q3
- 17.30%
- AES
- 13.16%
- Median
- 12.73%
- Q1
- 9.18%
- Min
- -0.20%
ED
Utilities industry group
12.70%
- Max
- 28.78%
- Q3
- 17.30%
- Median
- 12.73%
- ED
- 12.70%
- Q1
- 9.18%
- Min
- -0.20%
Operating Margin (TTM)
Both AES (AES) at 23.89% and Consolidated Edison (ED) at 26.28% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
AES
Utilities industry group
23.89%
- Max
- 53.83%
- Q3
- 31.12%
- AES
- 23.89%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
ED
Utilities industry group
26.28%
- Max
- 53.83%
- Q3
- 31.12%
- ED
- 26.28%
- Median
- 23.62%
- Q1
- 15.45%
- Min
- -4.90%
Profitability Metrics
| Metric | AES | ED |
|---|---|---|
| ROE (TTM) | 8.68% | 9.10% |
| ROA (TTM) | 3.13% | 3.33% |
| Net Margin (TTM) | 13.16% | 12.70% |
| Operating Margin (TTM) | 23.89% | 26.28% |
| Gross Margin (TTM) | 21.34% | 53.72% |
Growth
Revenue Growth
Consolidated Edison (ED) at 10.89% is around its peer norm for revenue growth, while AES (AES) at -0.37% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Consolidated Edison (ED) at 7.63% is around its peer norm for EPS growth, while AES (AES) at -46.61% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | AES | ED |
|---|---|---|
| Revenue Growth (YoY) | -0.37% | 10.89% |
| Revenue Growth (3Y CAGR) | -1.03% | 2.59% |
| EPS Growth (YoY) | -46.61% | 7.63% |
| EPS Growth (3Y CAGR) | -- | 6.57% |
Financial Strength
Current Ratio (MRQ)
AES (AES) at 0.86 keeps current ratio within its industry’s typical mid-range, while Consolidated Edison (ED) at 1.18 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
AES
Utilities industry group
0.86
- Max
- 1.90
- Q3
- 1.17
- Median
- 0.88
- AES
- 0.86
- Q1
- 0.66
- Min
- 0.29
ED
Utilities industry group
1.18
- Max
- 1.90
- ED
- 1.18
- Q3
- 1.17
- Median
- 0.88
- Q1
- 0.66
- Min
- 0.29
Debt / Equity (MRQ)
Consolidated Edison (ED) at 1.06 carries an industry-typical debt-to-equity mix, while AES (AES) at 2.43 uses more debt funding than most peers.
AES
Utilities industry group
2.43
- Max
- 2.63
- AES
- 2.43
- Q3
- 1.77
- Median
- 1.35
- Q1
- 0.84
- Min
- 0.00
ED
Utilities industry group
1.06
- Max
- 2.63
- Q3
- 1.77
- Median
- 1.35
- ED
- 1.06
- Q1
- 0.84
- Min
- 0.00
Financial Strength Metrics
| Metric | AES | ED |
|---|---|---|
| Current Ratio (MRQ) | 0.86 | 1.18 |
| Debt / Equity (MRQ) | 2.43 | 1.06 |
| Net Debt / EBITDA | 7.28 | 4.42 |
Dividends
Dividend Yield (TTM)
AES (AES) at 4.73% delivers top-quartile income for its industry, while Consolidated Edison (ED) at 2.89% pays a more typical yield — both are credible income propositions, AES the richer one.
AES
Utilities industry group
4.73%
- Max
- 6.66%
- AES
- 4.73%
- Q3
- 3.58%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
ED
Utilities industry group
2.89%
- Max
- 6.66%
- Q3
- 3.58%
- ED
- 2.89%
- Median
- 2.85%
- Q1
- 0.66%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Consolidated Edison (ED) at 56.38% keeps its payout within the industry’s typical band; AES (AES) at 28.27% pays out less than peers usually do, retaining more of its earnings — a policy difference more than a quality gap.
AES
Utilities industry group
28.27%
- Max
- 113.04%
- Q3
- 68.72%
- Median
- 56.38%
- Q1
- 32.38%
- AES
- 28.27%
- Min
- 0.00%
ED
Utilities industry group
56.38%
- Max
- 113.04%
- Q3
- 68.72%
- ED
- 56.38%
- Median
- 56.38%
- Q1
- 32.38%
- Min
- 0.00%
Dividend Metrics
| Metric | AES | ED |
|---|---|---|
| Dividend Yield (TTM) | 4.73% | 2.89% |
| Dividend Payout Ratio (TTM) | 28.27% | 56.38% |
Valuation
P/E Ratio (TTM)
AES (AES) at 5.97 sits in the cheaper P/E ratio quartile, while Consolidated Edison (ED) at 19.03 is closer to its industry’s usual earnings multiple — a discount for AES, though growth and earnings durability still matter.
AES
Utilities industry group
5.97
- Max
- 31.22
- Q3
- 23.30
- Median
- 19.64
- Q1
- 15.17
- AES
- 5.97
- Min
- 3.34
ED
Utilities industry group
19.03
- Max
- 31.22
- Q3
- 23.30
- Median
- 19.64
- ED
- 19.03
- Q1
- 15.17
- Min
- 3.34
P/S Ratio (TTM)
AES (AES) at 0.78 sits in the cheaper P/S ratio quartile while Consolidated Edison (ED) at 2.43 prices around its industry’s middle — AES costs less per dollar of sales, though read it alongside growth and margins.
AES
Utilities industry group
0.78
- Max
- 6.35
- Q3
- 3.63
- Median
- 2.63
- Q1
- 1.52
- AES
- 0.78
- Min
- 0.00
ED
Utilities industry group
2.43
- Max
- 6.35
- Q3
- 3.63
- Median
- 2.63
- ED
- 2.43
- Q1
- 1.52
- Min
- 0.00
P/B Ratio (MRQ)
On P/B ratio, both AES (AES) at 1.86 and Consolidated Edison (ED) at 1.67 are valued close to their industries’ norm against book — neither stands out from peers.
AES
Utilities industry group
1.86
- Max
- 3.12
- Q3
- 2.21
- AES
- 1.86
- Median
- 1.83
- Q1
- 1.46
- Min
- 0.34
ED
Utilities industry group
1.67
- Max
- 3.12
- Q3
- 2.21
- Median
- 1.83
- ED
- 1.67
- Q1
- 1.46
- Min
- 0.34
Valuation Metrics
| Metric | AES | ED |
|---|---|---|
| P/E Ratio (TTM) | 5.97 | 19.03 |
| P/S Ratio (TTM) | 0.78 | 2.43 |
| P/B Ratio (MRQ) | 1.86 | 1.67 |
| Free Cash Flow Yield (TTM) | -30.54% | -3.05% |