LIVE
PEG
Public Service Enterprise Group Incorporated · Utilities
$79.89
+3.31% this month
VERSUS
⟷
COMPARE
ED
Consolidated Edison, Inc. · Utilities
$106.36
-1.65% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PEG
3
ED
2
Comparison scoreboard
PEG LEADS 3/5AI Score
PEG ✓41.7
ED 38.6
1Y Return
PEG -1.42%
ED ✓+4.94%
Fwd P/E
PEG 17.01
ED ✓16.39
Target Up.
PEG ✓+12.20%
ED +3.19%
Op. Margin
PEG ✓28.43%
ED 25.61%
Metrics last refreshed: 6/22/2026
Quick take
PEG vs ED Stock Comparison: AI Score, Valuation, Performance and Upside
PSEG and Consolidated Edison are both Northeast regulated utilities, but with different business compositions. PSEG combines a New Jersey regulated utility with a nuclear generation fleet. Con Edison is a pure-play NYC regulated utility — one of the most geographically monopolistic utilities in the world. Con Edison's 50+ year dividend streak is exceptional; PSEG's nuclear assets add an AI data center PPA opportunity layer on top of its regulated utility earnings.
PEG vs ED is the New Jersey regulated utility combined with competitive nuclear generation positioned for AI data center PPAs and NJ clean energy infrastructure investment (PSEG) versus the pure-play New York City regulated electric and gas utility monopoly with 50+ years of dividend growth and irreplaceable NYC infrastructure (ConEd) — utility-plus-nuclear AI power play vs NYC monopoly dividend aristocrat.
Live analysis · updated 6/22/2026
PEG holds the edge across 3 of 5 key metrics in this comparison. ED leads on both 1-year return (+4.94%) and forward P/E (16.39x vs 17.01x for PEG), a relatively favorable combination of momentum and valuation. PEG leads on both revenue growth (19.40%) and operating margin (28.43%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for PEG (+12.20%) than for ED (+3.19%).
Normalized 1Y performance
PEG
ED
Recent returns
PEG
ED
Analyst price targets & sentiment
PEG · 15 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.4/5.0)
Price target range
analyst low$70.00
analyst high$101.00
analyst mean$89.64
current price$79.89
+12.2% upside to analyst mean
ED
Price target range
analyst mean$109.75
current price$106.36
+3.2% upside to analyst mean
Who should consider this stock?
PEG may suit investors who:
- →prefer the combination of NJ regulated utility earnings growth and nuclear generation positioned for AI data center power purchase agreements
- →value PSEG's nuclear fleet at Salem and Hope Creek as clean baseload generation eligible for premium carbon-free power contracts from data centers
- →want regulated utility income with upside from nuclear AI PPA contracts that could significantly increase nuclear revenue above merchant market pricing
- →are comfortable with nuclear merchant power price exposure, NJ regulatory rate case environment, and nuclear safety operational risk
ED may suit investors who:
- →prefer the NYC urban utility monopoly with irreplaceable geographic position — no other company can compete with Con Edison for NYC electricity distribution
- →value Con Edison's 50+ year consecutive dividend growth track record as one of the most reliable utility income investments with NYC inflation-linked rate base growth
- →want pure regulated utility income without competitive generation business complexity — Con Edison's recent renewable divestiture creates a clean regulated-only business model
- →are comfortable with NYC underground infrastructure aging capital intensity, New York PSC regulatory conservatism on allowed returns, and limited growth upside beyond regulated utility compounding
Performance & AI score
| Metric | PEG | ED |
|---|---|---|
| AI score | 41.7 | 38.6 |
| AI rank | #928 | #1252 |
| Latest close | $79.89 | $106.36 |
| 1M return | +3.31% | -1.65% |
| 6M return | -0.03% | +6.14% |
| 1Y return | -1.42% | +4.94% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PEG | ED |
|---|---|---|
| 1Y ago | $9.73K (-2.7%) started 2025-06-18 | $10.56K (+5.6%) started 2025-06-18 |
| 5Y ago | $17.26K (+72.6%) started 2021-06-21 | $18.98K (+89.8%) started 2021-06-21 |
| 10Y ago | $34.65K (+246.5%) started 2016-06-20 | $27.99K (+179.9%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PEG | ED |
|---|---|---|
| Market cap | $39.81B | $39.2B |
| Trailing P/E | 17.67 | 17.94 |
| Forward P/E | 17.01 | 16.39 |
| Price/Sales | 3.72 | N/A |
| EV/Revenue | 4.99 | 3.85 |
| Analyst target | $89.64 | $109.75 |
| Target upside | +12.20% | +3.19% |
Growth, profitability & risk
| Metric | PEG | ED |
|---|---|---|
| Revenue growth | 19.40% | 6.20% |
| Earnings growth | 25.40% | 12.90% |
| EPS growth | +25.40% | +12.90% |
| FCF margin | -1.34% | -4.84% |
| Operating margin | 28.43% | 25.61% |
| Profit margin | 17.69% | 12.52% |
| ROIC proxy | 13.44% | 8.73% |
| Return on equity | 13.44% | 8.73% |
| Dividend yield | 3.35% | 3.27% |
| Beta | 0.53 | 0.27 |
| Debt/equity | 141.01 | 106.18 |
| Current ratio | 0.97 | 1.19 |
| Quick ratio | 0.66 | 0.76 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
PEG max drawdown15.20%
ED max drawdown10.38%
PEG max wkly drop5.96%
ED max wkly drop5.50%
5Y risk snapshot
PEG max drawdown27.29%
ED max drawdown22.03%
PEG max wkly drop11.02%
ED max wkly drop10.17%
10Y risk snapshot
PEG max drawdown40.78%
ED max drawdown30.91%
PEG max wkly drop21.52%
ED max wkly drop24.89%
Performance metrics by period
| Period | Metric | PEG | ED |
|---|---|---|---|
| 1Y | Growth | -2.69% | +5.59% |
| CAGR | -2.70% | +5.60% | |
| Sharpe ratio | -0.29 | 0.14 | |
| Max drawdown | 15.20% | 10.38% | |
| Max daily drop | 4.03% | 2.47% | |
| Max wkly drop | 5.96% | 5.50% | |
| 5Y | Growth | +50.93% | +63.02% |
| CAGR | +8.60% | +10.29% | |
| Sharpe ratio | 0.29 | 0.38 | |
| Max drawdown | 27.29% | 22.03% | |
| Max daily drop | 6.77% | 4.68% | |
| Max wkly drop | 11.02% | 10.17% | |
| 10Y | Growth | +143.78% | +90.82% |
| CAGR | +9.33% | +6.68% | |
| Sharpe ratio | 0.31 | 0.20 | |
| Max drawdown | 40.78% | 30.91% | |
| Max daily drop | 11.19% | 13.13% | |
| Max wkly drop | 21.52% | 24.89% |
Business comparison
| Category | PEG | ED |
|---|---|---|
| Company | Public Service Enterprise Group Incorporated | Consolidated Edison, Inc. |
| Sector | Utilities | Utilities |
| Industry | Utilities - Regulated Electric | N/A |
| Core business | Public Service Enterprise Group (PSEG) is a New Jersey-based energy company with two major segments: PSE&G (Public Service Electric and Gas — the regulated NJ electric and gas utility) and PSEG Power (its competitive nuclear generation business). PSEG sold its fossil fuel generation assets and retained its nuclear fleet — primarily Salem and Hope Creek nuclear plants in New Jersey. PSEG's nuclear plants can qualify for AI data center power purchase agreements similar to Constellation Energy. PSEG focuses on PSE&G's New Jersey regulated utility investment in clean energy infrastructure. | Consolidated Edison is the regulated electric and gas utility serving New York City and Westchester County — one of the most densely populated urban service territories in the US. Con Edison distributes electricity to 3.5M customers and gas to 1.1M customers in NYC and Westchester. Con Edison's urban underground infrastructure (cables, pipes under Manhattan streets) is unique and extraordinarily capital-intensive. Con Edison has been divesting its renewable energy development business (Con Edison Clean Energy Businesses — sold to RWE) to focus purely on its regulated utility. |
| Investor focus | Investors track PSE&G regulated rate base growth from NJ clean energy investments, nuclear power prices and potential AI data center PPAs, and dividend sustainability. | Investors track electric and gas rate case outcomes in New York, capital investment in NYC underground infrastructure replacement and modernization, and dividend growth sustainability. |
PEG strengths
- →Nuclear plus regulated utility combination: PSEG has both a large nuclear fleet (positioned for AI data center carbon-free PPAs) and a regulated NJ utility (steady rate base growth) — two quality earnings streams
- →New Jersey clean energy mandate: NJ's aggressive clean energy targets require PSE&G to invest substantially in solar, storage, and EV charging infrastructure — creating regulated rate base growth
- →Salem and Hope Creek nuclear plants are important components of PJM grid reliability — PSEG's nuclear fleet has earned capacity revenue and is positioned for extended operation
ED strengths
- →NYC urban utility monopoly: Con Edison is the only electric utility for New York City — an irreplaceable geographic monopoly with no competitive entry possible
- →50+ year dividend growth history: Con Edison is a Dividend Aristocrat with one of the longest consecutive dividend growth streaks among US utilities
- →Urbanization and electrification tailwinds: NYC's continued density growth and building electrification mandates increase Con Edison's capital investment program
Risks to watch — PEG
- →Nuclear merchant market exposure: PSEG's nuclear plants sell power at PJM merchant market prices — power price declines compress nuclear margins
- →New Jersey regulatory environment: PSEG's utility returns are subject to NJ Board of Public Utilities rate cases — unfavorable rate decisions limit PSE&G earnings growth
- →Nuclear safety and operational risk: any unplanned nuclear outage reduces PSEG's generation revenue and creates reputational risk
Risks to watch — ED
- →NYC underground infrastructure is aging and extraordinarily expensive to repair — Con Edison regularly invests billions in replacing century-old cables and pipes under Manhattan streets
- →New York PSC regulatory risk: the New York Public Service Commission sets Con Edison's rates — NY has been challenging on allowed returns given its political environment
- →Con Edison's pure regulated utility focus after renewable divestiture means no growth businesses — dividend growth depends entirely on regulated rate base compounding at allowed returns
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