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.
PEG holds the edge across 4 of 5 key metrics in this comparison. ED has delivered stronger 1-year price return (+9.42% vs -14.07%), though PEG has the better forward P/E setup (15.66x vs 16.56x for ED). On fundamentals, ED is growing revenue faster (13.20%), while PEG maintains the higher operating margin (18.87%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for PEG (+16.78%) than for ED (+2.60%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- 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
- 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
| Metric | PEG | ED |
|---|---|---|
| AI scorei | 40.7 | 40.0 |
| AI ranki | #1116 | #1181 |
| Latest closei | $69.77 | $105.43 |
| 1M returni | -7.38% | -2.38% |
| 6M returni | -15.72% | -5.60% |
| 1Y returni | -14.07% | +9.42% |
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 | $8.59K (-14.1%) started 2025-09-18 | $10.94K (+9.4%) started 2025-09-18 |
| 5Y ago | $14.34K (+43.4%) started 2021-09-20 | $18.89K (+88.9%) started 2021-09-20 |
| 10Y ago | $30.78K (+207.8%) started 2016-09-19 | $27.45K (+174.5%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | PEG | ED |
|---|---|---|
| Market capi | $36.48B | $39.75B |
| Trailing P/Ei | 18.21 | 17.68 |
| Forward P/Ei | 15.66 | 16.56 |
| Price/Salesi | 3.72 | N/A |
| EV/Revenuei | 4.86 | 3.77 |
| Analyst targeti | $85.47 | $110.28 |
| Target upsidei | +16.78% | +2.60% |
| Metric | PEG | ED |
|---|---|---|
| Revenue growthi | -8.90% | 13.20% |
| Earnings growthi | -42.70% | 22.10% |
| EPS growthi | -42.70% | +22.10% |
| FCF margini | +0.86% | -4.78% |
| Operating margini | 18.87% | 16.54% |
| Profit margini | 16.04% | 12.53% |
| ROIC proxyi | 11.83% | 8.96% |
| Return on equityi | 11.83% | 8.96% |
| Dividend yieldi | 3.66% | 3.29% |
| Payout ratioi | 64.68% | 57.15% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 0.53 | 0.26 |
| Debt/equityi | 142.41 | 110.11 |
| Current ratioi | 0.88 | 1.27 |
| Quick ratioi | 0.49 | 0.97 |
Over the past year, PEG and ED have moved moderately in the same direction (correlation of 0.59), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | PEG | ED |
|---|---|---|---|
| 1Y | Growthi | -14.07% | +9.42% |
| CAGRi | -14.07% | +9.43% | |
| Volatilityi | 18.40% | 17.36% | |
| Sharpe ratioi | -0.98 | 0.35 | |
| Sortino ratioi | -1.28 | 0.49 | |
| Max drawdowni | 19.76% | 10.38% | |
| Current drawdowni | 19.76% | 8.69% | |
| Avg drawdowni | 6.82% | 4.03% | |
| Ulcer Indexi | 8.13% | 4.86% | |
| Max daily dropi | 4.03% | 2.47% | |
| Max wkly dropi | 5.96% | 5.50% | |
| 5Y | Growthi | +26.53% | +64.10% |
| CAGRi | +4.82% | +10.42% | |
| Volatilityi | 20.47% | 18.86% | |
| Sharpe ratioi | 0.11 | 0.38 | |
| Sortino ratioi | 0.16 | 0.55 | |
| Max drawdowni | 27.29% | 22.03% | |
| Current drawdowni | 25.07% | 8.69% | |
| Avg drawdowni | 10.54% | 6.15% | |
| Ulcer Indexi | 12.31% | 7.58% | |
| Max daily dropi | 6.77% | 4.68% | |
| Max wkly dropi | 11.02% | 10.17% | |
| 10Y | Growthi | +119.33% | +89.41% |
| CAGRi | +8.17% | +6.60% | |
| Volatilityi | 21.91% | 21.00% | |
| Sharpe ratioi | 0.26 | 0.20 | |
| Sortino ratioi | 0.37 | 0.27 | |
| Max drawdowni | 40.78% | 30.91% | |
| Current drawdowni | 25.07% | 8.69% | |
| Avg drawdowni | 7.76% | 8.24% | |
| Ulcer Indexi | 10.27% | 10.35% | |
| Max daily dropi | 11.19% | 13.13% | |
| Max wkly dropi | 21.52% | 24.89% |
| Category | PEG | ED |
|---|---|---|
| Company | Public Service Enterprise Group Incorporated | Consolidated Edison, Inc. |
| Sector | Utilities | Utilities |
| Industry | Utilities - Regulated Electric | Utilities - Regulated Electric |
| 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. |
- 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
- 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
- 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
- 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
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.