Consolidated Edison vs Sempra
Consolidated Edison is the larger business, with $16.92bn of revenue in fiscal 2025 against $13.70bn for Sempra (1.2 times as much). Consolidated Edison grew faster (10.9% against 3.9%). Sempra kept more of each dollar of sales as profit: a net margin of 13.4% against 12.0%. Sempra carries less debt relative to equity (110.8% against 113.2%).
| Latest fiscal year | Consolidated EdisonED, 2025 | SempraSRE, 2025 |
|---|---|---|
| Revenue | $16.92bn | $13.70bn |
| Revenue growth | 10.9% | 3.9% |
| Net income | $2.02bn | $1.84bn |
| Operating margin | 17.3% | — |
| Net margin | 12.0% | 13.4% |
| Return on equity | 8.8% | 5.8% |
| Free cash flow | $4.80bn | −$6.05bn |
| Cash | $1.63bn | $29.0m |
| Total debt | $27.38bn | $35.02bn |
| Debt to equity | 113.2% | 110.8% |
| Dividend per share | — | $2.58 |
| Dividend yield | 2.8% | 2.9% |
| Share buybacks | $0 | $58.0m |
| Employees | 15,407 | 5,094 |
| Market value | $42.16bn | $55.65bn |
| Price vs our value range | Within our value range | — |
| Moat score | 46 (Moderate) | 24 (Weak) |
| Insider trades, 12 months | 4 buys, 3 sales | 3 buys, 19 sales |