ED vs POR
Consolidated Edison vs Portland General Electric — AI-powered side-by-side comparison
ED
Consolidated Edison
59
Watch
VS
POR
Portland General Electric
58
Watch
| Metric | ED | POR |
|---|
| AI Score |
59
|
58
|
| Price |
$108.81
|
$50.77
|
| P/E Ratio |
17.81×
|
22.17×
|
| ROE |
8.4%
|
7.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
76.0%
|
44.4%
|
| Debt / Equity |
1.10×
|
1.26×
|
| Dividend Yield |
3.2%
|
4.2%
|
| RSI (14) |
50.3
|
60.7
|
| Beta |
0.263
|
0.53
|
| Expected Upside |
+5.5%
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for ED versus POR.
ED leads by 1 points.
ED scores 59/100 (Watch) versus POR at 58/100 (Watch).
ED Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- Dividend yield of 3.3% pays you to wait — Value
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
POR Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -0.3% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.3x is a discount to asset value — Value
- Dividend yield of 4.4% pays you to wait — Value
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Revenue declining -0.3% YoY -- this is not a growth story right now — Growth
- EPS declining -16.9% YoY despite any revenue growth — Growth
- 3 consecutive earnings misses -- execution concerns — Growth