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Edison International
(NYSE:EIX)
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Rating:58Neutral
Price Target:
$79.00
â–²(11.66% Upside)
Action:Reiterated
Date:04/29/26
The score is held back primarily by weak cash flow quality (persistently negative free cash flow) and high leverage, alongside currently weak technical momentum. Offsetting these are supportive valuation (low-to-moderate P/E and ~5% dividend yield) and an earnings call that reaffirmed guidance and long-term growth targets while acknowledging wildfire and legislative/regulatory risks.
Positive Factors
Rate‑base funded growth
A large, multi‑year capital program and expected ~7% rate‑base CAGR under cost‑of‑service regulation provide predictable, durable earnings drivers. When investments are approved for recovery, they generate an allowed return that supports steady EPS growth and long‑term cash flow visibility.
Negative Factors
High leverage & weak FCF
Consistently high leverage and persistently negative free cash flow constrain financial flexibility and increase dependence on external funding to finance capex. Over time this can pressure credit metrics and raise financing costs if regulatory recovery or liability outcomes deteriorate.
Read all positive and negative factors
Positive Factors
Negative Factors
Rate‑base funded growth
A large, multi‑year capital program and expected ~7% rate‑base CAGR under cost‑of‑service regulation provide predictable, durable earnings drivers. When investments are approved for recovery, they generate an allowed return that supports steady EPS growth and long‑term cash flow visibility.
Read all positive factors
Edison International Key Performance Indicators (KPIs)
Any
Revenue by Segment
Breaks down revenue based on different business units or services, highlighting which areas drive growth and profitability, and where the company might focus its strategic efforts.
Breaks down revenue based on different business units or services, highlighting which areas drive growth and profitability, and where the company might focus its strategic efforts.
Data provided by:
The Fly
The FlyEdison International (EIX) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$29.11B
Dividend Yield5.68%
Average Volume (3M)2.63M
Price to Earnings (P/E)8.2
Beta (1Y)0.24
Revenue Growth13.14%
EPS Growth30.35%
CountryUS
Employees14,013
SectorUtilities
Sector Strength65
IndustryRegulated Electric
Share Statistics
EPS (TTM)9.23
Shares Outstanding384,793,950
10 Day Avg. Volume2,399,312
30 Day Avg. Volume2,631,784
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)1.31
Price to Sales (P/S)1.20
P/FCF Ratio-32.32
Enterprise Value/Market Cap2.40
Enterprise Value/Revenue3.56
Enterprise Value/Gross Profit9.43
Enterprise Value/Ebitda9.28
Forecast
1Y Price Target
$76.50Price Target Upside8.13% Upside
Rating ConsensusHold
Number of Analyst Covering11
EPS Forecast (FY)6.12
Revenue Forecast (FY)$19.03B
Edison International Business Overview & Revenue Model
Company Description
Headquartered in Rosemead, California, and established in 1886, Edison International primarily operates through its subsidiaries to produce and supply electrical power. This utility company furnishes electricity to a vast client base of around 15 ...
How the Company Makes Money
Edison International makes most of its money through regulated utility operations at Southern California Edison (SCE). Under a cost-of-service regulatory model overseen by the California Public Utilities Commission (CPUC) and the Federal Energy Re...
Edison International Earnings Call Summary
Earnings Call Date:Apr 28, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 30, 2026
Earnings Call Sentiment Positive
The call emphasized strong operational execution, regulatory visibility and financial discipline: reaffirmed guidance, a sizable capital plan with clear rate base growth, near‑complete grid hardening milestones, deployment of AI and monitoring tools, and measured financial targets (including no new common equity through 2030). The principal negatives were continued uncertainty around the ultimate cost and timeline of Eaton/wildfire liabilities, ongoing legislative/regulatory risk tied to wildfire reform and the usual seasonal/weather unpredictability. On balance, the positives around earnings stability, capital visibility, safety certifications and technology‑enabled cost savings outweigh the outstanding uncertainties, but management flagged the key areas (WRCP exposure and legislative outcomes) that could materially affect future outcomes.Positive Updates
First Quarter Core EPS and Year‑over‑Year Movement
Core EPS for Q1 2026 was $1.42, an increase of $0.05 year‑over‑year (YoY). Management highlighted that the quarter reflects disciplined execution and steady operational progress.
Negative Updates
Material Uncertainty Around Eaton/Wildfire Liability
Management could not provide a reliable estimate of ultimate Eaton fire liabilities. While >1,500 offers (~$500M) have been made and >3,100 claims filed, plaintiffs in litigation total roughly 30,000 and statute of limitations for property damage runs through Jan 2028, creating continued exposure and visibility risk.
Read all updates
Q1-2026 Updates
Positive
Negative
First Quarter Core EPS and Year‑over‑Year Movement
Core EPS for Q1 2026 was $1.42, an increase of $0.05 year‑over‑year (YoY). Management highlighted that the quarter reflects disciplined execution and steady operational progress.
Read all positive updates
Company Guidance
Management reaffirmed 2026 core EPS guidance of $5.90–$6.20 (Q1 core EPS was $1.42) and the long‑term core EPS growth target of 5–7%, saying no new common equity will be needed through 2030; SCE’s capital plan is $38–$41 billion for 2026–2030 with rate base expected to grow ~7% CAGR from 2025–2030, AMI 2.0 was filed requesting roughly $3.1 billion through 2033 (about half already in the current plan), and recent regulatory resolutions (2025 GRC, cost of capital and legacy wildfire recoveries) provide clear visibility to 2028 earnings; balance sheet targets include a 15–17% FFO‑to‑debt framework (expected to remain in range) and only about $400 million of common equity issued over the last five years; operational and mitigation metrics cited include ~93% of planned HFRA distribution hardening complete, >7,100 miles of covered conductor, nearly 100 miles of undergrounding, AI models detecting nearly 100 unique object classes, >1,500 WRCP offers totaling >$500 million with >3,100 claims filed and ~18,000 eligible properties, and an AI proof‑of‑concept estimated to capture roughly $25 million of unbilled revenue over a 3–6 month period.Edison International Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
52
Neutral
Cash Flow
39
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 19.61B | 19.32B | 17.60B | 16.34B | 17.22B | 14.90B |
| Gross Profit | 7.40B | 11.17B | 7.22B | 6.71B | 6.12B | 5.72B |
| EBITDA | 7.52B | 8.25B | 6.37B | 5.85B | 4.46B | 4.00B |
| Net Income | 3.70B | 4.56B | 1.55B | 1.41B | 824.00M | 925.00M |
Balance Sheet | ||||||
| Total Assets | 94.47B | 94.03B | 85.58B | 81.76B | 78.04B | 74.75B |
| Cash, Cash Equivalents and Short-Term Investments | 168.00M | 158.00M | 193.00M | 345.00M | 914.00M | 390.00M |
| Total Debt | 42.70B | 42.59B | 37.76B | 35.31B | 33.10B | 29.53B |
| Total Liabilities | 75.59B | 74.77B | 67.84B | 63.81B | 60.52B | 56.96B |
| Stockholders Equity | 17.32B | 17.58B | 15.56B | 15.50B | 15.62B | 15.89B |
Cash Flow | ||||||
| Free Cash Flow | -643.00M | -715.00M | -693.00M | -2.05B | -2.56B | -5.49B |
| Operating Cash Flow | 6.00B | 5.80B | 5.01B | 3.40B | 3.22B | 11.00M |
| Investing Cash Flow | -6.55B | -6.33B | -5.54B | -5.23B | -5.57B | -5.15B |
| Financing Cash Flow | -591.00M | 571.00M | 674.00M | 1.45B | 2.88B | 5.45B |
Edison International Technical Analysis
Positive
70.75
Price Trends
71.06
Positive
71.17
Positive
63.92
Positive
Market Momentum
1.10
Negative
62.42
Neutral
73.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EIX, the sentiment is Positive. The current price of 70.75 is below the 20-day moving average (MA) of 72.99, below the 50-day MA of 71.06, and above the 200-day MA of 63.92, indicating a bullish trend. The MACD of 1.10 indicates Negative momentum. The RSI at 62.42 is Neutral, neither overbought nor oversold. The STOCH value of 73.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EIX.
Edison International Risk Analysis
Edison International disclosed 40 risk factors in its most recent earnings report. Edison International reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Edison International Peers Comparison
UnderperformOutperform
Sector (66)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | $17.65B | 18.10 | 5.60% | 3.62% | 6.62% | 11.55% | |
64 Neutral | $32.05B | 25.21 | 10.43% | 3.45% | 22.33% | -17.75% | |
63 Neutral | $28.00B | 15.91 | 10.86% | 4.54% | 9.83% | 101.90% | |
61 Neutral | $42.01B | 19.13 | 8.82% | 3.44% | 9.10% | 9.59% | |
61 Neutral | $28.07B | 26.43 | 8.38% | 3.94% | 11.30% | -1.99% | |
58 Neutral | $29.11B | 8.20 | 21.54% | 5.68% | 13.14% | 30.35% | |
58 Neutral | $24.01B | 21.30 | 12.35% | 3.10% | 13.31% | 6.97% |
* Utilities Sector Average
EIX
Edison International
75.66
27.22
56.19%
CMS
CMS Energy
77.73
10.16
15.04%
ED
Consolidated Edison
113.99
17.49
18.12%
DTE
DTE Energy
154.06
27.16
21.40%
FE
FirstEnergy
48.53
10.25
26.76%
ES
Eversource Energy
74.44
12.87
20.90%
Edison International Corporate Events
Private Placements and Financing
Edison International Issues $500 Million Senior Notes Offering
Neutral
May 5, 2026
On April 30, 2026, Edison International agreed to sell $500 million of 5.00% Senior Notes due 2028, raising new debt capital to support its financial and operational requirements. This issuance of fixed-rate senior notes is expected to influence t...
Business Operations and Strategy
Edison International Details Wires-Focused Grid Investment Strategy
Positive
Apr 29, 2026
In an April 28, 2026 business update for investors, Edison International outlined a wires-focused growth strategy anchored in a projected $38–41 billion electric infrastructure investment opportunity between 2026 and 2030, driven by grid str...
Business Operations and StrategyFinancial Disclosures
Edison International Affirms 2026 Core EPS Growth Outlook
Positive
Apr 28, 2026
Edison International reported first-quarter 2026 net income of $531 million, or $1.38 per share, down from $1.436 billion, or $3.73 per share, a year earlier, while core earnings rose to $546 million, or $1.42 per share, from $528 million, or $1.3...
Executive/Board ChangesShareholder Meetings
Edison International Expands Board, Reinforces Governance Oversight
Positive
Apr 24, 2026
At its April 23, 2026 annual shareholder meeting, Edison International investors re-elected eleven directors to the board, with each nominee securing majority support among votes cast and quorum-eligible shares. Immediately after the meeting, the ...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Edison International Announces Board Expansion and CFO Transition
Positive
Apr 23, 2026
On April 23, 2026, Edison International expanded its board from 11 to 12 members and elected former American Water CEO and veteran utility executive M. Susan Hardwick as an independent director, reflecting a push to deepen expertise in regulated u...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.