Edison International Dossier - Source-backed chat

Edison International

EIXNYSE

SectorUtilities

IndustryUtilities - Regulated Electric

Beta (adjusted)0.77

Intrinsic Value $108.99median of 6 methods · middle span $70-$162based on filings through 31 Mar 2026

Market Price $53.80Price as of 1 Oct 2026

Significantly undervaluedIntrinsic value is 103% above the market price

−50% · IV below pricenear fair value ±15%IV above price · +50%

marker beyond scale (+103%)

Data confidence Sign in to view data confidence

Market Cap $20.7B

Enterprise Value $60.8B

Shares Outstanding 387M diluted

Moat Rating Wide

Next Earnings Date30 Oct 2026

Last ex-dividend7 Jul 2026

All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference.

Thesis

Street consensus, scenarios, merits, risks, and invalidation triggers

AI-assisted

Thesis Summary

Edison International offers a regulated, wires-focused growth profile supported by grid reliability, resilience and electrification investment. Second-quarter core EPS was $1.54, management reaffirmed 2026 core EPS guidance of $5.90-$6.20 and retained its 5%-7% core EPS growth outlook through 2030. These positives are balanced by continuing Eaton Fire recovery obligations and regulatory dependence.

This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today.

Street view · analyst 12-month targets14 analysts · as of 18 Aug 2026

Low · most bearish analyst$62.00

Mean target$76.04

High · most bullish analyst$86.00

Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026

Scenarios · 12-month scenario targetsAnchored at research date

Bear CaseDownside scenario

$62.0024%

Core EPS falls below the current guidance floor, regulatory outcomes provide less support than expected, or Eaton Fire recovery requirements increase uncertainty and financing demands.

Base CaseCentral scenario

$76.0456%

Matches the consensus mean

Core EPS remains within the reaffirmed $5.90-$6.20 range and the regulated grid-investment strategy supports growth within management's 5%-7% outlook. Eaton recovery payments continue without materially disrupting the operating plan.

Bull CaseUpside scenario

$86.0020%

Earnings finish near the upper end of 2026 guidance, the company sustains the upper portion of its 5%-7% long-term growth outlook, and continued participation and acceptance in the Eaton compensation program improve visibility into recovery execution.

Scenarios are anchored to street consensus at the research date, with our probabilities and rationale.

Key Investment Merits

The company reaffirmed 2026 core EPS guidance of $5.90-$6.20 and maintained confidence in 5%-7% core EPS growth from 2025 through 2030.
The regulated wires-focused strategy targets reliability, resilience, climate adaptation and grid modernization required by California's electrification objectives.

Key Investment Risks

Eaton Fire recovery remains a material execution and cash-demand consideration: as of August 28, SCE reported more than $860 million of offers and over $460 million paid through its voluntary compensation program.
Earnings remain sensitive to regulatory outcomes; management attributed the year-over-year increase in SCE's second-quarter core EPS primarily to adoption of the 2025 general rate case final decision.

All scenarios are estimates and subject to change. Past performance is not indicative of future results.

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Explore this dossier

ValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework.