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Side-by-side financial comparison of Consolidated Edison (ED) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Consolidated Edison is the larger business by last-quarter revenue ($4.0B vs $2.4B, roughly 1.6× Workday, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 7.5%, a 2.8% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 8.2%). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs -3.7%).
Consolidated Edison, Inc., commonly known as Con Edison or ConEd, is an energy company based in New York City. It is one of the largest investor-owned energy companies in the United States, with approximately $15.26 billion in annual revenues as of 2024, and over $70 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries:Consolidated Edison Company of New York, Inc.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
ED vs WDAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.0B | $2.4B |
| Net Profit | $298.0M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 12.3% | 10.6% |
| Net Margin | 7.5% | 10.4% |
| Revenue YoY | 8.2% | 12.6% |
| Net Profit YoY | -3.9% | 30.6% |
| EPS (diluted) | $0.81 | $0.94 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.0B | $2.4B | ||
| Q3 25 | $4.6B | $2.3B | ||
| Q2 25 | $3.6B | $2.2B | ||
| Q1 25 | $4.9B | $2.2B | ||
| Q4 24 | $3.7B | $2.2B | ||
| Q3 24 | $4.2B | $2.1B | ||
| Q2 24 | $3.3B | $2.0B | ||
| Q1 24 | $4.3B | $1.9B |
| Q4 25 | $298.0M | $252.0M | ||
| Q3 25 | $688.0M | $228.0M | ||
| Q2 25 | $246.0M | $68.0M | ||
| Q1 25 | $791.0M | $94.0M | ||
| Q4 24 | $310.0M | $193.0M | ||
| Q3 24 | $588.0M | $132.0M | ||
| Q2 24 | $202.0M | $107.0M | ||
| Q1 24 | $720.0M | $1.2B |
| Q4 25 | 12.3% | 10.6% | ||
| Q3 25 | 21.2% | 10.6% | ||
| Q2 25 | 9.8% | 1.7% | ||
| Q1 25 | 23.0% | 3.4% | ||
| Q4 24 | 13.0% | 7.6% | ||
| Q3 24 | 20.4% | 5.3% | ||
| Q2 24 | 9.7% | 3.2% | ||
| Q1 24 | 23.6% | 4.1% |
| Q4 25 | 7.5% | 10.4% | ||
| Q3 25 | 15.1% | 9.7% | ||
| Q2 25 | 6.8% | 3.0% | ||
| Q1 25 | 16.2% | 4.3% | ||
| Q4 24 | 8.5% | 8.9% | ||
| Q3 24 | 13.9% | 6.3% | ||
| Q2 24 | 6.1% | 5.4% | ||
| Q1 24 | 16.8% | 61.8% |
| Q4 25 | $0.81 | $0.94 | ||
| Q3 25 | $1.90 | $0.84 | ||
| Q2 25 | $0.68 | $0.25 | ||
| Q1 25 | $2.25 | $0.34 | ||
| Q4 24 | $0.89 | $0.72 | ||
| Q3 24 | $1.69 | $0.49 | ||
| Q2 24 | $0.58 | $0.40 | ||
| Q1 24 | $2.08 | $4.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.6B | $6.8B |
| Total DebtLower is stronger | $25.8B | — |
| Stockholders' EquityBook value | $24.2B | $8.9B |
| Total Assets | $74.6B | $17.8B |
| Debt / EquityLower = less leverage | 1.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | $6.8B | ||
| Q3 25 | $181.0M | $8.2B | ||
| Q2 25 | $1.5B | $8.0B | ||
| Q1 25 | $360.0M | $8.0B | ||
| Q4 24 | $1.3B | $7.2B | ||
| Q3 24 | $93.0M | $7.4B | ||
| Q2 24 | $1.5B | $7.2B | ||
| Q1 24 | $169.0M | $7.8B |
| Q4 25 | $25.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $24.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $3.0B |
| Q4 25 | $24.2B | $8.9B | ||
| Q3 25 | $24.2B | $9.2B | ||
| Q2 25 | $23.8B | $8.9B | ||
| Q1 25 | $23.8B | $9.0B | ||
| Q4 24 | $22.0B | $8.6B | ||
| Q3 24 | $21.9B | $8.3B | ||
| Q2 24 | $21.6B | $8.2B | ||
| Q1 24 | $21.6B | $8.1B |
| Q4 25 | $74.6B | $17.8B | ||
| Q3 25 | $71.8B | $18.0B | ||
| Q2 25 | $71.5B | $17.2B | ||
| Q1 25 | $70.7B | $18.0B | ||
| Q4 24 | $70.6B | $16.4B | ||
| Q3 24 | $68.6B | $16.2B | ||
| Q2 24 | $67.9B | $15.9B | ||
| Q1 24 | $66.7B | $16.5B |
| Q4 25 | 1.07× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× | ||
| Q1 24 | — | 0.37× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.5B | $588.0M |
| Free Cash FlowOCF − Capex | — | $550.0M |
| FCF MarginFCF / Revenue | — | 22.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | 4.97× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | — | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $588.0M | ||
| Q3 25 | $504.0M | $616.0M | ||
| Q2 25 | $2.0B | $457.0M | ||
| Q1 25 | $837.0M | $1.1B | ||
| Q4 24 | $1.3B | $406.0M | ||
| Q3 24 | $392.0M | $571.0M | ||
| Q2 24 | $1.3B | $372.0M | ||
| Q1 24 | $573.0M | $995.6M |
| Q4 25 | — | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | — | $421.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M | ||
| Q1 24 | — | $947.6M |
| Q4 25 | — | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% | ||
| Q1 24 | — | 49.3% |
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 4.1% | ||
| Q1 24 | — | 2.5% |
| Q4 25 | 4.97× | 2.33× | ||
| Q3 25 | 0.73× | 2.70× | ||
| Q2 25 | 8.04× | 6.72× | ||
| Q1 25 | 1.06× | 11.83× | ||
| Q4 24 | 4.23× | 2.10× | ||
| Q3 24 | 0.67× | 4.33× | ||
| Q2 24 | 6.63× | 3.48× | ||
| Q1 24 | 0.80× | 0.84× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ED
| Electricity | $2.9B | 73% |
| Oil And Gas Purchased | $923.0M | 23% |
| Steam Plant | $189.0M | 5% |
| Con Edison Transmission | $1.0M | 0% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
