Industry Revenues:

• Power generation and distribution: approx. 85%
• Renewable energies: approx. 10%
• Other services: approx. 5%

TOP 3 Markets:

• California: approx. 70%
• Arizona: approx. 15%
• Nevada: approx. 10%

Edison International generates the majority of its revenues from power generation and distribution, with a strong focus on the Californian market. The share of renewable energies is steadily increasing, driven by the growing demand for sustainable energy sources. The geographic concentration in the western United States, particularly California, reflects the company's strategic focus on operating in one of the most populous and economically strongest states in the USA.

Production Sites: Mainly in California, USA

Edison International is a utility company that operates mainly in California. It does not produce physical products in the traditional sense, but focuses on the generation, transmission, and distribution of electricity. Electricity generation is mainly done through subsidiaries such as Southern California Edison, which operates various power plants in California.

The company also invests in renewable energy and owns several solar and wind power plants in the region. The geographic concentration in California allows Edison International to focus on the specific energy requirements and regulatory framework of the state.

Investments in Renewable Energies: $5 billion by 2027
Net-Zero Goal: 2045

Edison International is strongly focused on expanding renewable energies and modernizing the grid infrastructure. The company plans to invest around $5 billion in renewable energy projects by 2027 to significantly increase its capacities in this area.

Another key element of the growth strategy is the commitment to sustainability. Edison International has pledged to achieve net-zero emissions by 2045. This includes investments in clean energy sources and the implementation of technologies to improve energy efficiency.

Additionally, the company is pursuing the digitization of its networks to increase operational efficiency and enhance customer satisfaction. These measures are intended not only to promote growth but also to increase resilience to market changes.

Main raw materials: Natural gas, coal, renewable energies (solar and wind energy systems)

Countries of origin:

• Natural gas: Canada, USA
• Coal: USA, Australia
• Renewable energies: Components for solar and wind energy systems are often imported from China and Germany.

Edison International, as a leading energy utility company, sources its raw materials and supplies from various origins to ensure a stable energy supply. Natural gas and coal are mainly sourced from North America, with Canada and the USA being the main suppliers. This enables a cost-effective and logistically efficient supply chain.

For the expansion of renewable energies, Edison International imports components for solar and wind energy systems. These components often come from China due to its production capacities and cost advantages, as well as from Germany, known for its high-quality technology. This diversification of suppliers helps the company reduce its dependence on fossil fuels and achieve its sustainability goals.

Market share: 20% in the Californian energy market (2024)
Credit rating: BBB+ (2024, S&P Global)
Investments in renewable energies: 1.5 billion USD (2024)

Edison International has a significant competitive advantage due to its strong market position in the Californian energy market. With a market share of approximately 20%, the company is one of the leading energy providers in the region.

The company has a solid credit rating of BBB+, indicating a stable financial position. This enables Edison International to obtain capital at favorable rates for investments, especially in the field of renewable energies, where they have invested around 1.5 billion USD in 2024.

The strategic focus on renewable energies and the continuous investments in infrastructure further enhance the competitiveness of Edison International. This positions the company well to benefit from the growing demand for sustainable energy sources.

Institutional Investor Share: approximately 85% (estimated, based on historical data 2023)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on typical reports)

The institutional investor share at Edison International is traditionally high, as utility companies are often seen as stable investments. These companies attract institutional investors who prefer long-term and low-risk investments.

Insider transactions are typically less frequent and less significant at large utility companies like Edison International, as the stock prices of these companies tend to be more stable. However, it is important to regularly review SEC reports to obtain current information.

Market Share of Edison International: Approximately 5-7% (2025)

Top Competitors and Their Market Shares:

1. NextEra Energy (NYSE:NEE): around 15%
2. Duke Energy (NYSE:DUK): around 10%
3. Southern Company (NYSE:SO): around 9%
4. Dominion Energy (NYSE:D): around 8%
5. Exelon Corporation (NASDAQ:EXC): around 7%
6. Edison International (NYSE:EIX): around 5-7%
7. American Electric Power (NASDAQ:AEP): around 5%
8. PG&E Corporation (NYSE:PCG): around 4%
9. Xcel Energy (NASDAQ:XEL): around 3%
10. Public Service Enterprise Group (NYSE:PEG): around 3%

Moat of Edison International:

Edison International has a moderate moat, mainly determined by its geographical location and regulatory advantages in California. Access to one of the largest energy markets in the USA provides stability and growth opportunities. Additionally, the company benefits from investments in renewable energy and infrastructure modernization.

However, compared to its competitors, Edison International does not have a significant technological or cost advantage. Companies like NextEra Energy have a stronger moat due to their leading position in renewable energies and economies of scale. Duke Energy and Southern Company also benefit from broader geographic diversification and a larger customer base.

Overall, the moat of Edison International exists, but is less pronounced compared to some competitors. The competitive advantage lies mainly in regional market positioning and regulatory conditions.

Revenue Growth: 4.8% (2024) Profit Growth: 3.5% (2024) Dividend Yield: 4.2% (2024)

Edison International recorded a moderate revenue growth of 4.8% in 2024. This demonstrates a stable business development supported by continuous investments in infrastructure and renewable energies. The profit growth of 3.5% indicates solid profitability despite challenges in the energy sector.

The dividend yield of 4.2% is attractive for investors seeking regular income. Edison International has a history of stable dividend payouts, signaling a reliable income source for dividend investors.

Additionally, the company benefits from regulatory conditions that promote investments in renewable energies. This could lead to further growth in the long term. Given these factors, Edison International could be a good investment for investors seeking stable returns and long-term growth potential.

Dividend Yield: 4.2% (2025)
Dividend History: Continuous payout for over 10 years

Edison International regularly pays a dividend and has a long tradition of dividend payments. The current dividend yield is 4.2%, which is competitive compared to other companies in the utility sector.

In recent years, the company has consistently increased its dividend, indicating stable financial health and a reliable payout policy. The consistency of dividend payments for more than a decade demonstrates Edison International's commitment to providing shareholders with consistent value.