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The AES Corporation provides energy solutions, including renewable energy and power generation, supporting the energy infrastructure for AI data centers.
Snapshot
| Country |
USA
|
| Exchange | NYSE |
| AI Layer |
energy
|
| Category |
1.10 Nuclear Power and Uranium
|
| Sentiment |
68.0% |
| USD Mkt Cap | 10.55B |
| USD Revenue | 13.05B |
| USD Net Income | 1.91B |
| P/E | 5.54 |
| fwd P/E | 6.24 |
| PEG | 0.81 |
| Price 3M | +0.7% |
| Price 6M | +5.7% |
| Price 1Y | +19.3% |
| Price 2Y | -12.2% |
| USD Share Price | 14.81 |
Price & Size
| Price |
14.79 USD |
| Market Cap |
10.55B USD |
| Shares Outstanding |
713.44M |
| Shares Float |
708.81M |
| 52w Low |
12.33 USD |
| 52w High |
17.65 USD |
| Avg Volume |
7.62M |
Valuation
| P/E (trailing) |
5.5x |
| P/E (forward) |
6.2x |
| P/B |
2.13x |
| Enterprise Value |
49.52B USD |
| Book Value / Share |
6.93 USD |
| PEG Ratio |
0.81x |
| P/S |
0.81x |
| EV / Revenue |
3.79x |
| EV / EBITDA |
12.17x |
Income
| Revenue |
13.05B USD |
| Revenue / Share |
18.30 USD |
| EBITDA |
4.07B USD |
| Net Income |
1.91B USD |
| EPS (trailing) |
2.67 USD |
| EPS (forward) |
2.37 USD |
Margins & Profitability
| Gross Margin |
20.3% |
| Operating Margin |
18.7% |
| Profit Margin |
14.3% |
| EBITDA Margin |
31.2% |
| Return on Equity |
9.6% |
| Return on Assets |
3.0% |
Cash & Debt
| Total Cash |
1.85B USD |
| Total Debt |
32.94B USD |
| Free Cash Flow |
-3.09B USD |
| Operating Cash Flow |
5.03B USD |
| Debt / Equity |
2.57x |
| Current Ratio |
0.75x |
| Quick Ratio |
0.45x |
Dividend
| Rate |
0.70 USD |
| Yield |
4.8% |
| Payout Ratio |
26.4% |
| Ex-Date |
2026-07-31 |
Analyst Consensus
| Target (Mean) |
15.00 USD |
| Target (Median) |
15.00 USD |
| Target (High) |
15.00 USD |
| Target (Low) |
15.00 USD |
| Recommendation |
hold |
| # Analysts |
8 |
Identifiers
| ISIN | US00130H1059 |
| CUSIP | 00130H105 |
| FIGI | BBG000C23KJ3 |
| SEDOL | 2002479 |
Sentiment 68.0%
as of Sep 12, 2026
Positive drivers
AES has capitalized on surging electricity demand from AI data centers, securing new long-term power supply agreements in key U.S. markets. Expansion of its renewable and flexible generation portfolio aligns with corporate sustainability goals of hyperscalers. Recent earnings highlighted above-average volume growth in high-margin segments.
Neutral / mixed
Broader utility sector performance remains tied to interest rate trajectories and regulatory approvals for rate base investments. Energy commodity price volatility has created mixed margin impacts across AES's diversified generation fleet. Ongoing transition from coal assets introduces execution timing uncertainties.
Negative drivers
Elevated debt levels and rising financing costs continue to pressure free cash flow generation. Competition from larger integrated utilities for data-center contracts has intensified. Delays in several international projects have weighed on near-term growth visibility.
Bottom line
Sentiment is moderately positive, driven primarily by AI-related power demand tailwinds offsetting traditional utility headwinds. Investors appear to be pricing in sustained growth from the data-center theme while monitoring balance-sheet and regulatory risks.