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AES 
The AES Corporation (AES)
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Upturn Advisory Summary
02/26/2026: AES (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $15.54
1 Year Target Price $15.54
| 5 | Strong Buy |
| 3 | Buy |
| 5 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.66B USD | Price to earnings Ratio 10.77 | 1Y Target Price 15.54 |
Price to earnings Ratio 10.77 | 1Y Target Price 15.54 | ||
Volume (30-day avg) 15 | Beta 0.97 | 52 Weeks Range 9.05 - 16.78 | Updated Date 02/26/2026 |
52 Weeks Range 9.05 - 16.78 | Updated Date 02/26/2026 | ||
Dividends yield (FY) 4.33% | Basic EPS (TTM) 1.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-26 | When - | Estimate 0.6262 | Actual - |
Profitability
Profit Margin 8.74% | Operating Margin (TTM) 20.5% |
Management Effectiveness
Return on Assets (TTM) 2.27% | Return on Equity (TTM) 5.11% |
Valuation
Trailing PE 10.77 | Forward PE 6.18 | Enterprise Value 39096188269 | Price to Sales(TTM) 0.96 |
Enterprise Value 39096188269 | Price to Sales(TTM) 0.96 | ||
Enterprise Value to Revenue 3.25 | Enterprise Value to EBITDA 11.94 | Shares Outstanding 712120944 | Shares Floating 708054733 |
Shares Outstanding 712120944 | Shares Floating 708054733 | ||
Percent Insiders 0.83 | Percent Institutions 88.14 |
Upturn AI SWOT
The AES Corporation
Company Overview
History and Background
The AES Corporation was founded in 1981 as Applied Energy Services by two engineers. It has evolved from a regional independent power producer to a global, diversified energy company. Key milestones include its expansion into international markets, acquisitions of significant energy assets, and a strategic shift towards cleaner energy sources.
Core Business Areas
- Renewable Energy: Development, construction, and operation of solar, wind, and energy storage projects globally.
- Energy Storage: Providing utility-scale battery storage solutions to enhance grid reliability and integrate renewables.
- Traditional Generation: Operating and managing existing conventional power generation facilities (coal, gas, etc.), with a strategy to transition these assets over time.
- Energy Delivery: Operating electricity distribution businesses in certain markets, ensuring reliable power supply to customers.
Leadership and Structure
The AES Corporation is led by a Board of Directors and an executive management team. Key leadership roles include the Chief Executive Officer (CEO), Chief Financial Officer (CFO), and heads of various business segments and geographical regions. The company operates through a divisional structure, with specific teams managing its diverse portfolio of energy assets and projects.
Top Products and Market Share
Key Offerings
- Utility-Scale Solar Farms: AES develops, constructs, and operates large-scale solar photovoltaic power plants. Market share data is difficult to isolate for individual project types, but AES is a significant player in the global renewable energy development market. Competitors include NextEra Energy Resources, Invenergy, and many regional developers.
- Wind Energy Projects: Similar to solar, AES engages in the development and operation of wind farms. Competitors are similar to those in the solar market, along with specialized wind energy developers like u00d8rsted.
- Battery Energy Storage Systems (BESS): AES is a leader in providing grid-scale battery storage solutions, often integrated with renewable projects or standalone to manage grid stability and peak demand. Competitors include Fluence Energy, Wu00e4rtsilu00e4, and other energy technology providers.
- Electricity Distribution Services: In specific regions, AES operates distribution networks, delivering power to end-users. Market share is often localized to the utility service territories. Competitors are typically other regulated utilities within those specific geographic areas.
Market Dynamics
Industry Overview
The energy industry is undergoing a rapid transformation driven by the global demand for decarbonization, energy security, and grid modernization. Renewable energy sources, energy storage, and digitalization are key growth areas, while traditional fossil fuel generation faces increasing regulatory and market pressures. Grid infrastructure upgrades and distributed energy resources are also becoming more prominent.
Positioning
AES is well-positioned due to its diversified global portfolio, significant investments in renewable energy and energy storage, and long-term customer contracts. Its strategic focus on clean energy aligns with evolving market trends and regulatory mandates. The company's experience in developing and operating large-scale energy infrastructure provides a competitive advantage.
Total Addressable Market (TAM)
The global energy market is a multi-trillion dollar TAM. AES is positioned to capture a portion of the rapidly growing renewable energy and energy storage segments, which are projected to see trillions of dollars in investment over the next decade. Its diversified geographic presence allows it to address diverse market needs within this TAM.
Upturn SWOT Analysis
Strengths
- Global operational footprint and diversification across geographies and energy types.
- Strong balance sheet and access to capital for project development.
- Leadership position in renewable energy and energy storage development.
- Long-term contracts providing stable revenue streams.
- Experienced management team with a track record in the energy sector.
Weaknesses
- Exposure to commodity price volatility for some of its traditional generation assets.
- Regulatory and political risks in various operating jurisdictions.
- Capital intensity of large-scale energy infrastructure projects.
- Perception challenges associated with its legacy fossil fuel assets.
Opportunities
- Increasing global demand for renewable energy and decarbonization solutions.
- Growth in energy storage technologies and grid modernization projects.
- Potential for further expansion into emerging markets.
- Strategic partnerships and acquisitions to enhance capabilities.
- Advancements in technology enabling more efficient and cost-effective clean energy solutions.
Threats
- Intensifying competition in the renewable energy sector.
- Changes in government policies, subsidies, and environmental regulations.
- Interest rate hikes impacting financing costs for capital-intensive projects.
- Supply chain disruptions for key components (e.g., solar panels, batteries).
- Cybersecurity risks for operational technology and grid infrastructure.
Competitors and Market Share
Key Competitors
- NextEra Energy (NEE)
- Brookfield Renewable Partners (BEP)
- Eversource Energy (ES)
- Duke Energy (DUK)
Competitive Landscape
AES competes in a highly competitive but growing energy market. Its strengths lie in its global diversification and expertise in renewable project development and integration. However, it faces strong competition from larger, more established utilities and specialized renewable developers with significant market share and brand recognition. Its ability to secure favorable project sites, manage complex regulatory environments, and access capital are key competitive advantages.
Growth Trajectory and Initiatives
Historical Growth: AES has a history of consistent growth, particularly in expanding its renewable energy portfolio and geographic reach. Acquisitions and organic project development have been key drivers of this expansion.
Future Projections: Analysts project continued growth for AES, primarily fueled by its substantial pipeline of renewable energy and energy storage projects. The company is expected to benefit from global energy transition trends and increasing demand for clean power solutions. Projections often indicate double-digit growth in renewable capacity additions.
Recent Initiatives: Recent initiatives include significant investments in utility-scale solar and wind projects across the Americas and Europe, expansion of its energy storage solutions, and strategic partnerships to accelerate clean energy deployment. The company is also focused on optimizing its existing asset base and divesting non-core or fossil-fuel-heavy assets.
Summary
The AES Corporation is a strong global energy company well-positioned for the energy transition, with a robust focus on renewables and energy storage. Its diversified operations and long-term contracts provide stable revenue, while strategic growth initiatives in clean energy promise continued expansion. The company needs to remain vigilant against intense competition, evolving regulations, and macroeconomic factors impacting capital costs.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations website
- Financial news outlets (e.g., Bloomberg, Reuters)
- Industry analysis reports
- SEC Filings (10-K, 10-Q)
Disclaimers:
This JSON output is based on publicly available information and general market knowledge. Financial data and market share figures are estimates and may vary. This is not financial advice. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The AES Corporation
Exchange NYSE | Headquaters Arlington, VA, United States | ||
IPO Launch date 1991-06-25 | President, CEO & Director Mr. Andres Ricardo Gluski Weilert Ph.D. | ||
Sector Utilities | Industry Utilities - Diversified | Full time employees 9100 | Website https://www.aes.com |
Full time employees 9100 | Website https://www.aes.com | ||
The AES Corporation, together with its subsidiaries, operates as a power generation and utility company in the United States and internationally. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market. It uses various fuels and technologies to generate electricity, such as coal, gas, hydro, wind, solar, and biomass, as well as renewables comprising energy storage and landfill gas. The company owns and/or operates a generation portfolio of approximately 32,109 megawatts and distributes power to 2.7 million customers. The company was formerly known as Applied Energy Services, Inc. and changed its name to The AES Corporation in April 2000. The AES Corporation was incorporated in 1981 and is headquartered in Arlington, Virginia.
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