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AES (AES) Competitors

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$14.72 -0.01 (-0.03%)
Closing price 03:59 PM Eastern
Extended Trading
$14.71 -0.01 (-0.10%)
As of 07:55 PM Eastern
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AES vs. NRG, TLN, OKLO, TAC, and KEN

Should you buy AES stock or one of its competitors? AES's main competitors and comparable companies include NRG Energy (NRG), Talen Energy (TLN), Oklo (OKLO), TransAlta (TAC), and Kenon (KEN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "independent power producers & energy traders" industry.

How does AES compare to NRG Energy?

NRG Energy (NYSE:NRG) and AES (NYSE:AES) are both large-cap utilities companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, profitability, media sentiment, earnings, institutional ownership, risk, analyst recommendations and valuation.

NRG Energy currently has a consensus target price of $199.43, suggesting a potential upside of 66.07%. AES has a consensus target price of $15.71, suggesting a potential upside of 6.72%. Given NRG Energy's stronger consensus rating and higher possible upside, equities research analysts clearly believe NRG Energy is more favorable than AES.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NRG Energy
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

NRG Energy has a beta of 1.22, suggesting that its stock price is 22% more volatile than the broader market. Comparatively, AES has a beta of 0.97, suggesting that its stock price is 3% less volatile than the broader market.

NRG Energy pays an annual dividend of $1.90 per share and has a dividend yield of 1.6%. AES pays an annual dividend of $0.70 per share and has a dividend yield of 4.8%. NRG Energy pays out 50.3% of its earnings in the form of a dividend. AES pays out 37.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. NRG Energy has increased its dividend for 1 consecutive years and AES has increased its dividend for 12 consecutive years. AES is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

97.7% of NRG Energy shares are owned by institutional investors. Comparatively, 93.1% of AES shares are owned by institutional investors. 0.4% of NRG Energy shares are owned by company insiders. Comparatively, 0.8% of AES shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

AES has lower revenue, but higher earnings than NRG Energy. AES is trading at a lower price-to-earnings ratio than NRG Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NRG Energy$30.71B0.82$864M$3.7831.77
AES$12.23B0.86$910M$1.877.87

AES has a net margin of 14.30% compared to NRG Energy's net margin of 2.56%. NRG Energy's return on equity of 52.95% beat AES's return on equity.

Company Net Margins Return on Equity Return on Assets
NRG Energy2.56% 52.95% 4.29%
AES 14.30%21.49%3.76%

In the previous week, NRG Energy had 16 more articles in the media than AES. MarketBeat recorded 20 mentions for NRG Energy and 4 mentions for AES. AES's average media sentiment score of 1.14 beat NRG Energy's score of 0.42 indicating that AES is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NRG Energy
7 Very Positive mention(s)
8 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
2 Very Negative mention(s)
Neutral
AES
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

NRG Energy beats AES on 12 of the 20 factors compared between the two stocks.

How does AES compare to Talen Energy?

AES (NYSE:AES) and Talen Energy (NASDAQ:TLN) are both large-cap utilities companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, valuation, profitability, risk, dividends, earnings and analyst recommendations.

AES presently has a consensus target price of $15.71, indicating a potential upside of 6.72%. Talen Energy has a consensus target price of $476.58, indicating a potential upside of 33.17%. Given Talen Energy's stronger consensus rating and higher probable upside, analysts clearly believe Talen Energy is more favorable than AES.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Talen Energy
0 Sell rating(s)
3 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.85

93.1% of AES shares are owned by institutional investors. Comparatively, 0.4% of Talen Energy shares are owned by institutional investors. 0.8% of AES shares are owned by insiders. Comparatively, 0.8% of Talen Energy shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

AES has a beta of 0.97, suggesting that its share price is 3% less volatile than the broader market. Comparatively, Talen Energy has a beta of 1.9, suggesting that its share price is 90% more volatile than the broader market.

AES has a net margin of 14.30% compared to Talen Energy's net margin of -5.38%. Talen Energy's return on equity of 43.32% beat AES's return on equity.

Company Net Margins Return on Equity Return on Assets
AES14.30% 21.49% 3.76%
Talen Energy -5.38%43.32%5.31%

In the previous week, Talen Energy had 11 more articles in the media than AES. MarketBeat recorded 15 mentions for Talen Energy and 4 mentions for AES. AES's average media sentiment score of 1.14 beat Talen Energy's score of 0.66 indicating that AES is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AES
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Talen Energy
5 Very Positive mention(s)
7 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

AES has higher revenue and earnings than Talen Energy. Talen Energy is trading at a lower price-to-earnings ratio than AES, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AES$12.23B0.86$910M$1.877.87
Talen Energy$2.58B6.64-$219M-$4.17N/A

Summary

Talen Energy beats AES on 10 of the 17 factors compared between the two stocks.

How does AES compare to Oklo?

AES (NYSE:AES) and Oklo (NYSE:OKLO) are both utilities companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, institutional ownership, valuation, earnings, dividends, media sentiment, risk and analyst recommendations.

AES currently has a consensus target price of $15.71, indicating a potential upside of 6.72%. Oklo has a consensus target price of $85.03, indicating a potential upside of 80.45%. Given Oklo's stronger consensus rating and higher probable upside, analysts clearly believe Oklo is more favorable than AES.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Oklo
1 Sell rating(s)
10 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.52

In the previous week, Oklo had 63 more articles in the media than AES. MarketBeat recorded 67 mentions for Oklo and 4 mentions for AES. AES's average media sentiment score of 1.14 beat Oklo's score of 0.44 indicating that AES is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AES
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oklo
24 Very Positive mention(s)
13 Positive mention(s)
16 Neutral mention(s)
8 Negative mention(s)
2 Very Negative mention(s)
Neutral

AES has a net margin of 14.30% compared to Oklo's net margin of 0.00%. AES's return on equity of 21.49% beat Oklo's return on equity.

Company Net Margins Return on Equity Return on Assets
AES14.30% 21.49% 3.76%
Oklo N/A -8.61%-8.37%

AES has a beta of 0.97, suggesting that its share price is 3% less volatile than the broader market. Comparatively, Oklo has a beta of 1.17, suggesting that its share price is 17% more volatile than the broader market.

AES has higher revenue and earnings than Oklo. Oklo is trading at a lower price-to-earnings ratio than AES, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AES$12.23B0.86$910M$1.877.87
OkloN/AN/A-$105.66M-$0.94N/A

93.1% of AES shares are held by institutional investors. Comparatively, 85.0% of Oklo shares are held by institutional investors. 0.8% of AES shares are held by company insiders. Comparatively, 12.7% of Oklo shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

AES beats Oklo on 9 of the 16 factors compared between the two stocks.

How does AES compare to TransAlta?

AES (NYSE:AES) and TransAlta (NYSE:TAC) are both utilities companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk, valuation, analyst recommendations, profitability, media sentiment, earnings, dividends and institutional ownership.

93.1% of AES shares are held by institutional investors. Comparatively, 59.0% of TransAlta shares are held by institutional investors. 0.8% of AES shares are held by company insiders. Comparatively, 13.1% of TransAlta shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

AES has a beta of 0.97, meaning that its stock price is 3% less volatile than the broader market. Comparatively, TransAlta has a beta of 0.7, meaning that its stock price is 30% less volatile than the broader market.

In the previous week, AES and AES both had 4 articles in the media. AES's average media sentiment score of 1.14 beat TransAlta's score of 0.79 indicating that AES is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AES
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TransAlta
2 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

AES pays an annual dividend of $0.70 per share and has a dividend yield of 4.8%. TransAlta pays an annual dividend of $0.20 per share and has a dividend yield of 1.6%. AES pays out 37.4% of its earnings in the form of a dividend. TransAlta pays out -111.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. AES has raised its dividend for 12 consecutive years and TransAlta has raised its dividend for 2 consecutive years. AES is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

AES presently has a consensus target price of $15.71, indicating a potential upside of 6.72%. TransAlta has a consensus target price of $24.50, indicating a potential upside of 96.39%. Given TransAlta's stronger consensus rating and higher possible upside, analysts plainly believe TransAlta is more favorable than AES.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
TransAlta
1 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.78

AES has higher revenue and earnings than TransAlta. TransAlta is trading at a lower price-to-earnings ratio than AES, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AES$12.23B0.86$910M$1.877.87
TransAlta$1.72B2.29-$98.77M-$0.18N/A

AES has a net margin of 14.30% compared to TransAlta's net margin of -2.76%. AES's return on equity of 21.49% beat TransAlta's return on equity.

Company Net Margins Return on Equity Return on Assets
AES14.30% 21.49% 3.76%
TransAlta -2.76%8.85%0.66%

Summary

AES beats TransAlta on 12 of the 19 factors compared between the two stocks.

How does AES compare to Kenon?

Kenon (NYSE:KEN) and AES (NYSE:AES) are both utilities companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, institutional ownership, dividends, profitability, media sentiment, analyst recommendations, earnings and valuation.

Kenon has a beta of 1.12, indicating that its share price is 12% more volatile than the broader market. Comparatively, AES has a beta of 0.97, indicating that its share price is 3% less volatile than the broader market.

AES has a net margin of 14.30% compared to Kenon's net margin of 7.98%. AES's return on equity of 21.49% beat Kenon's return on equity.

Company Net Margins Return on Equity Return on Assets
Kenon7.98% 3.47% 2.01%
AES 14.30%21.49%3.76%

Kenon pays an annual dividend of $3.85 per share and has a dividend yield of 6.0%. AES pays an annual dividend of $0.70 per share and has a dividend yield of 4.8%. Kenon pays out 370.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. AES pays out 37.4% of its earnings in the form of a dividend. Kenon has increased its dividend for 2 consecutive years and AES has increased its dividend for 12 consecutive years.

AES has a consensus price target of $15.71, indicating a potential upside of 6.72%. Given AES's higher probable upside, analysts plainly believe AES is more favorable than Kenon.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kenon
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

AES has higher revenue and earnings than Kenon. AES is trading at a lower price-to-earnings ratio than Kenon, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Kenon$871.63M3.84$66.27M$1.0461.69
AES$12.23B0.86$910M$1.877.87

13.4% of Kenon shares are held by institutional investors. Comparatively, 93.1% of AES shares are held by institutional investors. 0.1% of Kenon shares are held by insiders. Comparatively, 0.8% of AES shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, AES had 1 more articles in the media than Kenon. MarketBeat recorded 4 mentions for AES and 3 mentions for Kenon. Kenon's average media sentiment score of 1.77 beat AES's score of 1.14 indicating that Kenon is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Kenon
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
AES
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

AES beats Kenon on 12 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AES and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AES vs. The Competition

MetricAESIndependent Power & Renewable Electricity Producers IndustryUtilities SectorNYSE Exchange
Market Cap$10.51B$7.08B$16.01B$24.25B
Dividend Yield4.78%4.40%4.04%3.70%
P/E Ratio7.8735.3122.8030.30
Price / Sales0.86315.36283.3121.24
Price / Cash3.3415.3518.6933.15
Price / Book1.072.562.056.54
Net Income$910M$231.71M$701.59M$1.06B
7 Day Performance0.27%0.18%-0.40%0.17%
1 Month Performance-0.34%-0.70%-0.92%2.41%
1 Year Performance14.92%7.34%9.08%20.41%

AES Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AES
AES
4.151 of 5 stars
$14.73
0.0%
$15.71
+6.7%
+12.4%$10.51B$12.23B7.878,336
NRG
NRG Energy
4.9566 of 5 stars
$119.00
+0.7%
$199.43
+67.6%
-22.1%$25.11B$30.71B31.4816,702
TLN
Talen Energy
4.5171 of 5 stars
$343.19
-1.3%
$476.58
+38.9%
-8.4%$16.44B$2.58BN/A1,880
OKLO
Oklo
3.2383 of 5 stars
$44.74
-7.6%
$85.03
+90.1%
-40.5%$7.78BN/AN/A78
TAC
TransAlta
4.4762 of 5 stars
$12.26
-1.4%
$24.50
+99.8%
+1.3%$3.87B$2.27BN/A1,205

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This page (NYSE:AES) was last updated on 8/11/2026 by MarketBeat.com Staff.
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