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AES (AES) Competitors

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$14.80 -0.01 (-0.03%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$14.79 0.00 (-0.03%)
As of 09/11/2026 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 business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, risk, dividends, media sentiment and earnings.

97.7% of NRG Energy shares are held by institutional investors. Comparatively, 93.1% of AES shares are held by institutional investors. 0.4% of NRG Energy shares are held by insiders. Comparatively, 0.8% of AES shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

NRG Energy pays an annual dividend of $1.90 per share and has a dividend yield of 1.7%. AES pays an annual dividend of $0.70 per share and has a dividend yield of 4.7%. NRG Energy pays out 50.3% of its earnings in the form of a dividend. AES pays out 26.7% 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.

In the previous week, AES had 1 more articles in the media than NRG Energy. MarketBeat recorded 9 mentions for AES and 8 mentions for NRG Energy. NRG Energy's average media sentiment score of 1.19 beat AES's score of 0.96 indicating that NRG Energy is being referred to more favorably in the media.

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

NRG Energy presently has a consensus price target of $198.43, suggesting a potential upside of 75.00%. AES has a consensus price target of $15.71, suggesting a potential upside of 6.21%. Given NRG Energy's stronger consensus rating and higher possible upside, equities research analysts plainly 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 1.18, meaning that its share price is 18% more volatile than the broader market. Comparatively, AES has a beta of 0.97, meaning that its share price is 3% less volatile than the broader market.

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$33.13B0.72$864M$3.7830.00
AES$12.23B0.86$910M$2.625.65

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%20.69%3.62%

Summary

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

How does AES compare to Talen Energy?

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

Talen Energy has a beta of 1.84, suggesting that its stock price is 84% 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.

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

Talen Energy presently has a consensus price target of $459.17, indicating a potential upside of 46.82%. AES has a consensus price target of $15.71, indicating a potential upside of 6.21%. Given Talen Energy's stronger consensus rating and higher probable upside, analysts plainly believe Talen Energy is more favorable than AES.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Talen Energy
1 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.58
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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
Talen Energy-5.38% 43.32% 5.31%
AES 14.30%20.69%3.62%

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
Talen Energy$3.74B4.01-$219M-$4.17N/A
AES$12.23B0.86$910M$2.625.65

In the previous week, AES had 3 more articles in the media than Talen Energy. MarketBeat recorded 9 mentions for AES and 6 mentions for Talen Energy. Talen Energy's average media sentiment score of 1.45 beat AES's score of 0.96 indicating that Talen Energy is being referred to more favorably in the media.

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

Summary

Talen Energy beats AES on 9 of the 16 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 business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, media sentiment, dividends, institutional ownership, valuation and profitability.

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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

AES has a net margin of 14.30% compared to Oklo's net margin of 0.00%. AES's return on equity of 20.69% beat Oklo's return on equity.

Company Net Margins Return on Equity Return on Assets
AES14.30% 20.69% 3.62%
Oklo N/A -7.11%-6.92%

AES has a beta of 0.97, meaning that its share price is 3% less volatile than the broader market. Comparatively, Oklo has a beta of 1.18, meaning that its share price is 18% more volatile than the broader market.

AES presently has a consensus price target of $15.71, indicating a potential upside of 6.21%. Oklo has a consensus price target of $83.26, indicating a potential upside of 129.11%. 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)
9 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.57

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$2.625.65
OkloN/AN/A-$105.66M-$0.94N/A

In the previous week, Oklo had 38 more articles in the media than AES. MarketBeat recorded 47 mentions for Oklo and 9 mentions for AES. AES's average media sentiment score of 0.96 beat Oklo's score of 0.39 indicating that AES is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AES
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oklo
19 Very Positive mention(s)
6 Positive mention(s)
10 Neutral mention(s)
7 Negative mention(s)
2 Very Negative mention(s)
Neutral

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 better investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, media sentiment, profitability, dividends, earnings, risk 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, large money managers and endowments believe a stock will outperform the market over the long term.

AES has a net margin of 14.30% compared to TransAlta's net margin of -2.76%. AES's return on equity of 20.69% beat TransAlta's return on equity.

Company Net Margins Return on Equity Return on Assets
AES14.30% 20.69% 3.62%
TransAlta -2.76%8.85%0.66%

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

In the previous week, AES had 5 more articles in the media than TransAlta. MarketBeat recorded 9 mentions for AES and 4 mentions for TransAlta. TransAlta's average media sentiment score of 1.67 beat AES's score of 0.96 indicating that TransAlta is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
AES
7 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TransAlta
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

AES pays an annual dividend of $0.70 per share and has a dividend yield of 4.7%. TransAlta pays an annual dividend of $0.20 per share and has a dividend yield of 1.7%. AES pays out 26.7% 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 increased its dividend for 12 consecutive years and TransAlta has increased 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 currently has a consensus price target of $15.71, suggesting a potential upside of 6.21%. TransAlta has a consensus price target of $24.50, suggesting a potential upside of 103.24%. Given TransAlta's stronger consensus rating and higher probable 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$2.625.65
TransAlta$1.72B2.21-$98.77M-$0.18N/A

Summary

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

How does AES compare to Kenon?

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

AES presently has a consensus price target of $15.71, suggesting a potential upside of 6.21%. Given AES's higher possible upside, analysts plainly believe AES is more favorable than Kenon.

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
Kenon
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

93.1% of AES shares are held by institutional investors. Comparatively, 13.4% of Kenon shares are held by institutional investors. 0.8% of AES shares are held by insiders. Comparatively, 0.1% of Kenon shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

AES has a beta of 0.97, meaning that its share price is 3% less volatile than the broader market. Comparatively, Kenon has a beta of 1.09, meaning that its share price is 9% more volatile than the broader market.

In the previous week, AES had 5 more articles in the media than Kenon. MarketBeat recorded 9 mentions for AES and 4 mentions for Kenon. AES's average media sentiment score of 0.96 beat Kenon's score of 0.88 indicating that AES is being referred to more favorably in the media.

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

AES has a net margin of 14.30% compared to Kenon's net margin of 10.03%. AES's return on equity of 20.69% beat Kenon's return on equity.

Company Net Margins Return on Equity Return on Assets
AES14.30% 20.69% 3.62%
Kenon 10.03%4.46%2.42%

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
AES$12.23B0.86$910M$2.625.65
Kenon$871.63M3.93$66.27M$1.0463.19

AES pays an annual dividend of $0.70 per share and has a dividend yield of 4.7%. Kenon pays an annual dividend of $3.85 per share and has a dividend yield of 5.9%. AES pays out 26.7% of its earnings in the form of a dividend. 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 has raised its dividend for 12 consecutive years and Kenon has raised its dividend for 2 consecutive years.

Summary

AES beats Kenon on 13 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$10.56B$7.09B$15.73B$23.19B
Dividend Yield4.76%4.39%4.05%3.56%
P/E Ratio5.6534.1824.3728.69
Price / Sales0.86306.31272.1616.96
Price / Cash3.3615.1818.6233.82
Price / Book1.162.972.174.74
Net Income$910M$231.18M$701.43M$1.07B
7 Day Performance0.03%-0.87%-0.83%-1.99%
1 Month Performance0.58%-3.13%-2.14%-2.68%
1 Year Performance14.91%4.44%7.68%10.45%

AES Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AES
AES
3.4987 of 5 stars
$14.80
0.0%
$15.71
+6.2%
+15.0%$10.56B$12.23B5.658,336
NRG
NRG Energy
4.9342 of 5 stars
$118.47
-0.5%
$198.43
+67.5%
-28.3%$25.00B$30.71B31.3416,702
TLN
Talen Energy
3.9113 of 5 stars
$317.00
flat
$466.86
+47.3%
-22.0%$15.19B$2.58BN/A1,880
OKLO
Oklo
2.9582 of 5 stars
$41.24
-0.1%
$85.03
+106.2%
-54.5%$7.67BN/AN/A78
TAC
TransAlta
4.3432 of 5 stars
$11.98
+0.2%
$24.50
+104.5%
-4.3%$3.79B$1.72BN/A1,205

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This page (NYSE:AES) was last updated on 9/12/2026 by MarketBeat.com Staff.
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