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AES (AES) Competitors

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$14.75 +0.02 (+0.14%)
Closing price 08/31/2026 03:58 PM Eastern
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$14.73 -0.02 (-0.13%)
As of 08:40 AM 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?

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

93.1% of AES shares are held by institutional investors. Comparatively, 97.7% of NRG Energy shares are held by institutional investors. 0.8% of AES shares are held by insiders. Comparatively, 0.4% of NRG Energy shares are held 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 pays an annual dividend of $0.70 per share and has a dividend yield of 4.7%. NRG Energy pays an annual dividend of $1.90 per share and has a dividend yield of 1.7%. AES pays out 26.7% of its earnings in the form of a dividend. NRG Energy pays out 50.3% 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 NRG Energy has increased its dividend for 1 consecutive years. AES is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
AES14.30% 20.69% 3.62%
NRG Energy 2.56%52.95%4.29%

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

In the previous week, AES had 16 more articles in the media than NRG Energy. MarketBeat recorded 23 mentions for AES and 7 mentions for NRG Energy. AES's average media sentiment score of 1.51 beat NRG Energy's score of 0.80 indicating that AES is being referred to more favorably in the media.

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

AES has higher earnings, but lower revenue 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
AES$12.23B0.86$910M$2.625.63
NRG Energy$30.71B0.76$864M$3.7829.15

AES currently has a consensus price target of $15.71, indicating a potential upside of 6.54%. NRG Energy has a consensus price target of $198.43, indicating a potential upside of 80.08%. Given NRG Energy's stronger consensus rating and higher possible upside, analysts clearly believe NRG 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
NRG Energy
0 Sell rating(s)
4 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.80

Summary

NRG Energy beats AES on 11 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 better stock? We will compare the two businesses based on the strength of their risk, dividends, institutional ownership, earnings, valuation, media sentiment, profitability and analyst recommendations.

Talen Energy has a beta of 1.9, suggesting that its stock price is 90% 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.

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$2.58B5.49-$219M-$4.17N/A
AES$12.23B0.86$910M$2.625.63

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%

Talen Energy presently has a consensus price target of $466.86, suggesting a potential upside of 57.85%. AES has a consensus price target of $15.71, suggesting a potential upside of 6.54%. Given Talen Energy's stronger consensus rating and higher possible upside, research 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)
10 Buy rating(s)
0 Strong Buy rating(s)
2.64
AES
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Talen Energy and Talen Energy both had 23 articles in the media. AES's average media sentiment score of 1.51 beat Talen Energy's score of 1.27 indicating that AES is being referred to more favorably in the news media.

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

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

Summary

Talen Energy beats AES on 8 of the 15 factors compared between the two stocks.

How does AES compare to Oklo?

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

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

85.0% of Oklo shares are held by institutional investors. Comparatively, 93.1% of AES shares are held by institutional investors. 12.7% of Oklo shares are held by company insiders. Comparatively, 0.8% of AES shares are held by company 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.

Oklo currently has a consensus price target of $85.03, indicating a potential upside of 109.64%. AES has a consensus price target of $15.71, indicating a potential upside of 6.54%. Given Oklo's stronger consensus rating and higher possible upside, equities research analysts plainly believe Oklo is more favorable than AES.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oklo
1 Sell rating(s)
9 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.55
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 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
OkloN/A -7.11% -6.92%
AES 14.30%20.69%3.62%

In the previous week, Oklo had 14 more articles in the media than AES. MarketBeat recorded 37 mentions for Oklo and 23 mentions for AES. AES's average media sentiment score of 1.51 beat Oklo's score of 0.48 indicating that AES is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oklo
18 Very Positive mention(s)
1 Positive mention(s)
9 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
AES
20 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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
OkloN/AN/A-$105.66M-$0.94N/A
AES$12.23B0.86$910M$2.625.63

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 stock? We will contrast the two businesses based on the strength of their risk, earnings, media sentiment, valuation, institutional ownership, dividends, analyst recommendations and profitability.

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$2.625.63
TransAlta$1.72B2.22-$98.77M-$0.18N/A

In the previous week, AES had 19 more articles in the media than TransAlta. MarketBeat recorded 23 mentions for AES and 4 mentions for TransAlta. AES's average media sentiment score of 1.51 beat TransAlta's score of 1.47 indicating that AES is being referred to more favorably in the media.

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

AES presently has a consensus target price of $15.71, indicating a potential upside of 6.54%. TransAlta has a consensus target price of $24.50, indicating a potential upside of 102.65%. Given TransAlta's stronger consensus rating and higher probable upside, analysts clearly 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

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

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

Summary

AES beats TransAlta on 13 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 superior business? We will contrast the two businesses based on the strength of their risk, valuation, dividends, profitability, institutional ownership, media sentiment, earnings and analyst recommendations.

In the previous week, AES had 23 more articles in the media than Kenon. MarketBeat recorded 23 mentions for AES and 0 mentions for Kenon. AES's average media sentiment score of 1.51 beat Kenon's score of 0.00 indicating that AES is being referred to more favorably in the media.

Company Overall Sentiment
AES Very Positive
Kenon Neutral

93.1% of AES shares are owned by institutional investors. Comparatively, 13.4% of Kenon shares are owned by institutional investors. 0.8% of AES shares are owned by insiders. Comparatively, 0.1% of Kenon shares are owned 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.

AES has a net margin of 14.30% compared to Kenon's net margin of 7.98%. 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 7.98%3.47%2.01%

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

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 5.6%. 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.

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$2.625.63
Kenon$871.63M4.08$66.27M$1.0465.69

AES currently has a consensus target price of $15.71, indicating a potential upside of 6.54%. Given AES's higher possible upside, research 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

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$10.51B$7.01B$15.89B$24.17B
Dividend Yield4.78%4.37%4.03%3.72%
P/E Ratio5.6335.2225.0429.84
Price / Sales0.86596.46349.2320.69
Price / Cash3.3415.2118.6919.75
Price / Book1.152.962.194.82
Net Income$910M$231.18M$701.43M$1.07B
7 Day Performance0.17%-1.38%-0.87%-1.04%
1 Month Performance0.44%-1.92%-1.41%1.56%
1 Year Performance8.75%6.16%9.27%12.92%

AES Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AES
AES
4.0771 of 5 stars
$14.75
+0.1%
$15.71
+6.5%
+8.8%$10.51B$12.23B5.638,336
NRG
NRG Energy
4.8402 of 5 stars
$111.80
-1.2%
$198.43
+77.5%
-24.3%$23.59B$33.13B29.5816,702
TLN
Talen Energy
4.3783 of 5 stars
$305.54
-2.8%
$466.86
+52.8%
-21.9%$14.64B$3.74BN/A1,880
OKLO
Oklo
3.6801 of 5 stars
$39.79
-5.5%
$85.03
+113.7%
-45.0%$7.40BN/AN/A78
TAC
TransAlta
4.444 of 5 stars
$12.11
-0.9%
$24.50
+102.4%
-1.7%$3.83B$1.72BN/A1,205

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This page (NYSE:AES) was last updated on 9/1/2026 by MarketBeat.com Staff.
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