AES:NYE-The AES Corporation (USD)

COMMON STOCK | Utilities—Diversified | NYE

Last Closing Price

USD 18.11

Change

+0.06 (+0.30)%

Market Cap

USD 12.04B

Volume

6.14M

Average Target Price

USD 18.56 (+2.50%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The AES Corporation operates as a diversified power generation and utility company. It owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries. The company also 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 a range of fuels and technologies to generate electricity, including natural gas, coal, pet coke, diesel, and oil, as well as renewables, such as hydro, solar, wind, energy storage, biomass, and landfill gas. The company owns and/or operates a generation portfolio of approximately 30,471 megawatts. It has operations in the United States, Puerto Rico, El Salvador, Chile, Colombia, Argentina, Brazil, Mexico, Central America, the Caribbean, Europe, and Asia. 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 founded in 1981 and is headquartered in Arlington, Virginia.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-09-30 )

Largest Industry Peers for Utilities—Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
D Dominion Energy, Inc

+1.05 (+1.35%)

USD65.55B 117.40 21.12
DCUE Dominion Energy, Inc

+0.67 (+0.66%)

USD60.91B 56.88 N/A
NGG National Grid plc

+0.90 (+1.58%)

USD39.89B 23.00 16.55
SRE Sempra Energy

+2.18 (+1.88%)

USD33.61B 15.94 12.71
SRE-PA Sempra Energy

-1.02 (-1.03%)

USD33.39B 12.69 N/A
SRE-PB Sempra Energy

-0.97 (-0.98%)

USD33.27B 12.88 N/A
PEG Public Service Enterprise Grou..

+0.11 (+0.20%)

USD27.74B 15.63 10.77
ETR Entergy Corporation

+2.75 (+2.87%)

USD19.29B 15.57 9.77
FE FirstEnergy Corp

+0.11 (+0.38%)

USD15.47B 28.44 13.95
BIP Brookfield Infrastructure Part..

+0.21 (+0.44%)

USD14.04B 170.68 10.90

ETFs Containing AES

Symbol Name Weight Mer Price(Change) Market Cap
CHEP AGFiQ U.S. Market Neutral.. 0.00 % 1.61 %

-0.13 (-0.96%)

USD0.73M
DIVA AGFiQ Hedged Dividend Inc.. 0.00 % 1.10 %

+0.05 (+0.25%)

USD3.08M
EQAL Invesco Russell 1000 Equa.. 0.00 % 0.20 %

+0.16 (+0.50%)

USD0.40B
ESGW Columbia Sustainable Glob.. 0.00 % 0.40 %

N/A

USD0.01B
PUD:CA Purpose US Dividend Fund .. 0.00 % 0.67 %

N/A

USD6.56M
RSP Invesco S&P 500 Equal Wei.. 0.00 % 0.20 %

+0.54 (+0.50%)

USD13.14B
RYU Invesco S&P 500 Equal Wei.. 0.00 % 0.40 %

+0.99 (+1.06%)

USD0.24B
XXM:CA CI First Asset Morningsta.. 0.00 % 0.60 %

+0.05 (+0.67%)

USD0.02B
XLUY Cushing Utility & MLP ETF 0.00 % 0.65 %

N/A

USD1.07M
CNRG SPDR Kensho Clean Power E.. 0.00 % 0.45 %

+1.58 (+2.22%)

USD0.03B
XXM-B:CA CI First Asset Morningsta.. 0.00 % 0.60 %

+0.02 (+0.19%)

N/A
PUD-B:CA Purpose US Dividend Fund .. 0.00 % 0.66 %

N/A

N/A
XDEW:LSE Xtrackers S&P 500 Equal W.. 0.00 % 0.25 %

+0.16 (+0.29%)

USD0.64B
XDEW:F Xtrackers S&P 500 Equ.. 0.00 % 0.25 %

+0.59 (+1.24%)

USD0.64B
XDEW:XETRA Xtrackers S&P 500 Equal W.. 0.00 % 0.25 %

+0.46 (+0.96%)

USD0.64B

Market Performance

  Market Performance vs.
Industry/Classification (Utilities—Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.99% 77% C+ 49% F
Dividend Return 2.16% 33% F 58% F
Total Return -6.84% 77% C+ 50% F
Trailing 12 Months  
Capital Gain 15.35% 100% A+ 80% B-
Dividend Return 3.61% 74% C 68% D+
Total Return 18.96% 100% A+ 82% B-
Trailing 5 Years  
Capital Gain 79.48% 94% A 84% B
Dividend Return 24.97% 72% C- 75% C
Total Return 104.46% 94% A 86% B
Average Annual (5 Year Horizon)  
Capital Gain 12.83% N/A N/A 84% B
Dividend Return 4.10% N/A N/A 78% C+
Total Return 16.93% N/A N/A 86% B
Risk Return Profile  
Volatility (Standard Deviation) 22.30% N/A N/A 34% F
Risk Adjusted Return 75.92% N/A N/A 82% B-
Market Capitalization 12.04B 55% F 86% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Utilities—Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 64.14 14% F 9% F
Price/Book Ratio 4.85 6% F 16% F
Price / Cash Flow Ratio 4.88 82% B- 54% F
EV/EBITDA 10.53 61% D- 56% F
Management Effectiveness  
Return on Equity 7.96% 60% D- 60% D-
Return on Invested Capital 6.73% 64% D 57% F
Return on Assets 3.88% 86% B 72% C-
Debt to Equity Ratio 610.98% 5% F 4% F
Technical Ratios  
Short Ratio 3.11 39% F 38% F
Short Percent 2.60% 42% F 64% D
Beta 1.03 14% F 52% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector