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AES Community
NYSE:AES Community
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AES
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AES
WI
willkat103
Community Contributor
AES Will Increase Profits with 8.34% Margin Growth and 12.5% Earnings Expansion
AES 02/13/25 $10.15 $31.20 $33.75 $15.20 Quarterly $0.180 $0.700 1/31/2025 Dividend Yield 6.98% 29.74% MSN Barchart article $11$18$25 90% Bullish 10@$10 Utilities Electrical Utilities & IPPs Employees 9,600 Founded 1981 The AES Corporation, together with its subsidiaries, operates as a diversified 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.
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US$7.17
FV
42.0% overvalued
intrinsic discount
4.05%
Revenue growth p.a.
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2 months ago
author updated this narrative
AES
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global Decarbonization Will Create Demand For Renewables And Storage
Key Takeaways Rising electricity demand and a focus on renewables position AES for significant growth and strong profitability from high-margin projects and efficient operations. Cost optimization, asset sales, and targeted investment in core U.S. renewables are set to boost capital efficiency and long-term earnings strength.
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US$23.00
FV
55.7% undervalued
intrinsic discount
11.47%
Revenue growth p.a.
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0
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2 days ago
author updated this narrative
AES
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Achieving Economies Of Scale Will Decrease Costs, But Regulatory Changes May Impact Net Margins
Key Takeaways Strategic focus on larger, higher-margin projects aims to improve capital efficiency and profitability, enhancing net margins. Retaining select coal assets supports cash flow, funding new projects and bolstering EBITDA for stronger financial performance.
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US$14.63
FV
30.4% undervalued
intrinsic discount
2.81%
Revenue growth p.a.
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4 days ago
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Your Valuation for
AES
AES
AES
Your Fair Value
US$
Current Price
US$10.18
35.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-546m
16b
2015
2018
2021
2024
2025
2027
2030
Revenue US$15.7b
Earnings US$2.2b
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