Orin
AESNYSE·Diversified Utilities

The AES Corporation AES

Market cap $10.6BP/E 5.6× trailingGross margin 20.3%Reports Tue 3 Nov, after the close
$14.86
+0.01 (+0.03%)live 11:25 ET
52-wk $12.97 – $17.65
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Orin's take
0.68conviction · moderate
Refreshed 28 Aug · take v8. A new filing or a print queues the next refresh.

AES remains a hold as the pending $33.4B take-private by BlackRock's GIP and EQT-led consortium has cleared stockholder approval but still faces FERC regulatory review and shareholder complaints. At $14.73, the deal spread offers minimal upside for new capital while the downside if the deal breaks is severe — FY2025 EPS collapsed to $1.26 from $2.36, free cash flow is negative $1.62B, and total debt of $30.3B dwarfs equity of $6.9B.

The stock trades at a PE of 5.60 versus the peer median of 19.97, but this roughly 72% discount reflects the deal overhang and deteriorating fundamentals rather than an overlooked bargain. Existing holders should ride the deal to close; new positions are not justified by the risk/reward.

What could go wrong

  • Deal Break. If FERC blocks or conditions the $33.4B acquisition, the stock would likely re-rate sharply lower given FY2025 EPS of $1.26, negative free cash flow of $1.62B, and total debt of $30.3B against equity of $6.9B.
  • Regulatory Delays. PESP and consumer advocacy groups have petitioned FERC (Docket EC26-99) to block the deal or force BlackRock to divest utility holdings, which could prolong the timeline indefinitely.
  • Earnings Deterioration. FY2025 net income fell 43.7% YoY to $949M with EPS down to $1.26 from $2.36, and revenue declined 0.37% — if the deal stalls, standalone fundamentals provide no support at current levels.
  • Shareholder Litigation. Shareholders have filed complaints against the $33.4B sale, adding legal uncertainty that could delay or jeopardize the transaction.

What would change my mind

FERC Approval. FERC clears the $33.4B acquisition without material conditions, narrowing the deal spread toward the transaction price.bullish
Deal Termination or Block. FERC blocks the acquisition or the consortium walks away, removing the deal floor and exposing weak standalone fundamentals.bearish
Further Margin Compression. FY2026 results show continued operating margin decline below the FY2025 level of 16.1%, signaling standalone deterioration.bearish
Dividend Cut or Suspension. AES reduces or suspends the $0.17595 quarterly dividend, signaling cash flow stress and reducing the hold case for income-oriented investors.bearish

Where this comes from: PRNewsWire (2026-06-26) · Reuters (2026-06-12); Forbes (2026-08-02) · FMP FY2025 annual; derived_metrics FY2025 · FMP FY2025 annual. Orin's read on AES; not advice.

Twelve months actual closes to 2026-09-24 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$681.8M0.0% of fund
State Street$628.8M0.0% of fund
Vanguard Portfolio Management$518.6M0.0% of fund
Balyasny Asset Management L.P$507.7M0.6% of fund
Geode Capital Management$367.8M0.0% of fund
Millennium Management$312.3M0.1% of fund

84 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 83 Form 4 filings, net −$5.7M. Of the 50 on hand, none was an open-market trade— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Utilities
MetricNowOwn medianSector
P/E5.6×—25.9×
EV/EBITDA9.1×15.1×—
P/S0.81×1.02×—
P/B2.1×5.2×—

Its P/E sits 60th percentile of its own last 5 years (+0.20σ from its own mean).

What Wall Street published

21 firms · 2026-09-24
Consensus target

$19

$7 – $32 · +26% against today's price

How they rate it
  • 9 buy or overweight
  • 12 hold
  • 0 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 19.3× of 3 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
AESThe AES Corporation$11B5.6×9.1×20.3%14.6%38%
OGEOGE Energy Corp.$9B19.3×11.1×53.6%14.6%10%
PNWPinnacle West Capital Corporation$11B17.1×10.3×55.5%11.5%9%
WTRGEssential Utilities, Inc.$11B20.3×14.6×53.5%21.6%8%

The median is of the 3 peers listed above and nothing else — check it against the column. This company trades 70.8% below it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 12.9×FY25 11.4×

What its sector has traded at

Utilities
FY14 14.0×FY26 27.4×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$-63$14.67 · −530%2026-06-10
Levered DCF$-13$14.67 · −191%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $14.86
52-week range$13 – $18
Analyst targets$7 – $32
Standard DCF$-63 as of 2026-06-10, when it was $14.67
Levered DCF$-13 as of 2026-06-10, when it was $14.67
At own 5y-median P/E (5×)$14
At 5y P/E range (-39–53×)$-104 – $140
At sector P/E (26×)$68

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.