AES Corporation (AES) is a independent power producers & energy traders company in the Utilities sector. Listed on the NASDAQ, AES Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $14.63.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $14.63 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -0.39% |
| Risk / Std Dev (Annualized) | 37.83% |
| Sharpe Ratio (rf=4.5%) | -0.13 |
S&P 500 Context
- Sector: Utilities
- Sub-Industry: Independent Power Producers & Energy Traders
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -0.39% with an annualized volatility of 37.83%. The Sharpe ratio of -0.13 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 10.43B |
| Enterprise Value | 48.42B |
| Trailing P/E | 7.62 |
| Forward P/E | 6.12 |
| Price to Book | 2.36 |
| Price to Sales | 0.84 |
| EV/Revenue | 3.88 |
| EV/EBITDA | 12.89 |
| Profitability | | | Profit Margin | 10.82% | | Operating Margin | 18.74% | | ROE | 5.26% | | ROA | 2.71% |
| Growth | | | Revenue Growth | 8.7% | | Earnings Growth | 951.1% |
| Dividend | | | Dividend Yield | 481.0% | | Payout Ratio | 36.66% | | 5Y Avg Yield | 383.0% |
| Financial Health | | | Total Revenue | 12.49B | | Total Debt | 31.8B | | Total Cash | 1.65B | | Free Cash Flow | -2.96B | | Operating Cash Flow | 4.96B |
| Price & Technical | | | 52W High | $17.65$ | | 52W Low | $10.02$ | | 50-Day Avg | $14.48$ | | 200-Day Avg | $14.3$ | | Beta | 0.95 | | Shares Outstanding | 0.71B | | Float Shares | 0.71B | | Insider Holdings | 0.58% | | Institutional Holdings | 91.08% | | Short Ratio | 1.86 | | Short % of Float | 3.09% |
| Analyst Targets | | | Target High | $16.0$ | | Target Low | $15.0$ | | Target Mean | $15.11$ | | Target Median | $15.0$ | | # of Analysts | 9 | | Recommendation | none |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.