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The AES Corporation (AES) Stock Analysis

Score D

Value · Grade F · Unknown

Utilities · Utilities - Diversified

$14.57

Fair Value

$18.94

+30.0%

Conviction

4/10

Quality

F

Classification

Value

Investment Thesis

Low quantitative score: Low quality, stretched valuation, or poor risk/reward.

For New Investors

Quantitative score: weak

For Current Holders

Quantitative score: low

Buy if

  • Price drops 15-20% (improves asymmetry)
  • Bull scenario catalysts materialize
  • Market-wide correction creates opportunity

Sell if

  • Bear scenario triggers occur
  • Quality metrics deteriorate (ROIC declining)
  • Better alternatives emerge

Valuation

Fair Value estimate: $18.94 (+30.0%). Significantly undervalued.

PEG-Based EPS

$18.94

FCF DCF Model

$18.94

Blended Fair Value

$18.94

Confidence

High

Methods

PEG-Based EPS, FCF 2-Stage DCF

Quality Analysis

F

32/120 points

Low Quality

ROE (3Y Avg)

23.3%

ROIC-WACC Spread

-1.8%

D/E Ratio

4.4x

Current Ratio

0.8x

Interest Coverage

1x

FCF Positive Years

0/3

Quality Flags

  • ROIC spread: -1.8pp (got 0/25 pts)
  • FCF positive only 0/3 years (0/20 pts)
  • Leverage: D/E 4.4x (0/15 pts)
  • Interest coverage: 1.4x (2/10 pts)
  • Liquidity: Current Ratio 0.77 (5/10 pts)

Market Sentiment

Wall Street Consensus

$17.00

+16.7% Upside

9 analysts

Range: $16.00$23.00

Rating: Hold

Our model is more cautious than Wall Street.

Trend & Technical

Unknown

Insufficient data to calculate SMA 200.

Technical Score0/100

Technical analysis unavailable

Risk & Reward

Asymmetry Ratio

2.45:1

Expected Return

+5.9%

Bull Upside

+40.2%

Bear Downside

-16.4%

Good asymmetry: 2.45:1 ratio. Upside justifies risk.

Verdict: Favorable

Scenario Analysis

Bear

Base

Bull

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Technical Analysis

RSI, MACD, moving averages, trend signals, and momentum indicators.

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Frequently Asked Questions

What is the fair value of AES?

Based on our multi-method conviction analysis, the estimated fair value of The AES Corporation (AES) is $18.94. This is calculated by blending PEG-Based EPS, FCF 2-Stage DCF and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is high.

Is AES a buy, sell, or hold?

AES currently has a AVOID rating with a conviction score of 4/10. Low quantitative score: Low quality, stretched valuation, or poor risk/reward. Quantitative score: weak.

Is AES a high-quality stock?

The AES Corporation has a quality grade of F (32/120 points), rated as Low Quality. Key metrics include ROE of 23.3%, ROIC-WACC spread of -1.8%, and D/E ratio of 4.4x.

What type of stock is AES?

AES is classified as a "value" in our framework. Low P/E: 7.6x, High FCF Yield: 11.8%, High dividend: 4.8%, Mature growth: -3.2%, High debt: D/E 4.4x

What do Wall Street analysts say about AES?

9 Wall Street analysts have a consensus price target of $17.00 for AES, representing +16.7% upside. Targets range from $16.00 to $23.00. The consensus recommendation is "Hold". Our model is more cautious than Wall Street.

What are the risks of investing in AES?

The risk/reward asymmetry ratio for AES is 2.45:1, rated as Favorable. Good asymmetry: 2.45:1 ratio. Upside justifies risk. The expected return is +5.9%, with bull case upside of +40.2% and bear case downside of -16.4%.

What is the current trend for AES?

AES is in a unknown trend. Insufficient data to calculate SMA 200. The technical score is —/100.

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Last updated: May 19, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.