AES Corp vs Applovin Corporation — how do they compare? AES Corp trades at $14.72 (market cap $10.51B), while Applovin Corporation trades at $319.54 (market cap $113.45B). The key difference: Applovin Corporation is far larger — about 10.8× AES Corp's market cap, and AES Corp pays a 4.78% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| AES | APP | |
|---|---|---|
Market Cap | $10.51B | $113.45B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $733.60 |
52-Week Low | $12.51 | $318.68 |
Enterprise Value | $40.77B | $113.91B |
Dividend Yield | 4.78% | — |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.73, up 0.2% on the day, with a bullish technical signal supported by moving averages. The company reported strong profitability with a net income margin of 14.34% and ROE of 45.05% for 2025, though Q2 2026 EPS missed expectations. A pending $33.4 billion acquisition by a consortium led by Global Infrastructure Partners and EQT, approved by stockholders, dominates recent developments, alongside a consistent dividend payout.
The acquisition offers a near-term catalyst with a capped upside at the buyout price of $15 per share, presenting a low-risk arbitrage opportunity. Risks include deal completion uncertainty amid shareholder complaints and regulatory scrutiny. Analyst consensus is mixed with 43% buy ratings, reflecting cautious optimism tied to the acquisition's successful closure and the company's strategic shift toward renewable energy investments.
AppLovin (APP) trades at $346.80, down 3.32% amid a bearish technical outlook despite strong fundamentals. The stock faces selling pressure after Q2 revenue missed expectations, though it maintains exceptional profitability with 64.58% net margins and 53% YoY revenue growth. Analyst consensus remains bullish with an $569.60 price target, but technical indicators show 18 sell signals versus 2 buys.
The stock presents a growth-at-a-reasonable-price opportunity post-selloff, trading at 26x P/E with 80% analyst buy ratings. Key risks include execution volatility in AI-driven ad pricing and high valuation multiples. Upside depends on Q3 results meeting elevated guidance of 47% growth.
Trailing returns across standard periods
Latest headlines on both assets
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →