AES Corp vs Applovin Corporation — how do they compare? AES Corp trades at $14.73 (market cap $10.49B), while Applovin Corporation trades at $312.3 (market cap $106.65B). The key difference: Applovin Corporation is far larger — about 10.2× AES Corp's market cap, and AES Corp pays a 4.79% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| AES | APP | |
|---|---|---|
Market Cap | $10.49B | $106.65B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $733.60 |
52-Week Low | $12.51 | $318.68 |
Enterprise Value | $40.75B | $107.11B |
Dividend Yield | 4.79% | — |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.73, down slightly by 0.03%, with a bearish technical signal from moving averages but neutral oscillators. The company shows strong profitability with a 14.34% net income margin and 45.05% ROE, supported by recent earnings beats. A pending $33.4 billion acquisition by a consortium led by Global Infrastructure Partners and EQT, approved by stockholders in June 2026, dominates recent news, alongside a quarterly dividend of $0.18 per share.
The outlook is heavily influenced by the acquisition, offering a near-term upside to the $15 buyout price, but regulatory and shareholder approval risks remain. Long-term fundamentals are solid with projected revenue growth to $13.1 billion in 2026, though high debt levels and integration challenges post-acquisition pose risks. Analyst sentiment is mixed with a buy consensus of 43%.
AppLovin (APP) trades at $313.50, down 7.52% in the last 24 hours, reflecting recent volatility after a Q2 2026 revenue miss. The stock is technically bearish with key support at $306, while fundamentals remain strong with 53% YoY revenue growth, 64.58% net income margin, and robust cash flow. Recent news highlights a Bank of America downgrade to Neutral, citing uncertainty around sustaining 30% long-term revenue growth, contributing to negative sentiment despite strong profitability.
The outlook is mixed: strong fundamentals and an 80.77% analyst buy rating with a $556.53 consensus price target suggest significant upside, but execution risks and growth sustainability concerns pose near-term headwinds. Investors face a trade-off between attractive valuation multiples and potential volatility from competitive and operational challenges in the ad-tech sector.
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 →