Price movement over the last 24 hours
AES Corp vs Constellation Energy Corporation — how do they compare? AES Corp trades at $14.65 (market cap $10.43B), while Constellation Energy Corporation trades at $241.1 (market cap $85.60B). The key difference: Constellation Energy Corporation is far larger — about 8.2× AES Corp's market cap, and AES Corp pays the higher dividend (4.81%). Which is the better fit depends on your goals.
| AES | CEG | |
|---|---|---|
Market Cap | $10.43B | $85.60B |
Sector | Utilities | Energy |
52-Week High | $17.28 | $403.95 |
52-Week Low | $11.07 | $236.50 |
Enterprise Value | $39.77B | $107.27B |
Dividend Yield | 4.81% | 0.71% |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.62, up 0.27% on the day, with strong fundamentals including a P/E of 7.59 and net income margin of 10.82%. Recent quarters show consistent earnings beats, while technical indicators signal bearish momentum. The company's pending $33.4 billion acquisition by a BlackRock/EQT consortium, approved by stockholders on June 26, 2026, caps near-term upside at $15 per share but provides a stable exit pathway.
The investment case hinges on the acquisition closing, offering a 2.6% gain to the $15 buyout price plus dividend yield. Risks include deal completion uncertainty and shareholder litigation. With no sell-side analysts recommending sell, the stock presents a low-risk arbitrage opportunity with defined upside and limited downside if the transaction proceeds as planned.
CEG trades at $245.87, up 2.77% today, with a bearish technical signal but strong fundamentals. Recent earnings beat expectations in two of the last three quarters. The company benefits from rising AI-driven electricity demand and long-term nuclear power purchase agreements with major clients like Walmart and Meta. Cash flow from operations remains robust at $4.24 billion for 2025, supporting dividend payments and growth investments.
The stock presents a compelling opportunity with a consensus price target of $343.50, implying significant upside. However, risks include high capital expenditures in 2026 leading to negative net cash flow and competitive pressures in the utilities sector. Analyst sentiment is strongly bullish with 70% buy ratings, but technical indicators suggest near-term caution.
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 →Constellation is the largest producer of carbon-free energy in the U.S. and a leading nuclear power plant operator. It provides sustainable electricity to millions of residential, public, and industrial customers.
Read more on CEG →