AES Corp vs Cipher Mining Inc — how do they compare? AES Corp trades at $14.73 (market cap $10.49B), while Cipher Mining Inc trades at $17.67 (market cap $7.14B). The key difference: AES Corp is the larger of the two by market cap, and AES Corp pays a 4.79% dividend while Cipher Mining Inc pays none. Which is the better fit depends on your goals.
| AES | CIFR | |
|---|---|---|
Market Cap | $10.49B | $7.14B |
Sector | Utilities | Basic Materials |
52-Week High | $17.28 | $29.18 |
52-Week Low | $12.51 | $4.72 |
Enterprise Value | $40.75B | $11.90B |
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%.
CIFR trades at $18.35, up 12.37% in the last 24 hours, but remains in a bearish technical trend. The company reported a Q2 2026 loss of $0.65 per share, missing estimates, with revenue declining and net losses widening. Despite negative profitability metrics, analyst consensus is unanimously bullish with a $31.78 price target, citing progress in its transition to AI data center operations and accelerated project deliveries.
The outlook hinges on successful execution of its AI infrastructure pivot, offering significant upside if targets are met, but high execution risks and persistent losses pose substantial threats to shareholder value. Investors face volatility amid the business model transition.
Trailing returns across standard periods
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 →Cipher Mining is an industrial-scale technology company focused on Bitcoin mining infrastructure. It develops and operates data centers in the US designed to strengthen the Bitcoin network and support decentralized finance.
Read more on CIFR →