AES Corp vs Celestica Inc — how do they compare? AES Corp trades at $14.66 (market cap $10.51B), while Celestica Inc trades at $313 (market cap $39.77B). The key difference: Celestica Inc is far larger — about 3.8× AES Corp's market cap, and AES Corp pays a 4.78% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| AES | CLS | |
|---|---|---|
Market Cap | $10.51B | $39.77B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $472.40 |
52-Week Low | $12.51 | $181.34 |
Enterprise Value | $40.77B | $40.05B |
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.
CLS trades at $317.83, up 1.05% today, with strong earnings momentum after beating estimates in Q4 2025, Q1 2026, and Q2 2026. Technical indicators show a bearish trend with support at $309 and resistance at $323. The company reported $12.39B revenue in 2025 with net income of $832.5M, supported by robust cash flow from operations of $659.5M. Recent news highlights a $3B equity offering to fund AI infrastructure growth, though it may cause near-term dilution.
Outlook is positive with analyst consensus price target of $455.33 (43% upside), but risks include equity dilution from the offering and premium valuations (P/E 36.4). Growth catalysts are strong AI-driven demand and expanding partnerships, making CLS a compelling pick for investors seeking exposure to data center infrastructure, albeit with volatility near-term.
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 →Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →