AES Corp vs Credo Technology Group Holding Ltd — how do they compare? AES Corp trades at $14.66 (market cap $10.51B), while Credo Technology Group Holding Ltd trades at $253.17 (market cap $44.74B). The key difference: Credo Technology Group Holding Ltd is far larger — about 4.3× AES Corp's market cap, and AES Corp pays a 4.78% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| AES | CRDO | |
|---|---|---|
Market Cap | $10.51B | $44.74B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $302.52 |
52-Week Low | $12.51 | $87.81 |
Enterprise Value | $40.77B | $43.32B |
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.
CRDO trades at $249.89, up 8.45% today, with strong technical momentum above key support at $237. The stock shows exceptional fundamental growth with revenue surging from $437M in 2025 to $1.3B projected for 2026, while maintaining robust 35.37% net margins. Recent news highlights Credo's strategic positioning in AI infrastructure through contributions to the Open Compute Project and institutional accumulation.
Outlook remains positive given accelerating AI capex and strong analyst consensus (86.7% buy ratings) with $285.42 price target. Key risks include premium valuation (P/E 95.6), customer concentration, and execution challenges in scaling operations amid competitive AI infrastructure landscape.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →