AES Corp vs Ford Motor Company — how do they compare? AES Corp trades at $14.73 (market cap $10.49B), while Ford Motor Company trades at $13.85 (market cap $55.75B). The key difference: Ford Motor Company is far larger — about 5.3× AES Corp's market cap, and AES Corp pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| AES | F | |
|---|---|---|
Market Cap | $10.49B | $55.75B |
Sector | Utilities | Consumer Cyclical |
52-Week High | $17.28 | $17.44 |
52-Week Low | $12.51 | $11.21 |
Enterprise Value | $40.75B | $187.71B |
Dividend Yield | 4.79% | 4.29% |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.73, unchanged on the day, with a bullish technical signal from moving averages and a pending acquisition by Global Infrastructure Partners and EQT at $15 per share. The company reported revenue of $12.23B in 2025, with a net income margin of 7.43%, and has beaten earnings estimates in two of the last three quarters. Valuation ratios appear attractive with a P/E of 5.51 and P/S of 0.81, while cash flow from operations improved to $4.31B in 2025.
The outlook is dominated by the acquisition, offering a capped upside to $15. Strong profitability metrics like a 45.05% ROE and a 4.8% dividend yield provide support, but risks include shareholder litigation and regulatory scrutiny over the deal. Analyst sentiment is mixed with 42.86% buy ratings, reflecting uncertainty until transaction closure.
Ford Motor Company (F) trades at $14.015, up 0.25% on the day, with a bearish technical signal and mixed earnings history including a recent Q3 2026 miss. The company reported a net loss of $8.18 billion for 2025, with negative profit margins, but maintains strong operating cash flow of $21.28 billion. Recent news highlights the upcoming affordable Fathom EV truck priced around $28,000, targeting market share gains amid high vehicle prices.
The outlook is cautious; while analyst consensus is a Buy with a $16.18 price target, fundamental weaknesses like negative ROE and net income margin pose risks. The EV transition and competitive pressures are key challenges, but the dividend yield and cash flow stability offer some investor appeal. Execution on new models like the Fathom is critical for a turnaround.
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 →Ford Motor Company designs, manufactures, and services cars and trucks. The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.
Read more on F →