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 $13.84 (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, 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%.
Ford (F) trades at $13.86, down 1.14%, with a bearish technical signal. Recent earnings show volatility, with Q1 and Q2 2026 beats but a Q4 2025 miss. The company reported a net loss of $8.18B for 2025, though operating cash flow remains strong at $21.28B. News highlights the upcoming affordable Fathom EV truck priced at $28,350, targeting market share gains amid high vehicle prices.
The outlook is mixed: analyst consensus is a Buy with a $16.18 target, offering potential upside, but risks include intense EV competition, profitability challenges, and high debt levels. The stock's low P/E of 11.84 may attract value investors, but execution on new models is critical for recovery.
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 →