Price movement over the last 24 hours
AES Corp vs FTAI Aviation Ltd — how do they compare? AES Corp trades at $14.66 (market cap $10.43B), while FTAI Aviation Ltd trades at $213.85 (market cap $23.33B). The key difference: FTAI Aviation Ltd is far larger — about 2.2× AES Corp's market cap, and AES Corp pays the higher dividend (4.81%). Which is the better fit depends on your goals.
| AES | FTAI | |
|---|---|---|
Market Cap | $10.43B | $23.33B |
Sector | Utilities | Industrials |
52-Week High | $17.28 | $310.04 |
52-Week Low | $11.07 | $109.76 |
Enterprise Value | $39.77B | $26.37B |
Dividend Yield | 4.81% | 0.66% |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.62, up 0.27% on the day, with strong fundamentals including a P/E of 7.59 and net income margin of 10.82%. Recent quarters show consistent earnings beats, while technical indicators signal bearish momentum. The company's pending $33.4 billion acquisition by a BlackRock/EQT consortium, approved by stockholders on June 26, 2026, caps near-term upside at $15 per share but provides a stable exit pathway.
The investment case hinges on the acquisition closing, offering a 2.6% gain to the $15 buyout price plus dividend yield. Risks include deal completion uncertainty and shareholder litigation. With no sell-side analysts recommending sell, the stock presents a low-risk arbitrage opportunity with defined upside and limited downside if the transaction proceeds as planned.
FTAI Aviation trades at $241.54, down 2.63% amid a bearish technical signal, though it remains supported by strong profitability with a 34.99% gross margin and 226.91% ROE. Recent earnings have missed expectations, but revenue growth is projected to rise from $2.51B in 2025 to $2.8B in 2026. Positive news includes a strategic collaboration for Boeing 737-800 freighters and a $0.45 dividend announcement.
The outlook is mixed: robust analyst consensus (100% buy ratings) and innovation in data center power solutions offer upside, but high valuations (P/E 48.11) and consecutive earnings misses pose risks. Investors should weigh growth potential against execution challenges and market volatility.
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →