Price movement over the last 24 hours
AES Corp vs Home Depot Inc — how do they compare? AES Corp trades at $14.65 (market cap $10.43B), while Home Depot Inc trades at $336.11 (market cap $344.21B). The key difference: Home Depot Inc is far larger — about 33× AES Corp's market cap, and AES Corp pays the higher dividend (4.81%). Which is the better fit depends on your goals.
| AES | HD | |
|---|---|---|
Market Cap | $10.43B | $344.21B |
Sector | Utilities | Consumer Cyclical |
52-Week High | $17.28 | $423.42 |
52-Week Low | $11.07 | $297.51 |
Enterprise Value | $39.77B | $405.77B |
Dividend Yield | 4.81% | 2.7% |
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.
Home Depot (HD) trades at $336.64, down 4.0% over the past day, reflecting near-term market pressures. The stock shows a bullish technical signal with moving averages supporting upside, while oscillators remain neutral. Fundamentally, revenue grew to $159.51B in 2025 with a net income margin of 8.41%, though margins have compressed from prior years. Recent earnings beat expectations in Q1 2026, but Q3 2025 missed estimates. The company maintains strong profitability with ROE at 128.38% and declared a $2.33 dividend payable in June 2026.
The outlook for HD is cautiously optimistic, supported by analyst consensus and Pro segment growth, but faces headwinds from weakening big-ticket demand and rising mortgage rates. With a consensus price target of $370.59 implying ~10% upside, the stock presents a value opportunity for long-term investors, though margin pressure and housing market volatility pose risks to near-term performance.
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 →Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →