AES Corp vs Samsara Inc — how do they compare? AES Corp trades at $14.7 (market cap $10.51B), while Samsara Inc trades at $41 (market cap $23.23B). The key difference: Samsara Inc is far larger — about 2.2× AES Corp's market cap, and AES Corp pays a 4.78% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| AES | IOT | |
|---|---|---|
Market Cap | $10.51B | $23.23B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $45.22 |
52-Week Low | $12.51 | $24.25 |
Enterprise Value | $40.77B | $22.49B |
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.
Samsara (IOT) trades at $40.88, up 6.96% in the last session, with a bullish technical signal from moving averages. The company reported revenue of $1.25B in 2025 but a net loss of $154.91M, though it has beaten EPS estimates for three consecutive quarters. Analyst sentiment is strongly positive, with 14 of 18 analysts rating it a Buy and a consensus price target of $44.50. Recent news highlights institutional buying and the company's focus on AI-driven growth.
The outlook is optimistic due to strong analyst support and consistent earnings beats, but risks include high valuation multiples and ongoing profitability challenges. Investors should weigh the growth potential in AI and connected operations against the current negative net income and elevated P/E ratio of 398.6.
Trailing returns across standard periods
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →