AES Corp vs Johnson Controls International PLC — how do they compare? AES Corp trades at $14.7 (market cap $10.49B), while Johnson Controls International PLC trades at $155.29 (market cap $93.74B). The key difference: Johnson Controls International PLC is far larger — about 8.9× AES Corp's market cap, and AES Corp pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| AES | JCI | |
|---|---|---|
Market Cap | $10.49B | $93.74B |
Sector | Utilities | Industrials |
52-Week High | $17.28 | $154.76 |
52-Week Low | $12.51 | $103.52 |
Enterprise Value | $40.75B | $102.58B |
Dividend Yield | 4.79% | 1.03% |
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.
JCI trades at $150.70, down 0.99% on the day, with a strong bullish technical signal from moving averages. The company reported robust Q3 2026 earnings, beating estimates with $1.42 EPS and raising full-year guidance, driven by double-digit organic sales growth and record backlog. Analyst consensus is strongly positive with a $168.25 price target and no sell ratings. Recent news highlights efficiency leadership and AI-related thermal management innovations.
The outlook remains favorable given earnings momentum and strategic positioning in high-demand sectors like data centers. Key risks include execution on growth targets and macroeconomic sensitivity. The stock presents a growth opportunity supported by fundamental strength and bullish sentiment, though valuation multiples are elevated.
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 →Johnson Controls manufactures, installs, and services HVAC systems, building management systems and controls, industrial refrigeration systems, and fire and security solutions. Commercial HVAC accounts for about 40% of sales, fire and security also represents 40% of sales, and residential HVAC, industrial refrigeration, and other solutions account for the remaining 20% of revenue. In fiscal 2021, Johnson Controls generated over $23.5 billion in revenue.
Read more on JCI →