AES Corp vs Moody's Corporation — how do they compare? AES Corp trades at $14.73 (market cap $10.49B), while Moody's Corporation trades at $476.97 (market cap $82.52B). The key difference: Moody's Corporation is far larger — about 7.9× AES Corp's market cap, and AES Corp pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| AES | MCO | |
|---|---|---|
Market Cap | $10.49B | $82.52B |
Sector | Utilities | Financials |
52-Week High | $17.28 | $539.61 |
52-Week Low | $12.51 | $412.23 |
Enterprise Value | $40.75B | $88.54B |
Dividend Yield | 4.79% | 0.86% |
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.
Moody's Corporation (MCO) trades at $478.14, showing modest daily gains of 0.08%. The stock demonstrates strong fundamental performance with consistent earnings beats and robust profitability metrics, including 34.25% net income margin and 80.15% ROE. Recent Q2 2026 results exceeded expectations with $4.68 EPS versus $4.26 expected, driven by strong analytics demand and debt issuance activity. Technical indicators remain neutral with support at $475 and resistance at $481.
MCO presents a compelling growth story with premium valuation justified by exceptional profitability and market leadership. The primary investment opportunity lies in sustained analytics growth and credit rating dominance, while risks include valuation sensitivity and potential debt market volatility. Analyst consensus remains bullish with $561.88 price target representing 17.5% upside potential from current levels.
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 →Moody's, along with S&P Ratings, is a leading provider of credit ratings on fixed income securities. Moody's ratings segment, known as Moody's Investors Service or MIS, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm's revenue and profits. Moody's other segment is Moody's Analytics and consists of Research, Data, and Analytics or RD&A and Enterprise Risk Solutions or ERS. RD&A's products include credit research, quantitative credit scores, economic research, business intelligence, know your customer (KYC) tools, commercial real estate data and analytical tools, and training services. ERS includes risk management software solutions to financial institutions.
Read more on MCO →