Price movement over the last 24 hours
AES Corp vs Shell PLC — how do they compare? AES Corp trades at $14.66 (market cap $10.43B), while Shell PLC trades at $82.1 (market cap $220.29B). The key difference: Shell PLC is far larger — about 21.1× AES Corp's market cap, and AES Corp pays the higher dividend (4.81%). Which is the better fit depends on your goals.
| AES | SHEL | |
|---|---|---|
Market Cap | $10.43B | $220.29B |
Sector | Utilities | Energy |
52-Week High | $17.28 | $94.15 |
52-Week Low | $11.07 | $70.28 |
Enterprise Value | $39.77B | $272.82B |
Dividend Yield | 4.81% | 3.81% |
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.
Shell (SHEL) trades at $81.99, up 5.09% on the day, with strong analyst support showing 69% buy ratings and a $112.10 consensus price target. The stock shows attractive valuation metrics with P/E of 12.17 and P/S of 0.86, while recent Q1 2026 earnings beat expectations. However, technical indicators signal bearish momentum despite positive news about stronger gas trading performance and improved refining margins ahead of Q2 results.
Shell presents a compelling value opportunity with solid profitability (7.01% net margin) and strong cash flow generation, though faces headwinds from declining revenue trends and geopolitical risks affecting production. The company's strategic focus on LNG growth and portfolio optimization supports long-term prospects, but investors should monitor execution risks and oil price 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 →Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.7 million barrels of liquids and 8.7 billion cubic feet of natural gas per day. At year-end 2021, reserves stood at 9.2 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.8 mmb/d located in the Americas, Asia, Africa, and Europe and sells 15 mtpa of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
Read more on SHEL →