AES Corp vs Xylem, Inc. — how do they compare? AES Corp trades at $14.75 (market cap $10.49B), while Xylem, Inc. trades at $120.99 (market cap $28.47B). The key difference: Xylem, Inc. is far larger — about 2.7× AES Corp's market cap, and AES Corp pays the higher dividend (4.79%). Which is the better fit depends on your goals.
| AES | XYL | |
|---|---|---|
Market Cap | $10.49B | $28.47B |
Sector | Utilities | Industrials |
52-Week High | $17.28 | $152.95 |
52-Week Low | $12.51 | $106.34 |
Enterprise Value | $40.75B | $30.25B |
Dividend Yield | 4.79% | 1.41% |
Signals from Pluang's Aura AI — not financial advice
AES Corporation trades at $14.73, up 0.2% with strong valuation metrics including P/E of 5.51 and P/S of 0.81. The company shows improving fundamentals with 2025 revenue of $12.23B and net income of $910M, though Q2 2026 earnings missed expectations. Technical indicators signal bearish momentum while analyst consensus leans toward Hold. The pending $33.4B acquisition by Global Infrastructure Partners and EQT creates significant near-term catalyst potential.
Investment outlook centers on acquisition completion offering upside to $15/share plus dividend yield. Risks include regulatory approval uncertainty and shareholder litigation. Strong cash flow generation and renewable energy investments support long-term growth, but debt levels remain elevated at 66.94% debt-to-asset ratio requiring monitoring.
Xylem (XYL) trades at $120.32, down 2.32% on the day, amid a bullish technical setup with moving averages supporting upward momentum. The company reported strong Q2 2026 earnings, beating EPS estimates with $1.46 versus $1.35 expected, and raised full-year profit guidance. Revenue growth has been steady, climbing from $5.5B in 2022 to $9.0B in 2025, with net income margins improving to 10.59%. Recent acquisitions of Cornell Pump and Roper Pump aim to bolster its industrial water solutions portfolio.
The outlook remains positive with a consensus price target of $150.43, implying 25% upside, though risks include execution of acquisitions and potential delays in electric metering projects. Analyst sentiment is mixed with 47.5% buy ratings, but institutional activity shows both buying and selling, reflecting cautious optimism.
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 →Xylem is a global leader in water technology and offers a wide range of solutions, including the transport, treatment, testing, and efficient use of water for customers in the utility, industrial, commercial, and residential sectors. Xylem was spun off from ITT in 2011. Based in Rye Brook, New York, Xylem has a presence in over 150 countries and employs 16,200. The company generated $6.2 billion in revenue and $611 million in adjusted operating income in 2021.
Read more on XYL →