The AES Corporation (AES)vsBrookfield Infrastructure Partners LP (BIP)
AES
The AES Corporation
$14.67
-0.41%
UTILITIES · Cap: $10.47B
BIP
Brookfield Infrastructure Partners LP
$38.80
-0.59%
UTILITIES · Cap: $30.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Partners LP generates 92% more annual revenue ($24.01B vs $12.49B). AES leads profitability with a 10.8% profit margin vs 1.4%. AES appears more attractively valued with a PEG of 1.09. AES earns a higher WallStSmart Score of 71/100 (B).
AES
Strong Buy71
out of 100
Grade: B
BIP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.1%
Fair Value
$11.41
Current Price
$14.67
$3.26 premium
Intrinsic value data unavailable for BIP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Earnings expanding 951.0% YoY
Reasonable price relative to book value
Earnings expanding 107.3% YoY
Strong operational efficiency at 25.2%
16.9% revenue growth
Areas to Watch
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
ROE of 7.8% — below average capital efficiency
1.4% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AES
The strongest argument for AES centers on P/E Ratio, Return on Equity, EPS Growth. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : BIP
The strongest argument for BIP centers on EPS Growth, Operating Margin, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bear Case : AES
The primary concerns for AES are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 7.01 is elevated, increasing financial risk.
Bear Case : BIP
The primary concerns for BIP are Return on Equity, Profit Margin, PEG Ratio. A P/E of 58.6x leaves little room for execution misses. Debt-to-equity of 12.90 is elevated, increasing financial risk.
Key Dynamics to Monitor
AES profiles as a value stock while BIP is a growth play — different risk/reward profiles.
BIP carries more volatility with a beta of 1.03 — expect wider price swings.
BIP is growing revenue faster at 16.9% — sustainability is the question.
AES generates stronger free cash flow (-565M), providing more financial flexibility.
Bottom Line
AES scores higher overall (71/100 vs 59/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
The AES Corporation
UTILITIES · UTILITIES - DIVERSIFIED · USA
The AES Corporation is a Fortune 500 company that generates and distributes electrical power. AES is headquartered in Arlington, Virginia.
Visit Website →Brookfield Infrastructure Partners LP
UTILITIES · UTILITIES - DIVERSIFIED · USA
Brookfield Infrastructure Partners LP owns and operates utilities, transportation, midstream and data companies in North and South America, Europe and Asia Pacific. The company is headquartered in Hamilton, Bermuda.
Visit Website →Compare with Other UTILITIES - DIVERSIFIED Stocks
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