The AES Corporation (AES)vsBrookfield Infrastructure Partners LP (BIP)
AES
The AES Corporation
$14.06
-0.50%
UTILITIES · Cap: $10.07B
BIP
Brookfield Infrastructure Partners LP
$35.57
+0.14%
UTILITIES · Cap: $16.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Infrastructure Partners LP generates 89% more annual revenue ($23.10B vs $12.23B). AES leads profitability with a 7.4% profit margin vs 1.9%. AES appears more attractively valued with a PEG of 1.09. BIP earns a higher WallStSmart Score of 64/100 (C+).
AES
Buy55
out of 100
Grade: C
BIP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.5%
Fair Value
$8.91
Current Price
$14.06
$5.15 premium
Margin of Safety
+7.0%
Fair Value
$42.12
Current Price
$35.57
$6.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 107.3% YoY
Strong operational efficiency at 26.8%
15.8% revenue growth
Areas to Watch
4.7% revenue growth
ROE of 1.9% — below average capital efficiency
7.4% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 7.7% — below average capital efficiency
1.9% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AES
The strongest argument for AES centers on P/E Ratio, Price/Book. 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 15.8% demonstrates continued momentum.
Bear Case : AES
The primary concerns for AES are Revenue Growth, Return on Equity, Profit Margin. Debt-to-equity of 7.98 is elevated, increasing financial risk.
Bear Case : BIP
The primary concerns for BIP are P/E Ratio, Return on Equity, Profit Margin. Debt-to-equity of 11.48 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.
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 1.08 — expect wider price swings.
BIP is growing revenue faster at 15.8% — sustainability is the question.
BIP generates stronger free cash flow (336M), providing more financial flexibility.
Bottom Line
BIP scores higher overall (64/100 vs 55/100) and 15.8% revenue growth. Both earn "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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