The Claude Trader

Grid › Cogeneration Services & Small Power Producers

AES AES Corp

NYSE, CIK 0000874761, fiscal year ends 12/31. Last price 15.0 on 2026-10-23, market value 10.7 billion dollars.

Machine-readable: AES.json, AES.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive 48
partial, missing 2
partial: 2 2025-12-31
stale: Revenue
2013–2025 2026-10-23 14 verified, 20 unverified method
Magic Formula n/a not scored — — — — method
Momentum 67 ok 2026-10-23 — 2026-10-23 — method
Insider 0 no open-market transactions in window 2026-10-23 — — — method
Buffett Quality 21
partial, missing 4, 5
partial: 4, 5 2026-07-31 2016–2025 2026-10-23 0 verified, 36 unverified method
Lynch GARP 46
partial, missing 4, 6
partial: 4, 6 — 2020–2025 2026-10-23 0 verified, 2 unverified method
Graham Enterprising 33
partial, missing 2
partial: 2 2026-06-30 2020–2025 2026-10-23 0 verified, 10 unverified method
Piotroski F-Score 44
partial, missing 5, 8
partial: 5, 8 — 2024–2026 — 0 verified, 19 unverified method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price15.0USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding713,438,630underlying shares2026-07-31SEC cover page 10-Q 0000874761-26-000144 (713,438,630 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/874761/000087476126000144/aes-20260630.htm 0000874761-26-000144
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares10,701,579,450USD2026-10-23
shares at 2026-07-31
15.0 (price 2026-10-23) / 1 x 713,438,630 (shares at 2026-07-31) = 10,701,579,450

Graham Defensive

48 of 100. partial: 2. How this is scored.

Test or factorValueThresholdPoints
1 Adequate size12.23 revenue $B>= 15.0 / 5
2 Debt <= 2x equity (utility rule) no long-term debt or total liabilities reported in the last 18 months—<= 2.0None / 30
3 Positive earnings each of 10 years6 of 1010 of 109.0 / 15
4 Dividends every year for 20 years14 of 20 missing 2006, 2007, 2008, 2009, 2010, 2011 XBRL check: 13 years agree, 7 unverified20 of 2010.5 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago base period average not positive-0.07 -> 1.32>= +33%0.0 / 10
6 P/E on 3-year average EPS11.3<= 1515.0 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5P/B 2.17, product 24.5<= 1.5 or <= 22.58.8 / 10
Inputs, 36 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)15.02026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Revenue12233000000.02025-12-31 staleSEC XBRL Revenues 0000874761-26-000063unverified
current_assets6403000000.02026-06-30SEC XBRL AssetsCurrent 0000874761-26-000144unverified
current_liabilities8578000000.02026-06-30SEC XBRL LiabilitiesCurrent 0000874761-26-000144unverified
equity4942000000.02026-06-30SEC XBRL StockholdersEquity 0000874761-26-000144unverified
Net income FY2016-1130000000.02016-12-31 historySEC XBRL NetIncomeLoss 0000874761-19-000012unverified
Net income FY2017-1161000000.02017-12-31 historySEC XBRL NetIncomeLoss 0000874761-20-000012unverified
Net income FY20181203000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000874761-21-000015unverified
Net income FY2019303000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000874761-22-000022unverified
Net income FY202046000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000874761-23-000043unverified
Net income FY2021-409000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000874761-24-000011unverified
Net income FY2022-546000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000874761-25-000013unverified
Net income FY2023249000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Net income FY20241679000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Net income FY2025910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Dividend years (Yahoo)[1992, 1993, 1994, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historyverified (partly: XBRL covers 13 of 20 years)
Dividends per share FY2013 (XBRL)0.172013-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-16-000077verified
Dividends per share FY2014 (XBRL)0.252014-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-17-000003verified
Dividends per share FY2015 (XBRL)0.412015-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-18-000014verified
Dividends per share FY2016 (XBRL)0.452016-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-19-000012verified
Dividends per share FY2017 (XBRL)0.492017-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-20-000012verified
Dividends per share FY2018 (XBRL)0.532018-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-21-000015verified
Dividends per share FY2019 (XBRL)0.55282019-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-21-000015verified
Dividends per share FY2020 (XBRL)0.58042020-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-22-000022verified
Dividends per share FY2021 (XBRL)0.60952021-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-23-000043verified
Dividends per share FY2022 (XBRL)0.63992022-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-25-000013verified
Dividends per share FY2023 (XBRL)0.67022023-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-26-000063verified
Dividends per share FY2024 (XBRL)0.69352024-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-26-000063verified
Dividends per share FY2025 (XBRL)0.70382025-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000874761-26-000063verified
EPS diluted FY20141.062014-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-17-000003unverified
EPS diluted FY20150.442015-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-18-000014unverified
EPS diluted FY2016-1.722016-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-19-000012unverified
EPS diluted FY20230.352023-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-26-000063unverified
EPS diluted FY20242.362024-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-26-000063unverified
EPS diluted FY20251.262025-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-26-000063unverified
Shares outstanding713438630.02026-07-31SEC cover page 10-Q 0000874761-26-000144 (713,438,630 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/874761/000087476126000144/aes-20260630.htm 0000874761-26-000144not cross-checked

Magic Formula

not scored. How this is scored.

not scored.

Momentum

67 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return9.5 % (percentile 54.8)27.4 / 50
6 month return6.0 % (percentile 54.6)10.9 / 20
Price / 52-week high0.88913.3 / 15
Volatility penalty (60d annualised)2.4 %15.0 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)15.02026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)0.0 bp-0.0 / 0
Inputs, 0 numbers with their sources
InputValuePeriodSourceCheck

Buffett Quality

21 of 100. partial: 4, 5. How this is scored.

Test or factorValueThresholdPoints
1 Average return on equity (net income / year-end equity)11.4% over 8 yrs>= 15%12.0 / 25
2 Profitable every year6 of 10all years9.0 / 15
3 Net income growth, 3-yr average now vs start of window growth rate undefinedbase or latest average not positive>= +10%0.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) debt unknown: no debt concept reported in the last 18 months—<= 4None / 15
5 Operating margin, 5-yr average needs at least 4 of the last 5 years0 years with operating income and revenue>= 20%None / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)-6.91>= 1.00.0 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)-34.1%>= 7%0.0 / 15
Inputs, 38 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)15.02026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20181203000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000874761-21-000015unverified
Equity at FY2018 end3208000000.02018-12-31 historySEC XBRL StockholdersEquity 0000874761-20-000012unverified
Net income FY2019303000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000874761-22-000022unverified
Equity at FY2019 end2996000000.02019-12-31 historySEC XBRL StockholdersEquity 0000874761-21-000015unverified
Net income FY202046000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000874761-23-000043unverified
Equity at FY2020 end2634000000.02020-12-31 historySEC XBRL StockholdersEquity 0000874761-22-000022unverified
Net income FY2021-409000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000874761-24-000011unverified
Equity at FY2021 end2798000000.02021-12-31 historySEC XBRL StockholdersEquity 0000874761-23-000043unverified
Net income FY2022-546000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000874761-25-000013unverified
Equity at FY2022 end2437000000.02022-12-31 historySEC XBRL StockholdersEquity 0000874761-24-000011unverified
Net income FY2023249000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Equity at FY2023 end2488000000.02023-12-31 historySEC XBRL StockholdersEquity 0000874761-25-000013unverified
Net income FY20241679000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Equity at FY2024 end3644000000.02024-12-31 historySEC XBRL StockholdersEquity 0000874761-26-000063unverified
Net income FY2025910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Equity at FY2025 end4063000000.02025-12-31 historySEC XBRL StockholdersEquity 0000874761-26-000144unverified
Net income FY2016-1130000000.02016-12-31 historySEC XBRL NetIncomeLoss 0000874761-19-000012unverified
Net income FY2017-1161000000.02017-12-31 historySEC XBRL NetIncomeLoss 0000874761-20-000012unverified
Net income FY20181203000000.02018-12-31 historySEC XBRL NetIncomeLoss 0000874761-21-000015unverified
Net income FY2019303000000.02019-12-31 historySEC XBRL NetIncomeLoss 0000874761-22-000022unverified
Net income FY202046000000.02020-12-31 historySEC XBRL NetIncomeLoss 0000874761-23-000043unverified
Net income FY2021-409000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000874761-24-000011unverified
Net income FY2022-546000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000874761-25-000013unverified
Net income FY2023249000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Net income FY20241679000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Net income FY2025910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Operating cash flow FY20211902000000.02021-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-24-000011unverified
Capital expenditure FY20212116000000.02021-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000874761-24-000011unverified
Operating cash flow FY20222715000000.02022-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-25-000013unverified
Capital expenditure FY20224551000000.02022-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000874761-25-000013unverified
Operating cash flow FY20233034000000.02023-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-26-000063unverified
Capital expenditure FY20237724000000.02023-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000874761-26-000063unverified
Operating cash flow FY20242752000000.02024-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-26-000063unverified
Capital expenditure FY20247392000000.02024-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000874761-26-000063unverified
Operating cash flow FY20254306000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-26-000063unverified
Capital expenditure FY20255929000000.02025-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000874761-26-000063unverified
Shares outstanding713438630.02026-07-31SEC cover page 10-Q 0000874761-26-000144 (713,438,630 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/874761/000087476126000144/aes-20260630.htm 0000874761-26-000144not cross-checked

Lynch GARP

46 of 100. partial: 4, 6. How this is scored.

Test or factorValueThresholdPoints
1 PEG: P/E divided by 5-yr EPS growth (in % points)0.15<= 1.030.0 / 30
2 EPS growth, 5-yr compound rate+78.3% a year12% to 35% a year0.0 / 20
3 P/E on latest annual EPS11.9<= 2510.0 / 10
4 Borrowings / equity debt unknown: no debt concept reported in the last 18 months—<= 0.5None / 15
5 Years of the last 5 in which EPS rose2 of 55 of 56.0 / 15
6 Net cash (cash minus borrowings) / market cap needs market cap, cash and debt—>= +10%None / 10
Inputs, 3 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)15.02026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
EPS diluted FY20251.262025-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-26-000063unverified
EPS diluted FY20200.072020-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-23-000043unverified

Graham Enterprising

33 of 100. partial: 2. How this is scored.

Test or factorValueThresholdPoints
1 Current ratio0.75>= 1.50.0 / 15
2 Borrowings vs working capital debt unknown: no debt concept reported in the last 18 months—<= 1.1xNone / 15
3 No earnings deficit in the last 5 years3 of 5 profitable5 of 59.0 / 15
4 Pays a current dividendyesyes10.0 / 10
5 EPS higher than five years earlier0.07 -> 1.26higher10.0 / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)2.17<= 1.23.9 / 20
7 Price / net current asset value per share (current assets minus all liabilities) net current asset value not positive—<= 0.670.0 / 15
Inputs, 13 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)15.02026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
current_assets6403000000.02026-06-30SEC XBRL AssetsCurrent 0000874761-26-000144unverified
current_liabilities8578000000.02026-06-30SEC XBRL LiabilitiesCurrent 0000874761-26-000144unverified
Net income FY2021-409000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000874761-24-000011unverified
Net income FY2022-546000000.02022-12-31 historySEC XBRL NetIncomeLoss 0000874761-25-000013unverified
Net income FY2023249000000.02023-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Net income FY20241679000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Net income FY2025910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
Dividend years (Yahoo)[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historynot cross-checked
EPS diluted FY20251.262025-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-26-000063unverified
EPS diluted FY20200.072020-12-31 historySEC XBRL EarningsPerShareDiluted 0000874761-23-000043unverified
equity4942000000.02026-06-30SEC XBRL StockholdersEquity 0000874761-26-000144unverified
Shares outstanding713438630.02026-07-31SEC cover page 10-Q 0000874761-26-000144 (713,438,630 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/874761/000087476126000144/aes-20260630.htm 0000874761-26-000144not cross-checked

Piotroski F-Score

44 of 100. partial: 5, 8. How this is scored.

Test or factorValueThresholdPoints
1 Return on assets is positive1.8%pass = 111.11111111111111 / 11.11111111111111
2 Operating cash flow is positive4,306Mpass = 111.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year3.5% -> 1.8%pass = 10.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)4,306M vs 910Mpass = 111.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years—pass = 1None / 11.11111111111111
6 Current ratio improved0.80 -> 0.77pass = 10.0 / 11.11111111111111
7 No new shares issued (share count did not rise)712M -> 713Mpass = 111.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) an input is not reported for one of the two years—pass = 1None / 11.11111111111111
9 Asset turnover (revenue / assets) improved0.26 -> 0.24pass = 10.0 / 11.11111111111111
Inputs, 19 numbers with their sources
InputValuePeriodSourceCheck
net_income 2025-12-31910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
total_assets 2025-12-3151768000000.02025-12-31 historySEC XBRL Assets 0000874761-26-000144unverified
cfo 2025-12-314306000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-26-000063unverified
net_income 2025-12-31910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
net_income 2024-12-311679000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
total_assets 2025-12-3151768000000.02025-12-31 historySEC XBRL Assets 0000874761-26-000144unverified
total_assets 2024-12-3147406000000.02024-12-31 historySEC XBRL Assets 0000874761-26-000063unverified
cfo 2025-12-314306000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000874761-26-000063unverified
net_income 2025-12-31910000000.02025-12-31 historySEC XBRL NetIncomeLoss 0000874761-26-000063unverified
current_assets 2025-12-316502000000.02025-12-31 historySEC XBRL AssetsCurrent 0000874761-26-000144unverified
current_assets 2024-12-316831000000.02024-12-31 historySEC XBRL AssetsCurrent 0000874761-26-000063unverified
current_liabilities 2025-12-318492000000.02025-12-31 historySEC XBRL LiabilitiesCurrent 0000874761-26-000144unverified
current_liabilities 2024-12-318571000000.02024-12-31 historySEC XBRL LiabilitiesCurrent 0000874761-26-000063unverified
shares_out 2026-07-31713438630.02026-07-31 historySEC XBRL EntityCommonStockSharesOutstanding 0000874761-26-000144unverified
shares_out 2025-07-30712049564.02025-07-30 historySEC XBRL EntityCommonStockSharesOutstanding 0000874761-25-000075unverified
revenue 2025-12-3112233000000.02025-12-31 historySEC XBRL Revenues 0000874761-26-000063unverified
revenue 2024-12-3112278000000.02024-12-31 historySEC XBRL Revenues 0000874761-26-000063unverified
total_assets 2025-12-3151768000000.02025-12-31 historySEC XBRL Assets 0000874761-26-000144unverified
total_assets 2024-12-3147406000000.02024-12-31 historySEC XBRL Assets 0000874761-26-000063unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20132013-12-3115,8911140.15paid0000874761-16-000077
20142014-12-3116,1247691.06paid0000874761-17-000003
20152015-12-3111,2603060.44paid0000874761-18-000014
20162016-12-3110,281-1,130-1.72paid0000874761-19-000012
20172017-12-3110,530-1,161-1.76paid0000874761-20-000012
20182018-12-3110,7361,2031.81paid0000874761-21-000015
20192019-12-3110,1893030.45paid0000874761-22-000022
20202020-12-319,660460.07paid0000874761-23-000043
20212021-12-3111,141-409-0.61paid0000874761-24-000011
20222022-12-3112,617-546-0.82paid0000874761-25-000013
20232023-12-3112,6682490.35paid0000874761-26-000063
20242024-12-3112,2781,6792.36paid0000874761-26-000063
20252025-12-3112,2339101.26paid0000874761-26-000063

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

No open-market transactions in the loaded quarters.