COMPARE · Reviewed August 4, 2026
AES vs BIPC
Verdict: Side-by-side breakdown using the Bull Rankings model. AES scored 64.7, BIPC scored 64.7 — tied at the top.
Compare another set
Different reporting periods. AES's fundamentals are as of June 2026, but BIPC's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AES
The AES Corporation
64.7
$14.68 · $10.5B
fundamentals as of
Score gap
0.0
Tied
BIPC
Brookfield Infrastructure Corporation
64.7
$40.38 · $5.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
AES
stronger →← stronger
BIPC
59
Qualityreturns · margins · balance sheet
75
71
Growthrevenue & earnings expansion
44
64
Valuevaluation vs sector peers
83
BIPC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AES
BIPC
-$1.7bF
FCF
$2mC-
+8.5%B
Rev
+0.1%C
2.60D
D/E
7.19D
0.8xA
P/S
1.4xA-
0.81B+
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AES
BIPC
—
Price vs fair valuelower is cheaper
13142% above
—
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
—
1-yr DCF upside
-99%
—
5-yr DCF upside
-99%
—
10-yr DCF upside
-99%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AES
Why this score
- Short track record
BIPC
Why this score
- Raising its dividend
- Durable high returns
The companies
AESThe AES Corporation
Why now
Utilities - Diversified · market cap $10.5b. 17% off the 52-week high of $17.65. PEG 0.81 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Hold with a mean 1-yr target of $15.00 (implying +2% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 2.60 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$1.7b) — capital raises or debt issuance likely required; dilution / leverage risk.
BIPCBrookfield Infrastructure Corporation
Why now
Utilities - Regulated Gas · market cap $5.0b. Down 22% from 52-week high of $51.72 — deep drawdown territory.
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 7.19 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.