ACGL vs AES Stock Comparison
Scores Breakdown
| Metric | ACGL | AES |
|---|---|---|
| π Growth | 16/30 | 12/30 |
| π° Profitability | 17/20 | 10/20 |
| π¦ Financial Health | 18/20 | 12/20 |
| π΅ Valuation | 14/20 | 8/20 |
| β οΈ Risk (lower is better) | 4/10 | 4/10 |
| Overall Score | 71/100 | 48/100 |
Side-by-Side Summaries
| ACGL Analysis | AES Analysis |
|---|---|
π Growth & Financial TrajectoryFrom 2024 Q3 to 2026 Q2, Revenues remained in a tight band around $4.47β$5.21B, finishing at $4.67B in 2026 Q2 (slightly below the start). The eight-quarter path shows a trough in 2025 Q3 ( π° Margins & Cash FlowOperating margins have been solid, frequently in the mid-20s to low-30s range (examples: 2025 Q1 ~30%, 2025 Q3 ~34%, 2024 Q4 ~14β21% depending on quarterβs mix). This indicates healthy operating leverage when revenue spikes occur. Cash flow shows robust operating activity: Net Cash Flow From Operating Activities generally around $1.1β$2.2B per quarter (e.g., 2026 Q2 ~$1.32B, 2025 Q4 ~$2.19B). Investing activities are routinely negative, with ongoing cash used for growth, while financing activity varies by quarter. Overall, cash generation supports ongoing liquidity and shareholder value. π‘οΈ Balance Sheet & LiquidityBalance sheets exhibit solid liquidity and limited noncurrent leverage. Across quarters, current assets exceed current liabilities (e.g., 2026 Q2: $85.18B vs. $61.15B current liabilities), yielding a healthy current ratio (~1.4). Noncurrent liabilities are effectively zero, and equity attributable to parent sits around $24.0β$24.2B, implying durable solvency and resilience against near-term shocks. β οΈ Key Drivers & Risks
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π Growth & Financial TrajectoryOver the observed 7 quarters, AES's revenues hovered near $3.0B, ending around $2.42B in 2026 Q2, while net income remained positive overall, indicating resilience despite quarterly volatility. The trend shows modest growth from early 2025 into late 2025, with some weakness in 2026 Q2 driven by lower topline and mix. Overall, earnings resilience persisted through the period. π° Margins & Cash FlowGross margin ranged roughly in the high 20s and low 30s percentage; operating margin varied around the mid-teens in stronger quarters and contracted when costs rose. Net cash from operating activities was typically solid (around $1.0B per quarter), but investing cash flow was consistently negative, leading to fluctuating free cash flow and reliance on financing for liquidity. π‘οΈ Balance Sheet & LiquidityTotal assets near $50B+, liabilities around $40B, and equity near $9β9.8B. Current ratio hovered below 1 in some quarters, reflecting funded working capital needs. Redeemable interests and temporary equity add complexity; overall balance sheet appears leveraged but with steady cash generation. β οΈ Key Drivers & Risks
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