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Posted by
Two Blokes Jun 5 -
Filed in
Stock
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17 views
AES remains a strong buy despite recent underperformance, with a robust 11.7 GW project pipeline and long-term contracted revenues ensuring growth through 2027. The company's debt appears high, but 20% is tied to projects under construction; most debt is non-recourse, limiting risk, and management has refinanced 2025 maturities. Shares trade at a deep discount, with 2025 P/E below 5 and potential for the stock to double to $24 by 2027 as EBITDA rises and debt falls.
