Assessing AES (NYSE:AES) Valuation After Panama LNG Lawsuit Draws Investor Attention

Simply Wall St.01-15

AdvertisementWhy a Panama LNG lawsuit has put AES (AES) under the spotlight A new civil lawsuit in Virginia, accusing AES (AES) of working with partners to exclude Sinolam from Panama’s LNG to power ...

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Lawsuit Draws Investor Attention\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 16:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/utilities/nyse-aes/aes/news/assessing-aes-nyseaes-valuation-after-panama-lng-lawsuit-dra><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy a Panama LNG lawsuit has put AES (AES) under the spotlight A new civil lawsuit in Virginia, accusing AES (AES) of working with partners to exclude Sinolam from Panama’s LNG to power ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/utilities/nyse-aes/aes/news/assessing-aes-nyseaes-valuation-after-panama-lng-lawsuit-dra\">Source 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See our latest analysis for AES. At a share price of US$14.00, AES has a year to date share price return of a 5.53% decline, while the 1 year total shareholder return of 26.25% contrasts with a 3 year total shareholder return of a 40.66% decline and a 5 year total shareholder return of a 39.95% decline. This suggests that recent momentum has picked up after a weaker multi year period as investors weigh the Panama lawsuit alongside routine financing steps such as the AES Ohio bond exchange. If this legal spotlight has you thinking more broadly about where to put fresh capital, it could be a useful time to look at aerospace and defense stocks as another corner of the market with very different risk drivers. With AES trading at US$14.00 and screening on some models at roughly a 27% intrinsic discount, recent 1 year gains sit against weak multi year returns. This raises the question of whether the legal overhang is masking value or whether the market is already accounting for future growth. Most Popular Narrative: 8.4% Undervalued The most followed narrative sets a fair value of US$15.29 per AES share versus the last close of US$14.00, framing the stock as modestly undervalued on its own cash generation potential. AES's leading, long-term pipeline of renewables and energy storage projects, backed by robust, multi-year Power Purchase Agreements (PPAs) with data center and corporate customers, positions the company to capitalize on rapidly rising electricity demand from AI/data centers, accelerating revenue growth and increasing visibility on future cash flows. Read the complete narrative. Want to see what is behind that confidence in future cash flows? The narrative leans heavily on margin expansion, earnings compounding and a lower future earnings multiple. Curious how those pieces fit together. Result: Fair Value of $15.29 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that confidence could be challenged if tax incentives change faster than expected or if long interconnection timelines continue to push key renewable and data center projects back. Find out about the key risks to this AES narrative.  Build Your Own AES Narrative If you see the numbers differently or prefer to test your own view, it only takes a few minutes to build a custom thesis. You can start with Do it your way. A great starting point for your AES research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If AES has sharpened your focus, do not stop here, use the Simply Wall St Screener to uncover more targeted opportunities that fit how you like to invest.  Spot potential value plays by scanning these 878 undervalued stocks based on cash flows that currently trade below what their cash flows suggest. Tap into growth themes tied to artificial intelligence with these 25 AI penny stocks that are exposed to AI related demand across different parts of the market. Add income focused names to your watchlist by filtering for these 12 dividend stocks with yields > 3% that offer yields above 3% today.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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