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AEE vs CNP

AEE
Ameren Corporation
NEUTRAL
Price
$102.32
Market Cap
$27.68B
Sector
Utilities
AI Confidence
72%
CNP
CenterPoint Energy, Inc.
NEUTRAL
Price
$42.47
Market Cap
$27.78B
Sector
Utilities
AI Confidence
85%

Valuation

P/E Ratio
AEE
19.79
CNP
26.06
Forward P/E
AEE
19.09
CNP
20.4
P/B Ratio
AEE
2.17
CNP
2.49
P/S Ratio
AEE
3.21
CNP
2.95
EV/EBITDA
AEE
13.51
CNP
14.0

Profitability

Gross Margin
AEE
47.1%
CNP
45.92%
Operating Margin
AEE
34.0%
CNP
22.12%
Profit Margin
AEE
16.34%
CNP
11.38%
ROE
AEE
11.39%
CNP
9.56%
ROA
AEE
2.93%
CNP
2.84%

Growth

Revenue Growth
AEE
24.8%
CNP
1.9%
Earnings Growth
AEE
38.2%
CNP
6.7%

Financial Health

Debt/Equity
AEE
1.56
CNP
2.16
Current Ratio
AEE
0.93
CNP
1.17
Quick Ratio
AEE
0.46
CNP
0.47

Dividends

Dividend Yield
AEE
2.76%
CNP
2.17%
Payout Ratio
AEE
53.85%
CNP
54.6%

AI Verdict

AEE NEUTRAL

Ameren Corporation (AEE) shows a weak financial health profile with a Piotroski F-Score of 4/9, indicating borderline stability, and lacks an Altman Z-Score, limiting distress risk assessment. Despite solid profitability metrics and strong recent earnings growth, the company faces concerns around liquidity, high leverage, and bearish insider activity. Valuation is near peer average, supported by analyst buy consensus and a reasonable dividend, but technical trend and insider selling suggest caution. The stock trades above the Graham Number of $74.13 but below the growth-based intrinsic value of $152.51, reflecting moderate premium expectations.

Strengths
Strong operating and gross margins (34.00% and 47.10%, respectively), above sector average
Robust year-over-year earnings growth of 38.20% and Q/Q EPS surge of +114.9%
Dividend yield of 2.76% is attractive within the regulated utilities space
Risks
Piotroski F-Score of 4/9 indicates weak financial health, particularly concerning liquidity and leverage
Debt/Equity ratio of 1.56 is high, though in line with sector average of 1.75
Current Ratio (0.93) and Quick Ratio (0.46) suggest near-term liquidity pressure
CNP NEUTRAL

CNP presents a conflict between strong historical performance and current overvaluation. The deterministic baseline is weak, with a Piotroski F-Score of 4/9 (Stable) and a current price of $42.47 that significantly exceeds both the Graham Number ($25.03) and Intrinsic Value ($27.79). While the company maintains healthy operating margins and a sustainable dividend payout, the high Debt/Equity ratio (2.16) and bearish technical trend (10/100) suggest limited immediate upside. The stock is currently trading at a premium that is not fully supported by its low revenue growth (1.90%).

Strengths
Consistent track record of earnings beats over 25 quarters
Strong operating margin of 22.12% compared to sector peers
Sustainable dividend payout ratio of 54.60%
Risks
Significant valuation gap between current price and Graham/Intrinsic values
High leverage with a Debt/Equity ratio of 2.16
Stagnant revenue growth (1.90% YoY)

Compare Another Pair

AEE vs CNP: Head-to-Head Comparison

This page compares Ameren Corporation (AEE) and CenterPoint Energy, Inc. (CNP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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