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AEP vs. AEE
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AEP vs. AEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Electric Power Company, Inc. (AEP) and Ameren Corporation (AEE). The values are adjusted to include any dividend payments, if applicable.

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AEP vs. AEE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AEP
American Electric Power Company, Inc.
15.09%29.38%18.18%-10.98%10.38%10.68%-9.01%30.52%5.38%20.95%
AEE
Ameren Corporation
11.70%15.31%27.47%-16.07%2.54%17.09%4.26%20.82%13.99%15.93%

Fundamentals

Market Cap

AEP:

$68.50B

AEE:

$30.32B

EPS

AEP:

$6.74

AEE:

$5.35

PE Ratio

AEP:

19.55

AEE:

20.72

PEG Ratio

AEP:

2.20

AEE:

2.33

PS Ratio

AEP:

3.21

AEE:

3.43

PB Ratio

AEP:

2.20

AEE:

2.26

Total Revenue (TTM)

AEP:

$21.78B

AEE:

$8.80B

Gross Profit (TTM)

AEP:

$6.93B

AEE:

$3.36B

EBITDA (TTM)

AEP:

$8.79B

AEE:

$3.91B

Returns By Period

In the year-to-date period, AEP achieves a 15.09% return, which is significantly higher than AEE's 11.70% return. Over the past 10 years, AEP has underperformed AEE with an annualized return of 10.82%, while AEE has yielded a comparatively higher 11.46% annualized return.


AEP

1D
0.45%
1M
-1.22%
YTD
15.09%
6M
18.63%
1Y
25.55%
3Y*
17.44%
5Y*
13.05%
10Y*
10.82%

AEE

1D
0.79%
1M
-1.20%
YTD
11.70%
6M
8.62%
1Y
13.23%
3Y*
12.07%
5Y*
9.61%
10Y*
11.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AEP vs. AEE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEP
AEP Risk / Return Rank: 8080
Overall Rank
AEP Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
AEP Sortino Ratio Rank: 7979
Sortino Ratio Rank
AEP Omega Ratio Rank: 7676
Omega Ratio Rank
AEP Calmar Ratio Rank: 8383
Calmar Ratio Rank
AEP Martin Ratio Rank: 8181
Martin Ratio Rank

AEE
AEE Risk / Return Rank: 6666
Overall Rank
AEE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
AEE Sortino Ratio Rank: 5959
Sortino Ratio Rank
AEE Omega Ratio Rank: 5858
Omega Ratio Rank
AEE Calmar Ratio Rank: 7373
Calmar Ratio Rank
AEE Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AEP vs. AEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Electric Power Company, Inc. (AEP) and Ameren Corporation (AEE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AEPAEEDifference

Sharpe ratio

Return per unit of total volatility

1.40

0.81

+0.58

Sortino ratio

Return per unit of downside risk

2.07

1.15

+0.92

Omega ratio

Gain probability vs. loss probability

1.26

1.15

+0.11

Calmar ratio

Return relative to maximum drawdown

2.78

1.71

+1.06

Martin ratio

Return relative to average drawdown

6.29

3.74

+2.55

AEP vs. AEE - Sharpe Ratio Comparison

The current AEP Sharpe Ratio is 1.40, which is higher than the AEE Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of AEP and AEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AEPAEEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

0.81

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.51

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.53

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.39

-0.09

Correlation

The correlation between AEP and AEE is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

AEP vs. AEE - Dividend Comparison

AEP's dividend yield for the trailing twelve months is around 2.86%, more than AEE's 2.60% yield.


TTM20252024202320222021202020192018201720162015
AEP
American Electric Power Company, Inc.
2.86%3.24%3.87%4.15%3.34%3.37%3.41%2.87%3.39%3.25%3.61%3.69%
AEE
Ameren Corporation
2.60%2.84%3.01%3.48%2.65%2.47%2.56%2.50%2.83%3.01%4.08%3.83%

Drawdowns

AEP vs. AEE - Drawdown Comparison

The maximum AEP drawdown since its inception was -62.75%, roughly equal to the maximum AEE drawdown of -60.57%. Use the drawdown chart below to compare losses from any high point for AEP and AEE.


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Drawdown Indicators


AEPAEEDifference

Max Drawdown

Largest peak-to-trough decline

-62.75%

-60.57%

-2.18%

Max Drawdown (1Y)

Largest decline over 1 year

-8.84%

-7.90%

-0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-29.56%

-27.46%

-2.10%

Max Drawdown (10Y)

Largest decline over 10 years

-32.91%

-29.09%

-3.82%

Current Drawdown

Current decline from peak

-1.85%

-1.83%

-0.02%

Average Drawdown

Average peak-to-trough decline

-17.60%

-11.76%

-5.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.90%

3.62%

+0.28%

Volatility

AEP vs. AEE - Volatility Comparison

The current volatility for American Electric Power Company, Inc. (AEP) is 5.01%, while Ameren Corporation (AEE) has a volatility of 5.28%. This indicates that AEP experiences smaller price fluctuations and is considered to be less risky than AEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AEPAEEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

5.28%

-0.27%

Volatility (6M)

Calculated over the trailing 6-month period

12.95%

10.88%

+2.07%

Volatility (1Y)

Calculated over the trailing 1-year period

18.42%

16.35%

+2.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.77%

19.11%

+0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.89%

21.76%

-0.87%

Financials

AEP vs. AEE - Financials Comparison

This section allows you to compare key financial metrics between American Electric Power Company, Inc. and Ameren Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B6.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
5.05B
1.78B
(AEP) Total Revenue
(AEE) Total Revenue
Values in USD except per share items

AEP vs. AEE - Profitability Comparison

The chart below illustrates the profitability comparison between American Electric Power Company, Inc. and Ameren Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
9.1%
28.0%
Portfolio components
AEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, American Electric Power Company, Inc. reported a gross profit of 459.00M and revenue of 5.05B. Therefore, the gross margin over that period was 9.1%.

AEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ameren Corporation reported a gross profit of 498.00M and revenue of 1.78B. Therefore, the gross margin over that period was 28.0%.

AEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, American Electric Power Company, Inc. reported an operating income of 920.90M and revenue of 5.05B, resulting in an operating margin of 18.3%.

AEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ameren Corporation reported an operating income of 360.00M and revenue of 1.78B, resulting in an operating margin of 20.2%.

AEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, American Electric Power Company, Inc. reported a net income of 582.00M and revenue of 5.05B, resulting in a net margin of 11.5%.

AEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ameren Corporation reported a net income of 252.00M and revenue of 1.78B, resulting in a net margin of 14.1%.