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Advanced Energy Industries, Inc. (AEIS)

Equity · Currency in USD · Last updated Dec 2, 2023
SummaryFinancials

Company Info

ISINUS0079731008
CUSIP007973100
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap$4.36B
EPS$0.89
PE Ratio61.98
PEG Ratio1.14
Revenue (TTM)$2.43B
Gross Profit (TTM)-$509.47M
EBITDA (TTM)-$157.81M
Year Range$31.57 - $55.62
Target Price$54.80
Short %4.39%
Short Ratio2.98

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Advanced Energy Industries, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


600.00%700.00%800.00%900.00%1,000.00%1,100.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
871.18%
665.68%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AEIS

Advanced Energy Industries, Inc.

Popular comparisons: AEIS vs. NVT, AEIS vs. ATKR

Return

Advanced Energy Industries, Inc. had a return of 12.22% year-to-date (YTD) and 3.36% in the last 12 months. Over the past 10 years, Advanced Energy Industries, Inc. had an annualized return of 15.44%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date12.22%19.67%
1 month13.44%8.42%
6 months-3.30%7.29%
1 year3.36%12.71%
5 years (annualized)15.63%10.75%
10 years (annualized)15.44%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202313.59%13.55%12.32%-5.59%-12.66%-15.38%9.04%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and S&P 500 (^GSPC). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AEIS
Advanced Energy Industries, Inc.
0.11
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Advanced Energy Industries, Inc. Sharpe ratio is 0.11. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.11
0.91
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Dividend History

Advanced Energy Industries, Inc. granted a 0.42% dividend yield in the last twelve months. The annual payout for that period amounted to $0.40 per share.


PeriodTTM20222021
Dividend$0.40$0.40$0.40

Dividend yield

0.42%0.47%0.44%

Monthly Dividends

The table displays the monthly dividend distributions for Advanced Energy Industries, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10
2022$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2021$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00

Dividend Yield & Payout


Dividend Yield
AEIS
0.42%
Market bottom
1.03%
Market top
5.13%
Advanced Energy Industries, Inc. has a dividend yield of 0.42%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
AEIS
40.45%
Market bottom
17.94%
Market top
59.26%
Advanced Energy Industries, Inc. has a payout ratio of 40.45%, which is quite average when compared to the overall market. This suggests that Advanced Energy Industries, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-23.78%
-4.21%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Advanced Energy Industries, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Advanced Energy Industries, Inc. was 92.51%, occurring on Mar 9, 2009. Recovery took 2049 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.51%Mar 2, 20002267Mar 9, 20092049Apr 27, 20174316
-83.02%Oct 15, 1997221Aug 31, 1998208Jun 29, 1999429
-67.25%Dec 6, 1995223Oct 22, 1996144May 19, 1997367
-62.28%Oct 30, 2017599Mar 18, 2020174Nov 23, 2020773
-43.73%Jan 20, 2021356Jun 16, 2022280Jul 31, 2023636

Volatility Chart

The current Advanced Energy Industries, Inc. volatility is 11.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
11.51%
2.79%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)