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Advanced Energy Industries, Inc. (AEIS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0079731008
CUSIP007973100
SectorIndustrials
IndustryElectrical Equipment & Parts

Highlights

Market Cap$3.95B
EPS (TTM)$2.77
PE Ratio38.08
PEG Ratio0.41
Total Revenue (TTM)$1.56B
Gross Profit (TTM)$528.94M
EBITDA (TTM)$180.52M
Year Range$81.62 - $125.89
Target Price$109.57
Short %11.30%
Short Ratio12.66

Share Price Chart


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Compare to other instruments

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Advanced Energy Industries, Inc.

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

Performance

Performance Chart

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.


-20.00%-10.00%0.00%10.00%20.00%2024FebruaryMarchAprilMayJune
0.77%
14.20%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Advanced Energy Industries, Inc. had a return of -2.97% year-to-date (YTD) and -1.22% in the last 12 months. Over the past 10 years, Advanced Energy Industries, Inc. had an annualized return of 19.21%, outperforming the S&P 500 benchmark which had an annualized return of 10.77%.


PeriodReturnBenchmark
Year-To-Date-2.97%12.69%
1 month3.38%2.92%
6 months5.83%15.76%
1 year-1.22%23.89%
5 years (annualized)15.45%13.23%
10 years (annualized)19.21%10.77%

Monthly Returns

The table below presents the monthly returns of AEIS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.35%-2.77%0.77%-6.02%12.20%-2.97%
20238.11%0.47%5.29%-11.73%13.59%13.55%12.32%-5.59%-12.66%-15.38%9.04%14.59%27.49%
2022-5.36%-0.27%0.27%-11.11%6.60%-10.41%22.62%0.44%-13.79%1.60%17.92%-7.41%-5.37%
20215.79%1.92%4.52%1.04%-7.43%10.49%-7.95%-12.97%-2.69%4.64%-4.39%3.84%-5.69%
2020-1.77%-14.96%-18.47%14.66%20.20%1.44%8.53%0.75%-15.08%7.20%42.97%0.53%36.19%
201919.47%-1.79%-1.37%16.26%-13.14%12.16%3.79%-11.58%11.17%2.94%8.65%10.89%65.85%
20185.41%-6.76%-3.65%-6.81%10.04%-11.35%5.42%-2.71%-13.31%-16.69%9.32%-8.74%-36.38%
20177.47%5.54%10.40%7.64%4.24%-15.91%12.15%1.36%9.82%4.90%-11.51%-9.99%23.25%
2016-0.53%6.23%16.63%-7.01%17.99%-0.55%7.27%7.93%7.67%0.80%15.74%-0.83%93.94%
20151.27%10.92%-3.61%-4.68%16.60%-3.61%-4.73%-7.33%8.36%7.53%3.15%-3.22%19.11%
201419.42%0.51%-10.71%-10.69%-10.56%-1.64%-12.62%14.45%-2.39%5.27%3.29%16.01%3.67%
201311.16%17.53%1.44%-7.21%8.19%-5.23%24.41%-15.84%-3.95%19.25%14.08%-4.03%65.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AEIS is 45, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AEIS is 4545
AEIS (Advanced Energy Industries, Inc.)
The Sharpe Ratio Rank of AEIS is 4848Sharpe Ratio Rank
The Sortino Ratio Rank of AEIS is 4242Sortino Ratio Rank
The Omega Ratio Rank of AEIS is 4242Omega Ratio Rank
The Calmar Ratio Rank of AEIS is 4848Calmar Ratio Rank
The Martin Ratio Rank of AEIS is 4848Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AEIS
Sharpe ratio
The chart of Sharpe ratio for AEIS, currently valued at 0.02, compared to the broader market-2.00-1.000.001.002.003.000.02
Sortino ratio
The chart of Sortino ratio for AEIS, currently valued at 0.27, compared to the broader market-4.00-2.000.002.004.006.000.27
Omega ratio
The chart of Omega ratio for AEIS, currently valued at 1.03, compared to the broader market0.501.001.502.001.03
Calmar ratio
The chart of Calmar ratio for AEIS, currently valued at 0.02, compared to the broader market0.002.004.006.000.02
Martin ratio
The chart of Martin ratio for AEIS, currently valued at 0.04, compared to the broader market0.0010.0020.0030.000.04
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.21, compared to the broader market-2.00-1.000.001.002.003.002.21
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.30, compared to the broader market0.0010.0020.0030.008.30

Sharpe Ratio

The current Advanced Energy Industries, Inc. Sharpe ratio is 0.02. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Advanced Energy Industries, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.02
2.21
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Advanced Energy Industries, Inc. granted a 0.38% dividend yield in the last twelve months. The annual payout for that period amounted to $0.40 per share.


PeriodTTM202320222021
Dividend$0.40$0.40$0.40$0.40

Dividend yield

0.38%0.37%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.10$0.00$0.00$0.10$0.00$0.20
2023$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
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$0.40
2021$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.4%
Advanced Energy Industries, Inc. has a dividend yield of 0.38%, 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
20.0%40.0%60.0%80.0%100.0%120.0%9.5%
Advanced Energy Industries, Inc. has a payout ratio of 9.50%, which is below the market average. This means Advanced Energy Industries, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2024FebruaryMarchAprilMayJune
-15.97%
0
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.

The current Advanced Energy Industries, Inc. drawdown is 15.97%.


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, 1995225Oct 24, 1996142May 19, 1997367
-62.28%Oct 30, 2017599Mar 18, 2020174Nov 23, 2020773
-43.73%Jan 20, 2021356Jun 16, 2022280Jul 31, 2023636

Volatility

Volatility Chart

The current Advanced Energy Industries, Inc. volatility is 8.13%, 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%2024FebruaryMarchAprilMayJune
8.13%
2.41%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Advanced Energy Industries, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items