- ISIN
- US0079731008
- CUSIP
- 007973100
- Sector
- Industrials
- Industry
- Electrical Equipment & Parts
- IPO Date
- Nov 17, 1995
Highlights
- Market Cap
- $11.01B
- Enterprise Value
- $11.58B
- EPS (TTM)
- $4.73
- PE Ratio
- 61.25
- PEG Ratio
- 1.19
- Total Revenue (TTM)
- $1.91B
- Gross Profit (TTM)
- $737.20M
- EBITDA (TTM)
- $248.10M
- Year Range
- $128.40 - $397.44
- Target Price
- $310.00
- ROA (TTM)
- 7.35%
- ROE (TTM)
- 13.76%
- Avg. Volume (1M)
- 708K
- Avg. Volume Value (1M)
- $206.87M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
AEIS Performance Chart
Advanced Energy Industries, Inc. (AEIS) is up 38.4% since the beginning of the year. At $290 per share, AEIS is trading 27.2% below its 52-week high of $397. Investors who bought $1,000 worth of AEIS shares 5 years ago would now be looking at an investment worth $2,842.
Loading charts...
Compare this symbol against anything
Returns By Period
Advanced Energy Industries, Inc. (AEIS) has returned 38.37% so far this year and 114.44% over the past 12 months. Looking at the last ten years, AEIS has achieved an annualized return of 22.16%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Advanced Energy Industries, Inc.
- 1D
- 5.56%
- 1M
- -6.99%
- 6M
- 13.45%
- YTD
- 38.37%
- 1Y
- 114.44%
- 3Y*
- 32.35%
- 5Y*
- 23.23%
- 10Y*
- 22.16%
- ALL TIME*
- 11.40%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
AEIS Monthly Returns History
Based on dividend-adjusted daily data since Nov 17, 1995, AEIS's average daily return is +0.12%, while the average monthly return is +2.47%. At this rate, an investment would double in approximately 2.4 years.
Historically, 53% of months were positive and 47% were negative. The best month was Oct 1998 with a return of +79.5%, while the worst month was Oct 2000 at -47.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, AEIS closed higher 50% of trading days. The best single day was Oct 22, 1998 with a return of +31.5%, while the worst single day was Oct 13, 2000 at -36.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 21.97% | 31.45% | -3.83% | 18.96% | -21.26% | 23.39% | -22.35% | 38.37% | |||||
| 2025 | -0.48% | 0.16% | -17.24% | 2.20% | 17.93% | 15.44% | 4.85% | 7.82% | 13.67% | 19.15% | 4.23% | -0.86% | 81.58% |
| 2024 | -4.35% | -2.77% | 0.77% | -6.02% | 12.20% | 1.24% | 7.00% | -8.75% | -0.80% | 3.13% | 6.09% | 0.51% | 6.55% |
| 2023 | 8.11% | 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% | 6.59% | -10.41% | 22.62% | 0.44% | -13.79% | 1.60% | 17.92% | -7.41% | -5.37% |
| 2021 | 5.79% | 1.92% | 4.52% | 1.04% | -7.43% | 10.49% | -7.95% | -12.97% | -2.69% | 4.64% | -4.39% | 3.84% | -5.69% |
Benchmark Metrics
Advanced Energy Industries, Inc. has an annualized alpha of 14.39%, beta of 1.58, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since November 17, 1995.
- This stock captured 245.85% of S&P 500 Index gains and 177.73% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.24 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 14.39%
- Beta
- 1.58
- R²
- 0.24
- Upside Capture
- 245.85%
- Downside Capture
- 177.73%
Return for Risk
Risk / Return Rank
AEIS ranks 88 for risk / return — above 88% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AEIS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 2.00 | +1.11 |
| Martin ratioReturn relative to average drawdown | 10.63 | 8.49 | +2.14 |
Dividends
Dividend History
Advanced Energy Industries, Inc. provided a 0.14% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 | $0.40 |
Dividend yield | 0.14% | 0.19% | 0.35% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.20 | |||||
| 2025 | $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 |
| 2024 | $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 |
| 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
Advanced Energy Industries, Inc. has a dividend yield of 0.14%, 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
Advanced Energy Industries, Inc. has a payout ratio of 8.19%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
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 25.56%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-92.51%Mar 2009 | 9y 9d | 8y 1mo | 17y 2moMar 2000 - Apr 2017 | Financial crisis2007–2009 |
-83.05%Aug 1998 | 10mo 20d | 10mo 2d | 1y 8moOct 1997 - Jun 1999 | — |
-67.44%Oct 1996 | 11mo 10d | 6mo 29d | 1y 6moNov 1995 - May 1997 | — |
-62.28%Mar 2020 | 2y 4mo | 8mo 10d | 3y 25dOct 2017 - Nov 2020 | COVID crash2020 |
-43.73%Jun 2022 | 1y 4mo | 1y 1mo | 2y 6moJan 2021 - Jul 2023 | Bear market2022 |
Drawdown Indicators
| AEIS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.51% | -56.78% | -35.73% |
Max Drawdown (1Y)Largest decline over 1 year | -35.08% | -9.10% | -25.98% |
Max Drawdown (3Y)Largest decline over 3 years | -39.87% | -18.90% | -20.97% |
Max Drawdown (5Y)Largest decline over 5 years | -39.87% | -25.43% | -14.44% |
Max Drawdown (10Y)Largest decline over 10 years | -62.28% | -33.92% | -28.36% |
Current DrawdownCurrent decline from peak | -25.56% | -1.58% | -23.98% |
Average DrawdownAverage peak-to-trough decline | -52.14% | -10.70% | -41.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.27% | 2.14% | +8.13% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
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.
Valuation
The Valuation section provides an overview of how Advanced Energy Industries, Inc. is priced in the market compared to other companies in the Electrical Equipment & Parts industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AEIS, comparing it with other companies in the Electrical Equipment & Parts industry. Currently, AEIS has a P/E ratio of 61.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AEIS compared to other companies in the Electrical Equipment & Parts industry. AEIS currently has a PEG ratio of 1.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AEIS relative to other companies in the Electrical Equipment & Parts industry. Currently, AEIS has a P/S ratio of 6.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AEIS in comparison with other companies in the Electrical Equipment & Parts industry. Currently, AEIS has a P/B value of 8.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| 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 | — |
Build a portfolio with AEIS
Add Advanced Energy Industries, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with AEIS