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

Company Info

ISIN

US0079731008

CUSIP

007973100

Sector

Industrials

IPO Date

Nov 17, 1995

Highlights

Market Cap

$4.47B

EPS (TTM)

$1.16

PE Ratio

98.88

PEG Ratio

0.41

Total Revenue (TTM)

$1.47B

Gross Profit (TTM)

$489.63M

EBITDA (TTM)

$97.61M

Year Range

$88.88 - $120.71

Target Price

$116.33

Short %

11.14%

Short Ratio

10.45

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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


800.00%900.00%1,000.00%1,100.00%JulyAugustSeptemberOctoberNovemberDecember
1,085.01%
905.70%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Returns By Period

Advanced Energy Industries, Inc. had a return of 7.40% year-to-date (YTD) and 18.00% in the last 12 months. Over the past 10 years, Advanced Energy Industries, Inc. had an annualized return of 18.14%, outperforming the S&P 500 benchmark which had an annualized return of 11.69%.


AEIS

YTD

7.40%

1M

-0.60%

6M

10.68%

1Y

18.00%

5Y (annualized)

11.30%

10Y (annualized)

18.14%

^GSPC (Benchmark)

YTD

26.52%

1M

0.66%

6M

12.27%

1Y

30.56%

5Y (annualized)

13.80%

10Y (annualized)

11.69%

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%1.24%7.00%-8.75%-0.80%3.13%6.09%7.40%
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%6.59%-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%-1.63%-12.62%14.45%-2.39%5.27%3.29%16.01%3.67%
201311.16%17.52%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 61, 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 6161
Overall Rank
The Sharpe Ratio Rank of AEIS is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of AEIS is 5656
Sortino Ratio Rank
The Omega Ratio Rank of AEIS is 5353
Omega Ratio Rank
The Calmar Ratio Rank of AEIS is 7070
Calmar Ratio Rank
The Martin Ratio Rank of AEIS is 6363
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for AEIS, currently valued at 0.61, compared to the broader market-4.00-2.000.002.000.612.54
The chart of Sortino ratio for AEIS, currently valued at 1.08, compared to the broader market-4.00-2.000.002.004.001.083.39
The chart of Omega ratio for AEIS, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.47
The chart of Calmar ratio for AEIS, currently valued at 0.75, compared to the broader market0.002.004.006.000.753.66
The chart of Martin ratio for AEIS, currently valued at 2.09, compared to the broader market-10.000.0010.0020.0030.002.0916.25
AEIS
^GSPC

The current Advanced Energy Industries, Inc. Sharpe ratio is 0.61. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.61
2.54
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Advanced Energy Industries, Inc. provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The company has been increasing its dividends for 2 consecutive years.


0.38%0.40%0.42%0.44%0.46%$0.00$0.10$0.20$0.30$0.40202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.40$0.40$0.40$0.40

Dividend yield

0.34%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$0.00$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
5.0%10.0%15.0%0.3%
Advanced Energy Industries, Inc. has a dividend yield of 0.34%, 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
200.0%400.0%600.0%800.0%11.0%
Advanced Energy Industries, Inc. has a payout ratio of 10.96%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.00%
-0.91%
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 7.00%.


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

Volatility Chart

The current Advanced Energy Industries, Inc. volatility is 8.18%, 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.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
8.18%
2.24%
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

Valuation

The Valuation section provides an assessment of the market value of Advanced Energy Industries, Inc. compared to its peers in the Electrical Equipment & Parts industry.


PE Ratio
50.0100.0150.098.9
The chart displays the price to earnings (P/E) ratio for AEIS in comparison to other companies of the Electrical Equipment & Parts industry. Currently, AEIS has a PE value of 98.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.01.02.03.04.00.4
The chart displays the price to earnings to growth (PEG) ratio for AEIS in comparison to other companies of the Electrical Equipment & Parts industry. Currently, AEIS has a PEG value of 0.4. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Advanced Energy Industries, Inc..


Loading data...

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

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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