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

Company Info

ISIN

US0079731008

CUSIP

007973100

IPO Date

Nov 17, 1995

Highlights

Market Cap

$3.81B

EPS (TTM)

$1.49

PE Ratio

67.56

PEG Ratio

0.41

Total Revenue (TTM)

$1.15B

Gross Profit (TTM)

$409.82M

EBITDA (TTM)

$100.07M

Year Range

$75.01 - $132.06

Target Price

$124.50

Short %

11.48%

Short Ratio

7.56

Share Price Chart


Loading data...

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:

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.


700.00%800.00%900.00%1,000.00%1,100.00%1,200.00%NovemberDecember2025FebruaryMarchApril
924.36%
820.76%
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Returns By Period

Advanced Energy Industries, Inc. had a return of -12.87% year-to-date (YTD) and 5.27% in the last 12 months. Over the past 10 years, Advanced Energy Industries, Inc. had an annualized return of 15.20%, outperforming the S&P 500 benchmark which had an annualized return of 10.15%.


AEIS

YTD

-12.87%

1M

0.65%

6M

-5.87%

1Y

5.27%

5Y*

15.11%

10Y*

15.20%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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
2025-0.48%0.16%-17.24%5.62%-12.87%
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%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AEIS is 59, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AEIS is 5959
Overall Rank
The Sharpe Ratio Rank of AEIS is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of AEIS is 5555
Sortino Ratio Rank
The Omega Ratio Rank of AEIS is 5555
Omega Ratio Rank
The Calmar Ratio Rank of AEIS is 6363
Calmar Ratio Rank
The Martin Ratio Rank of AEIS is 6161
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.


The chart of Sharpe ratio for AEIS, currently valued at 0.18, compared to the broader market-2.00-1.000.001.002.003.00
AEIS: 0.18
^GSPC: 0.46
The chart of Sortino ratio for AEIS, currently valued at 0.60, compared to the broader market-6.00-4.00-2.000.002.004.00
AEIS: 0.60
^GSPC: 0.77
The chart of Omega ratio for AEIS, currently valued at 1.08, compared to the broader market0.501.001.502.00
AEIS: 1.08
^GSPC: 1.11
The chart of Calmar ratio for AEIS, currently valued at 0.21, compared to the broader market0.001.002.003.004.005.00
AEIS: 0.21
^GSPC: 0.47
The chart of Martin ratio for AEIS, currently valued at 0.64, compared to the broader market-5.000.005.0010.0015.0020.00
AEIS: 0.64
^GSPC: 1.94

The current Advanced Energy Industries, Inc. Sharpe ratio is 0.18. 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.18
0.46
AEIS (Advanced Energy Industries, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Advanced Energy Industries, Inc. provided a 0.40% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The company has been increasing its dividends for 3 consecutive years.


0.36%0.38%0.40%0.42%0.44%0.46%$0.00$0.10$0.20$0.30$0.402021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.40$0.40$0.40$0.40$0.40

Dividend yield

0.40%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.10$0.00$0.00$0.10
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%20.0%25.0%
AEIS: 0.4%
Advanced Energy Industries, Inc. has a dividend yield of 0.40%, 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%1,000.0%1,200.0%
AEIS: 10.8%
Advanced Energy Industries, Inc. has a payout ratio of 10.78%, 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-23.41%
-10.07%
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 23.41%.


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 29.05%, 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%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
29.05%
14.23%
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 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
10.020.030.040.050.060.0
AEIS: 67.6
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 67.6. 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
0.51.01.52.02.5
AEIS: 0.4
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 0.4. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
AEIS: 2.6
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 2.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
AEIS: 3.1
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 3.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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