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AEIS vs. ATKR

Last updated Feb 24, 2024

Compare and contrast key facts about Advanced Energy Industries, Inc. (AEIS) and Atkore Inc. (ATKR).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AEIS or ATKR.

Key characteristics


AEISATKR
YTD Return-8.66%-5.23%
1Y Return7.21%6.19%
3Y Return (Ann)-1.04%31.90%
5Y Return (Ann)14.19%44.58%
Sharpe Ratio0.230.20
Daily Std Dev33.90%37.12%
Max Drawdown-92.51%-72.33%
Current Drawdown-20.91%-7.21%

Fundamentals


AEISATKR
Market Cap$3.71B$5.55B
EPS$3.46$16.67
PE Ratio28.739.05
PEG Ratio0.411.39
Revenue (TTM)$1.66B$3.48B
Gross Profit (TTM)$680.50M$1.34B
EBITDA (TTM)$208.98M$956.27M

Correlation

0.46
-1.001.00

The correlation between AEIS and ATKR is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

AEIS vs. ATKR - Performance Comparison

In the year-to-date period, AEIS achieves a -8.66% return, which is significantly lower than ATKR's -5.23% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2024February
-11.49%
6.15%
AEIS
ATKR

Compare stocks, funds, or ETFs


Advanced Energy Industries, Inc.

Atkore Inc.

AEIS vs. ATKR - Dividend Comparison

AEIS's dividend yield for the trailing twelve months is around 0.40%, while ATKR has not paid dividends to shareholders.


TTM202320222021
AEIS
Advanced Energy Industries, Inc.
0.40%0.37%0.47%0.44%
ATKR
Atkore Inc.
0.00%0.00%0.00%0.00%

AEIS vs. ATKR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and Atkore Inc. (ATKR). 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.
0.23
ATKR
Atkore Inc.
0.20

AEIS vs. ATKR - Sharpe Ratio Comparison

The current AEIS Sharpe Ratio is 0.23, which roughly equals the ATKR Sharpe Ratio of 0.20. The chart below compares the 12-month rolling Sharpe Ratio of AEIS and ATKR.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2024February
0.23
0.20
AEIS
ATKR

AEIS vs. ATKR - Drawdown Comparison

The maximum AEIS drawdown since its inception was -92.51%, which is greater than ATKR's maximum drawdown of -72.33%. The drawdown chart below compares losses from any high point along the way for AEIS and ATKR


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-20.91%
-7.21%
AEIS
ATKR

AEIS vs. ATKR - Volatility Comparison

Advanced Energy Industries, Inc. (AEIS) has a higher volatility of 11.39% compared to Atkore Inc. (ATKR) at 10.28%. This indicates that AEIS's price experiences larger fluctuations and is considered to be riskier than ATKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2024February
11.39%
10.28%
AEIS
ATKR