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AEIS vs. ATKR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AEIS and ATKR is 0.53, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

AEIS vs. ATKR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Advanced Energy Industries, Inc. (AEIS) and Atkore Inc. (ATKR). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
168.02%
305.81%
AEIS
ATKR

Key characteristics

Sharpe Ratio

AEIS:

0.18

ATKR:

-1.22

Sortino Ratio

AEIS:

0.60

ATKR:

-2.17

Omega Ratio

AEIS:

1.08

ATKR:

0.72

Calmar Ratio

AEIS:

0.21

ATKR:

-0.88

Martin Ratio

AEIS:

0.64

ATKR:

-1.30

Ulcer Index

AEIS:

13.28%

ATKR:

49.05%

Daily Std Dev

AEIS:

47.66%

ATKR:

52.50%

Max Drawdown

AEIS:

-92.51%

ATKR:

-72.77%

Current Drawdown

AEIS:

-23.41%

ATKR:

-66.53%

Fundamentals

Market Cap

AEIS:

$3.81B

ATKR:

$2.22B

EPS

AEIS:

$1.49

ATKR:

$10.39

PE Ratio

AEIS:

67.56

ATKR:

6.15

PEG Ratio

AEIS:

0.41

ATKR:

1.39

PS Ratio

AEIS:

2.57

ATKR:

0.72

PB Ratio

AEIS:

3.17

ATKR:

1.46

Total Revenue (TTM)

AEIS:

$1.15B

ATKR:

$2.27B

Gross Profit (TTM)

AEIS:

$409.82M

ATKR:

$666.81M

EBITDA (TTM)

AEIS:

$100.07M

ATKR:

$375.59M

Returns By Period

In the year-to-date period, AEIS achieves a -12.87% return, which is significantly higher than ATKR's -23.05% return.


AEIS

YTD

-12.87%

1M

6.19%

6M

-5.87%

1Y

5.27%

5Y*

14.56%

10Y*

15.45%

ATKR

YTD

-23.05%

1M

5.51%

6M

-24.70%

1Y

-64.59%

5Y*

22.44%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

AEIS vs. ATKR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEIS
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 6060
Martin Ratio Rank

ATKR
The Risk-Adjusted Performance Rank of ATKR is 55
Overall Rank
The Sharpe Ratio Rank of ATKR is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of ATKR is 22
Sortino Ratio Rank
The Omega Ratio Rank of ATKR is 33
Omega Ratio Rank
The Calmar Ratio Rank of ATKR is 33
Calmar Ratio Rank
The Martin Ratio Rank of ATKR is 1616
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.

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.


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
ATKR: -1.22
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
ATKR: -2.17
The chart of Omega ratio for AEIS, currently valued at 1.08, compared to the broader market0.501.001.502.00
AEIS: 1.08
ATKR: 0.72
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
ATKR: -0.88
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
ATKR: -1.30

The current AEIS Sharpe Ratio is 0.18, which is higher than the ATKR Sharpe Ratio of -1.22. The chart below compares the historical Sharpe Ratios of AEIS and ATKR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
0.18
-1.22
AEIS
ATKR

Dividends

AEIS vs. ATKR - Dividend Comparison

AEIS's dividend yield for the trailing twelve months is around 0.40%, less than ATKR's 2.00% yield.


TTM2024202320222021
AEIS
Advanced Energy Industries, Inc.
0.40%0.35%0.37%0.47%0.44%
ATKR
Atkore Inc.
2.00%1.53%0.00%0.00%0.00%

Drawdowns

AEIS vs. ATKR - Drawdown Comparison

The maximum AEIS drawdown since its inception was -92.51%, which is greater than ATKR's maximum drawdown of -72.77%. Use the drawdown chart below to compare losses from any high point for AEIS and ATKR. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-23.41%
-66.53%
AEIS
ATKR

Volatility

AEIS vs. ATKR - Volatility Comparison

Advanced Energy Industries, Inc. (AEIS) has a higher volatility of 29.05% compared to Atkore Inc. (ATKR) at 22.94%. 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.


10.00%15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
29.05%
22.94%
AEIS
ATKR

Financials

AEIS vs. ATKR - Financials Comparison

This section allows you to compare key financial metrics between Advanced Energy Industries, Inc. and Atkore Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items