AEIS vs. ATKR
AEIS (Advanced Energy Industries, Inc.) and ATKR (Atkore Inc.) are both stocks. Both operate in the Electrical Equipment & Parts industry within the Industrials sector. Over the past 10 years, AEIS returned 26.05%/yr vs 17.56%/yr for ATKR. At a 0.48 correlation, their price movements are largely independent.
Performance
AEIS vs. ATKR - Performance Comparison
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Returns By Period
In the year-to-date period, AEIS achieves a 74.42% return, which is significantly higher than ATKR's 24.20% return. Over the past 10 years, AEIS has outperformed ATKR with an annualized return of 26.05%, while ATKR has yielded a comparatively lower 17.56% annualized return.
AEIS
- 1D
- -5.99%
- 1M
- 12.34%
- YTD
- 74.42%
- 6M
- 67.89%
- 1Y
- 181.17%
- 3Y*
- 51.89%
- 5Y*
- 27.64%
- 10Y*
- 26.05%
ATKR
- 1D
- -5.04%
- 1M
- -8.18%
- YTD
- 24.20%
- 6M
- 20.85%
- 1Y
- 16.05%
- 3Y*
- -17.50%
- 5Y*
- 1.98%
- 10Y*
- 17.56%
AEIS vs. ATKR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEIS Advanced Energy Industries, Inc. | 74.42% | 81.58% | 6.55% | 27.49% | -5.37% | -5.69% | 36.19% | 65.85% | -36.38% | 23.25% |
ATKR Atkore Inc. | 24.20% | -22.67% | -47.26% | 41.07% | 2.01% | 170.47% | 1.61% | 103.93% | -7.51% | -10.29% |
Correlation
The correlation between AEIS and ATKR is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 2016 | 0.48 |
The correlation between AEIS and ATKR has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
Fundamentals
AEIS:
$4.80
ATKR:
-$4.76
AEIS:
7.60
ATKR:
0.69
AEIS:
$1.91B
ATKR:
$2.87B
AEIS:
$737.20M
ATKR:
$561.88M
AEIS:
$248.10M
ATKR:
-$40.23M
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Return for Risk
AEIS vs. ATKR — Risk / Return Rank
AEIS
ATKR
AEIS vs. ATKR - Risk-Adjusted Trends 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.
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 | ATKR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.10 | ||
| Sortino ratioReturn per unit of downside risk | +2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.12 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 7.52 | 0.50 | +7.02 |
| Martin ratioReturn relative to average drawdown | 24.63 | 0.95 | +23.68 |
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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.
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Drawdown Indicators
| AEIS | ATKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.51% | -72.77% | -19.74% |
Max Drawdown (1Y)Largest decline over 1 year | -24.24% | -32.38% | +8.14% |
Max Drawdown (3Y)Largest decline over 3 years | -39.87% | -72.77% | +32.90% |
Max Drawdown (5Y)Largest decline over 5 years | -39.87% | -72.77% | +32.90% |
Max Drawdown (10Y)Largest decline over 10 years | -62.28% | -72.77% | +10.49% |
Current DrawdownCurrent decline from peak | -6.16% | -58.23% | +52.07% |
Average DrawdownAverage peak-to-trough decline | -52.25% | -24.19% | -28.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 16.90% | -9.51% |
Volatility
AEIS vs. ATKR - Volatility Comparison
Advanced Energy Industries, Inc. (AEIS) has a higher volatility of 21.79% compared to Atkore Inc. (ATKR) at 17.18%. 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.
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Volatility by Period
| AEIS | ATKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.79% | 17.18% | +4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 42.75% | 27.93% | +14.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.84% | 46.42% | +6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.54% | 47.05% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.69% | 49.44% | -4.75% |
Dividends
AEIS vs. ATKR - Dividend Comparison
AEIS's dividend yield for the trailing twelve months is around 0.11%, less than ATKR's 1.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AEIS Advanced Energy Industries, Inc. | 0.11% | 0.19% | 0.35% | 0.37% | 0.47% | 0.44% |
ATKR Atkore Inc. | 1.70% | 2.07% | 1.53% | 0.00% | 0.00% | 0.00% |
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.
Total Revenue: Total amount of money received from sales and other business activities
AEIS vs. ATKR - Profitability Comparison
AEIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Advanced Energy Industries, Inc. reported a gross profit of 200.90M and revenue of 511.00M. Therefore, the gross margin over that period was 39.3%.
ATKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Atkore Inc. reported a gross profit of 136.19M and revenue of 731.43M. Therefore, the gross margin over that period was 18.6%.
AEIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Advanced Energy Industries, Inc. reported an operating income of 68.30M and revenue of 511.00M, resulting in an operating margin of 13.4%.
ATKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Atkore Inc. reported an operating income of 6.98M and revenue of 731.43M, resulting in an operating margin of 1.0%.
AEIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Advanced Energy Industries, Inc. reported a net income of 66.80M and revenue of 511.00M, resulting in a net margin of 13.1%.
ATKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Atkore Inc. reported a net income of -124.04M and revenue of 731.43M, resulting in a net margin of -17.0%.
Frequently Asked Questions
AEIS and ATKR have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEIS has higher volatility (21.79%) compared to ATKR (17.18%). In terms of maximum drawdown, AEIS dropped -92.51% vs ATKR's -72.77%.
AEIS currently has the higher Sharpe Ratio (3.45 vs 0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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