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AEIS vs. FIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AEIS vs. FIX - Performance Comparison

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

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Returns By Period

In the year-to-date period, AEIS achieves a 69.36% return, which is significantly lower than FIX's 101.37% return. Over the past 10 years, AEIS has underperformed FIX with an annualized return of 25.27%, while FIX has yielded a comparatively higher 51.27% annualized return.


AEIS

1D
4.10%
1M
9.59%
YTD
69.36%
6M
64.87%
1Y
189.09%
3Y*
48.70%
5Y*
28.11%
10Y*
25.27%

FIX

1D
1.85%
1M
-5.78%
YTD
101.37%
6M
94.15%
1Y
281.93%
3Y*
128.82%
5Y*
86.97%
10Y*
51.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AEIS vs. FIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AEIS
Advanced Energy Industries, Inc.
69.36%81.58%6.55%27.49%-5.37%-5.69%36.19%65.85%-36.38%23.25%
FIX
Comfort Systems USA, Inc.
101.37%120.86%106.89%79.62%16.98%88.98%6.73%15.07%0.73%32.13%

Correlation

The correlation between AEIS and FIX is 0.58, 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

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.55

Correlation (10Y)
Calculated over the trailing 10-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Jun 27, 1997

0.35

Over the past year, AEIS and FIX have become more correlated (0.58) than their long-term average of 0.35, meaning their price movements have been converging.

Fundamentals

Market Cap

AEIS:

$14.95B

FIX:

$66.19B

EPS

AEIS:

$4.80

FIX:

$34.64

PE Ratio

AEIS:

73.80

FIX:

54.21

PEG Ratio

AEIS:

1.43

FIX:

0.82

PS Ratio

AEIS:

7.38

FIX:

6.54

PB Ratio

AEIS:

10.80

FIX:

23.51

Total Revenue (TTM)

AEIS:

$1.91B

FIX:

$10.14B

Gross Profit (TTM)

AEIS:

$737.20M

FIX:

$2.55B

EBITDA (TTM)

AEIS:

$248.10M

FIX:

$1.70B

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Return for Risk

AEIS vs. FIX — Risk / Return Rank

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

AEIS
AEIS Risk / Return Rank: 9696
Overall Rank
AEIS Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
AEIS Sortino Ratio Rank: 9494
Sortino Ratio Rank
AEIS Omega Ratio Rank: 9494
Omega Ratio Rank
AEIS Calmar Ratio Rank: 9696
Calmar Ratio Rank
AEIS Martin Ratio Rank: 9797
Martin Ratio Rank

FIX
FIX Risk / Return Rank: 9999
Overall Rank
FIX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
FIX Omega Ratio Rank: 9797
Omega Ratio Rank
FIX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FIX Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AEIS vs. FIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and Comfort Systems USA, Inc. (FIX). 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.


AEISFIXDifference
Sharpe ratioReturn per unit of total volatility

-1.63

Sortino ratioReturn per unit of downside risk

-1.29

Omega ratioGain probability vs. loss probability

1.49

1.66

-0.17

Calmar ratioReturn relative to maximum drawdown

7.48

17.58

-10.10

Martin ratioReturn relative to average drawdown

24.74

59.47

-34.73

AEIS vs. FIX - Sharpe Ratio Comparison

The current AEIS Sharpe Ratio is 3.50, which is lower than the FIX Sharpe Ratio of 5.13. The chart below compares the historical Sharpe Ratios of AEIS and FIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AEIS vs. FIX - Drawdown Comparison

The maximum AEIS drawdown since its inception was -92.51%, roughly equal to the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for AEIS and FIX.


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Drawdown Indicators


AEISFIXDifference

Max Drawdown

Largest peak-to-trough decline

-92.51%

-93.36%

+0.85%

Max Drawdown (1Y)

Largest decline over 1 year

-24.24%

-15.78%

-8.46%

Max Drawdown (3Y)

Largest decline over 3 years

-39.87%

-46.05%

+6.18%

Max Drawdown (5Y)

Largest decline over 5 years

-39.87%

-46.05%

+6.18%

Max Drawdown (10Y)

Largest decline over 10 years

-62.28%

-49.68%

-12.60%

Current Drawdown

Current decline from peak

-8.89%

-8.03%

-0.86%

Average Drawdown

Average peak-to-trough decline

-52.29%

-38.06%

-14.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.32%

4.66%

+2.66%

Volatility

AEIS vs. FIX - Volatility Comparison

Advanced Energy Industries, Inc. (AEIS) has a higher volatility of 20.80% compared to Comfort Systems USA, Inc. (FIX) at 15.34%. This indicates that AEIS's price experiences larger fluctuations and is considered to be riskier than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AEISFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.80%

15.34%

+5.46%

Volatility (6M)

Calculated over the trailing 6-month period

41.81%

38.30%

+3.51%

Volatility (1Y)

Calculated over the trailing 1-year period

51.83%

54.05%

-2.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.21%

44.66%

-1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

44.56%

42.44%

+2.12%

Dividends

AEIS vs. FIX - Dividend Comparison

AEIS's dividend yield for the trailing twelve months is around 0.11%, less than FIX's 0.14% yield.


PositionTTM20252024202320222021202020192018201720162015
AEIS
Advanced Energy Industries, Inc.
0.11%0.19%0.35%0.37%0.47%0.44%0.00%0.00%0.00%0.00%0.00%0.00%
FIX
Comfort Systems USA, Inc.
0.14%0.21%0.28%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%

Financials

AEIS vs. FIX - Financials Comparison

This section allows you to compare key financial metrics between Advanced Energy Industries, Inc. and Comfort Systems USA, 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


500.00M1.00B1.50B2.00B2.50B3.00B20222023202420252026
511.00M
2.87B
(AEIS) Total Revenue
(FIX) Total Revenue
Values in USD except per share items

AEIS vs. FIX - Profitability Comparison

The chart below illustrates the profitability comparison between Advanced Energy Industries, Inc. and Comfort Systems USA, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%20222023202420252026
39.3%
26.3%
Portfolio components
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%.

FIX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a gross profit of 754.41M and revenue of 2.87B. Therefore, the gross margin over that period was 26.3%.

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%.

FIX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported an operating income of 485.72M and revenue of 2.87B, resulting in an operating margin of 17.0%.

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%.

FIX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a net income of 370.38M and revenue of 2.87B, resulting in a net margin of 12.9%.


Frequently Asked Questions


AEIS and FIX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AEIS has higher volatility (20.80%) compared to FIX (15.34%). In terms of maximum drawdown, AEIS dropped -92.51% vs FIX's -93.36%.

FIX currently has the higher Sharpe Ratio (5.13 vs 3.50), 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.

Portfolio Optimizer

Find the right allocation for AEIS and FIX

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