AEIS vs. PH
Compare and contrast key facts about Advanced Energy Industries, Inc. (AEIS) and Parker-Hannifin Corporation (PH).
Performance
AEIS vs. PH - Performance Comparison
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AEIS vs. PH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEIS Advanced Energy Industries, Inc. | 54.18% | 81.58% | 6.55% | 27.49% | -5.37% | -5.69% | 36.19% | 65.85% | -36.38% | 23.25% |
PH Parker-Hannifin Corporation | 2.04% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
Fundamentals
AEIS:
$12.97B
PH:
$114.68B
AEIS:
$3.82
PH:
$27.53
AEIS:
84.45
PH:
32.52
AEIS:
1.64
PH:
1.37
AEIS:
6.97
PH:
5.62
AEIS:
9.52
PH:
7.48
AEIS:
$1.80B
PH:
$20.46B
AEIS:
$682.90M
PH:
$7.63B
AEIS:
$221.80M
PH:
$5.26B
Returns By Period
In the year-to-date period, AEIS achieves a 54.18% return, which is significantly higher than PH's 2.04% return. Both investments have delivered pretty close results over the past 10 years, with AEIS having a 25.12% annualized return and PH not far behind at 25.06%.
AEIS
- 1D
- 8.19%
- 1M
- -3.83%
- YTD
- 54.18%
- 6M
- 89.83%
- 1Y
- 239.38%
- 3Y*
- 49.26%
- 5Y*
- 23.02%
- 10Y*
- 25.12%
PH
- 1D
- 3.92%
- 1M
- -11.29%
- YTD
- 2.04%
- 6M
- 18.56%
- 1Y
- 48.64%
- 3Y*
- 40.22%
- 5Y*
- 24.76%
- 10Y*
- 25.06%
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Return for Risk
AEIS vs. PH — Risk / Return Rank
AEIS
PH
AEIS vs. PH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and Parker-Hannifin Corporation (PH). 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.
| AEIS | PH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.46 | 1.59 | +2.87 |
Sortino ratioReturn per unit of downside risk | 4.31 | 2.19 | +2.13 |
Omega ratioGain probability vs. loss probability | 1.61 | 1.33 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 13.31 | 2.83 | +10.48 |
Martin ratioReturn relative to average drawdown | 44.82 | 10.89 | +33.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEIS | PH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.46 | 1.59 | +2.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.88 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.80 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.45 | -0.24 |
Correlation
The correlation between AEIS and PH is 0.41, 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.
Dividends
AEIS vs. PH - Dividend Comparison
AEIS's dividend yield for the trailing twelve months is around 0.12%, less than PH's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEIS Advanced Energy Industries, Inc. | 0.12% | 0.19% | 0.35% | 0.37% | 0.47% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PH Parker-Hannifin Corporation | 0.80% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
Drawdowns
AEIS vs. PH - Drawdown Comparison
The maximum AEIS drawdown since its inception was -92.51%, which is greater than PH's maximum drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for AEIS and PH.
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Drawdown Indicators
| AEIS | PH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.51% | -66.92% | -25.59% |
Max Drawdown (1Y)Largest decline over 1 year | -18.12% | -17.77% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -42.05% | -28.64% | -13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -62.28% | -54.68% | -7.60% |
Current DrawdownCurrent decline from peak | -9.45% | -12.49% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -52.55% | -15.35% | -37.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 4.61% | +0.77% |
Volatility
AEIS vs. PH - Volatility Comparison
Advanced Energy Industries, Inc. (AEIS) has a higher volatility of 21.39% compared to Parker-Hannifin Corporation (PH) at 9.82%. This indicates that AEIS's price experiences larger fluctuations and is considered to be riskier than PH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEIS | PH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.39% | 9.82% | +11.57% |
Volatility (6M)Calculated over the trailing 6-month period | 39.09% | 17.88% | +21.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.05% | 30.84% | +23.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.52% | 28.31% | +14.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.91% | 31.52% | +12.39% |
Financials
AEIS vs. PH - Financials Comparison
This section allows you to compare key financial metrics between Advanced Energy Industries, Inc. and Parker-Hannifin Corporation. 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. PH - Profitability Comparison
AEIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Advanced Energy Industries, Inc. reported a gross profit of 189.10M and revenue of 489.40M. Therefore, the gross margin over that period was 38.6%.
PH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a gross profit of 1.93B and revenue of 5.17B. Therefore, the gross margin over that period was 37.3%.
AEIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Advanced Energy Industries, Inc. reported an operating income of 56.60M and revenue of 489.40M, resulting in an operating margin of 11.6%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported an operating income of 1.09B and revenue of 5.17B, resulting in an operating margin of 21.1%.
AEIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Advanced Energy Industries, Inc. reported a net income of 52.30M and revenue of 489.40M, resulting in a net margin of 10.7%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Parker-Hannifin Corporation reported a net income of 845.00M and revenue of 5.17B, resulting in a net margin of 16.3%.