AEIS vs. VRT

Last updated Jun 23, 2026

AEIS (Advanced Energy Industries, Inc.) and VRT (Vertiv Holdings Co.) are both stocks. Both operate in the Electrical Equipment & Parts industry within the Industrials sector. Over the past 5 years, AEIS returned 29.75%/yr vs 67.87%/yr for VRT. At a 0.43 correlation, their price movements are largely independent.

Performance

AEIS vs. VRT - Performance Comparison

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

Returns By Period

In the year-to-date period, AEIS achieves a 85.54% return, which is significantly lower than VRT's 121.05% return.

AEIS

• 1D: 4.20%
• 1M: 19.51%
• YTD: 85.54%
• 6M: 78.39%
• 1Y: 202.35%
• 3Y*: 55.05%
• 5Y*: 29.75%
• 10Y*: 26.83%

VRT

• 1D: 7.48%
• 1M: 9.34%
• YTD: 121.05%
• 6M: 115.41%
• 1Y: 202.31%
• 3Y*: 147.70%
• 5Y*: 67.87%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AEIS vs. VRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AEIS Advanced Energy Industries, Inc.	85.54%	81.58%	6.55%	27.49%	-5.37%	-5.69%	36.19%	65.85%	-28.45%
VRT Vertiv Holdings Co.	121.05%	42.80%	136.82%	251.81%	-45.25%	33.80%	69.36%	12.55%	1.03%

Correlation

The correlation between AEIS and VRT is 0.57, 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	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.52
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018	0.43

The correlation between AEIS and VRT shifts across timeframes, from 0.43 (all time) to 0.57 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap AEIS : $16.38B VRT : $140.37B
EPS AEIS : $4.80 VRT : $3.99
PE Ratio AEIS : 80.86 VRT : 89.81
PEG Ratio AEIS : 1.57 VRT : 0.39
PS Ratio AEIS : 8.08 VRT : 12.91
PB Ratio AEIS : 11.83 VRT : 33.07
Total Revenue (TTM) AEIS : $1.91B VRT : $10.84B
Gross Profit (TTM) AEIS : $737.20M VRT : $3.92B
EBITDA (TTM) AEIS : $248.10M VRT : $2.35B

Return for Risk

AEIS vs. VRT — Risk / Return Rank

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

AEIS

AEIS Risk / Return Rank: 96
AEIS Sharpe Ratio Rank: 97
AEIS Sortino Ratio Rank: 95
AEIS Omega Ratio Rank: 94
AEIS Calmar Ratio Rank: 97
AEIS Martin Ratio Rank: 98

VRT

VRT Risk / Return Rank: 95
VRT Sharpe Ratio Rank: 97
VRT Sortino Ratio Rank: 94
VRT Omega Ratio Rank: 92
VRT Calmar Ratio Rank: 96
VRT Martin Ratio Rank: 96

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. VRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Advanced Energy Industries, Inc. (AEIS) and Vertiv Holdings Co. (VRT). 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	VRT	Difference
Sharpe ratio: Return per unit of total volatility	3.88	3.45	+0.43
Sortino ratio: Return per unit of downside risk	3.86	3.73	+0.12
Omega ratio: Gain probability vs. loss probability	1.52	1.46	+0.05
Calmar ratio: Return relative to maximum drawdown	8.40	8.04	+0.36
Martin ratio: Return relative to average drawdown	27.56	21.32	+6.24

AEIS vs. VRT - Sharpe Ratio Comparison

The current AEIS Sharpe Ratio is 3.88, which is comparable to the VRT Sharpe Ratio of 3.45. The chart below compares the historical Sharpe Ratios of AEIS and VRT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AEIS vs. VRT - Drawdown Comparison

The maximum AEIS drawdown since its inception was -92.51%, which is greater than VRT's maximum drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for AEIS and VRT.

Drawdown Indicators

	AEIS	VRT	Difference
Max Drawdown Largest peak-to-trough decline	-92.51%	-71.24%	-21.27%
Max Drawdown (1Y) Largest decline over 1 year	-24.24%	-25.32%	+1.08%
Max Drawdown (3Y) Largest decline over 3 years	-39.87%	-61.28%	+21.41%
Max Drawdown (5Y) Largest decline over 5 years	-39.87%	-71.24%	+31.37%
Max Drawdown (10Y) Largest decline over 10 years	-62.28%	—	—
Current Drawdown Current decline from peak	-0.18%	-4.83%	+4.65%
Average Drawdown Average peak-to-trough decline	-52.26%	-16.22%	-36.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.38%	9.53%	-2.15%

Volatility

AEIS vs. VRT - Volatility Comparison

Advanced Energy Industries, Inc. (AEIS) has a higher volatility of 20.75% compared to Vertiv Holdings Co. (VRT) at 17.12%. This indicates that AEIS's price experiences larger fluctuations and is considered to be riskier than VRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AEIS	VRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.75%	17.12%	+3.63%
Volatility (6M) Calculated over the trailing 6-month period	42.25%	45.12%	-2.87%
Volatility (1Y) Calculated over the trailing 1-year period	52.55%	59.08%	-6.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	43.46%	62.12%	-18.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	44.68%	54.70%	-10.02%

Dividends

AEIS vs. VRT - Dividend Comparison

AEIS's dividend yield for the trailing twelve months is around 0.10%, more than VRT's 0.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
AEIS Advanced Energy Industries, Inc.	0.10%	0.19%	0.35%	0.37%	0.47%	0.44%	0.00%
VRT Vertiv Holdings Co.	0.06%	0.11%	0.10%	0.05%	0.07%	0.04%	0.05%

Financials

AEIS vs. VRT - Profitability Comparison

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

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%.

VRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.

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%.

VRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.

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%.

VRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.

Frequently Asked Questions

Can I hold both AEIS and VRT in my portfolio?

AEIS and VRT have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AEIS or VRT?

AEIS has higher volatility (20.75%) compared to VRT (17.12%). In terms of maximum drawdown, AEIS dropped -92.51% vs VRT's -71.24%.

Which has better risk-adjusted returns?

AEIS currently has the higher Sharpe Ratio (3.88 vs 3.45), 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.