ATKR vs. AEIS
ATKR (Atkore Inc.) and AEIS (Advanced Energy Industries, Inc.) are both stocks. Both operate in the Electrical Equipment & Parts industry within the Industrials sector. Over the past 10 years, ATKR returned 17.56%/yr vs 26.05%/yr for AEIS. At a 0.48 correlation, their price movements are largely independent.
Performance
ATKR vs. AEIS - Performance Comparison
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Returns By Period
In the year-to-date period, ATKR achieves a 24.20% return, which is significantly lower than AEIS's 74.42% return. Over the past 10 years, ATKR has underperformed AEIS with an annualized return of 17.56%, while AEIS has yielded a comparatively higher 26.05% annualized return.
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
- 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 vs. AEIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATKR Atkore Inc. | 24.20% | -22.67% | -47.26% | 41.07% | 2.01% | 170.47% | 1.61% | 103.93% | -7.51% | -10.29% |
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% |
Correlation
The correlation between ATKR and AEIS 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 ATKR and AEIS has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
Fundamentals
ATKR:
-$4.76
AEIS:
$4.80
ATKR:
0.69
AEIS:
7.60
ATKR:
$2.87B
AEIS:
$1.91B
ATKR:
$561.88M
AEIS:
$737.20M
ATKR:
-$40.23M
AEIS:
$248.10M
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Return for Risk
ATKR vs. AEIS — Risk / Return Rank
ATKR
AEIS
ATKR vs. AEIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atkore Inc. (ATKR) and Advanced Energy Industries, Inc. (AEIS). 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.
| ATKR | AEIS | 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 | 1.12 | 1.47 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 7.52 | -7.02 |
| Martin ratioReturn relative to average drawdown | 0.95 | 24.63 | -23.68 |
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Drawdowns
ATKR vs. AEIS - Drawdown Comparison
The maximum ATKR drawdown since its inception was -72.77%, smaller than the maximum AEIS drawdown of -92.51%. Use the drawdown chart below to compare losses from any high point for ATKR and AEIS.
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Drawdown Indicators
| ATKR | AEIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.77% | -92.51% | +19.74% |
Max Drawdown (1Y)Largest decline over 1 year | -32.38% | -24.24% | -8.14% |
Max Drawdown (3Y)Largest decline over 3 years | -72.77% | -39.87% | -32.90% |
Max Drawdown (5Y)Largest decline over 5 years | -72.77% | -39.87% | -32.90% |
Max Drawdown (10Y)Largest decline over 10 years | -72.77% | -62.28% | -10.49% |
Current DrawdownCurrent decline from peak | -58.23% | -6.16% | -52.07% |
Average DrawdownAverage peak-to-trough decline | -24.19% | -52.25% | +28.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.90% | 7.39% | +9.51% |
Volatility
ATKR vs. AEIS - Volatility Comparison
The current volatility for Atkore Inc. (ATKR) is 17.18%, while Advanced Energy Industries, Inc. (AEIS) has a volatility of 21.79%. This indicates that ATKR experiences smaller price fluctuations and is considered to be less risky than AEIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATKR | AEIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.18% | 21.79% | -4.61% |
Volatility (6M)Calculated over the trailing 6-month period | 27.93% | 42.75% | -14.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.42% | 52.84% | -6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.05% | 43.54% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.44% | 44.69% | +4.75% |
Dividends
ATKR vs. AEIS - Dividend Comparison
ATKR's dividend yield for the trailing twelve months is around 1.70%, more than AEIS's 0.11% 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
ATKR vs. AEIS - Financials Comparison
This section allows you to compare key financial metrics between Atkore Inc. and Advanced Energy Industries, 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
ATKR vs. AEIS - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
ATKR and AEIS 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, ATKR dropped -72.77% vs AEIS's -92.51%.
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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