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

Performance

IPGP vs. AEIS - Performance Comparison

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

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IPGP vs. AEIS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IPGP
IPG Photonics Corporation
60.04%-1.54%-33.00%14.65%-45.00%-23.08%54.42%27.92%-47.09%116.93%
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%

Fundamentals

Market Cap

IPGP:

$4.88B

AEIS:

$12.97B

EPS

IPGP:

$0.73

AEIS:

$3.82

PE Ratio

IPGP:

156.93

AEIS:

84.45

PEG Ratio

IPGP:

13.99

AEIS:

1.64

PS Ratio

IPGP:

4.86

AEIS:

6.97

PB Ratio

IPGP:

2.29

AEIS:

9.52

Total Revenue (TTM)

IPGP:

$1.00B

AEIS:

$1.80B

Gross Profit (TTM)

IPGP:

$381.46M

AEIS:

$682.90M

EBITDA (TTM)

IPGP:

$95.78M

AEIS:

$221.80M

Returns By Period

In the year-to-date period, IPGP achieves a 60.04% return, which is significantly higher than AEIS's 54.18% return. Over the past 10 years, IPGP has underperformed AEIS with an annualized return of 1.79%, while AEIS has yielded a comparatively higher 25.12% annualized return.


IPGP

1D
6.41%
1M
-12.91%
YTD
60.04%
6M
44.70%
1Y
81.49%
3Y*
-2.42%
5Y*
-12.05%
10Y*
1.79%

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

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Return for Risk

IPGP vs. AEIS — Risk / Return Rank

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

IPGP
IPGP Risk / Return Rank: 8282
Overall Rank
IPGP Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
IPGP Sortino Ratio Rank: 8080
Sortino Ratio Rank
IPGP Omega Ratio Rank: 8181
Omega Ratio Rank
IPGP Calmar Ratio Rank: 8282
Calmar Ratio Rank
IPGP Martin Ratio Rank: 8484
Martin Ratio Rank

AEIS
AEIS Risk / Return Rank: 9898
Overall Rank
AEIS Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
AEIS Sortino Ratio Rank: 9898
Sortino Ratio Rank
AEIS Omega Ratio Rank: 9797
Omega Ratio Rank
AEIS Calmar Ratio Rank: 9999
Calmar Ratio Rank
AEIS 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.

IPGP vs. AEIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IPG Photonics Corporation (IPGP) 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.


IPGPAEISDifference

Sharpe ratio

Return per unit of total volatility

1.31

4.46

-3.15

Sortino ratio

Return per unit of downside risk

2.10

4.31

-2.21

Omega ratio

Gain probability vs. loss probability

1.29

1.61

-0.31

Calmar ratio

Return relative to maximum drawdown

2.53

13.31

-10.78

Martin ratio

Return relative to average drawdown

7.29

44.82

-37.52

IPGP vs. AEIS - Sharpe Ratio Comparison

The current IPGP Sharpe Ratio is 1.31, which is lower than the AEIS Sharpe Ratio of 4.46. The chart below compares the historical Sharpe Ratios of IPGP and AEIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


IPGPAEISDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

4.46

-3.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.27

0.55

-0.81

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.04

0.57

-0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.20

-0.02

Correlation

The correlation between IPGP and AEIS is 0.51, 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

IPGP vs. AEIS - Dividend Comparison

IPGP has not paid dividends to shareholders, while AEIS's dividend yield for the trailing twelve months is around 0.12%.


TTM20252024202320222021
IPGP
IPG Photonics Corporation
0.00%0.00%0.00%0.00%0.00%0.00%
AEIS
Advanced Energy Industries, Inc.
0.12%0.19%0.35%0.37%0.47%0.44%

Drawdowns

IPGP vs. AEIS - Drawdown Comparison

The maximum IPGP drawdown since its inception was -81.13%, smaller than the maximum AEIS drawdown of -92.51%. Use the drawdown chart below to compare losses from any high point for IPGP and AEIS.


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Drawdown Indicators


IPGPAEISDifference

Max Drawdown

Largest peak-to-trough decline

-81.13%

-92.51%

+11.38%

Max Drawdown (1Y)

Largest decline over 1 year

-30.03%

-18.12%

-11.91%

Max Drawdown (5Y)

Largest decline over 5 years

-79.19%

-42.05%

-37.14%

Max Drawdown (10Y)

Largest decline over 10 years

-81.13%

-62.28%

-18.85%

Current Drawdown

Current decline from peak

-56.49%

-9.45%

-47.04%

Average Drawdown

Average peak-to-trough decline

-34.18%

-52.55%

+18.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.41%

5.38%

+5.03%

Volatility

IPGP vs. AEIS - Volatility Comparison

IPG Photonics Corporation (IPGP) and Advanced Energy Industries, Inc. (AEIS) have volatilities of 20.76% and 21.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IPGPAEISDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.76%

21.39%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

48.79%

39.09%

+9.70%

Volatility (1Y)

Calculated over the trailing 1-year period

62.82%

54.05%

+8.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.01%

42.52%

+2.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.99%

43.91%

+0.08%

Financials

IPGP vs. AEIS - Financials Comparison

This section allows you to compare key financial metrics between IPG Photonics Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


250.00M300.00M350.00M400.00M450.00M500.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
274.47M
489.40M
(IPGP) Total Revenue
(AEIS) Total Revenue
Values in USD except per share items

IPGP vs. AEIS - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
36.1%
38.6%
Portfolio components
IPGP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, IPG Photonics Corporation reported a gross profit of 99.07M and revenue of 274.47M. Therefore, the gross margin over that period was 36.1%.

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%.

IPGP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, IPG Photonics Corporation reported an operating income of 3.32M and revenue of 274.47M, resulting in an operating margin of 1.2%.

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%.

IPGP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, IPG Photonics Corporation reported a net income of 13.27M and revenue of 274.47M, resulting in a net margin of 4.8%.

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%.