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NVT vs. AEIS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NVT and AEIS is 0.50, 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.


-0.50.00.51.00.5

Performance

NVT vs. AEIS - Performance Comparison

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

50.00%100.00%150.00%200.00%250.00%300.00%JulyAugustSeptemberOctoberNovemberDecember
255.18%
90.75%
NVT
AEIS

Key characteristics

Sharpe Ratio

NVT:

0.62

AEIS:

0.14

Sortino Ratio

NVT:

1.03

AEIS:

0.45

Omega Ratio

NVT:

1.14

AEIS:

1.05

Calmar Ratio

NVT:

0.76

AEIS:

0.17

Martin Ratio

NVT:

1.76

AEIS:

0.48

Ulcer Index

NVT:

12.38%

AEIS:

10.30%

Daily Std Dev

NVT:

35.27%

AEIS:

34.47%

Max Drawdown

NVT:

-56.18%

AEIS:

-92.51%

Current Drawdown

NVT:

-18.18%

AEIS:

-9.83%

Fundamentals

Market Cap

NVT:

$11.97B

AEIS:

$4.55B

EPS

NVT:

$3.43

AEIS:

$1.20

PE Ratio

NVT:

21.17

AEIS:

100.54

PEG Ratio

NVT:

6.63

AEIS:

0.41

Total Revenue (TTM)

NVT:

$3.40B

AEIS:

$1.47B

Gross Profit (TTM)

NVT:

$1.39B

AEIS:

$489.63M

EBITDA (TTM)

NVT:

$753.10M

AEIS:

$97.61M

Returns By Period

In the year-to-date period, NVT achieves a 19.01% return, which is significantly higher than AEIS's 4.13% return.


NVT

YTD

19.01%

1M

-6.36%

6M

-10.53%

1Y

20.58%

5Y*

24.79%

10Y*

N/A

AEIS

YTD

4.13%

1M

2.10%

6M

3.55%

1Y

3.08%

5Y*

10.33%

10Y*

16.90%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NVT vs. AEIS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for nVent Electric plc (NVT) 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.


Sharpe ratio
The chart of Sharpe ratio for NVT, currently valued at 0.62, compared to the broader market-4.00-2.000.002.000.620.14
The chart of Sortino ratio for NVT, currently valued at 1.03, compared to the broader market-4.00-2.000.002.004.001.030.45
The chart of Omega ratio for NVT, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.05
The chart of Calmar ratio for NVT, currently valued at 0.76, compared to the broader market0.002.004.006.000.760.17
The chart of Martin ratio for NVT, currently valued at 1.76, compared to the broader market-5.000.005.0010.0015.0020.0025.001.760.48
NVT
AEIS

The current NVT Sharpe Ratio is 0.62, which is higher than the AEIS Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of NVT 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.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.62
0.14
NVT
AEIS

Dividends

NVT vs. AEIS - Dividend Comparison

NVT's dividend yield for the trailing twelve months is around 1.09%, more than AEIS's 0.35% yield.


TTM202320222021202020192018
NVT
nVent Electric plc
1.09%1.18%1.82%1.84%3.01%2.74%1.56%
AEIS
Advanced Energy Industries, Inc.
0.35%0.37%0.47%0.44%0.00%0.00%0.00%

Drawdowns

NVT vs. AEIS - Drawdown Comparison

The maximum NVT drawdown since its inception was -56.18%, smaller than the maximum AEIS drawdown of -92.51%. Use the drawdown chart below to compare losses from any high point for NVT and AEIS. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-18.18%
-9.83%
NVT
AEIS

Volatility

NVT vs. AEIS - Volatility Comparison

nVent Electric plc (NVT) and Advanced Energy Industries, Inc. (AEIS) have volatilities of 9.55% and 9.80%, 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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%JulyAugustSeptemberOctoberNovemberDecember
9.55%
9.80%
NVT
AEIS

Financials

NVT vs. AEIS - Financials Comparison

This section allows you to compare key financial metrics between nVent Electric plc 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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