ADVANCED ENERGY INDUSTRIES (AEIS) Stock Fundamental Analysis
NASDAQ:AEIS • US0079731008
335.74 USD
+6.5 (+1.97%)
At close: Feb 24, 2026
335.74 USD
0 (0%)
After Hours: 2/24/2026, 8:07:44 PM
Taking everything into account, AEIS scores 5 out of 10 in our fundamental rating. AEIS was compared to 124 industry peers in the Electronic Equipment, Instruments & Components industry. AEIS has an average financial health and profitability rating. AEIS is valued quite expensive, but it does show an excellent growth. These ratings would make AEIS suitable for growth investing!
1. Profitability
1.1 Basic Checks
- In the past year AEIS was profitable.
- AEIS had a positive operating cash flow in the past year.
- In the past 5 years AEIS has always been profitable.
- Each year in the past 5 years AEIS had a positive operating cash flow.
1.2 Ratios
- AEIS has a Return On Assets of 5.83%. This is in the better half of the industry: AEIS outperforms 76.61% of its industry peers.
- The Return On Equity of AEIS (10.83%) is better than 74.19% of its industry peers.
- Looking at the Return On Invested Capital, with a value of 10.28%, AEIS belongs to the top of the industry, outperforming 87.10% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for AEIS is below the industry average of 8.85%.
- The last Return On Invested Capital (10.28%) for AEIS is above the 3 year average (6.31%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.83% | ||
| ROE | 10.83% | ||
| ROIC | 10.28% |
ROA(3y)4.41%
ROA(5y)6.14%
ROE(3y)8.85%
ROE(5y)12.15%
ROIC(3y)6.31%
ROIC(5y)8.35%
1.3 Margins
- The Profit Margin of AEIS (8.25%) is better than 79.03% of its industry peers.
- In the last couple of years the Profit Margin of AEIS has declined.
- AEIS has a better Operating Margin (10.03%) than 76.61% of its industry peers.
- In the last couple of years the Operating Margin of AEIS has declined.
- The Gross Margin of AEIS (37.66%) is better than 61.29% of its industry peers.
- In the last couple of years the Gross Margin of AEIS has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 10.03% | ||
| PM (TTM) | 8.25% | ||
| GM | 37.66% |
OM growth 3Y-8.27%
OM growth 5Y-5.57%
PM growth 3Y-8.64%
PM growth 5Y-2.81%
GM growth 3Y0.95%
GM growth 5Y-0.32%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), AEIS is creating some value.
- AEIS has about the same amout of shares outstanding than it did 1 year ago.
- AEIS has less shares outstanding than it did 5 years ago.
- AEIS has a better debt/assets ratio than last year.
2.2 Solvency
- AEIS has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 4.51 | ||
| Altman-Z | N/A |
ROIC/WACC1.12
WACC9.14%
2.3 Liquidity
- A Current Ratio of 1.59 indicates that AEIS should not have too much problems paying its short term obligations.
- AEIS has a worse Current ratio (1.59) than 71.77% of its industry peers.
- AEIS has a Quick Ratio of 1.17. This is a normal value and indicates that AEIS is financially healthy and should not expect problems in meeting its short term obligations.
- AEIS's Quick ratio of 1.17 is on the low side compared to the rest of the industry. AEIS is outperformed by 70.16% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.59 | ||
| Quick Ratio | 1.17 |
3. Growth
3.1 Past
- AEIS shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 72.78%, which is quite impressive.
- AEIS shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.11% yearly.
- AEIS shows a strong growth in Revenue. In the last year, the Revenue has grown by 21.37%.
- AEIS shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.90% yearly.
EPS 1Y (TTM)72.78%
EPS 3Y-0.46%
EPS 5Y4.11%
EPS Q2Q%49.23%
Revenue 1Y (TTM)21.37%
Revenue growth 3Y-0.85%
Revenue growth 5Y4.9%
Sales Q2Q%17.81%
3.2 Future
- The Earnings Per Share is expected to grow by 12.97% on average over the next years. This is quite good.
- AEIS is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 14.17% yearly.
EPS Next Y23.87%
EPS Next 2Y21.24%
EPS Next 3Y12.97%
EPS Next 5YN/A
Revenue Next Year19.68%
Revenue Next 2Y16.22%
Revenue Next 3Y14.17%
Revenue Next 5YN/A
3.3 Evolution
- The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 52.38, AEIS can be considered very expensive at the moment.
- AEIS's Price/Earnings is on the same level as the industry average.
- AEIS's Price/Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 26.98.
- Based on the Price/Forward Earnings ratio of 42.29, the valuation of AEIS can be described as expensive.
- AEIS's Price/Forward Earnings ratio is in line with the industry average.
- AEIS's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 28.01.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 52.38 | ||
| Fwd PE | 42.29 |
4.2 Price Multiples
- AEIS's Enterprise Value to EBITDA is on the same level as the industry average.
- AEIS's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 100.67 | ||
| EV/EBITDA | 51.34 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates AEIS does not grow enough to justify the current Price/Earnings ratio.
- The decent profitability rating of AEIS may justify a higher PE ratio.
- A more expensive valuation may be justified as AEIS's earnings are expected to grow with 12.97% in the coming years.
PEG (NY)2.19
PEG (5Y)12.73
EPS Next 2Y21.24%
EPS Next 3Y12.97%
5. Dividend
5.1 Amount
- AEIS has a yearly dividend return of 0.12%, which is pretty low.
- Compared to an average industry Dividend Yield of 0.46, AEIS pays a bit more dividend than its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.81, AEIS's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.12% |
5.2 History
- AEIS has been paying a dividend for over 5 years, so it has already some track record.
- AEIS has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years3
5.3 Sustainability
- 10.51% of the earnings are spent on dividend by AEIS. This is a low number and sustainable payout ratio.
DP10.51%
EPS Next 2Y21.24%
EPS Next 3Y12.97%
335.74
+6.5 (+1.97%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)02-10 2026-02-10/amc
Earnings (Next)04-28 2026-04-28/amc
Inst Owners109.61%
Inst Owner Change-1.25%
Ins Owners1.11%
Ins Owner Change4.88%
Market Cap12.67B
Revenue(TTM)1.80B
Net Income(TTM)148.40M
Analysts83.16
Price Target271.37 (-19.17%)
Short Float %6.22%
Short Ratio3.55
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.12% |
Yearly Dividend0.41
Dividend Growth(5Y)N/A
DP10.51%
Div Incr Years0
Div Non Decr Years3
Ex-Date02-23 2026-02-23 (0.1)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)11.92%
Min EPS beat(2)7.77%
Max EPS beat(2)16.07%
EPS beat(4)4
Avg EPS beat(4)12.53%
Min EPS beat(4)7.77%
Max EPS beat(4)16.07%
EPS beat(8)7
Avg EPS beat(8)9.19%
EPS beat(12)11
Avg EPS beat(12)8.29%
EPS beat(16)15
Avg EPS beat(16)13.11%
Revenue beat(2)2
Avg Revenue beat(2)2.05%
Min Revenue beat(2)1.25%
Max Revenue beat(2)2.86%
Revenue beat(4)4
Avg Revenue beat(4)2.01%
Min Revenue beat(4)1.18%
Max Revenue beat(4)2.86%
Revenue beat(8)6
Avg Revenue beat(8)0.42%
Revenue beat(12)7
Avg Revenue beat(12)-0.29%
Revenue beat(16)11
Avg Revenue beat(16)1.81%
PT rev (1m)11.08%
PT rev (3m)18.24%
EPS NQ rev (1m)18.55%
EPS NQ rev (3m)15.3%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)16.42%
Revenue NQ rev (1m)8.35%
Revenue NQ rev (3m)7.29%
Revenue NY rev (1m)6.35%
Revenue NY rev (3m)14.82%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 52.38 | ||
| Fwd PE | 42.29 | ||
| P/S | 7.05 | ||
| P/FCF | 100.67 | ||
| P/OCF | 54.33 | ||
| P/B | 9.25 | ||
| P/tB | 13.31 | ||
| EV/EBITDA | 51.34 |
EPS(TTM)6.41
EY1.91%
EPS(NY)7.94
Fwd EY2.36%
FCF(TTM)3.34
FCFY0.99%
OCF(TTM)6.18
OCFY1.84%
SpS47.65
BVpS36.31
TBVpS25.22
PEG (NY)2.19
PEG (5Y)12.73
Graham Number72.36
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.83% | ||
| ROE | 10.83% | ||
| ROCE | 11.61% | ||
| ROIC | 10.28% | ||
| ROICexc | 20.93% | ||
| ROICexgc | 46.32% | ||
| OM | 10.03% | ||
| PM (TTM) | 8.25% | ||
| GM | 37.66% | ||
| FCFM | 7% |
ROA(3y)4.41%
ROA(5y)6.14%
ROE(3y)8.85%
ROE(5y)12.15%
ROIC(3y)6.31%
ROIC(5y)8.35%
ROICexc(3y)12.11%
ROICexc(5y)14.07%
ROICexgc(3y)23.61%
ROICexgc(5y)25.75%
ROCE(3y)7.13%
ROCE(5y)9.44%
ROICexgc growth 3Y13.45%
ROICexgc growth 5Y6.24%
ROICexc growth 3Y3.97%
ROICexc growth 5Y1.65%
OM growth 3Y-8.27%
OM growth 5Y-5.57%
PM growth 3Y-8.64%
PM growth 5Y-2.81%
GM growth 3Y0.95%
GM growth 5Y-0.32%
F-Score8
Asset Turnover0.71
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 4.51 | ||
| Debt/EBITDA | 0 | ||
| Cap/Depr | 173.23% | ||
| Cap/Sales | 5.97% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 96.21% | ||
| Profit Quality | 84.84% | ||
| Current Ratio | 1.59 | ||
| Quick Ratio | 1.17 | ||
| Altman-Z | N/A |
F-Score8
WACC9.14%
ROIC/WACC1.12
Cap/Depr(3y)115.96%
Cap/Depr(5y)101.16%
Cap/Sales(3y)4.5%
Cap/Sales(5y)3.77%
Profit Quality(3y)112.19%
Profit Quality(5y)95.89%
High Growth Momentum
Growth
EPS 1Y (TTM)72.78%
EPS 3Y-0.46%
EPS 5Y4.11%
EPS Q2Q%49.23%
EPS Next Y23.87%
EPS Next 2Y21.24%
EPS Next 3Y12.97%
EPS Next 5YN/A
Revenue 1Y (TTM)21.37%
Revenue growth 3Y-0.85%
Revenue growth 5Y4.9%
Sales Q2Q%17.81%
Revenue Next Year19.68%
Revenue Next 2Y16.22%
Revenue Next 3Y14.17%
Revenue Next 5YN/A
EBIT growth 1Y167.6%
EBIT growth 3Y-9.05%
EBIT growth 5Y-0.94%
EBIT Next Year48.01%
EBIT Next 3Y22.39%
EBIT Next 5YN/A
FCF growth 1Y70.23%
FCF growth 3Y0.32%
FCF growth 5Y-5.24%
OCF growth 1Y78.44%
OCF growth 3Y8.32%
OCF growth 5Y3%
ADVANCED ENERGY INDUSTRIES / AEIS FAQ
Can you provide the ChartMill fundamental rating for ADVANCED ENERGY INDUSTRIES?
ChartMill assigns a fundamental rating of 5 / 10 to AEIS.
What is the valuation status of ADVANCED ENERGY INDUSTRIES (AEIS) stock?
ChartMill assigns a valuation rating of 2 / 10 to ADVANCED ENERGY INDUSTRIES (AEIS). This can be considered as Overvalued.
How profitable is ADVANCED ENERGY INDUSTRIES (AEIS) stock?
ADVANCED ENERGY INDUSTRIES (AEIS) has a profitability rating of 6 / 10.
How financially healthy is ADVANCED ENERGY INDUSTRIES?
The financial health rating of ADVANCED ENERGY INDUSTRIES (AEIS) is 5 / 10.
How sustainable is the dividend of ADVANCED ENERGY INDUSTRIES (AEIS) stock?
The dividend rating of ADVANCED ENERGY INDUSTRIES (AEIS) is 3 / 10 and the dividend payout ratio is 10.51%.