ADVANCED ENERGY INDUSTRIES (AEIS) Fundamental Analysis & Valuation

NASDAQ:AEIS • US0079731008

Current stock price

321.36 USD
-21.51 (-6.27%)
Last:

This AEIS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. AEIS Profitability Analysis

1.1 Basic Checks

  • AEIS had positive earnings in the past year.
  • In the past year AEIS had a positive cash flow from operations.
  • AEIS had positive earnings in each of the past 5 years.
  • Each year in the past 5 years AEIS had a positive operating cash flow.
AEIS Yearly Net Income VS EBIT VS OCF VS FCFAEIS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M

1.2 Ratios

  • AEIS has a better Return On Assets (5.83%) than 76.61% of its industry peers.
  • With a decent Return On Equity value of 10.89%, AEIS is doing good in the industry, outperforming 72.58% of the companies in the same industry.
  • 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.
  • The Average Return On Invested Capital over the past 3 years for AEIS is below the industry average of 8.36%.
  • The 3 year average ROIC (6.31%) for AEIS is below the current ROIC(10.28%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 5.83%
ROE 10.89%
ROIC 10.28%
ROA(3y)4.41%
ROA(5y)6.14%
ROE(3y)8.87%
ROE(5y)12.16%
ROIC(3y)6.31%
ROIC(5y)8.35%
AEIS Yearly ROA, ROE, ROICAEIS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

1.3 Margins

  • Looking at the Profit Margin, with a value of 8.25%, AEIS is in the better half of the industry, outperforming 77.42% of the companies in the same industry.
  • AEIS's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 10.03%, AEIS is in the better half of the industry, outperforming 75.81% of the companies in the same industry.
  • In the last couple of years the Operating Margin of AEIS has declined.
  • With a decent Gross Margin value of 37.66%, AEIS is doing good in the industry, outperforming 60.48% of the companies in the same industry.
  • In the last couple of years the Gross Margin of AEIS has remained more or less at the same level.
Industry RankSector 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%
AEIS Yearly Profit, Operating, Gross MarginsAEIS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

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7

2. AEIS Health Analysis

2.1 Basic Checks

  • AEIS has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • AEIS has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for AEIS has been reduced compared to 5 years ago.
  • The debt/assets ratio for AEIS has been reduced compared to a year ago.
AEIS Yearly Shares OutstandingAEIS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M
AEIS Yearly Total Debt VS Total AssetsAEIS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

2.2 Solvency

  • An Altman-Z score of 8.40 indicates that AEIS is not in any danger for bankruptcy at the moment.
  • AEIS has a better Altman-Z score (8.40) than 83.87% of its industry peers.
  • There is no outstanding debt for AEIS. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 4.51
Altman-Z 8.4
ROIC/WACC1.1
WACC9.36%
AEIS Yearly LT Debt VS Equity VS FCFAEIS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

2.3 Liquidity

  • A Current Ratio of 1.59 indicates that AEIS should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.59, AEIS is doing worse than 73.39% of the companies in the same industry.
  • A Quick Ratio of 1.17 indicates that AEIS should not have too much problems paying its short term obligations.
  • AEIS has a worse Quick ratio (1.17) than 70.16% of its industry peers.
Industry RankSector Rank
Current Ratio 1.59
Quick Ratio 1.17
AEIS Yearly Current Assets VS Current LiabilitesAEIS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. AEIS Growth Analysis

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.
  • Measured over the past 5 years, AEIS shows a small growth in Earnings Per Share. The EPS has been growing by 4.11% on average per year.
  • The Revenue has grown by 21.37% in the past year. This is a very strong growth!
  • Measured over the past years, AEIS shows a small growth in Revenue. The Revenue has been growing by 4.90% on average per year.
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 23.25% on average over the next years. This is a very strong growth
  • Based on estimates for the next years, AEIS will show a quite strong growth in Revenue. The Revenue will grow by 14.17% on average per year.
EPS Next Y36.79%
EPS Next 2Y29.35%
EPS Next 3Y23.25%
EPS Next 5YN/A
Revenue Next Year20.4%
Revenue Next 2Y16.76%
Revenue Next 3Y14.17%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
AEIS Yearly Revenue VS EstimatesAEIS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B 1.5B 2B 2.5B
AEIS Yearly EPS VS EstimatesAEIS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2 4 6 8 10

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3

4. AEIS Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 50.13, which means the current valuation is very expensive for AEIS.
  • Compared to the rest of the industry, the Price/Earnings ratio of AEIS is on the same level as its industry peers.
  • When comparing the Price/Earnings ratio of AEIS to the average of the S&P500 Index (25.61), we can say AEIS is valued expensively.
  • AEIS is valuated quite expensively with a Price/Forward Earnings ratio of 36.65.
  • AEIS's Price/Forward Earnings is on the same level as the industry average.
  • When comparing the Price/Forward Earnings ratio of AEIS to the average of the S&P500 Index (22.79), we can say AEIS is valued expensively.
Industry RankSector Rank
PE 50.13
Fwd PE 36.65
AEIS Price Earnings VS Forward Price EarningsAEIS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • AEIS's Enterprise Value to EBITDA ratio is in line with the industry average.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as AEIS.
Industry RankSector Rank
P/FCF 96.36
EV/EBITDA 52.45
AEIS Per share dataAEIS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of AEIS may justify a higher PE ratio.
  • AEIS's earnings are expected to grow with 23.25% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.36
PEG (5Y)12.19
EPS Next 2Y29.35%
EPS Next 3Y23.25%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. AEIS Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.12%, AEIS is not a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 0.46, AEIS pays a bit more dividend than its industry peers.
  • With a Dividend Yield of 0.12, AEIS pays less dividend than the S&P500 average, which is at 1.89.
Industry RankSector 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
AEIS Yearly Dividends per shareAEIS Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 0 0 0 0 0

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 2Y29.35%
EPS Next 3Y23.25%
AEIS Yearly Income VS Free CF VS DividendAEIS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
AEIS Dividend Payout.AEIS Dividend Payout, showing the Payout Ratio.AEIS Dividend Payout.PayoutRetained Earnings

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AEIS Fundamentals: All Metrics, Ratios and Statistics

ADVANCED ENERGY INDUSTRIES

NASDAQ:AEIS (3/26/2026, 11:32:43 AM)

321.36

-21.51 (-6.27%)

Chartmill FA Rating
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)02-10
Earnings (Next)04-28
Inst Owners110.36%
Inst Owner Change-1.02%
Ins Owners1.24%
Ins Owner Change-1.13%
Market Cap12.13B
Revenue(TTM)1.80B
Net Income(TTM)148.40M
Analysts83.33
Price Target329.61 (2.57%)
Short Float %5.92%
Short Ratio2.87
Dividend
Industry RankSector 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
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)21.46%
PT rev (3m)43.62%
EPS NQ rev (1m)18.55%
EPS NQ rev (3m)15.3%
EPS NY rev (1m)10.44%
EPS NY rev (3m)10.48%
Revenue NQ rev (1m)8.35%
Revenue NQ rev (3m)7.29%
Revenue NY rev (1m)6.83%
Revenue NY rev (3m)7.2%
Valuation
Industry RankSector Rank
PE 50.13
Fwd PE 36.65
P/S 6.74
P/FCF 96.36
P/OCF 52
P/B 8.9
P/tB 12.85
EV/EBITDA 52.45
EPS(TTM)6.41
EY1.99%
EPS(NY)8.77
Fwd EY2.73%
FCF(TTM)3.34
FCFY1.04%
OCF(TTM)6.18
OCFY1.92%
SpS47.65
BVpS36.1
TBVpS25.01
PEG (NY)1.36
PEG (5Y)12.19
Graham Number72.16
Profitability
Industry RankSector Rank
ROA 5.83%
ROE 10.89%
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)8.87%
ROE(5y)12.16%
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 RankSector Rank
Debt/Equity 0
Debt/FCF 4.51
Debt/EBITDA 0
Cap/Depr 173.23%
Cap/Sales 5.97%
Interest Coverage 12.28
Cash Conversion 96.21%
Profit Quality 84.84%
Current Ratio 1.59
Quick Ratio 1.17
Altman-Z 8.4
F-Score8
WACC9.36%
ROIC/WACC1.1
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 Y36.79%
EPS Next 2Y29.35%
EPS Next 3Y23.25%
EPS Next 5YN/A
Revenue 1Y (TTM)21.37%
Revenue growth 3Y-0.85%
Revenue growth 5Y4.9%
Sales Q2Q%17.81%
Revenue Next Year20.4%
Revenue Next 2Y16.76%
Revenue Next 3Y14.17%
Revenue Next 5YN/A
EBIT growth 1Y167.6%
EBIT growth 3Y-9.05%
EBIT growth 5Y-0.94%
EBIT Next Year64.35%
EBIT Next 3Y33.44%
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 Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for ADVANCED ENERGY INDUSTRIES?

ChartMill assigns a fundamental rating of 6 / 10 to AEIS.


What is the valuation status of ADVANCED ENERGY INDUSTRIES (AEIS) stock?

ChartMill assigns a valuation rating of 3 / 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 7 / 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%.