ADVANCED ENERGY INDUSTRIES (AEIS) Fundamental Analysis & Valuation

NASDAQ:AEIS • US0079731008

Current stock price

375.6 USD
+3.37 (+0.91%)
At close:
375.6 USD
0 (0%)
After Hours:

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.
  • AEIS had a positive operating cash flow in the past year.
  • Each year in the past 5 years AEIS has been profitable.
  • In the past 5 years AEIS always reported a positive cash flow from operatings.
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

  • The Return On Assets of AEIS (5.83%) is better than 76.61% of its industry peers.
  • AEIS has a Return On Equity of 10.89%. This is in the better half of the industry: AEIS outperforms 71.77% of its industry peers.
  • The Return On Invested Capital of AEIS (10.28%) is better than 87.10% of its industry peers.
  • AEIS had an Average Return On Invested Capital over the past 3 years of 6.31%. This is in line with the industry average of 8.10%.
  • 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

  • AEIS's Profit Margin of 8.25% is fine compared to the rest of the industry. AEIS outperforms 77.42% of its industry peers.
  • In the last couple of years the Profit Margin of AEIS has declined.
  • The Operating Margin of AEIS (10.03%) is better than 76.61% of its industry peers.
  • In the last couple of years the Operating Margin of AEIS has declined.
  • With a Gross Margin value of 37.66%, AEIS perfoms like the industry average, outperforming 59.68% of the companies in the same industry.
  • AEIS's Gross Margin has been stable in the last couple of years.
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.
  • Compared to 1 year ago, AEIS has more shares outstanding
  • The number of shares outstanding for AEIS has been reduced compared to 5 years ago.
  • Compared to 1 year ago, AEIS has an improved debt to assets ratio.
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 9.02 indicates that AEIS is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of AEIS (9.02) is better than 82.26% of its industry peers.
  • AEIS has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 4.51
Altman-Z 9.02
ROIC/WACC1.07
WACC9.6%
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

  • AEIS has a Current Ratio of 1.59. 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 Current ratio of 1.59 is on the low side compared to the rest of the industry. AEIS is outperformed by 73.39% 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 has a worse Quick ratio (1.17) than 68.55% 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.
  • AEIS shows a strong growth in Revenue. In the last year, the Revenue has grown by 21.37%.
  • 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

  • Based on estimates for the next years, AEIS will show a very strong growth in Earnings Per Share. The EPS will grow by 23.25% on average per year.
  • 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 Y38.19%
EPS Next 2Y30.26%
EPS Next 3Y23.25%
EPS Next 5YN/A
Revenue Next Year21.17%
Revenue Next 2Y17.21%
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.
  • 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.
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

  • AEIS is valuated quite expensively with a Price/Earnings ratio of 58.60.
  • AEIS's Price/Earnings is on the same level as the industry average.
  • The average S&P500 Price/Earnings ratio is at 27.87. AEIS is valued rather expensively when compared to this.
  • AEIS is valuated quite expensively with a Price/Forward Earnings ratio of 42.40.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of AEIS is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 38.51. AEIS is around the same levels.
Industry RankSector Rank
PE 58.6
Fwd PE 42.4
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 is on the same level as the industry average.
  • AEIS's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 113.46
EV/EBITDA 57.45
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.
  • A more expensive valuation may be justified as AEIS's earnings are expected to grow with 23.25% in the coming years.
PEG (NY)1.53
PEG (5Y)14.25
EPS Next 2Y30.26%
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

  • AEIS has a yearly dividend return of 0.11%, which is pretty low.
  • AEIS's Dividend Yield is a higher than the industry average which is at 0.45.
  • With a Dividend Yield of 0.11, AEIS pays less dividend than the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 0.11%

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 Years4
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 2Y30.26%
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

More info and screens

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AEIS Fundamentals: All Metrics, Ratios and Statistics

ADVANCED ENERGY INDUSTRIES

NASDAQ:AEIS (4/17/2026, 8:00:00 PM)

After market: 375.6 0 (0%)

375.6

+3.37 (+0.91%)

Chartmill FA Rating
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)02-10
Earnings (Next)05-06
Inst Owners109.77%
Inst Owner Change0.04%
Ins Owners1.02%
Ins Owner Change-1.21%
Market Cap14.28B
Revenue(TTM)1.80B
Net Income(TTM)148.40M
Analysts83.33
Price Target344.4 (-8.31%)
Short Float %6.49%
Short Ratio3.11
Dividend
Industry RankSector Rank
Dividend Yield 0.11%
Yearly Dividend0.41
Dividend Growth(5Y)N/A
DP10.51%
Div Incr Years0
Div Non Decr Years4
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)4.49%
PT rev (3m)47.77%
EPS NQ rev (1m)0.26%
EPS NQ rev (3m)15.6%
EPS NY rev (1m)1.02%
EPS NY rev (3m)11.61%
Revenue NQ rev (1m)0.2%
Revenue NQ rev (3m)7.51%
Revenue NY rev (1m)0.64%
Revenue NY rev (3m)7.88%
Valuation
Industry RankSector Rank
PE 58.6
Fwd PE 42.4
P/S 7.94
P/FCF 113.46
P/OCF 61.23
P/B 10.48
P/tB 15.13
EV/EBITDA 57.45
EPS(TTM)6.41
EY1.71%
EPS(NY)8.86
Fwd EY2.36%
FCF(TTM)3.31
FCFY0.88%
OCF(TTM)6.13
OCFY1.63%
SpS47.3
BVpS35.83
TBVpS24.83
PEG (NY)1.53
PEG (5Y)14.25
Graham Number71.8908 (-80.86%)
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 9.02
F-Score8
WACC9.6%
ROIC/WACC1.07
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 Y38.19%
EPS Next 2Y30.26%
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 Year21.17%
Revenue Next 2Y17.21%
Revenue Next 3Y14.17%
Revenue Next 5YN/A
EBIT growth 1Y167.6%
EBIT growth 3Y-9.05%
EBIT growth 5Y-0.94%
EBIT Next Year66.45%
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 for AEIS stock?

ChartMill assigns a valuation rating of 3 / 10 to ADVANCED ENERGY INDUSTRIES (AEIS). This can be considered as Overvalued.


Can you provide the profitability details for ADVANCED ENERGY INDUSTRIES?

ADVANCED ENERGY INDUSTRIES (AEIS) has a profitability rating of 6 / 10.


What is the financial health of ADVANCED ENERGY INDUSTRIES (AEIS) stock?

The financial health rating of ADVANCED ENERGY INDUSTRIES (AEIS) is 7 / 10.


What is the expected EPS growth for ADVANCED ENERGY INDUSTRIES (AEIS) stock?

The Earnings per Share (EPS) of ADVANCED ENERGY INDUSTRIES (AEIS) is expected to grow by 38.19% in the next year.