ADVANCED ENERGY INDUSTRIES (AEIS) Stock Fundamental Analysis
USA - NASDAQ:AEIS - US0079731008 - Common Stock
171.63 USD
-2.72 (-1.56%)
AEIS gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 124 industry peers in the Electronic Equipment, Instruments & Components industry. While AEIS has a great health rating, its profitability is only average at the moment. AEIS is showing excellent growth while it is valued at reasonable prices. Keep and eye on this one! 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.
AEIS had positive earnings in each of the past 5 years.
AEIS had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
AEIS has a better Return On Assets (3.52%) than 66.94% of its industry peers.
AEIS has a Return On Equity of 6.67%. This is in the better half of the industry: AEIS outperforms 63.71% of its industry peers.
AEIS has a Return On Invested Capital of 4.80%. This is comparable to the rest of the industry: AEIS outperforms 58.06% of its industry peers.
AEIS had an Average Return On Invested Capital over the past 3 years of 6.52%. This is below the industry average of 9.48%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.52% | ||
| ROE | 6.67% | ||
| ROIC | 4.8% |
ROA(3y)5.81%
ROA(5y)6.6%
ROE(3y)11.48%
ROE(5y)13.29%
ROIC(3y)6.52%
ROIC(5y)7.83%
1.3 Margins
The Profit Margin of AEIS (5.13%) is better than 70.16% of its industry peers.
AEIS's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 7.51%, AEIS is in the better half of the industry, outperforming 71.77% of the companies in the same industry.
AEIS's Operating Margin has declined in the last couple of years.
With a decent Gross Margin value of 36.84%, AEIS is doing good in the industry, outperforming 62.10% of the companies in the same industry.
AEIS's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 7.51% | ||
| PM (TTM) | 5.13% | ||
| GM | 36.84% |
OM growth 3Y-25.09%
OM growth 5Y-9.73%
PM growth 3Y-26.61%
PM growth 5Y-14.97%
GM growth 3Y-0.78%
GM growth 5Y-2.24%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), AEIS is destroying value.
The number of shares outstanding for AEIS has been increased compared to 1 year ago.
AEIS has less shares outstanding than it did 5 years ago.
Compared to 1 year ago, AEIS has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 5.54 indicates that AEIS is not in any danger for bankruptcy at the moment.
AEIS has a Altman-Z score of 5.54. This is in the better half of the industry: AEIS outperforms 73.39% of its industry peers.
The Debt to FCF ratio of AEIS is 4.58, which is a neutral value as it means it would take AEIS, 4.58 years of fcf income to pay off all of its debts.
The Debt to FCF ratio of AEIS (4.58) is better than 65.32% of its industry peers.
A Debt/Equity ratio of 0.45 indicates that AEIS is not too dependend on debt financing.
AEIS has a worse Debt to Equity ratio (0.45) than 67.74% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.45 | ||
| Debt/FCF | 4.58 | ||
| Altman-Z | 5.54 |
ROIC/WACC0.53
WACC9.06%
2.3 Liquidity
A Current Ratio of 4.09 indicates that AEIS has no problem at all paying its short term obligations.
AEIS has a better Current ratio (4.09) than 79.03% of its industry peers.
AEIS has a Quick Ratio of 2.97. This indicates that AEIS is financially healthy and has no problem in meeting its short term obligations.
With a decent Quick ratio value of 2.97, AEIS is doing good in the industry, outperforming 75.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 4.09 | ||
| Quick Ratio | 2.97 |
3. Growth
3.1 Past
AEIS shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 26.84%, which is quite impressive.
AEIS shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 8.74% yearly.
The Revenue has grown by 8.49% in the past year. This is quite good.
AEIS shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 13.44% yearly.
EPS 1Y (TTM)26.84%
EPS 3Y-8.16%
EPS 5Y8.74%
EPS Q2Q%76.47%
Revenue 1Y (TTM)8.49%
Revenue growth 3Y0.59%
Revenue growth 5Y13.44%
Sales Q2Q%20.98%
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 27.59% on average per year.
AEIS is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 11.09% yearly.
EPS Next Y57.15%
EPS Next 2Y35.04%
EPS Next 3Y27.59%
EPS Next 5YN/A
Revenue Next Year18.66%
Revenue Next 2Y12.8%
Revenue Next 3Y11.09%
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 stable.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 34.26 indicates a quite expensive valuation of AEIS.
AEIS's Price/Earnings ratio is a bit cheaper when compared to the industry. AEIS is cheaper than 61.29% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.38. AEIS is valued slightly more expensive when compared to this.
A Price/Forward Earnings ratio of 25.37 indicates a quite expensive valuation of AEIS.
The rest of the industry has a similar Price/Forward Earnings ratio as AEIS.
The average S&P500 Price/Forward Earnings ratio is at 22.86. AEIS is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.26 | ||
| Fwd PE | 25.37 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as AEIS.
AEIS's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. AEIS is cheaper than 62.10% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 52.43 | ||
| EV/EBITDA | 34.01 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
AEIS's earnings are expected to grow with 27.59% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.6
PEG (5Y)3.92
EPS Next 2Y35.04%
EPS Next 3Y27.59%
5. Dividend
5.1 Amount
AEIS has a yearly dividend return of 0.24%, which is pretty low.
Compared to an average industry Dividend Yield of 2.22, AEIS pays a bit more dividend than its industry peers.
With a Dividend Yield of 0.24, AEIS pays less dividend than the S&P500 average, which is at 2.38.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.24% |
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
18.38% of the earnings are spent on dividend by AEIS. This is a low number and sustainable payout ratio.
DP18.38%
EPS Next 2Y35.04%
EPS Next 3Y27.59%
NASDAQ:AEIS (9/22/2025, 10:37:20 AM)
171.63
-2.72 (-1.56%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)
Earnings (Next)
Inst Owners109.53%
Inst Owner Change-1.26%
Ins Owners1.15%
Ins Owner Change1.21%
Market Cap6.47B
Analysts81.11
Price Target153.71 (-10.44%)
Short Float %7.11%
Short Ratio6.76
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.24% |
Yearly Dividend0.41
Dividend Growth(5Y)N/A
DP18.38%
Div Incr Years0
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)13.14%
Min EPS beat(2)12.47%
Max EPS beat(2)13.82%
EPS beat(4)4
Avg EPS beat(4)11.98%
Min EPS beat(4)5.3%
Max EPS beat(4)16.34%
EPS beat(8)7
Avg EPS beat(8)8.06%
EPS beat(12)11
Avg EPS beat(12)10.89%
EPS beat(16)15
Avg EPS beat(16)14.58%
Revenue beat(2)2
Avg Revenue beat(2)1.96%
Min Revenue beat(2)1.18%
Max Revenue beat(2)2.75%
Revenue beat(4)3
Avg Revenue beat(4)1.45%
Min Revenue beat(4)-1.51%
Max Revenue beat(4)3.39%
Revenue beat(8)4
Avg Revenue beat(8)-0.84%
Revenue beat(12)7
Avg Revenue beat(12)0.77%
Revenue beat(16)10
Avg Revenue beat(16)2.07%
PT rev (1m)13.48%
PT rev (3m)21.43%
EPS NQ rev (1m)0%
EPS NQ rev (3m)12.39%
EPS NY rev (1m)0%
EPS NY rev (3m)8.89%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)4.72%
Revenue NY rev (1m)0%
Revenue NY rev (3m)3.21%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 34.26 | ||
| Fwd PE | 25.37 | ||
| P/S | 3.96 | ||
| P/FCF | 52.43 | ||
| P/OCF | 33.92 | ||
| P/B | 5.15 | ||
| P/tB | 7.82 | ||
| EV/EBITDA | 34.01 |
EPS(TTM)5.01
EY2.92%
EPS(NY)6.77
Fwd EY3.94%
FCF(TTM)3.27
FCFY1.91%
OCF(TTM)5.06
OCFY2.95%
SpS43.36
BVpS33.33
TBVpS21.94
PEG (NY)0.6
PEG (5Y)3.92
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.52% | ||
| ROE | 6.67% | ||
| ROCE | 6.07% | ||
| ROIC | 4.8% | ||
| ROICexc | 7.41% | ||
| ROICexgc | 11.03% | ||
| OM | 7.51% | ||
| PM (TTM) | 5.13% | ||
| GM | 36.84% | ||
| FCFM | 7.55% |
ROA(3y)5.81%
ROA(5y)6.6%
ROE(3y)11.48%
ROE(5y)13.29%
ROIC(3y)6.52%
ROIC(5y)7.83%
ROICexc(3y)10.13%
ROICexc(5y)12.26%
ROICexgc(3y)16.74%
ROICexgc(5y)20.82%
ROCE(3y)8.26%
ROCE(5y)9.92%
ROICexcg growth 3Y-34.09%
ROICexcg growth 5Y-7.46%
ROICexc growth 3Y-32.01%
ROICexc growth 5Y-4.53%
OM growth 3Y-25.09%
OM growth 5Y-9.73%
PM growth 3Y-26.61%
PM growth 5Y-14.97%
GM growth 3Y-0.78%
GM growth 5Y-2.24%
F-Score6
Asset Turnover0.69
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.45 | ||
| Debt/FCF | 4.58 | ||
| Debt/EBITDA | 2.99 | ||
| Cap/Depr | 101.73% | ||
| Cap/Sales | 4.12% | ||
| Interest Coverage | 10.18 | ||
| Cash Conversion | 100.95% | ||
| Profit Quality | 147.22% | ||
| Current Ratio | 4.09 | ||
| Quick Ratio | 2.97 | ||
| Altman-Z | 5.54 |
F-Score6
WACC9.06%
ROIC/WACC0.53
Cap/Depr(3y)90.77%
Cap/Depr(5y)81.79%
Cap/Sales(3y)3.57%
Cap/Sales(5y)3.09%
Profit Quality(3y)104.73%
Profit Quality(5y)103.39%
High Growth Momentum
Growth
EPS 1Y (TTM)26.84%
EPS 3Y-8.16%
EPS 5Y8.74%
EPS Q2Q%76.47%
EPS Next Y57.15%
EPS Next 2Y35.04%
EPS Next 3Y27.59%
EPS Next 5YN/A
Revenue 1Y (TTM)8.49%
Revenue growth 3Y0.59%
Revenue growth 5Y13.44%
Sales Q2Q%20.98%
Revenue Next Year18.66%
Revenue Next 2Y12.8%
Revenue Next 3Y11.09%
Revenue Next 5YN/A
EBIT growth 1Y51.38%
EBIT growth 3Y-24.65%
EBIT growth 5Y2.41%
EBIT Next Year104.42%
EBIT Next 3Y42.46%
EBIT Next 5YN/A
FCF growth 1Y1.73%
FCF growth 3Y-11.96%
FCF growth 5Y26.09%
OCF growth 1Y1.3%
OCF growth 3Y-2.31%
OCF growth 5Y21.99%