ADVANCED ENERGY INDUSTRIES (AEIS) Stock Fundamental Analysis
USA - NASDAQ:AEIS - US0079731008 - Common Stock
202.227 USD
-10.56 (-4.96%)
AEIS gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 123 industry peers in the Electronic Equipment, Instruments & Components industry. AEIS is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. AEIS shows excellent growth, but is valued quite expensive already. With these ratings, AEIS could be worth investigating further for growth investing!.
1. Profitability
1.1 Basic Checks
In the past year AEIS was profitable.
In the past year AEIS had a positive cash flow from operations.
AEIS had positive earnings in each of the past 5 years.
In the past 5 years AEIS always reported a positive cash flow from operatings.
1.2 Ratios
AEIS has a Return On Assets of 3.53%. This is in the better half of the industry: AEIS outperforms 63.41% of its industry peers.
AEIS has a better Return On Equity (6.68%) than 63.41% of its industry peers.
AEIS has a Return On Invested Capital (4.85%) which is in line with its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for AEIS is below the industry average of 9.58%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.53% | ||
| ROE | 6.68% | ||
| ROIC | 4.85% |
ROA(3y)5.81%
ROA(5y)6.6%
ROE(3y)11.47%
ROE(5y)13.28%
ROIC(3y)6.52%
ROIC(5y)7.83%
1.3 Margins
AEIS has a Profit Margin of 5.14%. This is in the better half of the industry: AEIS outperforms 67.48% of its industry peers.
AEIS's Profit Margin has declined in the last couple of years.
AEIS has a better Operating Margin (7.59%) than 71.54% of its industry peers.
AEIS's Operating Margin has declined in the last couple of years.
AEIS has a better Gross Margin (36.84%) than 60.16% of its industry peers.
In the last couple of years the Gross Margin of AEIS has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 7.59% | ||
| PM (TTM) | 5.14% | ||
| GM | 36.84% |
OM growth 3Y-25.07%
OM growth 5Y-9.71%
PM growth 3Y-26.71%
PM growth 5Y-15.04%
GM growth 3Y-0.78%
GM growth 5Y-2.24%
2. Health
2.1 Basic Checks
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so 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.
The debt/assets ratio for AEIS has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 6.32 indicates that AEIS is not in any danger for bankruptcy at the moment.
With a decent Altman-Z score value of 6.32, AEIS is doing good in the industry, outperforming 79.67% of the companies in the same industry.
The Debt to FCF ratio of AEIS is 4.60, which is a neutral value as it means it would take AEIS, 4.60 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 4.60, AEIS is in the better half of the industry, outperforming 63.41% of the companies in the same industry.
AEIS has a Debt/Equity ratio of 0.45. This is a healthy value indicating a solid balance between debt and equity.
Looking at the Debt to Equity ratio, with a value of 0.45, AEIS is doing worse than 69.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.45 | ||
| Debt/FCF | 4.6 | ||
| Altman-Z | 6.32 |
ROIC/WACC0.55
WACC8.86%
2.3 Liquidity
AEIS has a Current Ratio of 4.09. This indicates that AEIS is financially healthy and has no problem in meeting its short term obligations.
With a decent Current ratio value of 4.09, AEIS is doing good in the industry, outperforming 76.42% of the companies in the same industry.
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 72.36% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 4.09 | ||
| Quick Ratio | 2.97 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 58.08% over the past year.
Measured over the past years, AEIS shows a quite strong growth in Earnings Per Share. The EPS has been growing by 8.74% on average per year.
Looking at the last year, AEIS shows a very negative growth in Revenue. The Revenue has decreased by -10.49% in the last year.
Measured over the past years, AEIS shows a quite strong growth in Revenue. The Revenue has been growing by 13.44% on average per year.
EPS 1Y (TTM)58.08%
EPS 3Y-8.16%
EPS 5Y8.74%
EPS Q2Q%77.55%
Revenue 1Y (TTM)-10.49%
Revenue growth 3Y0.59%
Revenue growth 5Y13.44%
Sales Q2Q%23.81%
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 28.73% on average per year.
AEIS is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 11.35% yearly.
EPS Next Y57.36%
EPS Next 2Y35.58%
EPS Next 3Y28.73%
EPS Next 5YN/A
Revenue Next Year18.66%
Revenue Next 2Y12.8%
Revenue Next 3Y11.35%
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 stable.
4. Valuation
4.1 Price/Earnings Ratio
AEIS is valuated quite expensively with a Price/Earnings ratio of 35.05.
AEIS's Price/Earnings ratio is in line with the industry average.
AEIS's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 26.34.
Based on the Price/Forward Earnings ratio of 29.65, the valuation of AEIS can be described as expensive.
AEIS's Price/Forward Earnings is on the same level as the industry average.
AEIS's Price/Forward Earnings ratio indicates a similar valuation than the S&P500 average which is at 34.43.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 35.05 | ||
| Fwd PE | 29.65 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AEIS is on the same level as its industry peers.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of AEIS is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 62.02 | ||
| EV/EBITDA | 41.45 |
4.3 Compensation for Growth
AEIS's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
A more expensive valuation may be justified as AEIS's earnings are expected to grow with 28.73% in the coming years.
PEG (NY)0.61
PEG (5Y)4.01
EPS Next 2Y35.58%
EPS Next 3Y28.73%
5. Dividend
5.1 Amount
With a yearly dividend of 0.19%, AEIS is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 2.13, AEIS pays a bit more dividend than its industry peers.
Compared to an average S&P500 Dividend Yield of 2.36, AEIS's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.19% |
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
17.90% of the earnings are spent on dividend by AEIS. This is a low number and sustainable payout ratio.
DP17.9%
EPS Next 2Y35.58%
EPS Next 3Y28.73%
NASDAQ:AEIS (11/13/2025, 1:10:10 PM)
202.227
-10.56 (-4.96%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupTechnology Hardware & Equipment
GICS IndustryElectronic Equipment, Instruments & Components
Earnings (Last)
Earnings (Next)
Inst Owners107.62%
Inst Owner Change0.36%
Ins Owners1.14%
Ins Owner Change-0.38%
Market Cap7.63B
Revenue(TTM)1.48B
Net Income(TTM)84.00M
Analysts81.11
Price Target173.91 (-14%)
Short Float %6.56%
Short Ratio6.15
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.19% |
Yearly Dividend0.4
Dividend Growth(5Y)N/A
DP17.9%
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)13.14%
PT rev (3m)28.39%
EPS NQ rev (1m)0.19%
EPS NQ rev (3m)12.6%
EPS NY rev (1m)0.13%
EPS NY rev (3m)9.04%
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 | 35.05 | ||
| Fwd PE | 29.65 | ||
| P/S | 4.66 | ||
| P/FCF | 62.02 | ||
| P/OCF | 39.94 | ||
| P/B | 6.06 | ||
| P/tB | 9.21 | ||
| EV/EBITDA | 41.45 |
EPS(TTM)5.77
EY2.85%
EPS(NY)6.82
Fwd EY3.37%
FCF(TTM)3.26
FCFY1.61%
OCF(TTM)5.06
OCFY2.5%
SpS43.36
BVpS33.35
TBVpS21.95
PEG (NY)0.61
PEG (5Y)4.01
Graham Number65.8
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.53% | ||
| ROE | 6.68% | ||
| ROCE | 6.13% | ||
| ROIC | 4.85% | ||
| ROICexc | 7.49% | ||
| ROICexgc | 11.15% | ||
| OM | 7.59% | ||
| PM (TTM) | 5.14% | ||
| GM | 36.84% | ||
| FCFM | 7.52% |
ROA(3y)5.81%
ROA(5y)6.6%
ROE(3y)11.47%
ROE(5y)13.28%
ROIC(3y)6.52%
ROIC(5y)7.83%
ROICexc(3y)10.11%
ROICexc(5y)12.26%
ROICexgc(3y)16.71%
ROICexgc(5y)20.81%
ROCE(3y)8.25%
ROCE(5y)9.91%
ROICexgc growth 3Y-34.08%
ROICexgc growth 5Y-7.46%
ROICexc growth 3Y-31.99%
ROICexc growth 5Y-4.52%
OM growth 3Y-25.07%
OM growth 5Y-9.71%
PM growth 3Y-26.71%
PM growth 5Y-15.04%
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 | 4.6 | ||
| Debt/EBITDA | 2.98 | ||
| Cap/Depr | 103.03% | ||
| Cap/Sales | 4.16% | ||
| Interest Coverage | 10.17 | ||
| Cash Conversion | 100.47% | ||
| Profit Quality | 146.43% | ||
| Current Ratio | 4.09 | ||
| Quick Ratio | 2.97 | ||
| Altman-Z | 6.32 |
F-Score6
WACC8.86%
ROIC/WACC0.55
Cap/Depr(3y)90.84%
Cap/Depr(5y)81.83%
Cap/Sales(3y)3.57%
Cap/Sales(5y)3.1%
Profit Quality(3y)105.04%
Profit Quality(5y)103.58%
High Growth Momentum
Growth
EPS 1Y (TTM)58.08%
EPS 3Y-8.16%
EPS 5Y8.74%
EPS Q2Q%77.55%
EPS Next Y57.36%
EPS Next 2Y35.58%
EPS Next 3Y28.73%
EPS Next 5YN/A
Revenue 1Y (TTM)-10.49%
Revenue growth 3Y0.59%
Revenue growth 5Y13.44%
Sales Q2Q%23.81%
Revenue Next Year18.66%
Revenue Next 2Y12.8%
Revenue Next 3Y11.35%
Revenue Next 5YN/A
EBIT growth 1Y52.9%
EBIT growth 3Y-24.62%
EBIT growth 5Y2.43%
EBIT Next Year112.4%
EBIT Next 3Y42.63%
EBIT Next 5YN/A
FCF growth 1Y1.34%
FCF growth 3Y-11.94%
FCF growth 5Y26.11%
OCF growth 1Y1.38%
OCF growth 3Y-2.25%
OCF growth 5Y22.04%
ADVANCED ENERGY INDUSTRIES / AEIS FAQ
Can you provide the ChartMill fundamental rating for ADVANCED ENERGY INDUSTRIES?
ChartMill assigns a fundamental rating of 6 / 10 to AEIS.
Can you provide the valuation status for ADVANCED ENERGY INDUSTRIES?
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 5 / 10.
How financially healthy is ADVANCED ENERGY INDUSTRIES?
The financial health rating of ADVANCED ENERGY INDUSTRIES (AEIS) is 7 / 10.
Can you provide the expected EPS growth for AEIS stock?
The Earnings per Share (EPS) of ADVANCED ENERGY INDUSTRIES (AEIS) is expected to grow by 57.36% in the next year.