Advanced Energy Industries Stock Performance
| AEIS Stock | USD 93.10 2.07 2.27% |
The firm shows a Beta (market volatility) of 2.17, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Advanced Energy will likely underperform. Advanced Energy Indu has an expected return of -0.2%. Please make sure to confirm Advanced Energy Indu total risk alpha, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Advanced Energy Indu performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Advanced Energy Industries has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unfluctuating performance in the last few months, the Stock's forward indicators remain comparatively stable which may send shares a bit higher in May 2024. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return 3.36 | Five Day Return 2.53 | Year To Date Return (11.44) | Ten Year Return 293.5 | All Time Return 840.85 |
Forward Dividend Yield 0.0044 | Payout Ratio 0.0821 | Forward Dividend Rate 0.4 | Dividend Date 2024-03-01 | Ex Dividend Date 2024-02-15 |
1 | Does Advanced Energy Industries Have A Healthy Balance Sheet | 02/01/2024 |
2 | Results Advanced Energy Industries, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates | 02/09/2024 |
3 | Disposition of 3430 shares by Eduardo Acebedo of Advanced Energy subject to Rule 16b-3 | 02/21/2024 |
| Advanced Energy dividend paid on 1st of March 2024 | 03/01/2024 |
4 | Acquisition by Paul Oldham of 9796 shares of Advanced Energy subject to Rule 16b-3 | 03/05/2024 |
5 | Disposition of 1119 shares by Paul Oldham of Advanced Energy at 95.75 subject to Rule 16b-3 | 03/15/2024 |
6 | Apyx Medical Corporation Reports Fourth Quarter and Full Year 2023 Financial Results Introduces Full Year 2024 Financial Outlook | 03/21/2024 |
7 | Geothermal advancements, incentives could help NM meet renewable energy goals | 03/25/2024 |
8 | Disposition of 547 shares by John Donaghey of Advanced Energy at 95.75 subject to Rule 16b-3 | 03/28/2024 |
9 | Disposition of 148 shares by Delsanto Anne of Advanced Energy at 101.89 subject to Rule 16b-3 | 04/01/2024 |
10 | Advanced Energy Industries, Inc. Director Anne Delsanto Sells 148 Shares of Stock - Defense World | 04/03/2024 |
11 | Acquisition by Bernard Colpitts of 2938 shares of Advanced Energy subject to Rule 16b-3 | 04/05/2024 |
12 | Advanced Energy Industries Upside Demands Revenue And Margin Rebound - Seeking Alpha | 04/11/2024 |
13 | Disposition of 750 shares by Elizabeth Vonne of Advanced Energy at 96.52 subject to Rule 16b-3 | 04/15/2024 |
14 | Advanced EnergyACDC | 04/16/2024 |
15 | Advanced Energy Announces First Quarter 2024 Earnings Date on May 1 | 04/17/2024 |
16 | Insider Trading | 04/18/2024 |
17 | Remote Plasma Source Market Analysis Report 2024 Global Trends, Forecast and Competitive Analysis to 2030 - 2.6 Billion Opportunities in the Electronic, Optical... | 04/22/2024 |
| Begin Period Cash Flow | 458.8 M |
Advanced |
Advanced Energy Relative Risk vs. Return Landscape
If you would invest 10,740 in Advanced Energy Industries on January 24, 2024 and sell it today you would lose (1,430) from holding Advanced Energy Industries or give up 13.31% of portfolio value over 90 days. Advanced Energy Industries is currently does not generate positive expected returns and assumes 2.1133% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Advanced, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Advanced Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Advanced Energy's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Advanced Energy Industries, and traders can use it to determine the average amount a Advanced Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0967
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AEIS |
Estimated Market Risk
| 2.11 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Advanced Energy is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Advanced Energy by adding Advanced Energy to a well-diversified portfolio.
Advanced Energy Fundamentals Growth
Advanced Stock prices reflect investors' perceptions of the future prospects and financial health of Advanced Energy, and Advanced Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Advanced Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0391 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.08 % | ||||
| Current Valuation | 3.37 B | ||||
| Shares Outstanding | 37.4 M | ||||
| Price To Earning | 25.99 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 2.18 X | ||||
| Revenue | 1.66 B | ||||
| Gross Profit | 680.5 M | ||||
| EBITDA | 113.69 M | ||||
| Net Income | 130.75 M | ||||
| Cash And Equivalents | 372.68 M | ||||
| Cash Per Share | 9.98 X | ||||
| Total Debt | 1.02 B | ||||
| Debt To Equity | 0.54 % | ||||
| Current Ratio | 2.80 X | ||||
| Book Value Per Share | 30.66 X | ||||
| Cash Flow From Operations | 208.94 M | ||||
| Earnings Per Share | 3.46 X | ||||
| Market Capitalization | 3.4 B | ||||
| Total Asset | 2.56 B | ||||
| Retained Earnings | 989.73 M | ||||
| Working Capital | 1.38 B | ||||
| Current Asset | 342.77 M | ||||
| Current Liabilities | 104.08 M | ||||
About Advanced Energy Performance
To evaluate Advanced Energy Indu Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Advanced Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Advanced Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Advanced Energy Indu market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Advanced's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 108.83 | 83.74 | |
| Return On Tangible Assets | 0.06 | 0.04 | |
| Return On Capital Employed | 0.07 | 0.08 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.11 | 0.12 |
Things to note about Advanced Energy Indu performance evaluation
Checking the ongoing alerts about Advanced Energy for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Advanced Energy Indu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Advanced Energy Indu generated a negative expected return over the last 90 days | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 1st of March 2024 Advanced Energy paid $ 0.1 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Remote Plasma Source Market Analysis Report 2024 Global Trends, Forecast and Competitive Analysis to 2030 - 2.6 Billion Opportunities in the Electronic, Optical, and Chemical Markets |
- Analyzing Advanced Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Advanced Energy's stock is overvalued or undervalued compared to its peers.
- Examining Advanced Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Advanced Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Advanced Energy's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Advanced Energy's stock. These opinions can provide insight into Advanced Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Advanced Energy Industries. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Complementary Tools for Advanced Stock analysis
When running Advanced Energy's price analysis, check to measure Advanced Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Advanced Energy is operating at the current time. Most of Advanced Energy's value examination focuses on studying past and present price action to predict the probability of Advanced Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Advanced Energy's price. Additionally, you may evaluate how the addition of Advanced Energy to your portfolios can decrease your overall portfolio volatility.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |
Is Advanced Energy's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Advanced Energy. If investors know Advanced will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Advanced Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.14) | Dividend Share 0.4 | Earnings Share 3.46 | Revenue Per Share 44.178 | Quarterly Revenue Growth (0.17) |
The market value of Advanced Energy Indu is measured differently than its book value, which is the value of Advanced that is recorded on the company's balance sheet. Investors also form their own opinion of Advanced Energy's value that differs from its market value or its book value, called intrinsic value, which is Advanced Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Advanced Energy's market value can be influenced by many factors that don't directly affect Advanced Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Advanced Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Advanced Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advanced Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.