Advanced Energy Industries Stock Performance

AEIS Stock  USD 108.92  0.11  0.10%   
Advanced Energy has a performance score of 8 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.94, 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 right now shows a risk of 1.82%. Please confirm Advanced Energy Indu value at risk, as well as the relationship between the skewness and day typical price , to decide if Advanced Energy Indu will be following its price patterns.

Risk-Adjusted Performance

8 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Advanced Energy Industries are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively abnormal forward indicators, Advanced Energy may actually be approaching a critical reversion point that can send shares even higher in July 2024. ...more

Actual Historical Performance (%)

One Day Return
(0.10)
Five Day Return
1.73
Year To Date Return
2.52
Ten Year Return
469.37
All Time Return
989.2
Forward Dividend Yield
0.0037
Payout Ratio
0.095
Forward Dividend Rate
0.4
Dividend Date
2024-06-07
Ex Dividend Date
2024-05-23
1
Disposition of 547 shares by John Donaghey of Advanced Energy at 95.75 subject to Rule 16b-3
03/28/2024
2
Disposition of 148 shares by Delsanto Anne of Advanced Energy at 101.89 subject to Rule 16b-3
04/01/2024
3
Acquisition by Bernard Colpitts of 2938 shares of Advanced Energy subject to Rule 16b-3
04/05/2024
4
Disposition of 750 shares by Elizabeth Vonne of Advanced Energy at 96.52 subject to Rule 16b-3
04/15/2024
5
Advanced Energy Announces First Quarter 2024 Earnings Date on May 1
04/17/2024
6
Insider Trading
04/18/2024
7
Advanced Energy Industries director sells 14k in stock
05/02/2024
8
Disposition of 2257 shares by Delsanto Anne of Advanced Energy subject to Rule 16b-3
05/03/2024
9
Investing in Advanced Energy Dont Miss Assessing Its International Revenue Trends
05/07/2024
10
Apyx Medical Corporation Reports First Quarter 2024 Financial Results Reaffirms Full Year 2024 Financial Outlook
05/09/2024
11
Apyx Medical Corporation Q1 2024 Earnings Call Transcript
05/13/2024
12
Principal Financial Group Inc. Decreases Holdings in Advanced Energy Industries, Inc. - MarketBeat
05/16/2024
13
Implied Volatility Surging for Advanced Energy Stock Options
05/21/2024
14
Advanced Energy Raises Offer to Buy XP Power Limited
05/22/2024
15
Disposition of 148 shares by Delsanto Anne of Advanced Energy at 108.48 subject to Rule 16b-3
06/03/2024
16
Advanced Energy Unveils Recipients of 2024 STEM Scholarship Program
06/06/2024
 
Advanced Energy dividend paid on 7th of June 2024
06/07/2024
17
Britains biggest stock broker poised to approve 5.4bn Abu Dhabi-backed takeover
06/18/2024
Begin Period Cash Flow458.8 M
  

Advanced Energy Relative Risk vs. Return Landscape

If you would invest  9,785  in Advanced Energy Industries on March 21, 2024 and sell it today you would earn a total of  1,107  from holding Advanced Energy Industries or generate 11.31% return on investment over 90 days. Advanced Energy Industries is currently generating 0.1866% in daily expected returns and assumes 1.8205% risk (volatility on return distribution) over the 90 days horizon. In different words, 16% of stocks are less volatile than Advanced, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Advanced Energy is expected to generate 2.9 times more return on investment than the market. However, the company is 2.9 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.03 per unit of 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 = 0.1025

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Estimated Market Risk

 1.82
  actual daily
16
84% of assets are more volatile

Expected Return

 0.19
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.1
  actual daily
8
92% of assets perform better
Based on monthly moving average Advanced Energy is performing at about 8% of its full potential. 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 it 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.

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 ReportedProjected 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.
Over 99.0% of the company shares are held by institutions such as insurance companies
On 7th of June 2024 Advanced Energy paid $ 0.1 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: Britains biggest stock broker poised to approve 5.4bn Abu Dhabi-backed takeover
Evaluating Advanced Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Advanced Energy's stock performance include:
  • 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.
It's essential to remember that evaluating Advanced Energy's stock performance is not an exact science, and many factors can impact Advanced Energy's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional 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.