Advanced Energy Industries Stock Performance
| AEIS Stock | USD 100.02 5.10 4.85% |
The firm shows a Beta (market volatility) of 1.5, 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. At this point, Advanced Energy Indu has a negative expected return of -0.18%. Please make sure to confirm Advanced Energy's treynor ratio, 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
Very Weak
Weak | Strong |
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 latest inconsistent performance, the Stock's forward indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the firm private investors. ...more
| Advanced Energy dividend paid on 7th of March 2025 | 03/07/2025 |
| Begin Period Cash Flow | 1 B |
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Advanced Energy Relative Risk vs. Return Landscape
If you would invest 11,505 in Advanced Energy Industries on December 27, 2024 and sell it today you would lose (1,503) from holding Advanced Energy Industries or give up 13.06% of portfolio value over 90 days. Advanced Energy Industries is currently does not generate positive expected returns and assumes 3.1466% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% 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 = -0.0574
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| Negative Returns | AEIS |
Estimated Market Risk
| 3.15 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 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 | 0.048 | ||||
| Return On Asset | 0.0179 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0.09 % | ||||
| Current Valuation | 3.93 B | ||||
| Shares Outstanding | 37.89 M | ||||
| Price To Earning | 25.99 X | ||||
| Price To Book | 3.31 X | ||||
| Price To Sales | 2.76 X | ||||
| Revenue | 1.48 B | ||||
| EBITDA | 145.94 M | ||||
| Cash And Equivalents | 372.68 M | ||||
| Cash Per Share | 9.98 X | ||||
| Total Debt | 107 M | ||||
| Debt To Equity | 0.54 % | ||||
| Book Value Per Share | 31.91 X | ||||
| Cash Flow From Operations | 132.92 M | ||||
| Earnings Per Share | 1.49 X | ||||
| Total Asset | 2.26 B | ||||
| Retained Earnings | 1.03 B | ||||
| Current Asset | 342.77 M | ||||
| Current Liabilities | 104.08 M | ||||
About Advanced Energy Performance
Assessing Advanced Energy's fundamental ratios provides investors with valuable insights into Advanced Energy's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Advanced Energy is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. Advanced Energy Industries, Inc. was incorporated in 1981 and is headquartered in Denver, Colorado. Advanced Energy operates under Electrical Equipment Parts classification in the United States and is traded on NASDAQ Exchange. It employs 10000 people.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 | |
| Advanced Energy Indu has high historical volatility and very poor performance | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 7th of March 2025 Advanced Energy paid $ 0.1 per share dividend to its current shareholders |
- 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.
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.