Is Advanced Energy Stock a Good Investment?
Advanced Energy Investment Advice | AEIS |
- Examine Advanced Energy's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Advanced Energy's leadership team and their track record. Good management can help Advanced Energy navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Semiconductors & Semiconductor Equipment space and any emerging trends that could impact Advanced Energy's business and its evolving consumer preferences.
- Compare Advanced Energy's performance and market position to its competitors. Analyze how Advanced Energy is positioned in terms of product offerings, innovation, and market share.
- Check if Advanced Energy pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Advanced Energy's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Advanced Energy Industries stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Advanced Energy Industries is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Advanced Energy Stock
Researching Advanced Energy's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are held by institutions such as insurance companies. The book value of Advanced Energy was presently reported as 30.91. The company has Price/Earnings To Growth (PEG) ratio of 0.41. Advanced Energy Indu last dividend was issued on the 25th of November 2024.
To determine if Advanced Energy is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Advanced Energy's research are outlined below:
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: Advanced Energy Industries, Inc. Shares Sold by Loomis Sayles Co. L P |
Advanced Energy uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Advanced Energy Industries. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Advanced Energy's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Advanced Energy's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Advanced Energy's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2008-02-07 | 2007-12-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2005-10-19 | 2005-09-30 | 0.08 | 0.07 | -0.01 | 12 | ||
1998-04-22 | 1998-03-31 | 0.09 | 0.08 | -0.01 | 11 | ||
1997-04-23 | 1997-03-31 | 0.03 | 0.04 | 0.01 | 33 | ||
2011-11-01 | 2011-09-30 | 0.19 | 0.21 | 0.02 | 10 | ||
2008-10-22 | 2008-09-30 | 0.11 | 0.13 | 0.02 | 18 | ||
2001-04-12 | 2001-03-31 | 0.18 | 0.16 | -0.02 | 11 | ||
1997-02-04 | 1996-12-31 | 0.01 | 0.03 | 0.02 | 200 |
Know Advanced Energy's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Advanced Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Advanced Energy Industries backward and forwards among themselves. Advanced Energy's institutional investor refers to the entity that pools money to purchase Advanced Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Loomis, Sayles & Company Lp | 2024-06-30 | 676 K | Manufacturers Life Insurance Co | 2024-09-30 | 635.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 631.2 K | Bank Of New York Mellon Corp | 2024-06-30 | 540.2 K | Bamco Inc | 2024-09-30 | 513.1 K | Aristotle Capital Boston, Llc | 2024-06-30 | 487.1 K | Principal Financial Group Inc | 2024-09-30 | 483.8 K | Massachusetts Financial Services Company | 2024-09-30 | 467.9 K | Snyder Capital Management Lp | 2024-09-30 | 454.5 K | Blackrock Inc | 2024-06-30 | 5.7 M | Vanguard Group Inc | 2024-09-30 | 4.8 M |
Advanced Energy's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.32 B.Market Cap |
|
Advanced Energy's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.08 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.11 | 0.12 |
Determining Advanced Energy's profitability involves analyzing its financial statements and using various financial metrics to determine if Advanced Energy is a good buy. For example, gross profit margin measures Advanced Energy's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Advanced Energy's profitability and make more informed investment decisions.
Advanced Energy's Earnings Breakdown by Geography
Please note, the imprecision that can be found in Advanced Energy's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Advanced Energy Industries. Check Advanced Energy's Beneish M Score to see the likelihood of Advanced Energy's management manipulating its earnings.
Evaluate Advanced Energy's management efficiency
Advanced Energy Indu has return on total asset (ROA) of 0.018 % which means that it generated a profit of $0.018 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0399 %, meaning that it created $0.0399 on every $100 dollars invested by stockholders. Advanced Energy's management efficiency ratios could be used to measure how well Advanced Energy manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Advanced Energy's Return On Capital Employed is comparatively stable compared to the past year. Return On Equity is likely to gain to 0.12 in 2024, whereas Return On Tangible Assets are likely to drop 0.04 in 2024. At this time, Advanced Energy's Fixed Asset Turnover is comparatively stable compared to the past year. Asset Turnover is likely to gain to 0.99 in 2024, whereas Deferred Long Term Asset Charges is likely to drop slightly above 8.6 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 30.53 | 32.05 | |
| Tangible Book Value Per Share | 18.65 | 19.58 | |
| Enterprise Value Over EBITDA | 19.43 | 11.72 | |
| Price Book Value Ratio | 3.57 | 3.73 | |
| Enterprise Value Multiple | 19.43 | 11.72 | |
| Price Fair Value | 3.57 | 3.73 | |
| Enterprise Value | 353 M | 375.9 M |
The operational strategies employed by Advanced Energy management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Dividend Yield 0.0035 | Forward Dividend Yield 0.0035 | Forward Dividend Rate 0.4 | Beta 1.484 |
Basic technical analysis of Advanced Stock
As of the 28th of November, Advanced Energy shows the Downside Deviation of 2.04, mean deviation of 1.49, and Risk Adjusted Performance of 0.0448. Advanced Energy Indu technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Advanced Energy Indu variance, value at risk, as well as the relationship between the Value At Risk and skewness to decide if Advanced Energy Indu is priced correctly, providing market reflects its regular price of 114.57 per share. Given that Advanced Energy has jensen alpha of (0.12), we suggest you to validate Advanced Energy Industries's prevailing market performance to make sure the company can sustain itself at a future point.Advanced Energy's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Advanced Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Advanced Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Advanced Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Advanced Energy's Outstanding Corporate Bonds
Advanced Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Advanced Energy Indu uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Advanced bonds can be classified according to their maturity, which is the date when Advanced Energy Industries has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Advanced Drainage Systems Corp BondUS00790RAA23 | View | |
| WMS 6375 15 JUN 30 Corp BondUS00790RAB06 | View | |
| ADVISOR GROUP HLDGS Corp BondUS00791GAA58 | View | |
| AMD 4393 01 JUN 52 Corp BondUS007903BG12 | View | |
| AMD 3924 01 JUN 32 Corp BondUS007903BF39 | View | |
| US007944AF80 Corp BondUS007944AF80 | View |
Understand Advanced Energy's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Advanced Energy's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0448 | |||
| Market Risk Adjusted Performance | 0.0599 | |||
| Mean Deviation | 1.49 | |||
| Semi Deviation | 1.95 | |||
| Downside Deviation | 2.04 | |||
| Coefficient Of Variation | 1988.14 | |||
| Standard Deviation | 2.03 | |||
| Variance | 4.13 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.21) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0499 | |||
| Maximum Drawdown | 8.3 | |||
| Value At Risk | (2.91) | |||
| Potential Upside | 3.85 | |||
| Downside Variance | 4.18 | |||
| Semi Variance | 3.81 | |||
| Expected Short fall | (1.55) | |||
| Skewness | (0.14) | |||
| Kurtosis | 1.9 |
| Risk Adjusted Performance | 0.0448 | |||
| Market Risk Adjusted Performance | 0.0599 | |||
| Mean Deviation | 1.49 | |||
| Semi Deviation | 1.95 | |||
| Downside Deviation | 2.04 | |||
| Coefficient Of Variation | 1988.14 | |||
| Standard Deviation | 2.03 | |||
| Variance | 4.13 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.21) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.0499 | |||
| Maximum Drawdown | 8.3 | |||
| Value At Risk | (2.91) | |||
| Potential Upside | 3.85 | |||
| Downside Variance | 4.18 | |||
| Semi Variance | 3.81 | |||
| Expected Short fall | (1.55) | |||
| Skewness | (0.14) | |||
| Kurtosis | 1.9 |
Consider Advanced Energy's intraday indicators
Advanced Energy intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Advanced Energy stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 0.0339 | |||
| Daily Balance Of Power | (0.66) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 116.03 | |||
| Day Typical Price | 115.54 | |||
| Market Facilitation Index | 4.0 | |||
| Price Action Indicator | (2.78) | |||
| Period Momentum Indicator | (2.64) |
Advanced Energy Corporate Filings
F4 | 27th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 29th of May 2024 Other Reports | ViewVerify |
Advanced Stock media impact
Far too much social signal, news, headlines, and media speculation about Advanced Energy that are available to investors today. That information is available publicly through Advanced media outlets and privately through word of mouth or via Advanced internal channels. However, regardless of the origin, that massive amount of Advanced data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Advanced Energy news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Advanced Energy relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Advanced Energy's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Advanced Energy alpha.
Advanced Energy Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Advanced Energy can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Advanced Energy Indu Historical Investor Sentiment
Investor biases related to Advanced Energy's public news can be used to forecast risks associated with an investment in Advanced. The trend in average sentiment can be used to explain how an investor holding Advanced can time the market purely based on public headlines and social activities around Advanced Energy Industries. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Advanced Energy's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Advanced Energy and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Advanced Energy news discussions. The higher the estimate score, the more favorable the investor's outlook on Advanced Energy.
Advanced Energy Corporate Management
| Elizabeth JD | General VP | Profile | |
| John Donaghey | Executive Sales | Profile | |
| YeukFai Mok | VP Relations | Profile | |
| Kevin Fairbairn | Sr Devel | Profile | |
| Emdrem Tan | Executive Power | Profile |
Already Invested in Advanced Energy Industries?
The danger of trading Advanced Energy Industries is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Advanced Energy is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Advanced Energy. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Advanced Energy Indu is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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.