(AEIS) Advanced Energy Industries - Ratings and Ratios
Plasma Power, High Voltage, Low Voltage, Thermal Sensing, Calibration
Dividends
| Dividend Yield | 0.19% |
| Yield on Cost 5y | 0.40% |
| Yield CAGR 5y | 0.00% |
| Payout Consistency | 97.0% |
| Payout Ratio | 6.9% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 41.6% |
| Value at Risk 5%th | 63.1% |
| Relative Tail Risk | -7.68% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.35 |
| Alpha | 61.31 |
| CAGR/Max DD | 0.88 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.498 |
| Beta | 1.901 |
| Beta Downside | 1.907 |
| Drawdowns 3y | |
|---|---|
| Max DD | 39.87% |
| Mean DD | 11.72% |
| Median DD | 11.37% |
Description: AEIS Advanced Energy Industries November 05, 2025
Advanced Energy Industries (AEIS) designs and manufactures precision power conversion, measurement, and control solutions for a broad set of markets, including semiconductor and thin-film plasma processing, industrial production, medical and life-science equipment, data-center computing, networking, and telecommunications.
Its plasma-power portfolio supports dry-etch and deposition tools, while its high- and low-voltage power products are sold to OEMs and end-users worldwide. The company also offers sensing, control, and instrumentation hardware for power-and-temperature calibration, plus a suite of services such as equipment refurbishment, upgrades, and warranty/repair support.
AEIS reaches customers through a mixed-channel model that combines a direct sales force, independent representatives, channel partners, and distributors, ensuring coverage across both domestic and international regions.
Key recent metrics: FY 2023 revenue reached approximately **$1.1 billion**, with an operating margin of **~12%**, and the company posted a **15% year-over-year increase in semiconductor-equipment sales**, reflecting strong demand from AI-driven data-center expansion. The semiconductor equipment sector is currently driven by a **global capex surge of ~20% YoY**, fueled by advanced node transitions and the rollout of 300 mm fabs.
Given AEIS’s exposure to both the high-growth semiconductor equipment market and the more cyclical industrial power-conversion segment, analysts should monitor **semiconductor fab capacity utilization** and **industrial automation spending trends** as primary drivers of earnings volatility.
For a deeper quantitative assessment, you may explore the AEIS valuation metrics on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 7.5
| Net Income (145.0m TTM) > 0 and > 6% of Revenue (6% = 103.5m TTM) |
| FCFTA 0.06 (>2.0%) and ΔFCFTA 2.83pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 65.87% (prev 71.62%; Δ -5.75pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.10 (>3.0%) and CFO 233.6m > Net Income 145.0m (YES >=105%, WARN >=100%) |
| Net Debt (-75.8m) to EBITDA (227.1m) ratio: -0.33 <= 3.0 (WARN <= 3.5) |
| Current Ratio 4.10 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (38.5m) change vs 12m ago 2.58% (target <= -2.0% for YES) |
| Gross Margin 37.60% (prev 35.16%; Δ 2.44pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 74.49% (prev 67.12%; Δ 7.37pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 10.39 (EBITDA TTM 227.1m / Interest Expense TTM 15.7m) >= 6 (WARN >= 3) |
Altman Z'' 6.00
| (A) 0.47 = (Total Current Assets 1.50b - Total Current Liabilities 366.5m) / Total Assets 2.44b |
| (B) 0.45 = Retained Earnings (Balance) 1.09b / Total Assets 2.44b |
| (C) 0.07 = EBIT TTM 163.6m / Avg Total Assets 2.32b |
| (D) 0.96 = Book Value of Equity 1.09b / Total Liabilities 1.13b |
| Total Rating: 6.00 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 54.21
| 1. Piotroski 7.50pt |
| 2. FCF Yield 1.82% |
| 3. FCF Margin 8.75% |
| 4. Debt/Equity 0.52 |
| 5. Debt/Ebitda -0.33 |
| 6. ROIC - WACC (= -4.08)% |
| 7. RoE 11.60% |
| 8. Rev. Trend -16.36% |
| 9. EPS Trend -17.89% |
What is the price of AEIS shares?
Over the past week, the price has changed by -1.96%, over one month by +1.12%, over three months by +36.67% and over the past year by +84.12%.
Is AEIS a buy, sell or hold?
- Strong Buy: 6
- Buy: 1
- Hold: 4
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the AEIS price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 225 | 4.6% |
| Analysts Target Price | 225 | 4.6% |
| ValueRay Target Price | 281.7 | 31% |
AEIS Fundamental Data Overview December 09, 2025
P/E Trailing = 57.7734
P/E Forward = 38.3142
P/S = 4.8548
P/B = 6.3346
P/EG = 0.41
Beta = 1.377
Revenue TTM = 1.72b USD
EBIT TTM = 163.6m USD
EBITDA TTM = 227.1m USD
Long Term Debt = 566.8m USD (from longTermDebt, last quarter)
Short Term Debt = 17.9m USD (from shortTermDebt, last quarter)
Debt = 682.8m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -75.8m USD (from netDebt column, last quarter)
Enterprise Value = 8.30b USD (8.37b + Debt 682.8m - CCE 758.8m)
Interest Coverage Ratio = 10.39 (Ebit TTM 163.6m / Interest Expense TTM 15.7m)
FCF Yield = 1.82% (FCF TTM 150.9m / Enterprise Value 8.30b)
FCF Margin = 8.75% (FCF TTM 150.9m / Revenue TTM 1.72b)
Net Margin = 8.41% (Net Income TTM 145.0m / Revenue TTM 1.72b)
Gross Margin = 37.60% ((Revenue TTM 1.72b - Cost of Revenue TTM 1.08b) / Revenue TTM)
Gross Margin QoQ = 38.83% (prev 37.01%)
Tobins Q-Ratio = 3.40 (Enterprise Value 8.30b / Total Assets 2.44b)
Interest Expense / Debt = 0.62% (Interest Expense 4.20m / Debt 682.8m)
Taxrate = 11.28% (5.90m / 52.3m)
NOPAT = 145.2m (EBIT 163.6m * (1 - 11.28%))
Current Ratio = 4.10 (Total Current Assets 1.50b / Total Current Liabilities 366.5m)
Debt / Equity = 0.52 (Debt 682.8m / totalStockholderEquity, last quarter 1.31b)
Debt / EBITDA = -0.33 (Net Debt -75.8m / EBITDA 227.1m)
Debt / FCF = -0.50 (Net Debt -75.8m / FCF TTM 150.9m)
Total Stockholder Equity = 1.25b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.95% (Net Income 145.0m / Total Assets 2.44b)
RoE = 11.60% (Net Income TTM 145.0m / Total Stockholder Equity 1.25b)
RoCE = 9.01% (EBIT 163.6m / Capital Employed (Equity 1.25b + L.T.Debt 566.8m))
RoIC = 8.00% (NOPAT 145.2m / Invested Capital 1.82b)
WACC = 12.08% (E(8.37b)/V(9.06b) * Re(13.02%) + D(682.8m)/V(9.06b) * Rd(0.62%) * (1-Tc(0.11)))
Discount Rate = 13.02% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.21%
[DCF Debug] Terminal Value 64.39% ; FCFE base≈120.1m ; Y1≈133.4m ; Y5≈174.6m
Fair Price DCF = 40.05 (DCF Value 1.51b / Shares Outstanding 37.7m; 5y FCF grow 12.78% → 3.0% )
EPS Correlation: -17.89 | EPS CAGR: 6.79% | SUE: 2.86 | # QB: 4
Revenue Correlation: -16.36 | Revenue CAGR: 4.21% | SUE: 2.00 | # QB: 4
EPS next Quarter (2026-03-31): EPS=1.71 | Chg30d=+0.246 | Revisions Net=+4 | Analysts=9
EPS next Year (2026-12-31): EPS=7.78 | Chg30d=+1.059 | Revisions Net=+8 | Growth EPS=+24.3% | Growth Revenue=+12.3%
Additional Sources for AEIS Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle