AEIS RSI Chart
Last 7 days
5.8%
Last 30 days
3.5%
Last 90 days
0.9%
Trailing 12 Months
17.4%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 1.6B | 0 | 0 | 0 |
2023 | 1.9B | 1.8B | 1.7B | 1.7B |
2022 | 1.5B | 1.6B | 1.8B | 1.8B |
2021 | 1.5B | 1.5B | 1.4B | 1.5B |
2020 | 963.7M | 1.2B | 1.4B | 1.4B |
2019 | 664.0M | 602.8M | 604.8M | 788.9M |
2018 | 717.3M | 747.4M | 743.9M | 718.9M |
2017 | 530.0M | 577.1M | 627.1M | 671.0M |
2016 | 408.3M | 418.5M | 435.3M | 483.7M |
2015 | 393.5M | 419.9M | 438.1M | 414.8M |
2014 | 576.1M | 518.7M | 467.3M | 424.9M |
2013 | 458.0M | 482.0M | 507.4M | 547.0M |
2012 | 484.9M | 462.4M | 451.5M | 451.9M |
2011 | 527.4M | 565.4M | 553.0M | 516.8M |
2010 | 0 | 261.0M | 360.2M | 459.4M |
2009 | 0 | 0 | 0 | 161.8M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
May 05, 2024 | beard grant h | acquired | - | - | 2,821 | - |
May 05, 2024 | roush john a | acquired | - | - | 2,257 | - |
May 05, 2024 | ball frederick | acquired | - | - | 2,257 | - |
May 05, 2024 | david reed | acquired | - | - | 2,257 | - |
May 05, 2024 | donikowski tina | acquired | - | - | 2,257 | - |
May 05, 2024 | minnix lanesha | acquired | - | - | 2,257 | - |
May 05, 2024 | shirley brian | acquired | - | - | 2,257 | - |
May 05, 2024 | foster ronald c | acquired | - | - | 2,257 | - |
May 05, 2024 | delsanto anne | acquired | - | - | 2,257 | - |
May 01, 2024 | delsanto anne | sold | -14,058 | 94.99 | -148 | - |
Which funds bought or sold AEIS recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | Advisory Services Network, LLC | sold off | -100 | -16,338 | - | -% |
May 06, 2024 | Parallel Advisors, LLC | added | 8.55 | 623 | 38,854 | -% |
May 06, 2024 | SG Americas Securities, LLC | new | - | 732,000 | 732,000 | -% |
May 06, 2024 | Hilltop National Bank | new | - | 88,417 | 88,417 | 0.03% |
May 06, 2024 | Ifrah Financial Services, Inc. | added | 1.97 | -12,487 | 263,516 | 0.07% |
May 06, 2024 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | added | 2.58 | -15,183 | 368,760 | -% |
May 06, 2024 | Envestnet Portfolio Solutions, Inc. | added | 1.48 | -29,003 | 552,195 | -% |
May 06, 2024 | Hardman Johnston Global Advisors LLC | reduced | -0.12 | -946,787 | 13,648,500 | 0.47% |
May 06, 2024 | Jefferies Financial Group Inc. | reduced | -43.17 | -572,900 | 860,468 | 0.01% |
May 06, 2024 | HighTower Advisors, LLC | added | 4.88 | -9,000 | 576,000 | -% |
Unveiling Advanced Energy Industries Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Advanced Energy Industries Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CARR | 57.9B | 23.0B | 43.16 | 2.52 | ||||
HUBB | 21.1B | 5.5B | 29.09 | 3.85 | ||||
BLDR | 19.9B | 17.1B | 13.55 | 1.16 | ||||
CSL | 19.3B | 4.8B | 22.52 | 3.94 | ||||
LECO | 13.0B | - | 23.83 | 3.13 | ||||
MID-CAP | ||||||||
AYI | 8.0B | 3.9B | 21.25 | 2.08 | ||||
AAON | 6.5B | 1.2B | 35.87 | 5.54 | ||||
ATKR | 5.6B | 3.4B | 9.09 | 1.66 | ||||
AEIS | 3.8B | 1.6B | 29.61 | 2.44 | ||||
PLUG | 1.8B | 891.3M | -1.31 | 2.02 | ||||
SMALL-CAP | ||||||||
APOG | 1.4B | 1.4B | 14.42 | 1.01 | ||||
ACTG | 520.5M | 130.3M | 7.76 | 3.99 | ||||
ACCO | 469.6M | 1.8B | -19.25 | 0.26 | ||||
FCEL | 357.0M | 103.0M | -3.91 | 3.47 | ||||
APT | 70.1M | 61.2M | 16.75 | 1.15 |
Advanced Energy Industries Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -19.2% | 327 | 405 | 410 | 416 | 425 | 491 | 516 | 441 | 397 | 397 | 346 | 361 | 352 | 371 | 390 | 340 | 315 | 338 | 175 | 135 | 141 |
Gross Profit | -21.0% | 113 | 143 | 147 | 147 | 155 | 178 | 191 | 162 | 144 | 140 | 120 | 135 | 138 | 146 | 154 | 130 | 112 | 112 | 73.00 | 64.00 | 66.00 |
Operating Expenses | -13.1% | 112 | 129 | 117 | 117 | 115 | 120 | 114 | 109 | 100 | 98.00 | 96.00 | 94.00 | 93.00 | 90.00 | 95.00 | 95.00 | 86.00 | 90.00 | 64.00 | 53.00 | 54.00 |
S&GA Expenses | 0.3% | 55.00 | 55.00 | 55.00 | 56.00 | 55.00 | 57.00 | 57.00 | 55.00 | 49.00 | 49.00 | 48.00 | 48.00 | 47.00 | 43.00 | 51.00 | 48.00 | 46.00 | 50.00 | 36.00 | 28.00 | 29.00 |
R&D Expenses | 1.7% | 50.00 | 49.00 | 50.00 | 51.00 | 52.00 | 50.00 | 50.00 | 48.00 | 44.00 | 41.00 | 41.00 | 40.00 | 40.00 | 37.00 | 37.00 | 36.00 | 35.00 | 34.00 | 25.00 | 22.00 | 21.00 |
EBITDA Margin | -8.1% | 0.11* | 0.12* | 0.14* | 0.16* | 0.17* | 0.17* | 0.17* | 0.14* | 0.14* | 0.14* | 0.15* | 0.16* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -25.9% | 6.00 | 9.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 2.00 | 1.00 | 0.00 | 0.00 |
Income Taxes | 108.2% | 2.00 | -21.69 | 1.00 | 5.00 | 8.00 | 10.00 | 12.00 | 11.00 | 7.00 | 3.00 | 4.00 | 2.00 | 5.00 | 8.00 | 7.00 | 5.00 | 4.00 | 7.00 | 3.00 | 3.00 | -2.85 |
Earnings Before Taxes | -53.2% | 8.00 | 16.00 | 35.00 | 32.00 | 39.00 | 55.00 | 87.00 | 56.00 | 44.00 | 43.00 | 25.00 | 37.00 | 44.00 | 50.00 | 52.00 | 34.00 | 22.00 | 17.00 | 11.00 | 27.00 | 13.00 |
EBT Margin | -21.4% | 0.06* | 0.07* | 0.09* | 0.12* | 0.13* | 0.13* | 0.13* | 0.11* | 0.10* | 0.10* | 0.11* | 0.12* | - | - | - | - | - | - | - | - | - |
Net Income | -100.0% | - | 38.00 | 33.00 | 27.00 | 31.00 | 44.00 | 74.00 | 45.00 | 37.00 | 40.00 | 21.00 | 35.00 | 39.00 | 42.00 | 46.00 | 29.00 | 18.00 | 10.00 | 8.00 | 32.00 | 15.00 |
Net Income Margin | 6.3% | 0.08* | 0.08* | 0.08* | 0.10* | 0.10* | 0.11* | 0.11* | 0.09* | 0.09* | 0.09* | 0.10* | 0.11* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -113.4% | -9.35 | 70.00 | 59.00 | 5.00 | 14.00 | 51.00 | 51.00 | 25.00 | -3.25 | 27.00 | 11.00 | 28.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -1.3% | 2,524 | 2,557 | 2,494 | 1,950 | 2,009 | 1,992 | 1,974 | 1,878 | 1,832 | 1,817 | 1,832 | 1,776 | 1,699 | 1,648 | 1,643 | 1,594 | 1,523 | 1,532 | 1,595 | 866 | 857 |
Current Assets | -2.4% | 1,672 | 1,712 | 1,673 | 1,153 | 1,210 | 1,189 | 1,182 | 1,088 | 1,174 | 1,162 | 1,164 | 1,104 | 1,040 | 980 | 978 | 930 | 861 | 867 | 880 | 563 | 573 |
Cash Equivalents | -2.6% | 1,018 | 1,045 | 986 | 455 | 462 | 459 | 409 | 373 | 521 | 544 | 548 | 507 | 510 | 480 | 429 | 381 | 353 | 346 | 340 | 359 | 351 |
Inventory | 7.5% | 361 | 336 | 364 | 392 | 402 | 376 | 409 | 396 | 361 | 338 | 342 | 297 | 248 | 221 | 257 | 260 | 235 | 230 | 241 | 93.00 | 99.00 |
Net PPE | 4.6% | 175 | 168 | 162 | 159 | 153 | 148 | 137 | 127 | 117 | 115 | 115 | 115 | 113 | 115 | 110 | 108 | 106 | 108 | 105 | 35.00 | 31.00 |
Goodwill | -1.1% | 281 | 284 | 282 | 283 | 283 | 281 | 279 | 281 | 211 | 212 | 214 | 214 | 208 | 210 | 207 | 208 | 202 | 203 | 232 | 92.00 | 101 |
Liabilities | -2.2% | 1,381 | 1,413 | 1,393 | 825 | 913 | 926 | 984 | 953 | 931 | 946 | 990 | 900 | 853 | 832 | 874 | 876 | 837 | 855 | 935 | 210 | 235 |
Current Liabilities | -11.3% | 298 | 336 | 315 | 303 | 384 | 393 | 433 | 389 | 363 | 370 | 387 | 377 | 327 | 296 | 337 | 343 | 304 | 320 | 356 | 96.00 | 112 |
Long Term Debt | -0.5% | 891 | 896 | 900 | 344 | 348 | 353 | 358 | 363 | 368 | 373 | 378 | 296 | 300 | 305 | 309 | 313 | 317 | 322 | 326 | - | - |
LT Debt, Current | 0% | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 20.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | 18.00 | - | - |
LT Debt, Non Current | -100.0% | - | 896 | 900 | 344 | 348 | 353 | 358 | 363 | 368 | 373 | 378 | 296 | 300 | 305 | 309 | 313 | 317 | 322 | 326 | - | - |
Shareholder's Equity | -0.1% | 1,143 | 1,144 | 1,101 | 1,125 | 1,096 | 1,066 | 990 | 925 | 901 | 871 | 842 | 877 | 846 | 815 | 769 | 718 | 686 | 677 | 660 | 656 | 622 |
Retained Earnings | 0.1% | 991 | 990 | 956 | 966 | 942 | 915 | 876 | 808 | 783 | 756 | 745 | 779 | 747 | 712 | 670 | 625 | 596 | 578 | 567 | 560 | 528 |
Additional Paid-In Capital | 3.6% | 154 | 148 | 139 | 147 | 139 | 135 | 128 | 122 | 117 | 116 | 106 | 104 | 106 | 105 | 101 | 102 | 98.00 | 105 | 102 | 101 | 99.00 |
Shares Outstanding | 0.3% | 37.00 | 37.00 | 37.00 | 38.00 | 38.00 | 37.00 | 37.00 | 38.00 | 38.00 | 38.00 | 38.00 | 38.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | - | - | - | - | - | - | - | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
Float | - | - | - | - | 4,171 | - | - | - | 2,707 | - | - | - | 4,280 | - | - | - | 1,000,000,000,000 | - | - | - | 2,136 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -91.3% | 7,283 | 84,004 | 72,519 | 22,603 | 29,811 | 70,686 | 65,305 | 37,775 | 9,821 | 34,358 | 18,198 | 33,610 | 54,079 | 66,863 | 67,399 | 38,452 | 28,522 | 19,217 | 12,759 | 10,970 | 5,446 |
Share Based Compensation | 34.4% | 11,005 | 8,188 | 8,075 | 7,937 | 6,801 | 4,841 | 6,022 | 5,058 | 3,928 | 2,920 | 3,674 | 3,444 | 5,701 | 2,606 | 3,781 | 2,837 | 3,048 | 2,274 | 917 | 937 | 3,199 |
Cashflow From Investing | -28.9% | -18,721 | -14,522 | -13,478 | -20,541 | -16,210 | -22,986 | -14,031 | -157,580 | -13,675 | -8,181 | -6,232 | -20,474 | -12,415 | -15,587 | -12,764 | -7,365 | -7,124 | -11,310 | -372,613 | -7,488 | -2,436 |
Cashflow From Financing | -65.9% | -14,137 | -8,520 | 473,180 | -8,171 | -10,805 | -8,092 | -10,933 | -25,027 | -17,813 | -28,926 | 29,793 | -13,796 | -12,443 | -3,457 | -8,765 | -3,596 | -13,794 | -3,557 | 343,439 | 665 | -1,707 |
Dividend Payments | -100.0% | - | 3,800 | 3,830 | 3,778 | 3,814 | 3,797 | 3,812 | 3,806 | 3,789 | 3,800 | 3,857 | 3,874 | 3,854 | - | - | - | - | - | - | - | - |
Buy Backs | - | - | - | 40,000 | - | - | 680 | 2,342 | 17,019 | 6,594 | 21,500 | 52,555 | 6,503 | - | 51.00 | 4,331 | - | 7,248 | - | - | - | - |
Unaudited Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Unaudited Consolidated Statements of Operations | ||
Revenue, net | $ 327,475 | $ 425,040 |
Cost of revenue | 214,646 | 269,929 |
Gross profit | 112,829 | 155,111 |
Operating expenses: | ||
Research and development | 49,836 | 51,610 |
Selling, general, and administrative | 55,124 | 55,358 |
Amortization of intangible assets | 6,947 | 7,062 |
Restructuring, asset impairments, and other charges | 245 | 1,043 |
Total operating expenses | 112,152 | 115,073 |
Operating income | 677 | 40,038 |
Interest income | 12,645 | 3,585 |
Interest expense | (7,127) | (2,730) |
Other income (expense), net | 1,379 | (1,405) |
Income from continuing operations, before income tax | 7,574 | 39,488 |
Income tax provision | 1,787 | 7,736 |
Income from continuing operations | 5,787 | 31,752 |
Loss from discontinued operations, net of income tax | (571) | (831) |
Net income | $ 5,216 | $ 30,921 |
Basic weighted-average common shares outstanding | 37,359 | 37,475 |
Diluted weighted-average common shares outstanding | 37,687 | 37,757 |
Earnings per share: | ||
Basic earnings per share | $ 0.15 | $ 0.85 |
Diluted earnings per share | 0.15 | 0.84 |
Basic loss per share | (0.02) | (0.02) |
Diluted loss per share | (0.02) | (0.02) |
Net income: | ||
Basic earnings per share | 0.14 | 0.83 |
Diluted earnings per share | $ 0.14 | $ 0.82 |
Unaudited Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 1,017,780 | $ 1,044,556 |
Accounts receivable, net | 247,510 | 282,430 |
Inventories | 361,337 | 336,137 |
Other current assets | 44,990 | 48,771 |
Total current assets | 1,671,617 | 1,711,894 |
Property and equipment, net | 175,453 | 167,665 |
Operating lease right-of-use assets | 106,167 | 95,432 |
Other assets | 135,627 | 136,448 |
Intangible assets, net | 154,390 | 161,478 |
Goodwill | 280,834 | 283,840 |
TOTAL ASSETS | 2,524,088 | 2,556,757 |
Current liabilities: | ||
Accounts payable | 137,934 | 141,850 |
Accrued payroll and employee benefits | 49,384 | 73,595 |
Other accrued expenses | 60,094 | 66,662 |
Customer deposits and other | 13,531 | 15,997 |
Current portion of long-term debt | 20,000 | 20,000 |
Current portion of operating lease liabilities | 17,049 | 17,744 |
Total current liabilities | 297,992 | 335,848 |
Long-term debt, net | 891,495 | 895,679 |
Operating lease liabilities | 99,853 | 89,330 |
Pension benefits | 48,567 | 49,135 |
Other long-term liabilities | 43,298 | 42,583 |
Total liabilities | 1,381,205 | 1,412,575 |
Commitments and contingencies (Note 15) | ||
Stockholders' equity: | ||
Preferred stock, $0.001 par value, 1,000 shares authorized, none issued and outstanding | ||
Common stock, $0.001 par value, 70,000 shares authorized; 37,434 and 37,318 issued and outstanding at March 31, 2024 and December 31, 2023, respectively | 37 | 37 |
Additional paid-in capital | 153,643 | 148,300 |
Accumulated other comprehensive income | (1,855) | 6,114 |
Retained earnings | 991,058 | 989,731 |
Total stockholders' equity | 1,142,883 | 1,144,182 |
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY | $ 2,524,088 | $ 2,556,757 |