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AEIS

🏭 Industrials

Advanced Energy Industries, Inc

Conservative #137Aggressive #35Low RiskMixed 46ML↑ 27pt
$338.51+0.83%
Day High$347.28
Day Low$337.43
Volume0.7M
Mkt Cap$12.8B
52W Low $7552W High $347
Market Cap
$11.9B
P/E Ratio
81.2
Sector avg: 64.5
Rev Growth
21.4%
Sector avg: 19.0%
Earnings Growth
165.2%
Profit Margin
8.3%
Sector avg: -48.2%
Debt/Equity
0.50

Why This Score

AEIS scores 67.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Momentum reversion risk: Extreme momentum (174%) increases mean-reversion probability. 3-point penalty applied.
  • Elevated valuation at 81.2x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (11.1%) may not suit conservative risk tolerance.

Moderate penalties (-3.2 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score67.8
Fundamental Score63.7
ML Score80.0

Score by Horizon

3 Month
74.8
6 Month
83.6
Primary
1 Year
88.0

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
58
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
86
Grade A
Base
64.0
SHAP
+3.0
Factors
+1.0
Divergence
-0.2
Final
67.8
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

66AVG
Value40
Quality70
Growth90
Stability75
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)56.0
Technical (Momentum, Weinstein, Volatility)95.0
External (Sentiment, Analyst, Macro)64.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+4.5% to +9.6%
Medium-term
+7.7% to +15.5%
Long-term
+11.4% to +21.9%

ML Model Core Features100 trained inputs → ML Score: 80

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score57.5/100
News Volume0 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+1.7%
6M Momentum+1.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+63.5%
Momentum ConsistencyModerate (0.63)
Relative Strength vs Sector+162.1%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+1.724
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P81
Revenue growth vs Industrials peers
Sector PE Rank
P8
Valuation vs Industrials peers
Sector FCF Rank
P45
Free cash flow vs Industrials peers
Growth Deviation
+0.2σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 63 relative to sector peers63/100
Machine learning model ranks this stock at the 90th percentileP90
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.4pt (features align with model priorities)—
Blend: 91% fund (62.8) + 9% ML (89.6) + SHAP(+4.4) = 69.6—
Factor quality: +1.5pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 11.1%Low
Momentum mean-reversion: -4.7pt (174% 12m momentum)—
Market cap adjustment: +2.0 points ($11.9B market cap)+2.0 pts
Divergence penalty: -2.5pt (ML 27pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Industrials — Rank #14 of 135 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
AEIS67.881.221.4%8.3%$11.9B
FER83.712.27.4%35.3%$51.9B
NDSN76.335.13.8%17.4%$16.6B
OMAB76.120.14.3%32.7%$6.2B
ODFL75.839.8-0.9%20.4%$40.6B
FAST72.742.68.7%15.3%$53.3B
WWD70.947.87.3%12.4%$22.8B
CSX70.926.5-3.1%20.5%$76.0B
LECO70.931.5-4.4%11.6%$16.2B
CTAS70.441.97.7%17.5%$77.7B
PCAR70.428.2-4.2%12.4%$66.7B
RYAAY69.713.03.8%11.6%$34.3B
CPRT69.123.09.7%33.4%$36.3B
FELE68.535.5-2.1%8.9%$4.8B
IESC67.730.916.9%9.1%$10.3B
GLDD65.614.329.4%9.7%$1.2B
Sector Average45.264.519.0%-48.2%—

Market Sentimentvia FMP

Analyst Consensus
Buy24 analysts
Buy: 15Hold: 8Sell: 1
Price Target
$310consensus
Low $225Median $320High $375
-8.4% to consensus target

Company Overviewvia FMP

Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, RF matching networks, and RF instrumentation products; and remote plasma sources for reactive gas applications. The company also provides power control modules and thermal instrumentation products for rapid thermal processing, chemical vapor deposition, epitaxy, crystal growing, and chemical processing, as well as metal, carbon fiber, and glass manufacturing and other industrial power applications; high voltage DC-DC products for semiconductor wafer processing and metrology, electrostatic clamping of substrates, scientific instrumentation, mass spectrometry, and X-ray systems for industrial and analytical applications; and low voltage DC-DC board mounted solutions for use in healthcare, telecommunications, test and measurement, instrumentation, and industrial equipment applications, as well as distributed power in server and storage systems. In addition, it offers gas sensing and monitoring products for the energy market, air quality monitoring, and automobile emission monitoring and testing; and embedded power products for medical equipment or IEC 60950-1 for information technology equipment. Further, it offers conversions, upgrades, and refurbishments and used equipment to companies, as well as repair services. The company provides its products through a direct sales force, independent sales representatives, channel partners, and distributors. Advanced Energy Industries, Inc. was incorporated in 1981 and is headquartered in Denver, Colorado.

CEO
Stephen D. Kelley
Employees
10,000
Beta
1.41
Industry
Electrical Equipment & Parts
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
96.7
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-2.5%
High: $347.28
From 52W Low
+351.3%
Low: $75.01
Moving Averages
10-Day
$322.70
Above
20-Day
$294.20
Above
50-Day
$255.90
Above
200-Day
$184.70
Above
60-Day Support
$201.56
60-Day Resistance
$347.28
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 90/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+83.3%
200 SMA Slope (60d)
+30.94%
Rising
Volume Ratio
1.13x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$489M$463M$442M$405M
Gross Profit$193M$180M$163M$151M
Operating Income$64M$49M$32M$31M
Net Income$52M$46M$25M$25M
EPS (Diluted)$1.30$1.20$0.67$0.65
Gross Margin39.4%38.8%37.0%37.2%
Operating Margin13.1%10.6%7.2%7.6%
Net Margin10.7%10.0%5.7%6.1%

Why This Stock

IndustrialsRevenue growth 21.4%Earnings quality grade A

Tradability FilterGrade A — 86/100Score impact: -3.8pt

Volume
85
618K avg/day
Dollar Vol
100
$203M/day
Float
67
37M shares
Mkt Cap
81
$11.9B
Range
100
346% spread
Composite Liquidity Score86/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$81.71$122.3639.8%Wide
2022$67.55$98.0736.9%Wide
2023$81.86$126.3842.8%Wide
2024$89.12$124.4833.1%Moderate
2025$75.01$232.05102.3%Wide
3-Year Range
102.3%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
99.1%
Outstanding Shares
38M
Bid-Ask Spread
346.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.