CANTATA EvaluatorSM for AEIS

Methodology  

New CE: Go  
Company Information
Symbol: AEIS
Company: Advanced Energy Industries, Inc.
Company Description: Advanced Energy Industries, Inc., together with its subsidiaries, designs, manufactures, sells, and supports power conversion, measurement, and control solutions. It offers process power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF matching networks and remote plasma sources for reactive gas applications and RF instrumentation. The company also provides power control modules and thermal instrumentation products for rapid thermal processing, chemical vapor deposition, crystal growing, and other semiconductor and adjacent thin film applications, as well as in chemical processing, metal and glass manufacturing, and other general industrial power applications; and high voltage products for semiconductor wafer processing and metrology, electrostatic clamping of substrates, scientific instrumentation, mass spectrometry, and analytical X-ray systems for industrial and analytical applications. In addition, it offers gas detection and monitoring products for the automotive, energy, environmental control, aerospace, medical, and research industries; and MIL-COTS power supplies for radar systems, communications equipment, and test and measurement equipment. Further, the company provides amplifiers, generators, and electrostatic discharge sensors and monitors; electrostatic detection and measurement instrumentation products; and photonic-based measurement and monitoring solutions. In addition, it offers repair services, conversions, upgrades, and refurbishments and used equipment to companies. The company offers its products through direct sales force, independent sales representatives, and distributors in North America, Europe, and Asia. Advanced Energy Industries, Inc. has a collaboration agreement with the University of Colorado Boulder. The company was founded in 1981 and is headquartered in Fort Collins, Colorado.
Stock is Optionable: Yes
SEC Filings Edgar Online
General Due Diligence and Earnings Date Info: Due Diligence
Exchange: NASDAQ
CANTATA Evaluation for 01/20/2020
CE Zone
Time- liness CET CEF CE* Industry Industry
Rank
Industry
Score
4-3 2/2 6.1 / 7 6.28 / 11 12.38 /18 Diversified Electronics 141 / 215 73 / 100
*Excluding Timeliness points
Timeliness
Item Data Points Maximum
Possible
1
Currently listed on CwH, FB, DB, HTF or SQZ watchlists (CWH)
1 1
2
Broke out in last 5 days and within 5% of BoP (CWH)
1 1
 
Total Timeliness Points
2 2
CANTATA Evaluation Technical (CET)
Item Data Points Maximum
Possible
1 Price relative to 50 and 200 day moving averages; 50 day relative to 200 day moving average
Last Close: $ 74.01
50 dma $ 67.55
200 dma $ 57.59
2.70 3
2 Relative Strength Rank
RS 92
0.93 1
3 Rank in Industry
Rank in Industry 6
# of stocks in Industry 29
0.82 1
4 Price relative to 52 week high
% off 52 week high 1.46 %
1.00 1
5 Up/Down Ratio
Up/Down Ratio: 1.3
0.65 1
  Miscellaneous Technical Data (no points assigned)
Beta 1.600
PE (vs. S&P 500) 42.800 (2.13 x)
5yr PE low - high 7.450 - 42.800
n/a n/a
  Total Technical Points (CET) 6.10 7
CANTATA Evaluation Fundamentals (CEF)
1 Quarter over Quarter Earnings Growth
09/30/19 0.188 vs. 0.958 [ -80.38 %]
06/30/19 0.607 vs. 1.171 [ -48.16 %]
03/31/19 0.400 vs. 1.205 [ -66.80 %]
12/31/18 0.535 vs. 1.106 [ -51.63 %]
0.00 1
2 Positive Quarterly Earnings 1.00 1
3 Quarterly Earnings Growth Acceleration 0.30 1
4 Year over Year Earnings Growth Rates
12/31/18 3.882 [ -25 %]    
12/31/17 5.201 [ 78 %]    
12/31/16 2.921 [ 43 %]    
12/31/15 2.049 [ 21 %]    
12/31/14 1.694 [ 0 %]    
0.58 1
5 Quarter over Quarter Sales Growth Rates
09/30/19 175.100 vs. 173.100 [ 1.16 %]
06/30/19 134.800 vs. 196.000 [ -31.22 %]
03/31/19 140.700 vs. 195.600 [ -28.07 %]
12/31/18 154.200 vs. 179.200 [ -13.95 %]
0.03 1
6 Quarterly Sales Growth Rate Acceleration 0.40 1
7 Forward Earnings Growth Rates
Est. EPS growth current Fiscal Yr to next 54.900 %
Est. EPS Growth Next Fiscal Yr to Following 20.700 %
1.00 1
8 Institutional Ownership
Number of Institutional Owners 322.000
Net shares purchased MRQ ('000) 433.000
Institutional Ownership Details  
1.00 1
9 Return on Equity (ROE)
ROE - TTM 11.65 %
0.69 1
10 Cash Flow:
Cash from operations MRQ 12.800
Earnings TTM 66.319803
Cash from operations TTM 68.700
Cash flow above/below earnings TTM 0.04
0.50 1
11 Net Margins
12/31/18 20.500%
12/31/17 20.500%
12/31/16 26.300%
0.78 1
  Miscelleneous Fundamental Data (no points assigned)
Financial Overview
Long term debt to equity 49.400 %  
Current Fiscal Year End 12/31/19  
Yearly Sales ('000) 12/31/18 718.900
      12/31/17 671.000
      12/31/16 483.700
      12/31/15 414.800
      12/31/14 367.300
n/a n/a
  Total Fundamental Points (CEF) 6.28 11
  Total CANTATA Evaluation Points 12.38 18