ADVANCED ENERGY INDUSTRIES INC (AEIS): what the price requires

At today's price, ADVANCED ENERGY INDUSTRIES INC (AEIS) is priced for today's economics sustained for ~17.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high.

Generated: 2026-07-19 · Source: https://boothcheck.com/report/AEIS

Headline

FieldValue
TickerAEIS
CompanyADVANCED ENERGY INDUSTRIES INC
Current price$298.70/sh

What The Price Requires (Inversion)

The assumption today's price embeds, recovered by inverting the valuation.

FieldValue
Inversion basiswhole-company
Operating margin needed19.0%
Operating margin today9.9%
Margin expansion implied+9.1pp
Must persist for17.8y
Multiple paid66x operating income

The operating-margin requirement is derived from the framework's value band at year 12, a separately labeled basis from the headline growth/duration solve.

Solve inputs: computed at a 11.8% cost of capital; growth searched up to the 25% self-funding ceiling; each 1pp moves the implied horizon ~2.6 years.

Reconcile: at the x-ray's 9.3% required return this reads ~11.9 years; the models below use their own rates.

How unusual the bet is: high

ReferenceValue
vs own history+0.00σ
cohort percentile (of 178 peers)90
sustained it ~10 years at this level15%
implied end-window share0%

Valuation X-Ray

Asset, earnings-power and peer-multiple models all land far below the price; ONLY the growth-DCF reaches it. The bet is durable compounding the static frames structurally cannot price (a moat/durability premium).

How the valuation models price the stock relative to the market price. Price/FV above 1.0 means the market pays more than that lens defends (expensive); at or below 1.0 the lens can defend the price.

FamilyMedian price/FVModelsReads
Asset5.05x4expensive
Earnings5.79x3expensive
Relative1.81x5expensive
Growth0.84x3justifies

Families that justify the price: Growth Families that call it expensive: Asset, Earnings, Relative

The models below discount at their own flat-beta convention rates (cost of equity 9.3%, WACC 8.4%); the inversion above states its own rate.

Per-Model Detail (n=15)

ModelFamilyFVPrice/FVApplicableMethodology
DCF Perpetual GrowthGrowth$192.421.55xyesFCF base $0.2B, growth 22% (input: historical growth), terminal g 4.0%, WACC 8.4%, 7yr projection
DCF Exit MultipleGrowth$357.050.84xyesExit EV/EBITDA: 57.4x / 59.4x / 61.4x (bear / base = today's held flat / bull), 7yr
Relative ValuationRelative$165.151.81xyesP/E 35.25x (blended: static sector reference 22x + trailing (TTM) 66x), scenarios: 28.5x / 35.3x / 42.0x (bear / base = reference held flat / bull), EV/EBITDA 29.02x
Simple DDMGrowthno
Two-Stage DDMGrowthno
Simple Excess ReturnAsset$48.806.12xyesBV/sh $32.81, ROE (TTM) 13.8%, ke 9.3%
Two-Stage Excess ReturnAsset$58.945.07xyes5yr excess ROE then converge to ke=9.3%
Discounted Future Market CapGrowth$367.400.81xyesRev $1.9B, growth 22% (input: historical growth; tapered), Terminal P/S: 5.3x / 6.6x / 7.9x (bear / base = today's held flat / bull, cap 12x)
Peter Lynch Fair ValueRelative$57.245.22xyesEPS $4.77, growth 2% (input: historical EPS growth), PEG=43.18 (Overvalued)
Margin TrajectoryGrowthno
Earnings Power ValueEarnings$31.029.63xyesNormalized EBIT (5y avg op income, one-time charges added back) $0.16B × (1−4%) / WACC 8.4% → EPV (no growth)
Residual IncomeAsset$60.944.90xyesBV $32.81 + 5yr PV of (ROE (TTM) 13.8% − Kₑ 9.3%) × BV; BV grows 8.8%/yr
Graham NumberAsset$59.345.03xyes√(22.5 × EPS $4.77 × BVPS $32.81) — Graham's conservative floor
EV/EBITDA RelativeRelative$70.914.21xyesEBITDA $0.22B × sector EV/EBITDA 16.0x
FCF YieldEarnings$4.4267.58xyesFCF $68.3M / Kₑ 9.3% — zero-growth perpetuity (excluded from median)
SBC-Adj FCF YieldEarnings$0.0129870.00xyesSBC-adj FCF $0.01B (FCF $0.07B − SBC $0.06B) capitalized at Kₑ (excluded from median)
Ben Graham FormulaEarnings$153.911.94xyesEPS $4.77 × (8.5 + 2×15.0%) × (4.4 / 5.3%)
ROIC-Justified P/BAsset$13.1822.66xyesBV $32.81 × (ROIC 3.4% / WACC 8.4%) (excluded from median)
P/Sales SectorRelative$225.731.32xyesRevenue $1.91B × sector P/S 5.0x
PEG Fair ValueRelative$178.871.67xyesEPS $4.77 × (PEG 1.5 × growth 25.0% (input: historical EPS growth)) → PE 37.5x
Earnings YieldEarnings$51.575.79xyesEPS $4.77 / required return 9.3% (Rf 4.3% + ERP 5.0%)
Funds From Operations MultipleRelativeno
Clinical Phase NPVGrowthno
MertonAssetno
V5 Mechanicalno

Solvency

FieldValue
Net debt$435.5m
Net debt / NOPAT (after-tax)2.52x
Net debt / operating income (pre-tax)2.42x
Interest coverage10.8x
Share count CAGR (dilution)2.8%
Burning cashno

Bullet Takeaways

Advanced Energy makes precision power-conversion systems for semiconductor equipment, data centers, and industrial and medical uses. At $372.92 the price reads as paying about 82x company-wide operating income, with only the growth-DCF reaching the price; every static method (asset, earnings-power, peer multiples) says richly valued.

The data-center turn is the reason. Q1 2026 revenue rose 26% to $511M, with data-center computing revenue more than doubling to $194.2M, and operating margin expanded 560 basis points year over year to about 19%. Management raised full-year revenue growth guidance to the low-to-mid 20s and expects data center to grow in the mid-30s.

The valuation embeds about 21 years of growth at the self-funding ceiling, which the engine flags as elevated. The balance sheet is sound (net debt about $435M, interest coverage above 12x), so the risk is not solvency; it is paying a durability premium that requires the AI power cycle to run for a very long time.

Bull Case

What the standard valuation models miss about Advanced Energy is the difference between what its income statement showed through the last semiconductor downcycle and what the business has become as AI data-center power demand arrived. For most of its history Advanced Energy was a cyclical supplier of plasma-power and process-control products to chip-equipment makers, and the static models still price it that way, anchoring to a normalized operating income that reflects trough years. But the company's core competence is broader than that cycle: as its filing puts it, Advanced Energy takes "raw electrical power coming from either the utility or the building facility and convert it into various types of highly controllable, usable power that is predictable, repeatable" (FY2025 10-K, accession 0001104659-26-014731). That capability is exactly what an AI data center needs as rack power densities explode, and the company has moved into it with the new ADH series of high-efficiency DC-DC converters for 800V AI data-center architectures, delivering up to 8 kW peak and integrating into megawatt-capable rack power solutions.

The second pillar is the evidence that the transition is already in the numbers, not just the pipeline. Q1 2026 revenue rose 26% year over year to $511M, beating estimates, and data-center computing revenue more than doubled to a record $194.2M. Gross margin reached 40.1%, the highest since the Artesyn acquisition in 2019, and operating margin expanded 560 basis points to about 19.1%. Management raised full-year revenue growth guidance to the low-to-mid 20% range and guided data center to grow in the mid-30s. A business showing simultaneous revenue acceleration and margin expansion is demonstrating operating leverage, which is the signature of a supplier moving up the value chain rather than just riding a cycle.

The third pillar is the durability the price is actually paying for. The valuation engine is explicit that only the growth-DCF reaches the price and that the bet is on durable compounding the static frames cannot capture, a moat and durability premium. Advanced Energy's moat rests on engineering deeply embedded, mission-critical power systems into customers' tools and racks, where switching costs are high and reliability is paramount. The balance sheet supports the build: net debt of about $435M against $699M of liquid assets, with interest coverage above 12x, gives the company room to expand capacity and fund the product roadmap. If AI infrastructure power demand persists, the durability premium is the thesis, and the company's record data-center quarter and raised guidance are the early proof.

Bear Case

The bear case is most honest when framed as a disagreement among the valuation methods, because here the disagreement is stark and the conservative methods are the credible ones. Strip the stock down to what it earns and owns today, and almost every grounded model lands a fraction of the price. The earnings-power value, which capitalizes a normalized EBIT with no growth, is about $30 against a $373 price. The excess-return and residual-income models, anchored to a book value per share near $32.81 and a TTM ROE of 13.8%, land in the high $40s to low $60s. The ROIC-justified book value is about $13, reflecting a reported ROIC near 3% against a WACC near 9%. Only the DCF that extrapolates 22% historical growth far into the future, and an exit-multiple model that holds today's extreme EBITDA multiple, reach the price. When the only method that justifies a price is the one that assumes the recent growth rate persists for decades, the conservative methods are usually telling the more honest story.

The inversion sharpens the point. At $372.92 the market is paying about 82x company-wide operating income, which a single solve reads as requiring operating growth held at the self-funding ceiling for roughly 21 years. The engine labels this elevated, above what fundamentals comfortably support, and notes that historically only about 15% of comparable fast-growers sustained such a pace for even ten years. The price is not braced for a normal outcome; it is underwriting an exceptional one, and it leaves no margin if the AI data-center power cycle proves shorter or more competitive than the bulls expect.

The third risk is the competitive and cyclical reality the filing names directly: "the markets we serve are highly competitive and characterized by rapid technological" change, with "competitive pressures driven by continuing technology migration and changing customer demand" (FY2025 10-K, accession 0001104659-26-014731). Data-center power conversion is attracting every capable power-electronics vendor precisely because the dollars are large, so the 40% gross margin that just hit a post-Artesyn high is a target for competition. And the semiconductor-equipment half of the business remains cyclical; a chip-capex pause would pull down a meaningful chunk of revenue while the data-center segment carries the growth. Paying 82x operating income for a business that is partly cyclical and newly competitive in its growth segment is the core risk, and the static models are quantifying exactly how much of the price depends on the durability assumption holding.

Valuation

Advanced Energy is a textbook duration-premium case. At $372.92 the market is paying about 82x company-wide operating income, which a single solve reads as implying growth held at the self-funding ceiling for roughly 21 years at a 12.2% cost of capital. The engine characterizes the priced-in assumption as elevated, above what fundamentals comfortably support.

The model families disagree sharply, and the disagreement is the information. The growth methods reach or approach the price: the exit-multiple DCF lands near $432 and the discounted future market cap near $459, both holding rich forward multiples, while the perpetual-growth DCF lands lower at about $186. Every other family sits far below price. The relative methods land near $179 to $226, the asset methods (excess return, residual income, Graham number) cluster in the high $40s to low $60s, and the earnings-power and earnings-yield methods land near $30 to $52. The FCF-yield methods are near-meaningless here because free cash flow is small relative to the market value, a sign that current cash generation does not remotely support the price.

The practical read is that this is a growth-and-durability purchase, full stop. The reader is underwriting that durability at today's price. The balance sheet removes solvency from the worry list, but it does nothing to close the gap between the static value and the price; only sustained execution can do that.

Catalysts

Advanced Energy reported Q1 2026 results in early May 2026 with revenue up 26% to $511M, non-GAAP EPS of $2.09 ahead of a roughly $1.97 estimate, and a record $194.2M of data-center computing revenue, more than double the prior year. Management raised full-year revenue growth guidance to the low-to-mid 20% range, guided data center to grow in the mid-30s, and set Q2 2026 revenue at about $540M plus or minus $20M. The next print, and whether data-center momentum and margin expansion continue, is the key near-term catalyst.

The product catalyst is the AI power roadmap. Advanced Energy launched its ADH series of high-efficiency DC-DC converters for 800V DC AI data-center architectures, delivering up to 8 kW peak and integrating with its NDQ and Hot Swap Control modules into megawatt-capable rack power solutions. Design wins and ramp of the 800V platform are the signals that would convert the data-center narrative into durable revenue, since rack power architecture is shifting toward higher-voltage distribution as AI density rises.

Analyst sentiment has been broadly positive and rising. Cantor Fitzgerald initiated coverage favorably, and Baird, Citi, Needham, Susquehanna, Stifel, and KeyBanc all raised targets in early 2026, with KeyBanc moving to $375 and the average target near $394. The risk to the catalyst path is the cyclical semiconductor-equipment half of the business and the competitive intensity of data-center power conversion; a chip-capex pause or a pricing battle in power electronics would test the margin gains the recent quarters delivered.

Peer Cohorts (Per Segment, With Filing Citations)

Core business (reported)

Methodology Note

Fundamentals sourced from SEC EDGAR filings. Current price from Databento. The priced-in inversion and valuation x-ray are computed by the boothcheck engine; narrative composed by AI from the structured data.

View the full interactive AEIS report on boothcheck