Professional
Added to YB: 2025-02-17
Pitch date: 2025-01-17
AEIS [bullish]
Advanced Energy Industries, Inc.
+75.77%
current return
Author Info
No bio for this author
Company Info
Advanced Energy Industries, Inc. provides precision power conversion, measurement, and control solutions in the United States and internationally.
Market Cap
$7.6B
Pitch Price
$122.36
Price Target
N/A
Dividend
0.20%
EV/EBITDA
29.20
P/E
52.80
EV/Sales
4.39
Sector
Electronic Equipment, Instruments and Components
Category
growth
SouthernSun Small Cap Strategy New Position: Advanced Energy Industries, Inc.
AEIS: Leader in power conversion for semiconductors (50% rev), diversifying into industrial/medical (25%), data centers (16%), telecom (9%). Strong FCF, net cash balance. Sole-sourced designs (70% rev). Efficiency gains expected from production rationalization. Potential for margin improvement and strategic M&A.
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