Advanced Energy Industries, Inc. (AEIS) vs Bloom Energy Corporation (BE)

Advanced Energy Industries, Inc. and Bloom Energy Corporation are both Electrical Equipment & Parts companies. Bloom Energy Corporation is the larger, with a market value of $69.6B against $10.1B — 6.9× the size. Advanced Energy Industries, Inc. trades at the lower P/E: 41.2× against 267×. Bloom Energy Corporation grew revenue faster over the last twelve months: 91.0% against 24.6%. Advanced Energy Industries, Inc. has the higher net margin (10.8% vs 7.87%) and the lower return on invested capital (12.7% vs 13.7%). Across the 22 metrics below, Advanced Energy Industries, Inc. leads on 14 and Bloom Energy Corporation on 8.

Valuation

Metric AEIS BE Electrical Equipment & Parts median
P/E 41.19 266.64 31.20
P/S 4.54 20.42 2.28
P/B 6.36 38.75 3.19
Price to free cash flow 106.81 102.07 27.15
EV/EBITDA 27.21 153.41 15.80
EV/Sales 4.48 20.41 2.38
Earnings yield 2.43% 0.38% (5.87%)
Free cash flow yield 0.94% 0.98% 0.00%

Profitability

Metric AEIS BE Electrical Equipment & Parts median
Gross margin 39.28% 31.24% 25.38%
Operating margin 13.21% 11.24% 0.00%
Net margin 10.77% 7.87% 0.00%
Free cash flow margin 4.25% 20.07% 0.00%
Return on equity 16.17% 21.68% 0.14%
Return on assets 7.56% 6.00% (1.50%)
Return on invested capital 12.71% 13.71% 0.00%

Growth

Metric AEIS BE Electrical Equipment & Parts median
Revenue growth (TTM) 24.58% 90.98% 7.92%
EPS growth (last fiscal year) 168.53% (184.62%) 27.37%
Revenue growth, 5-year CAGR 4.90% 20.57% 9.92%
Net income growth, 5-year CAGR 1.96% 0.00% 0.00%

Health

Metric AEIS BE Electrical Equipment & Parts median
Debt to equity 0.87 1.60 0.16
Current ratio 3.79 4.09 2.31
Net debt to EBITDA (0.96) 2.69 0.26

Dividend

Metric AEIS BE Electrical Equipment & Parts median
Dividend yield 0.17% — 0.48%
Payout ratio 0.07 — 0.10

Size

Metric AEIS BE Electrical Equipment & Parts median
Market cap 10.10b 69.60b 157.22m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack