Advanced Energy Industries (STU:AVX) 5-Year RORE % : 7.09% (As of Mar. 2026)

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STU:AVX Advanced Energy Industries Inc STU:AVX
76 GF Score
Price €248.20
GF Value €118.28
Valuation Significantly Overvalued
! 4 Warning Signs
View Full Analysis

What is Advanced Energy Industries 5-Year RORE %?

Advanced Energy Industries STU:AVX -0.20% 76 5-Year RORE % is 7.09 as of Mar. 2026. GuruFocus rates STU:AVX with a GF Score™ of 76/100 and a GF Value™ of €118.28 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 2,651 Industrial Products companies, Advanced Energy Industries ranks better than 54.02% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Advanced Energy Industries's 5-Year RORE % for the quarter that ended in Mar. 2026 was 7.09%.

The industry rank for Advanced Energy Industries's 5-Year RORE % or its related term are showing as below:

STU:AVX's 5-Year RORE % is ranked better than
54.02% of 2651 companies
in the Industrial Products industry
Industry Median: 4.65 vs STU:AVX: 7.09

Advanced Energy Industries  (STU:AVX) 5-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Advanced Energy Industries 5-Year RORE % Related Terms


Advanced Energy Industries 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Advanced Energy Industries's 5-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Advanced Energy Industries 5-Year RORE % Chart

Advanced Energy Industries Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -0.03 12.96 11.24 -11.61 2.22

Advanced Energy Industries Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
5-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -11.14 -10.36 3.35 2.22 7.09

STU:AVX vs FPS, AYI, POWL: 5-Year RORE % Comparison

For the Electrical Equipment & Parts subindustry, Advanced Energy Industries's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Advanced Energy Industries 5-Year RORE % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Advanced Energy Industries's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Advanced Energy Industries's 5-Year RORE % falls into.


STU:AVX
76GF Score
Advanced Energy Industries Inc STU:AVX
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Advanced Energy Industries 5-Year RORE % Calculation

Advanced Energy Industries's 5-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( 4.08-3.042 )/( 16.451-1.815 )
=1.038/14.636
=7.09 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of 7.09 mean?
Advanced Energy Industries (STU:AVX) has a 5-Year RORE % of 7.09 as of Mar. 2026. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Advanced Energy Industries and its competitors. According to the industry distribution chart, Advanced Energy Industries ranks #1219 out of 2651 companies in the Industrial Products industry, placing it in the top 46%.
Is Advanced Energy Industries' 5-Year RORE % too high?
Advanced Energy Industries' current 5-Year RORE % is 7.09. The Industrial Products industry median 5-Year RORE % is 4.65. Advanced Energy Industries' value of 7.09 is 52.5% above this industry median. Based on the distribution chart, Advanced Energy Industries ranks #1219 out of 2651 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Advanced Energy Industries has a GF Score™ of 76/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Advanced Energy Industries' 5-Year RORE % compare to FPS and AYI?
According to the Industrial Products industry distribution chart, Advanced Energy Industries ranks #1219 out of 2651 companies for 5-Year RORE %. This puts Advanced Energy Industries in the upper half of its industry. The industry median 5-Year RORE % is 4.65. Advanced Energy Industries' value of 7.09 is 52.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year RORE % for an Industrial Products company?
The median 5-Year RORE % among Industrial Products companies is 4.65, based on 2,651 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Advanced Energy Industries's current 5-Year RORE % of 7.09 is 52.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Advanced Energy Industries and its competitors. For the Industrial Products industry, the median 5-Year RORE % is 4.65 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Advanced Energy Industries's current 5-Year RORE % is 7.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Advanced Energy Industries stock overvalued right now?
Based on GuruFocus' analysis, Advanced Energy Industries (STU:AVX) is currently considered Significantly Overvalued. The stock's GF Value™ is €118.28, compared to a current price of €248.20 — trading 109.8% above its estimated fair value. The current 5-Year RORE % is 7.09 and 52.5% above the Industrial Products industry median of 4.65. Advanced Energy Industries' overall GF Score™ is 76/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For Advanced Energy Industries (STU:AVX), the current 5-Year RORE % is 7.09 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Advanced Energy Industries (STU:AVX) Overvalued in 2026?

Based on GuruFocus' analysis, Advanced Energy Industries stock appears to be overvalued. The current stock price of €248.20 is trading 109.8% above its estimated GF Value™ of €118.28. GuruFocus considers Advanced Energy Industries to be Significantly Overvalued.

Key valuation signals for STU:AVX:

  • 5-Year RORE %: 7.09
  • GF Value™: €118.28 vs. price of €248.20 (109.8% above fair value)
  • GF Score™: 76/100 with 4 warning signs
  • Industry Position: 52.5% above the Industrial Products median (#1219 of 2651)

No single metric tells the full story. See the STU:AVX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Advanced Energy Industries Business Description

Other Exchanges AEIS:USA
Address 1595 Wynkoop Street, Suite 800, Denver, CO, USA, 80202
Advanced Energy Industries Inc provides precision power conversion, measurement, and control solutions. The company designs, manufactures, sells, and services power electronics conversion products that transform raw electrical power into controllable, usable power for complex equipment. It operates in one reporting segment, Power Electronics Conversion Products, serving the Semiconductor Equipment, Data Center Computing, Industrial and Medical, and Telecom and Networking markets. Its products include Plasma Power Products, AC-DC Power Supply Units, DC-DC Converters, High Voltage solutions, SCR Power Controllers, and Sense and Measurement solutions. The company operates in the United States, Asia, Europe, and other regions.
76GF Score

Get the complete analysis for STU:AVX

5-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€248.20
Price
€118.28
GF Value