Advanced Energy Industries Inc (AEIS)vsBloom Energy Corp (BE)
AEIS
Advanced Energy Industries Inc
$294.81
-8.14%
INDUSTRIALS · Cap: $13.14B
BE
Bloom Energy Corp
$291.34
+15.41%
INDUSTRIALS · Cap: $78.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 29% more annual revenue ($2.45B vs $1.91B). AEIS leads profitability with a 10.0% profit margin vs 0.3%. BE appears more attractively valued with a PEG of 1.46. AEIS earns a higher WallStSmart Score of 59/100 (C).
AEIS
Buy59
out of 100
Grade: C
BE
Hold42
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 144.8% YoY
Revenue surging 26.3% year-over-year
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Areas to Watch
Trading at 8.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Trading at 89.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AEIS
The strongest argument for AEIS centers on EPS Growth, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bear Case : AEIS
The primary concerns for AEIS are Price/Book, PEG Ratio, P/E Ratio. A P/E of 68.0x leaves little room for execution misses.
Bear Case : BE
The primary concerns for BE are Return on Equity, Profit Margin, Piotroski F-Score. Debt-to-equity of 3.01 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
AEIS profiles as a growth stock while BE is a hypergrowth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.75 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
BE generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
AEIS scores higher overall (59/100 vs 42/100) and 26.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Advanced Energy Industries Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Advanced Energy Industries, Inc. designs, manufactures, sells and supports precision energy conversion, measurement and control solutions globally. The company is headquartered in Denver, Colorado.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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