WallStSmart

Advanced Energy Industries Inc (AEIS)vsBloom Energy Corp (BE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Bloom Energy Corp generates 36% more annual revenue ($2.45B vs $1.80B). AEIS leads profitability with a 8.3% profit margin vs 0.3%. BE appears more attractively valued with a PEG of 1.54. AEIS earns a higher WallStSmart Score of 44/100 (D).

AEIS

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 6.0Value: 3.0Quality: 7.8
Piotroski: 6/9Altman Z: 2.97

BE

Hold

40

out of 100

Grade: D

Growth: 6.7Profit: 5.0Value: 4.7Quality: 5.3
Piotroski: 3/9Altman Z: -0.52

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AEIS1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
17.8%8/10

17.8% revenue growth

BE2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
130.4%10/10

Revenue surging 130.4% year-over-year

Market CapQuality
$82.64B9/10

Large-cap with strong market position

Areas to Watch

AEIS4 concerns · Avg: 3.0/10
Price/BookValuation
10.7x4/10

Trading at 10.7x book value

EPS GrowthGrowth
1.0%4/10

1.0% earnings growth

PEG RatioValuation
2.772/10

Expensive relative to growth rate

P/E RatioValuation
101.0x2/10

Premium valuation, high expectations priced in

BE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Return on EquityProfitability
1.3%3/10

ROE of 1.3% — below average capital efficiency

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AEIS

The strongest argument for AEIS centers on Revenue Growth. Revenue growth of 17.8% 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.

Bear Case : AEIS

The primary concerns for AEIS are Price/Book, EPS Growth, PEG Ratio. A P/E of 101.0x leaves little room for execution misses.

Bear Case : BE

The primary concerns for BE are PEG Ratio, Return on Equity, Profit Margin. 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 3.19 — 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 (44/100 vs 40/100) and 17.8% revenue growth. Both earn "Hold" 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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