Advanced Energy Industries (AEIS) vs Leonardo DRS (DRS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Advanced Energy Industries (AEIS) has outperformed Leonardo DRS (DRS) over the past year, gaining 68.8% versus a loss of 20.0%. Over five years, DRS leads with a +248.4% price change compared with +230.5% for AEIS. Advanced Energy Industries is the larger company by market cap ($11.70 billion vs $9.55 billion), about 1.2 times the size.
On valuation, Advanced Energy Industries trades at a lower forward P/E (19.1x vs 24.4x for Leonardo DRS). Leonardo DRS offers the higher dividend yield (1.01% vs 0.14%). Advanced Energy Industries converts more of its revenue into profit, with a net margin of 8.2% versus 7.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AEIS | DRS |
|---|---|---|
| Share price | $292.25 | $35.78 |
| Market cap | $11.70B | $9.55B |
| 1-day change | -3.47% | -2.72% |
| YTD return | +39.59% | +4.96% |
| 1-year return | +68.84% | -19.99% |
| 5-year return | +230.45% | +248.39% |
| P/E ratio (TTM) | 54.12 | 30.07 |
| Forward P/E | 19.05 | 24.39 |
| EPS (TTM) | $5.40 | $1.19 |
| Dividend yield | 0.14% | 1.01% |
| Annual dividend | $0.40 | $0.36 |
| Revenue (latest FY) | $1.80B | $3.65B |
| Revenue growth (YoY) | +21.38% | +12.80% |
| Net income (latest FY) | $148.40M | $278.00M |
| Gross margin | 37.66% | 23.82% |
| Operating margin | 9.34% | 9.54% |
| Net margin | 8.25% | 7.62% |
| 52-week high | $397.44 | $50.59 |
| 52-week low | $169.36 | $32.43 |
| Distance from 52-week high | -26.47% | -29.27% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +46.82% | +50.42% |
| Average volume | 586.85K | 875.01K |
| Shares outstanding | 40.05M | 266.89M |
| Employees | 13,000 | 7,300 |
| Sector | Technology | Industrials |
| Industry | Industrial Machinery/Components | Industrial Machinery/Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AEIS has outperformed DRS by 88.8 percentage points over the past year.
- Advanced Energy Industries trades at a higher earnings multiple (54.1x vs 30.1x trailing P/E).
- Advanced Energy Industries grew revenue faster in its latest fiscal year (+21.38% vs +12.80%).
- The two companies sit in different sectors: Advanced Energy Industries in Technology and Leonardo DRS in Industrials.
About Advanced Energy Industries
AEIS stock →Advanced Energy Industries, Inc. provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.
Technology · Industrial Machinery/Components · 13,000 employees
About Leonardo DRS
DRS stock →Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments.
Industrials · Industrial Machinery/Components · 7,300 employees
AEIS vs DRS FAQ
Which is bigger, Advanced Energy Industries or Leonardo DRS?
Advanced Energy Industries (AEIS) is larger, with a market capitalization of $11.70B compared with $9.55B for Leonardo DRS (DRS).
Which stock has performed better over the past year, AEIS or DRS?
AEIS returned +68.84% over the past 12 months, compared with -19.99% for DRS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AEIS or DRS?
DRS has the lower trailing P/E at 30.1, versus 54.1 for AEIS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Advanced Energy Industries or Leonardo DRS?
Leonardo DRS has the higher yield at 1.01%, compared with 0.14% for Advanced Energy Industries.
Are Advanced Energy Industries and Leonardo DRS in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Technology sector.