AEIS vs ITRI

For growth investors, Advanced Energy Industries, Inc.

(AEIS) is the stronger pick with 21. 4% revenue growth year-over-year, versus -3. 0% for Itron, Inc. (ITRI). Itron, Inc. (ITRI) offers the better valuation at 12. 7x trailing P/E (13. 8x forward), making it the more compelling value choice. Analysts rate Advanced Energy Industries, Inc. (AEIS) a "Buy" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Itron, Inc.

(ITRI) is the cheapest at 12. 7x versus Advanced Energy Industries, Inc. at 94. 0x. On forward P/E, Itron, Inc. is actually cheaper at 13. 8x.

Over the past 5 years, Advanced Energy Industries, Inc.

(AEIS) delivered a total return of +301. 3%, compared to -2. 0% for Itron, Inc. (ITRI). Over 10 years, the gap is even starker: AEIS returned +969. 9% versus ITRI's +97. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Itron, Inc.

(ITRI) is the lower-risk stock at 1. 53β versus Advanced Energy Industries, Inc. 's 2. 18β — meaning AEIS is approximately 42% more volatile than ITRI relative to the S&P 500. On balance sheet safety, Advanced Energy Industries, Inc. (AEIS) carries a lower debt/equity ratio of 50% versus 74% for Itron, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Advanced Energy Industries, Inc.

(AEIS) is pulling ahead at 21. 4% versus -3. 0% for Itron, Inc. (ITRI). On earnings-per-share growth, the picture is similar: Advanced Energy Industries, Inc. grew EPS 168. 5% year-over-year, compared to 25. 7% for Itron, Inc.. Over a 3-year CAGR, ITRI leads at 9. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Itron, Inc.

(ITRI) is the more profitable company, earning 12. 7% net margin versus 8. 2% for Advanced Energy Industries, Inc. — meaning it keeps 12. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ITRI leads at 13. 5% versus 10. 9% for AEIS. At the gross margin level — before operating expenses — ITRI leads at 37. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Itron, Inc.

(ITRI) trades at 13. 8x forward P/E versus 41. 4x for Advanced Energy Industries, Inc. — 27. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ITRI: 65. 1% to $137. 00.

In this comparison, AEIS (0.

1% yield) pays a dividend. ITRI does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Advanced Energy Industries, Inc.

(AEIS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+969. 9% 10Y return). Itron, Inc. (ITRI) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AEIS: +969. 9%, ITRI: +97. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AEIS (Industrials) and ITRI (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AEIS is a mid-cap high-growth stock; ITRI is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.