AAOI vs ADI
Applied Optoelectronics, Inc. vs Analog Devices — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
ADI
Analog Devices
68
Buy
| Metric | AAOI | ADI |
|---|
| AI Score |
66
|
68
|
| Price |
$134.37
|
$385.26
|
| P/E Ratio |
-172.48×
|
57.00×
|
| ROE |
-5.2%
|
6.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
64.5%
|
| Debt / Equity |
0.16×
|
0.26×
|
| Dividend Yield |
0.0%
|
1.1%
|
| RSI (14) |
65.1
|
56.9
|
| Beta |
3.787
|
1.212
|
| Expected Upside |
—
|
+16.0%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus ADI.
ADI leads by 2 points.
ADI scores 68/100 (Buy) versus AAOI at 66/100 (Buy).
AAOI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 61.9% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock — Risk
Bear Case
- ROE of only -5.6% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 62.2% signals elevated volatility — Risk
ADI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 29.8% YoY -- genuine top-line momentum — Growth
- EPS growing 83.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 56.8 is expensive by classic value standards — Value