AAOI vs ARW
Applied Optoelectronics, Inc. vs Arrow Electronics — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
ARW
Arrow Electronics
71
Buy
| Metric | AAOI | ARW |
|---|
| AI Score |
66
|
71
|
| Price |
$134.37
|
$206.61
|
| P/E Ratio |
-172.48×
|
13.08×
|
| ROE |
-5.2%
|
8.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
11.2%
|
| Debt / Equity |
0.16×
|
0.31×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.1
|
34.6
|
| Beta |
3.787
|
1.201
|
| Expected Upside |
—
|
+17.1%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus ARW.
ARW leads by 5 points.
ARW scores 71/100 (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
ARW Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- Price-to-book of 0.9x is a discount to asset value — Value
- Revenue growing 26.1% YoY -- genuine top-line momentum — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical