AAOI vs ERIC
Applied Optoelectronics, Inc. vs Telefonaktiebolaget LM Ericsson (publ) — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
64
Buy
VS
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
| Metric | AAOI | ERIC |
|---|
| AI Score |
64
|
63
|
| Price |
$138.90
|
$10.19
|
| P/E Ratio |
-172.48×
|
13.25×
|
| ROE |
-5.2%
|
24.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
48.1%
|
| Debt / Equity |
0.16×
|
0.38×
|
| Dividend Yield |
0.0%
|
3.0%
|
| RSI (14) |
65.1
|
51.3
|
| Beta |
3.787
|
0.521
|
| Expected Upside |
+73.8%
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus ERIC.
AAOI leads by 1 points.
AAOI scores 64/100 (Buy) versus ERIC at 63/100 (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
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- ROE of only -5.6% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 62.2% signals elevated volatility — Risk
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 12.8 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth