AAOI vs FFIV
Applied Optoelectronics, Inc. vs F5, Inc. — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
| Metric | AAOI | FFIV |
|---|
| AI Score |
66
|
69
|
| Price |
$134.37
|
$413.92
|
| P/E Ratio |
-172.48×
|
32.60×
|
| ROE |
-5.2%
|
19.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
82.2%
|
| Debt / Equity |
0.16×
|
0.06×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.1
|
54.1
|
| Beta |
3.787
|
1.033
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AAOI versus FFIV.
FFIV leads by 3 points.
FFIV scores 69/100 (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
FFIV Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 31.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 31.6 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value