AAOI vs FROG
Applied Optoelectronics, Inc. vs JFrog Ltd. — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
| Metric | AAOI | FROG |
|---|
| AI Score |
66
|
65
|
| Price |
$134.37
|
$86.08
|
| P/E Ratio |
-172.48×
|
-233.46×
|
| ROE |
-5.2%
|
-8.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
77.9%
|
| Debt / Equity |
0.16×
|
0.02×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.1
|
54.1
|
| Beta |
3.787
|
1.248
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AAOI versus FROG.
AAOI leads by 1 points.
AAOI scores 66/100 (Buy) versus FROG at 65/100 (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
FROG 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 25.0% YoY -- genuine top-line momentum — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 8.3x prices in significant intangible value — Value
- ROE of only -7.0% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 23.4% signals elevated volatility — Risk