AAOI vs JKHY
Applied Optoelectronics, Inc. vs Jack Henry & Associates — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
JKHY
Jack Henry & Associates
70
Buy
| Metric | AAOI | JKHY |
|---|
| AI Score |
66
|
70
|
| Price |
$134.37
|
$153.53
|
| P/E Ratio |
-172.48×
|
21.46×
|
| ROE |
-5.2%
|
21.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
44.1%
|
| Debt / Equity |
0.16×
|
0.04×
|
| Dividend Yield |
0.0%
|
1.5%
|
| RSI (14) |
65.1
|
52.8
|
| Beta |
3.787
|
0.553
|
| Expected Upside |
—
|
+17.3%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus JKHY.
JKHY leads by 4 points.
JKHY scores 70/100 (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
JKHY Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical