AAOI vs MTSI
Applied Optoelectronics, Inc. vs MACOM Technology Solutions — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
64
Buy
VS
MTSI
MACOM Technology Solutions
64
Buy
| Metric | AAOI | MTSI |
|---|
| AI Score |
64
|
64
|
| Price |
$132.25
|
$307.28
|
| P/E Ratio |
-177.30×
|
97.11×
|
| ROE |
-5.2%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
56.6%
|
| Debt / Equity |
0.16×
|
0.27×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
67.6
|
65.4
|
| Beta |
3.787
|
1.71
|
| Expected Upside |
+68.1%
|
+34.3%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus MTSI.
The committee scores are tied.
AAOI and MTSI both score 64/100.
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 65.4% signals elevated volatility — Risk
MTSI 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
- ROE of 17.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 28.4% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 101.1 is expensive by classic value standards — Value
- Price-to-book of 7.1x prices in significant intangible value — Value
- Bollinger bandwidth of 32.2% signals elevated volatility — Risk