AAOI vs NTES
Applied Optoelectronics, Inc. vs NetEase, Inc. — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
NTES
NetEase, Inc.
68
Buy
| Metric | AAOI | NTES |
|---|
| AI Score |
66
|
68
|
| Price |
$134.37
|
$127.86
|
| P/E Ratio |
-172.48×
|
16.36×
|
| ROE |
-5.2%
|
21.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
65.7%
|
| Debt / Equity |
0.16×
|
0.07×
|
| Dividend Yield |
0.0%
|
2.3%
|
| RSI (14) |
65.1
|
44.6
|
| Beta |
3.787
|
0.8
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AAOI versus NTES.
NTES leads by 2 points.
NTES scores 68/100 (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
NTES Committee View
83% agreement
6 analysts
The primary driver is news sentiment is positive (+0.67 across 3 articles, 14d). Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical