AAOI vs SANM
Applied Optoelectronics, Inc. vs Sanmina Corporation — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | AAOI | SANM |
|---|
| AI Score |
66
|
65
|
| Price |
$134.37
|
$202.55
|
| P/E Ratio |
-172.48×
|
35.57×
|
| ROE |
-5.2%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
9.0%
|
| Debt / Equity |
0.16×
|
0.95×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.1
|
49.4
|
| Beta |
3.787
|
1.601
|
| Expected Upside |
—
|
+44.9%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus SANM.
AAOI leads by 1 points.
AAOI scores 66/100 (Buy) versus SANM 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
SANM Committee View
60% agreement
5 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.1% signals elevated volatility — Risk