AAOI vs TEL
Applied Optoelectronics, Inc. vs TE Connectivity — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
TEL
TE Connectivity
67
Buy
| Metric | AAOI | TEL |
|---|
| AI Score |
66
|
67
|
| Price |
$134.37
|
$218.62
|
| P/E Ratio |
-172.48×
|
21.25×
|
| ROE |
-5.2%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
35.4%
|
| Debt / Equity |
0.16×
|
0.43×
|
| Dividend Yield |
0.0%
|
1.3%
|
| RSI (14) |
65.1
|
58.9
|
| Beta |
3.787
|
1.162
|
| Expected Upside |
—
|
+4.3%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus TEL.
TEL leads by 1 points.
TEL scores 67/100 (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
TEL Committee View
60% agreement
5 analysts
Positive signals support the current rating — eps growing 111.1% yoy. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 23.2% shows genuine earnings power backing the valuation — Value
- EPS growing 111.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.1x prices in significant intangible value — Value