AAOI vs UI
Applied Optoelectronics, Inc. vs Ubiquiti Inc. — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
| Metric | AAOI | UI |
|---|
| AI Score |
66
|
66
|
| Price |
$134.37
|
$573.47
|
| P/E Ratio |
-172.48×
|
36.79×
|
| ROE |
-5.2%
|
106.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
46.0%
|
| Debt / Equity |
0.16×
|
0.06×
|
| Dividend Yield |
0.0%
|
0.6%
|
| RSI (14) |
65.1
|
68.3
|
| Beta |
3.787
|
1.314
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AAOI versus UI.
The committee scores are tied.
AAOI and UI both score 66/100.
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
- 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
UI Committee View
60% agreement
5 analysts
Positive signals support the current rating — revenue growing 33.3% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 101.4% shows genuine earnings power backing the valuation — Value
- Revenue growing 33.3% YoY -- genuine top-line momentum — Growth
- EPS growing 71.2% YoY — Growth
Bear Case
- P/E of 36.7 is moderate-to-rich — Value
- Price-to-book of 37.3x prices in significant intangible value — Value