AAOI vs WDC
Applied Optoelectronics, Inc. vs Western Digital — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
64
Buy
VS
WDC
Western Digital
64
Buy
| Metric | AAOI | WDC |
|---|
| AI Score |
64
|
64
|
| Price |
$132.25
|
$486.86
|
| P/E Ratio |
-177.30×
|
16.72×
|
| ROE |
-5.2%
|
106.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
48.9%
|
| Debt / Equity |
0.16×
|
0.12×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
67.6
|
39.7
|
| Beta |
3.787
|
2.217
|
| Expected Upside |
+68.1%
|
+76.0%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus WDC.
The committee scores are tied.
AAOI and WDC 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
WDC 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 117.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 35.7% YoY -- genuine top-line momentum — Growth
- EPS growing 363.8% YoY — Growth
Bear Case
- Price-to-book of 22.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 35.4% signals elevated volatility — Risk