AAOI vs ZM
Applied Optoelectronics, Inc. vs Zoom Communications, Inc. — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
64
Buy
VS
ZM
Zoom Communications, Inc.
64
Buy
| Metric | AAOI | ZM |
|---|
| AI Score |
64
|
64
|
| Price |
$138.90
|
$105.06
|
| P/E Ratio |
-172.48×
|
15.28×
|
| ROE |
-5.2%
|
19.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
77.4%
|
| Debt / Equity |
0.16×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
65.1
|
77.2
|
| Beta |
3.787
|
1.04
|
| Expected Upside |
+73.8%
|
+8.2%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus ZM.
The committee scores are tied.
AAOI and ZM 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 62.2% signals elevated volatility — Risk
ZM Committee View
83% agreement
6 analysts
The primary driver is p/e of 14.8 is inexpensive for the broad market. The main limiting factor is bollinger bandwidth of 28.3% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.8 is inexpensive for the broad market — Value
- ROE of 21.8% shows genuine earnings power backing the valuation — Value
- EPS growing 104.5% YoY — Growth
Bear Case
- RSI at 77 is in overbought territory — Technical
- Bollinger bandwidth of 28.3% signals elevated volatility — Risk