Applied Optoelectronics, Inc. (AAOI) vs Applied Digital Corporation (APLD)
AAOI leads on 6 of 7 compared metrics.
A side-by-side comparison of Applied Optoelectronics, Inc. and Applied Digital Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 23, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
AAOI
Applied Optoelectronics, Inc.
$171.23Technology
APLD
Applied Digital Corporation
$45.20Technology
Total return — AAOI vs APLD
growth of $100 · last 4yAAOI +5441.4%APLD +832.0%AAOI compounded faster
Log scale — wide-divergence pair
AAOI APLD
AAOI vs APLD: by the numbers
- •AAOI is the larger company ($13.74B vs $12.92B market cap).
- •Both run net losses; AAOI's is the smaller (-8.55% vs -52.41% net margin).
Metrics side by side
Valuation
| Metric | AAOI | APLD |
|---|---|---|
| Forward P/E | 165.73 | — |
| P/S ratio | 25.66● | 34.55 |
| P/B ratio | 11.76 | 7.77● |
Profitability
| Metric | AAOI | APLD |
|---|---|---|
| Gross margin | 29.64%● | 27.07% |
| Operating margin | -11.57%● | -24.99% |
| Net margin | -8.55%● | -52.41% |
| ROE | -3.92%● | -11.78% |
| ROIC | -4.71%● | -5.41% |
Growth (annualized)
| Metric | AAOI | APLD |
|---|---|---|
| Revenue CAGR (5Y) | 15.77% | — |
| Total return CAGR (5Y) | 82.46% | — |
Go deeper
Dig into the metrics
Applied Optoelectronics P/E ratioApplied Digital P/E ratioApplied Optoelectronics dividend yieldApplied Digital dividend yieldApplied Optoelectronics ROEApplied Digital ROEApplied Optoelectronics operating marginApplied Digital operating marginApplied Optoelectronics revenue growthApplied Digital revenue growthApplied Optoelectronics free cash flowApplied Digital free cash flow
Applied Optoelectronics & Applied Digital appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 23, 2026.