Applied Optoelectronics, Inc. (AAOI) vs AppFolio Inc. (APPF)

A side-by-side comparison of Applied Optoelectronics, Inc. and AppFolio Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 27, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAAOI vs APPF

growth of $100 · dividends reinvested · last 10y
AAOI +575.1% (+21.0%/yr)APPF +1116.8% (+28.4%/yr)APPF compounded faster over this window
05001k2kStart $10020182020202220242026$675$1,217
AAOI APPF

AAOI vs APPF: by the numbers

  • AAOI is the larger company ($9.09B vs $8.29B market cap).
  • APPF is profitable (15.13% net margin) while AAOI runs a net loss (-9.57%).
  • APPF grew revenue faster over the past five years (26.26% vs 20.68% CAGR).

Metrics side by side

Valuation

MetricAAOIAPPF
P/E ratioN/A52.98
Forward P/E153.7333.63
P/S ratio15.577.94
P/B ratio5.5615.72
EV / EBITDAN/A39.75
FCF yieldN/A3.25%

Profitability

MetricAAOIAPPF
Gross margin28.92%63.04%
Operating margin-11.31%17.52%
Net margin-9.57%15.13%
ROE-3.42%29.94%
ROIC-3.49%26.85%

Growth (annualized)

MetricAAOIAPPF
Revenue CAGR (5Y)20.68%26.26%
EPS CAGR (5Y)N/A-3.28%
FCF CAGR (5Y)N/A72.35%
Total return CAGR (5Y)74.22%13.66%

Frequently asked

Which has grown faster, AAOI or APPF?
Over the past five years, APPF grew revenue faster — AAOI at a 20.68% CAGR versus APPF at 26.26%.
Is AAOI or APPF more profitable?
APPF runs the higher net margin — AAOI at -9.57% versus APPF at 15.13%.
How have AAOI and APPF total returns compared?
Over the past 10 years, AAOI delivered 21.40% and APPF delivered 28.77% annualized total return. Past performance doesn't predict future results.

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 August 27, 2026.