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.
AAOI
Applied Optoelectronics, Inc.
$113.28TechnologyDelayed quote: Aug 27, 2026, 4:00 PM EDT
APPF
AppFolio Inc.
$232.06TechnologyDelayed quote: Aug 27, 2026, 4:00 PM EDT
Total return — AAOI vs APPF
growth of $100 · dividends reinvested · last 10yAAOI +575.1% (+21.0%/yr)APPF +1116.8% (+28.4%/yr)APPF compounded faster over this window
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
| Metric | AAOI | APPF |
|---|---|---|
| P/E ratio | N/A | 52.98 |
| Forward P/E | 153.73 | 33.63 |
| P/S ratio | 15.57 | 7.94 |
| P/B ratio | 5.56 | 15.72 |
| EV / EBITDA | N/A | 39.75 |
| FCF yield | N/A | 3.25% |
Profitability
| Metric | AAOI | APPF |
|---|---|---|
| Gross margin | 28.92% | 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)
| Metric | AAOI | APPF |
|---|---|---|
| Revenue CAGR (5Y) | 20.68% | 26.26% |
| EPS CAGR (5Y) | N/A | -3.28% |
| FCF CAGR (5Y) | N/A | 72.35% |
| 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.
Go deeper
Dig into the metrics
AppFolio P/E ratioApplied Optoelectronics ROEAppFolio ROEApplied Optoelectronics operating marginAppFolio operating marginApplied Optoelectronics revenue growthAppFolio revenue growthApplied Optoelectronics free cash flowAppFolio free cash flow
Applied Optoelectronics & AppFolio 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 August 27, 2026.