Applied Optoelectronics, Inc. (AAOI) vs Bill.com Holdings, Inc. (BILL)
A side-by-side comparison of Applied Optoelectronics, Inc. and Bill.com Holdings, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 29, 2026. Differences are shown without an overall score or investment verdict.
AAOI
Applied Optoelectronics, Inc.
$76.52TechnologyDelayed quote: Jul 29, 2026, 4:00 PM EDT
BILL
Bill.com Holdings, Inc.
$47.41TechnologyAt close: Jul 29, 2026, 4:00 PM ET
Total return — AAOI vs BILL
growth of $100 · dividends reinvested · last 7yAAOI +681.4%BILL +30.6%AAOI compounded faster
Log scale — wide-divergence pair
AAOI BILL
AAOI vs BILL: by the numbers
- •AAOI is the larger company ($6.14B vs $4.72B market cap).
- •BILL is profitable (0.01% net margin) while AAOI runs a net loss (-8.55%).
- •BILL grew revenue faster over the past five years (51.27% vs 15.77% CAGR).
Metrics side by side
Valuation
| Metric | AAOI | BILL |
|---|---|---|
| Forward P/E | 85.30 | 17.92 |
| P/S ratio | 13.21 | 3.03 |
| P/B ratio | 6.06 | 1.28 |
| EV / EBITDA | N/A | 108.81 |
| FCF yield | N/A | 7.90% |
Profitability
| Metric | AAOI | BILL |
|---|---|---|
| Gross margin | 29.64% | 80.70% |
| Operating margin | -11.57% | -3.52% |
| Net margin | -8.55% | 0.01% |
| ROE | -3.92% | 0.00% |
| ROIC | -4.71% | -1.11% |
Growth (annualized)
| Metric | AAOI | BILL |
|---|---|---|
| Revenue CAGR (5Y) | 15.77% | 51.27% |
| Total return CAGR (5Y) | 63.48% | -25.45% |
Frequently asked
- Which has grown faster, AAOI or BILL?
- Over the past five years, BILL grew revenue faster — AAOI at a 15.77% CAGR versus BILL at 51.27%.
- Is AAOI or BILL more profitable?
- BILL runs the higher net margin — AAOI at -8.55% versus BILL at 0.01%.
- How have AAOI and BILL total returns compared?
- Over the past 5 years, AAOI delivered 21.84% and BILL delivered -25.45% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Optoelectronics P/E ratioBill.com P/E ratioApplied Optoelectronics dividend yieldBill.com dividend yieldApplied Optoelectronics ROEBill.com ROEApplied Optoelectronics operating marginBill.com operating marginApplied Optoelectronics revenue growthBill.com revenue growthApplied Optoelectronics free cash flowBill.com free cash flow
Applied Optoelectronics & Bill.com 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 July 29, 2026.