Applied Optoelectronics, Inc. (AAOI) vs Elastic N.V. (ESTC)
A side-by-side comparison of Applied Optoelectronics, Inc. and Elastic N.V. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 8, 2026. Differences are shown without an overall score or investment verdict.
AAOI
Applied Optoelectronics, Inc.
$115.34TechnologyDelayed quote: Sep 8, 2026, 12:05 PM EDT
ESTC
Elastic N.V.
$90.19TechnologyDelayed quote: Sep 8, 2026, 12:05 PM EDT
Total return — AAOI vs ESTC
growth of $100 · dividends reinvested · last 8yAAOI +323.6% (+19.8%/yr)ESTC +31.2% (+3.4%/yr)AAOI compounded faster over this window
AAOI ESTC
AAOI vs ESTC: by the numbers
- •ESTC is the larger company ($9.38B vs $9.25B market cap).
- •ESTC is profitable (20.84% net margin) while AAOI runs a net loss (-9.57%).
- •ESTC grew revenue faster over the past five years (21.79% vs 20.68% CAGR).
Metrics side by side
Valuation
| Metric | AAOI | ESTC |
|---|---|---|
| P/E ratio | N/A | 25.70 |
| Forward P/E | 142.61 | 36.29 |
| P/S ratio | 14.44 | 5.33 |
| P/B ratio | 5.16 | 7.41 |
| FCF yield | N/A | 3.63% |
Profitability
| Metric | AAOI | ESTC |
|---|---|---|
| Gross margin | 28.92% | 75.50% |
| Operating margin | -11.31% | -1.49% |
| Net margin | -9.57% | 20.84% |
| ROE | -3.42% | 28.97% |
| ROIC | -3.49% | -1.37% |
Growth (annualized)
| Metric | AAOI | ESTC |
|---|---|---|
| Revenue CAGR (5Y) | 20.68% | 21.79% |
| FCF CAGR (5Y) | N/A | 107.34% |
| Total return CAGR (5Y) | 68.68% | -11.74% |
Frequently asked
- Which has grown faster, AAOI or ESTC?
- Over the past five years, ESTC grew revenue faster — AAOI at a 20.68% CAGR versus ESTC at 21.79%.
- Is AAOI or ESTC more profitable?
- ESTC runs the higher net margin — AAOI at -9.57% versus ESTC at 20.84%.
- How have AAOI and ESTC total returns compared?
- Over the past 5 years, AAOI delivered 68.68% and ESTC delivered -11.74% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Elastic P/E ratioApplied Optoelectronics ROEElastic ROEApplied Optoelectronics operating marginElastic operating marginApplied Optoelectronics revenue growthElastic revenue growthApplied Optoelectronics free cash flowElastic free cash flow
Applied Optoelectronics & Elastic 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 September 8, 2026.