Applied Optoelectronics, Inc. (AAOI) vs Jack Henry & Associates, Inc. (JKHY)

JKHY leads on 8 of 10 compared metrics.

A side-by-side comparison of Applied Optoelectronics, Inc. and Jack Henry & Associates, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 25, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AAOI vs JKHY

growth of $100 · last 13y
AAOI +1273.6%JKHY +152.4%AAOI compounded faster
Log scale — wide-divergence pair
101001k10kStart $1002016201920222025$1,374$252
AAOI JKHY

AAOI vs JKHY: by the numbers

  • AAOI is the larger company ($11.02B vs $9.14B market cap).
  • JKHY is profitable (20.64% net margin) while AAOI runs a net loss (-8.55%).
  • AAOI grew revenue faster over the past five years (15.77% vs 7.92% CAGR).
  • JKHY pays a dividend (1.85% yield) while AAOI does not currently pay one.

Which is better, AAOI or JKHY?

Metric tally: AAOI 2 · JKHY 8

It depends on what you're optimizing for:

GrowthAAOI(faster 5Y revenue CAGR)
QualityJKHY(higher ROIC)

Metrics side by side

Valuation

MetricAAOIJKHY
P/E ratio18.00
Forward P/E142.2518.79
P/S ratio22.033.68
P/B ratio10.104.34
PEG ratio1.51
EV / EBITDA10.50
FCF yield7.86%

Profitability

MetricAAOIJKHY
Gross margin29.64%44.06%
Operating margin-11.57%26.00%
Net margin-8.55%20.64%
ROE-3.92%24.32%
ROIC-4.71%17.63%

Dividends

MetricAAOIJKHY
Dividend yield1.85%
Payout ratio38.14%

Growth (annualized)

MetricAAOIJKHY
Revenue CAGR (5Y)15.77%7.92%
EPS CAGR (5Y)10.08%
FCF CAGR (5Y)16.50%
Total return CAGR (5Y)73.05%-3.82%

Frequently asked

Which is better, AAOI or JKHY?
It depends on your goal. growth: AAOI (faster 5Y revenue CAGR); quality: JKHY (higher ROIC). Across all compared metrics, JKHY leads 8 to 2.
Which has grown faster, AAOI or JKHY?
Over the past five years, AAOI grew revenue faster — AAOI at a 15.77% CAGR versus JKHY at 7.92%.
Does AAOI or JKHY pay a bigger dividend?
JKHY pays a dividend (1.85% yield) while AAOI does not currently pay one.
Is AAOI or JKHY more profitable?
JKHY runs the higher net margin — AAOI at -8.55% versus JKHY at 20.64%.
Which has been the better investment, AAOI or JKHY?
Over the past 10-year, AAOI delivered the higher annualized total return — AAOI at 30.13% versus JKHY at 5.73%. 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 June 25, 2026.