Applied Optoelectronics, Inc. (AAOI) vs Micron Technology, Inc. (MU)

A side-by-side comparison of Applied Optoelectronics, Inc. and Micron Technology, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAAOI vs MU

growth of $100 · dividends reinvested · last 10y
AAOI +377.1% (+16.9%/yr)MU +5793.6% (+50.3%/yr)MU compounded faster over this window
Log scale — wide-divergence pair
1101001k10kStart $10020182020202220242026$477$5,894
AAOI MU

AAOI vs MU: by the numbers

  • MU is the larger company ($1.10T vs $8.45B market cap).
  • MU is profitable (55.91% net margin) while AAOI runs a net loss (-9.57%).
  • MU grew revenue faster over the past five years (29.33% vs 20.68% CAGR).
  • MU pays a dividend (0.05% yield), while AAOI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAAOIMU
P/E ratioN/A22.07
Forward P/E142.386.28
P/S ratio14.1912.20
P/B ratio5.0710.94
EV / EBITDAN/A15.83
FCF yieldN/A2.38%

Profitability

MetricAAOIMU
Gross margin28.92%39.79%
Operating margin-11.31%26.41%
Net margin-9.57%55.91%
ROE-3.42%50.11%
ROIC-3.49%44.23%

Dividends

MetricAAOIMU
Dividend yieldN/A0.05%
Payout ratioN/A1.20%

Growth (annualized)

MetricAAOIMU
Revenue CAGR (5Y)20.68%29.33%
EPS CAGR (5Y)N/A25.98%
FCF CAGR (5Y)N/A172.93%
Total return CAGR (5Y)69.30%68.65%

Frequently asked

Which has grown faster, AAOI or MU?
Over the past five years, MU grew revenue faster — AAOI at a 20.68% CAGR versus MU at 29.33%.
Does AAOI or MU pay a bigger dividend?
MU pays a dividend (0.05% yield), while AAOI has no payments in the available dividend history.
Is AAOI or MU more profitable?
MU runs the higher net margin — AAOI at -9.57% versus MU at 55.91%.
How have AAOI and MU total returns compared?
Over the past 10 years, AAOI delivered 18.06% and MU delivered 50.50% 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 September 10, 2026.