Applied Optoelectronics, Inc. (AAOI) vs Rambus Inc. (RMBS)
RMBS leads on 9 of 10 compared metrics.
A side-by-side comparison of Applied Optoelectronics, Inc. and Rambus Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 23, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — AAOI vs RMBS
growth of $100 · last 13yAAOI +1619.2%RMBS +1435.6%AAOI compounded faster
AAOI RMBS
AAOI vs RMBS: by the numbers
- •RMBS is the larger company ($15.18B vs $13.74B market cap).
- •RMBS is profitable (31.89% net margin) while AAOI runs a net loss (-8.55%).
- •RMBS grew revenue faster over the past five years (23.51% vs 15.77% CAGR).
Which is better, AAOI or RMBS?
Metric tally: AAOI 1 · RMBS 9It depends on what you're optimizing for:
GrowthRMBS(faster 5Y revenue CAGR)
QualityRMBS(higher ROIC)
Metrics side by side
Valuation
| Metric | AAOI | RMBS |
|---|---|---|
| P/E ratio | — | 66.83 |
| Forward P/E | 165.73 | 47.06● |
| P/S ratio | 25.66 | 21.35● |
| P/B ratio | 11.76 | 11.05● |
| PEG ratio | — | 1.53 |
| EV / EBITDA | — | 48.06 |
| FCF yield | — | 2.18% |
Profitability
| Metric | AAOI | RMBS |
|---|---|---|
| Gross margin | 29.64% | 77.03%● |
| Operating margin | -11.57% | 35.89%● |
| Net margin | -8.55% | 31.89%● |
| ROE | -3.92% | 16.51%● |
| ROIC | -4.71% | 15.03%● |
Growth (annualized)
| Metric | AAOI | RMBS |
|---|---|---|
| Revenue CAGR (5Y) | 15.77% | 23.51%● |
| EPS CAGR (5Y) | — | 48.76% |
| FCF CAGR (5Y) | — | 16.48% |
| Total return CAGR (5Y) | 82.46%● | 44.00% |
Frequently asked
- Which is better, AAOI or RMBS?
- It depends on your goal. growth: RMBS (faster 5Y revenue CAGR); quality: RMBS (higher ROIC). Across all compared metrics, RMBS leads 9 to 1.
- Which has grown faster, AAOI or RMBS?
- Over the past five years, RMBS grew revenue faster — AAOI at a 15.77% CAGR versus RMBS at 23.51%.
- Is AAOI or RMBS more profitable?
- RMBS runs the higher net margin — AAOI at -8.55% versus RMBS at 31.89%.
- Which has been the better investment, AAOI or RMBS?
- Over the past 10-year, AAOI delivered the higher annualized total return — AAOI at 32.46% versus RMBS at 27.92%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Optoelectronics P/E ratioRambus P/E ratioApplied Optoelectronics dividend yieldRambus dividend yieldApplied Optoelectronics ROERambus ROEApplied Optoelectronics operating marginRambus operating marginApplied Optoelectronics revenue growthRambus revenue growthApplied Optoelectronics free cash flowRambus free cash flow
Applied Optoelectronics & Rambus 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 June 23, 2026.