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).

Compare

Total return — AAOI vs RMBS

growth of $100 · last 13y
AAOI +1619.2%RMBS +1435.6%AAOI compounded faster
05001k2k2kStart $1002016201920222025$1,719$1,536
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 9

It depends on what you're optimizing for:

GrowthRMBS(faster 5Y revenue CAGR)
QualityRMBS(higher ROIC)

Metrics side by side

Valuation

MetricAAOIRMBS
P/E ratio66.83
Forward P/E165.7347.06
P/S ratio25.6621.35
P/B ratio11.7611.05
PEG ratio1.53
EV / EBITDA48.06
FCF yield2.18%

Profitability

MetricAAOIRMBS
Gross margin29.64%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)

MetricAAOIRMBS
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.

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.