Applied Optoelectronics, Inc. (AAOI) vs Rambus Inc. (RMBS)
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 August 7, 2026. Differences are shown without an overall score or investment verdict.
AAOI
Applied Optoelectronics, Inc.
$137.66TechnologyDelayed quote: Aug 7, 2026, 11:25 AM EDT
RMBS
Rambus Inc.
$102.18TechnologyDelayed quote: Aug 7, 2026, 11:25 AM EDT
Total return — AAOI vs RMBS
growth of $100 · dividends reinvested · last 13yAAOI +1147.2%RMBS +1045.1%AAOI compounded faster
AAOI RMBS
AAOI vs RMBS: by the numbers
- •RMBS is the larger company ($11.08B vs $11.05B market cap).
- •RMBS is profitable (31.69% net margin) while AAOI runs a net loss (-9.57%).
- •RMBS grew revenue faster over the past five years (22.51% vs 20.68% CAGR).
Metrics side by side
Valuation
| Metric | AAOI | RMBS |
|---|---|---|
| P/E ratio | N/A | 44.81 |
| Forward P/E | 120.22 | 32.18 |
| P/S ratio | 17.00 | 14.19 |
| P/B ratio | 6.07 | 7.32 |
| PEG ratio | N/A | 1.53 |
| EV / EBITDA | N/A | 35.13 |
| FCF yield | N/A | 2.79% |
Profitability
| Metric | AAOI | RMBS |
|---|---|---|
| Gross margin | 28.92% | 78.27% |
| Operating margin | -11.31% | 35.51% |
| Net margin | -9.57% | 31.69% |
| ROE | -3.42% | 16.34% |
| ROIC | -4.71% | 15.03% |
Growth (annualized)
| Metric | AAOI | RMBS |
|---|---|---|
| Revenue CAGR (5Y) | 20.68% | 22.51% |
| FCF CAGR (5Y) | N/A | 14.08% |
| Total return CAGR (5Y) | 77.02% | 31.43% |
Frequently asked
- Which has grown faster, AAOI or RMBS?
- Over the past five years, RMBS grew revenue faster — AAOI at a 20.68% CAGR versus RMBS at 22.51%.
- Is AAOI or RMBS more profitable?
- RMBS runs the higher net margin — AAOI at -9.57% versus RMBS at 31.69%.
- How have AAOI and RMBS total returns compared?
- Over the past 10 years, AAOI delivered 23.71% and RMBS delivered 21.73% annualized total return. 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 August 7, 2026.