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.

Compare

Total returnAAOI vs RMBS

growth of $100 · dividends reinvested · last 13y
AAOI +1147.2%RMBS +1045.1%AAOI compounded faster
05001k2k2kStart $1002016201920222025$1,247$1,145
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

MetricAAOIRMBS
P/E ratioN/A44.81
Forward P/E120.2232.18
P/S ratio17.0014.19
P/B ratio6.077.32
PEG ratioN/A1.53
EV / EBITDAN/A35.13
FCF yieldN/A2.79%

Profitability

MetricAAOIRMBS
Gross margin28.92%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)

MetricAAOIRMBS
Revenue CAGR (5Y)20.68%22.51%
FCF CAGR (5Y)N/A14.08%
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.

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.