Applied Optoelectronics, Inc. (AAOI) vs SentinelOne, Inc. (S)

A side-by-side comparison of Applied Optoelectronics, Inc. and SentinelOne, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAAOI vs S

growth of $100 · dividends reinvested · last 5y
AAOI +1115.2% (+64.8%/yr)S -53.5% (-14.2%/yr)AAOI compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020222023202420252026$1,215$46
AAOI S

AAOI vs S: by the numbers

  • AAOI is the larger company ($7.68B vs $7.61B market cap).
  • Both run net losses; AAOI's is the smaller (-9.57% vs -30.95% net margin).
  • S grew revenue faster over the past five years (51.53% vs 20.68% CAGR).

Metrics side by side

Valuation

MetricAAOIS
Forward P/E129.4170.86
P/S ratio12.896.93
P/B ratio4.615.26
FCF yieldN/A0.50%

Profitability

MetricAAOIS
Gross margin28.92%73.29%
Operating margin-11.31%-26.99%
Net margin-9.57%-30.95%
ROE-3.42%-23.48%
ROIC-3.49%-17.52%

Growth (annualized)

MetricAAOIS
Revenue CAGR (5Y)20.68%51.53%
Total return CAGR (5Y)69.92%-20.88%

Frequently asked

Which has grown faster, AAOI or S?
Over the past five years, S grew revenue faster — AAOI at a 20.68% CAGR versus S at 51.53%.
How have AAOI and S total returns compared?
Over the past 5 years, AAOI delivered 69.92% and S delivered -20.88% 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 13, 2026.