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.
AAOI
Applied Optoelectronics, Inc.
$95.76TechnologyDelayed quote: Sep 14, 2026, 4:00 PM EDT
S
SentinelOne, Inc.
$22.61TechnologyDelayed quote: Sep 14, 2026, 4:00 PM EDT
Total return — AAOI vs S
growth of $100 · dividends reinvested · last 5yAAOI +1115.2% (+64.8%/yr)S -53.5% (-14.2%/yr)AAOI compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | AAOI | S |
|---|---|---|
| Forward P/E | 129.41 | 70.86 |
| P/S ratio | 12.89 | 6.93 |
| P/B ratio | 4.61 | 5.26 |
| FCF yield | N/A | 0.50% |
Profitability
| Metric | AAOI | S |
|---|---|---|
| Gross margin | 28.92% | 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)
| Metric | AAOI | S |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Applied Optoelectronics ROESentinelOne ROEApplied Optoelectronics operating marginSentinelOne operating marginApplied Optoelectronics revenue growthSentinelOne revenue growthApplied Optoelectronics free cash flowSentinelOne free cash flow
Applied Optoelectronics & SentinelOne 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 September 13, 2026.