Applied Optoelectronics, Inc. (AAOI) vs Silicon Motion Technology Corporation (SIMO)
SIMO leads on 8 of 10 compared metrics.
A side-by-side comparison of Applied Optoelectronics, Inc. and Silicon Motion Technology Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
AAOI
Applied Optoelectronics, Inc.
$147.44Technology
SIMO
Silicon Motion Technology Corporation
$321.66Technology
Total return — AAOI vs SIMO
growth of $100 · last 13yAAOI +1321.1%SIMO +2409.0%SIMO compounded faster
AAOI SIMO
AAOI vs SIMO: by the numbers
- •AAOI is the larger company ($11.35B vs $10.79B market cap).
- •SIMO is profitable (16.02% net margin) while AAOI runs a net loss (-8.55%).
- •AAOI grew revenue faster over the past five years (15.77% vs 12.49% CAGR).
- •SIMO pays a dividend (0.62% yield) while AAOI does not currently pay one.
Which is better, AAOI or SIMO?
Metric tally: AAOI 2 · SIMO 8It depends on what you're optimizing for:
GrowthAAOI(faster 5Y revenue CAGR)
QualitySIMO(higher ROIC)
Metrics side by side
Valuation
| Metric | AAOI | SIMO |
|---|---|---|
| P/E ratio | — | 25.05 |
| Forward P/E | 142.70 | 36.48● |
| P/S ratio | 22.10 | 3.05● |
| P/B ratio | 10.13 | 3.25● |
| PEG ratio | — | 0.17 |
| EV / EBITDA | — | 14.68 |
| FCF yield | — | 0.24% |
Profitability
| Metric | AAOI | SIMO |
|---|---|---|
| Gross margin | 29.64% | 48.09%● |
| Operating margin | -11.57% | 12.77%● |
| Net margin | -8.55% | 16.02%● |
| ROE | -3.92% | 18.76%● |
| ROIC | -4.71% | 9.22%● |
Dividends
| Metric | AAOI | SIMO |
|---|---|---|
| Dividend yield | — | 0.62% |
| Payout ratio | — | 13.70% |
Growth (annualized)
| Metric | AAOI | SIMO |
|---|---|---|
| Revenue CAGR (5Y) | 15.77%● | 12.49% |
| EPS CAGR (5Y) | — | 44.85% |
| FCF CAGR (5Y) | — | -42.00% |
| Total return CAGR (5Y) | 75.94%● | 41.20% |
Frequently asked
- Which is better, AAOI or SIMO?
- It depends on your goal. growth: AAOI (faster 5Y revenue CAGR); quality: SIMO (higher ROIC). Across all compared metrics, SIMO leads 8 to 2.
- Which has grown faster, AAOI or SIMO?
- Over the past five years, AAOI grew revenue faster — AAOI at a 15.77% CAGR versus SIMO at 12.49%.
- Does AAOI or SIMO pay a bigger dividend?
- SIMO pays a dividend (0.62% yield) while AAOI does not currently pay one.
- Is AAOI or SIMO more profitable?
- SIMO runs the higher net margin — AAOI at -8.55% versus SIMO at 16.02%.
- Which has been the better investment, AAOI or SIMO?
- Over the past 10-year, AAOI delivered the higher annualized total return — AAOI at 30.58% versus SIMO at 24.95%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Optoelectronics P/E ratioSilicon Motion Technology P/E ratioApplied Optoelectronics dividend yieldSilicon Motion Technology dividend yieldApplied Optoelectronics ROESilicon Motion Technology ROEApplied Optoelectronics operating marginSilicon Motion Technology operating marginApplied Optoelectronics revenue growthSilicon Motion Technology revenue growthApplied Optoelectronics free cash flowSilicon Motion Technology free cash flow
Applied Optoelectronics & Silicon Motion Technology 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 June 24, 2026.