Applied Optoelectronics, Inc. (AAOI) vs Silicon Motion Technology Corporation (SIMO)

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 October 4, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — AAOI vs SIMO

growth of $100 · dividends reinvested · last 10y
AAOI +439.1% (+18.4%/yr)SIMO +585.5% (+21.2%/yr)SIMO compounded faster over this window
02004006008001kStart $10020182020202220242026$539$685
AAOI SIMO

AAOI vs SIMO: by the numbers

  • •SIMO is the larger company ($9.41B vs $9.28B market cap).
  • •SIMO is profitable (22.06% net margin) while AAOI runs a net loss (-9.57%).
  • •AAOI grew revenue faster over the past five years (20.68% vs 14.30% CAGR).
  • •SIMO pays a dividend (0.71% yield), while AAOI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAAOISIMO
P/E ratioN/A8.21
Forward P/E156.2025.07
PEG ratioN/A0.18
P/S ratio15.567.17
P/B ratio5.568.99
EV / EBITDAN/A37.89

Profitability

MetricAAOISIMO
Gross margin28.92%48.87%
Operating margin-11.31%16.31%
Net margin-9.57%22.06%
ROE-3.42%27.68%
ROIC-3.49%14.77%

Dividends

MetricAAOISIMO
Dividend yieldN/A0.71%
Payout ratioN/A5.85%

Growth (annualized)

MetricAAOISIMO
Revenue CAGR (5Y)20.68%14.30%
EPS CAGR (5Y)N/A44.85%
Total return CAGR (5Y)74.24%35.29%

Frequently asked

Which has grown faster, AAOI or SIMO?
Over the past five years, AAOI grew revenue faster — AAOI at a 20.68% CAGR versus SIMO at 14.30%.
Does AAOI or SIMO pay a bigger dividend?
SIMO pays a dividend (0.71% yield), while AAOI has no payments in the available dividend history.
Is AAOI or SIMO more profitable?
SIMO runs the higher net margin — AAOI at -9.57% versus SIMO at 22.06%.
How have AAOI and SIMO total returns compared?
Over the past 10 years, AAOI delivered 17.93% and SIMO delivered 21.20% 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 October 4, 2026.