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 August 19, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAAOI vs SIMO

growth of $100 · dividends reinvested · last 10y
AAOI +771.5% (+24.2%/yr)SIMO +464.7% (+18.9%/yr)AAOI compounded faster over this window
05001k2kStart $10020182020202220242026$872$565
AAOI SIMO

AAOI vs SIMO: by the numbers

  • AAOI is the larger company ($9.80B vs $8.15B 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 (1.03% yield), while AAOI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAAOISIMO
P/E ratioN/A7.11
Forward P/E118.2621.70
P/S ratio16.721.58
P/B ratio5.981.98
EV / EBITDAN/A8.28
FCF yieldN/A0.29%

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/A1.03%
Payout ratioN/A17.12%

Growth (annualized)

MetricAAOISIMO
Revenue CAGR (5Y)20.68%14.30%
EPS CAGR (5Y)N/A44.85%
FCF CAGR (5Y)N/A-42.22%
Total return CAGR (5Y)79.72%30.92%

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 (1.03% 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 24.43% and SIMO delivered 18.94% 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 19, 2026.