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.
AAOI
Applied Optoelectronics, Inc.
$122.19TechnologyDelayed quote: Aug 19, 2026, 4:00 PM EDT
SIMO
Silicon Motion Technology Corporation
$242.80TechnologyAt close: Aug 19, 2026, 4:00 PM ET
Total return — AAOI vs SIMO
growth of $100 · dividends reinvested · last 10yAAOI +771.5% (+24.2%/yr)SIMO +464.7% (+18.9%/yr)AAOI compounded faster over this window
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
| Metric | AAOI | SIMO |
|---|---|---|
| P/E ratio | N/A | 7.11 |
| Forward P/E | 118.26 | 21.70 |
| P/S ratio | 16.72 | 1.58 |
| P/B ratio | 5.98 | 1.98 |
| EV / EBITDA | N/A | 8.28 |
| FCF yield | N/A | 0.29% |
Profitability
| Metric | AAOI | SIMO |
|---|---|---|
| Gross margin | 28.92% | 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
| Metric | AAOI | SIMO |
|---|---|---|
| Dividend yield | N/A | 1.03% |
| Payout ratio | N/A | 17.12% |
Growth (annualized)
| Metric | AAOI | SIMO |
|---|---|---|
| Revenue CAGR (5Y) | 20.68% | 14.30% |
| EPS CAGR (5Y) | N/A | 44.85% |
| 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.
Go deeper
Dig into the metrics
Silicon Motion Technology P/E ratioSilicon 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 August 19, 2026.