Applied Optoelectronics, Inc. (AAOI) vs Skyworks Solutions, Inc. (SWKS)

SWKS leads on 8 of 10 compared metrics.

A side-by-side comparison of Applied Optoelectronics, Inc. and Skyworks Solutions, Inc. 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).

Compare

Total return — AAOI vs SWKS

growth of $100 · last 13y
AAOI +1380.3%SWKS +193.6%AAOI compounded faster
Log scale — wide-divergence pair
101001k10kStart $1002016201920222025$1,480$294
AAOI SWKS

AAOI vs SWKS: by the numbers

  • AAOI is the larger company ($11.35B vs $11.05B market cap).
  • SWKS is profitable (8.93% net margin) while AAOI runs a net loss (-8.55%).
  • AAOI grew revenue faster over the past five years (15.77% vs -1.56% CAGR).
  • SWKS pays a dividend (3.87% yield) while AAOI does not currently pay one.

Which is better, AAOI or SWKS?

Metric tally: AAOI 2 · SWKS 8

It depends on what you're optimizing for:

GrowthAAOI(faster 5Y revenue CAGR)
QualitySWKS(higher ROIC)

Metrics side by side

Valuation

MetricAAOISWKS
P/E ratio30.47
Forward P/E142.7014.71
P/S ratio22.102.73
P/B ratio10.131.92
EV / EBITDA12.41
FCF yield6.30%

Profitability

MetricAAOISWKS
Gross margin29.64%41.07%
Operating margin-11.57%9.37%
Net margin-8.55%8.93%
ROE-3.92%6.26%
ROIC-4.71%6.35%

Dividends

MetricAAOISWKS
Dividend yield3.87%
Payout ratio91.91%

Growth (annualized)

MetricAAOISWKS
Revenue CAGR (5Y)15.77%-1.56%
EPS CAGR (5Y)-8.58%
FCF CAGR (5Y)-9.28%
Total return CAGR (5Y)75.94%-13.33%

Frequently asked

Which is better, AAOI or SWKS?
It depends on your goal. growth: AAOI (faster 5Y revenue CAGR); quality: SWKS (higher ROIC). Across all compared metrics, SWKS leads 8 to 2.
Which has grown faster, AAOI or SWKS?
Over the past five years, AAOI grew revenue faster — AAOI at a 15.77% CAGR versus SWKS at -1.56%.
Does AAOI or SWKS pay a bigger dividend?
SWKS pays a dividend (3.87% yield) while AAOI does not currently pay one.
Is AAOI or SWKS more profitable?
SWKS runs the higher net margin — AAOI at -8.55% versus SWKS at 8.93%.
Which has been the better investment, AAOI or SWKS?
Over the past 10-year, AAOI delivered the higher annualized total return — AAOI at 30.58% versus SWKS at 3.13%. 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 June 24, 2026.