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).
AAOI
Applied Optoelectronics, Inc.
$147.44Technology
SWKS
Skyworks Solutions, Inc.
$73.44Technology
Total return — AAOI vs SWKS
growth of $100 · last 13yAAOI +1380.3%SWKS +193.6%AAOI compounded faster
Log scale — wide-divergence pair
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 8It depends on what you're optimizing for:
GrowthAAOI(faster 5Y revenue CAGR)
QualitySWKS(higher ROIC)
Metrics side by side
Valuation
| Metric | AAOI | SWKS |
|---|---|---|
| P/E ratio | — | 30.47 |
| Forward P/E | 142.70 | 14.71● |
| P/S ratio | 22.10 | 2.73● |
| P/B ratio | 10.13 | 1.92● |
| EV / EBITDA | — | 12.41 |
| FCF yield | — | 6.30% |
Profitability
| Metric | AAOI | SWKS |
|---|---|---|
| Gross margin | 29.64% | 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
| Metric | AAOI | SWKS |
|---|---|---|
| Dividend yield | — | 3.87% |
| Payout ratio | — | 91.91% |
Growth (annualized)
| Metric | AAOI | SWKS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Applied Optoelectronics P/E ratioSkyworks Solutions P/E ratioApplied Optoelectronics dividend yieldSkyworks Solutions dividend yieldApplied Optoelectronics ROESkyworks Solutions ROEApplied Optoelectronics operating marginSkyworks Solutions operating marginApplied Optoelectronics revenue growthSkyworks Solutions revenue growthApplied Optoelectronics free cash flowSkyworks Solutions free cash flow
Applied Optoelectronics & Skyworks Solutions 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.