Which has grown faster, AAOI or TTD?

Over the past five years, TTD grew revenue faster — AAOI at a 15.77% CAGR versus TTD at 27.10%.

Is AAOI or TTD more profitable?

TTD runs the higher net margin — AAOI at -8.55% versus TTD at 14.57%.

How have AAOI and TTD total returns compared?

Over the past 5-year, AAOI delivered 23.38% and TTD delivered -26.59% annualized total return. Past performance doesn't predict future results.

Applied Optoelectronics, Inc. (AAOI) vs The Trade Desk, Inc. (TTD)

A side-by-side comparison of Applied Optoelectronics, Inc. and The Trade Desk, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 26, 2026. . Differences are shown without an overall score or investment verdict.

AAOI

Applied Optoelectronics, Inc.

$8.04B

$100.15TechnologyAt close: Jul 24, 2026, 4:00 PM ET

TTD

The Trade Desk, Inc.

$8.13B

$17.29TechnologyAt close: Jul 24, 2026, 4:00 PM ET

Total return — AAOI vs TTD

growth of $100 · dividends reinvested · last 10y

AAOI +360.2%TTD +474.4%TTD compounded faster

AAOI TTD

AAOI vs TTD: by the numbers

•TTD is the larger company ($8.13B vs $8.04B market cap).
•TTD is profitable (14.57% net margin) while AAOI runs a net loss (-8.55%).
•TTD grew revenue faster over the past five years (27.10% vs 15.77% CAGR).

Metrics side by side

Valuation

Metric	AAOI	TTD
P/E ratio	N/A	19.43
Forward P/E	96.92	17.34
P/S ratio	15.01	2.78
P/B ratio	6.88	3.36
PEG ratio	N/A	2.75
EV / EBITDA	N/A	10.75
FCF yield	N/A	10.15%

Profitability

Metric	AAOI	TTD
Gross margin	29.64%	77.83%
Operating margin	-11.57%	20.26%
Net margin	-8.55%	14.57%
ROE	-3.92%	17.63%
ROIC	-4.71%	13.38%

Growth (annualized)

Metric	AAOI	TTD
Revenue CAGR (5Y)	15.77%	27.10%
EPS CAGR (5Y)	N/A	12.09%
FCF CAGR (5Y)	N/A	18.88%
Total return CAGR (5Y)	68.66%	-26.59%

Frequently asked

Which has grown faster, AAOI or TTD?: Over the past five years, TTD grew revenue faster — AAOI at a 15.77% CAGR versus TTD at 27.10%.
Is AAOI or TTD more profitable?: TTD runs the higher net margin — AAOI at -8.55% versus TTD at 14.57%.
How have AAOI and TTD total returns compared?: Over the past 5-year, AAOI delivered 23.38% and TTD delivered -26.59% annualized total return. Past performance doesn't predict future results.

Go deeper

Full AAOI analysis Full TTD analysis Interactive comparison tool

Dig into the metrics

Applied Optoelectronics P/E ratio Trade Desk P/E ratio Applied Optoelectronics dividend yield Trade Desk dividend yield Applied Optoelectronics ROE Trade Desk ROE Applied Optoelectronics operating margin Trade Desk operating margin Applied Optoelectronics revenue growth Trade Desk revenue growth Applied Optoelectronics free cash flow Trade Desk free cash flow

Applied Optoelectronics & Trade Desk appear in these rankings

Fastest Revenue Growth Stocks Highest FCF Yield Stocks Highest 10-Year Total Return Stocks

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 July 26, 2026.