Applied Optoelectronics, Inc. (AAOI) vs Tyler Technologies, Inc. (TYL)
A side-by-side comparison of Applied Optoelectronics, Inc. and Tyler Technologies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 17, 2026. Differences are shown without an overall score or investment verdict.
AAOI
Applied Optoelectronics, Inc.
$160.69TechnologyDelayed quote: Aug 17, 2026, 1:35 PM EDT
TYL
Tyler Technologies, Inc.
$322.09TechnologyDelayed quote: Aug 17, 2026, 1:34 PM EDT
Total return — AAOI vs TYL
growth of $100 · dividends reinvested · last 10yAAOI +1029.1% (+27.4%/yr)TYL +101.2% (+7.2%/yr)AAOI compounded faster over this window
Log scale — wide-divergence pair
AAOI TYL
AAOI vs TYL: by the numbers
- •TYL is the larger company ($13.19B vs $12.89B market cap).
- •TYL is profitable (13.36% net margin) while AAOI runs a net loss (-9.57%).
- •AAOI grew revenue faster over the past five years (20.68% vs 13.89% CAGR).
Metrics side by side
Valuation
| Metric | AAOI | TYL |
|---|---|---|
| P/E ratio | N/A | 43.59 |
| Forward P/E | 145.44 | 25.12 |
| P/S ratio | 20.57 | 5.66 |
| P/B ratio | 7.35 | 4.53 |
| EV / EBITDA | N/A | 28.67 |
| FCF yield | N/A | 5.19% |
Profitability
| Metric | AAOI | TYL |
|---|---|---|
| Gross margin | 28.92% | 46.62% |
| Operating margin | -11.31% | 15.14% |
| Net margin | -9.57% | 13.36% |
| ROE | -3.42% | 10.69% |
| ROIC | -4.71% | 6.44% |
Growth (annualized)
| Metric | AAOI | TYL |
|---|---|---|
| Revenue CAGR (5Y) | 20.68% | 13.89% |
| EPS CAGR (5Y) | N/A | 8.49% |
| FCF CAGR (5Y) | N/A | 20.84% |
| Total return CAGR (5Y) | 84.40% | -7.21% |
Frequently asked
- Which has grown faster, AAOI or TYL?
- Over the past five years, AAOI grew revenue faster — AAOI at a 20.68% CAGR versus TYL at 13.89%.
- Is AAOI or TYL more profitable?
- TYL runs the higher net margin — AAOI at -9.57% versus TYL at 13.36%.
- How have AAOI and TYL total returns compared?
- Over the past 10 years, AAOI delivered 26.77% and TYL delivered 7.20% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Tyler Technologies P/E ratioApplied Optoelectronics ROETyler Technologies ROEApplied Optoelectronics operating marginTyler Technologies operating marginApplied Optoelectronics revenue growthTyler Technologies revenue growthApplied Optoelectronics free cash flowTyler Technologies free cash flow
Applied Optoelectronics & Tyler Technologies 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 17, 2026.