Applied Optoelectronics, Inc. (AAOI) vs Zeta Global Holdings Corp. (ZETA)
A side-by-side comparison of Applied Optoelectronics, Inc. and Zeta Global Holdings Corp. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 3, 2026. Differences are shown without an overall score or investment verdict.
AAOI
Applied Optoelectronics, Inc.
$102.05TechnologyDelayed quote: Sep 3, 2026, 12:55 PM EDT
ZETA
Zeta Global Holdings Corp.
$32.03TechnologyDelayed quote: Sep 3, 2026, 12:55 PM EDT
Total return — AAOI vs ZETA
growth of $100 · dividends reinvested · last 5yAAOI +1088.1% (+64.0%/yr)ZETA +242.4% (+27.9%/yr)AAOI compounded faster over this window
AAOI ZETA
AAOI vs ZETA: by the numbers
- •AAOI is the larger company ($8.19B vs $8.01B market cap).
- •Both run net losses; ZETA's is the smaller (-0.14% vs -9.57% net margin).
- •ZETA grew revenue faster over the past five years (30.31% vs 20.68% CAGR).
Metrics side by side
Valuation
| Metric | AAOI | ZETA |
|---|---|---|
| Forward P/E | 139.36 | 31.36 |
| P/S ratio | 14.11 | 4.31 |
| P/B ratio | 5.04 | 7.31 |
| EV / EBITDA | N/A | 58.89 |
| FCF yield | N/A | 3.31% |
Profitability
| Metric | AAOI | ZETA |
|---|---|---|
| Gross margin | 28.92% | 61.31% |
| Operating margin | -11.31% | 1.91% |
| Net margin | -9.57% | -0.14% |
| ROE | -3.42% | -0.23% |
| ROIC | -3.49% | 2.53% |
Growth (annualized)
| Metric | AAOI | ZETA |
|---|---|---|
| Revenue CAGR (5Y) | 20.68% | 30.31% |
| FCF CAGR (5Y) | N/A | 77.57% |
| Total return CAGR (5Y) | 67.73% | 33.65% |
Frequently asked
- Which has grown faster, AAOI or ZETA?
- Over the past five years, ZETA grew revenue faster — AAOI at a 20.68% CAGR versus ZETA at 30.31%.
- How have AAOI and ZETA total returns compared?
- Over the past 5 years, AAOI delivered 19.40% and ZETA delivered 33.65% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Optoelectronics ROEZeta Global ROEApplied Optoelectronics operating marginZeta Global operating marginApplied Optoelectronics revenue growthZeta Global revenue growthApplied Optoelectronics free cash flowZeta Global free cash flow
Applied Optoelectronics & Zeta Global 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 September 3, 2026.