AXT, Inc. (AXTI) vs Itron, Inc. (ITRI)

A side-by-side comparison of AXT, Inc. and Itron, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — AXTI vs ITRI

growth of $100 · dividends reinvested · last 10y
AXTI +1431.2% (+31.4%/yr)ITRI +72.9% (+5.6%/yr)AXTI compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$1,531$173
AXTI ITRI

AXTI vs ITRI: by the numbers

  • •ITRI is the larger company ($3.86B vs $3.69B market cap).
  • •ITRI trades at the lower trailing earnings multiple (14.71 vs 3038.60 P/E), one valuation lens rather than an overall verdict.
  • •ITRI converts more revenue to profit (11.90% vs 3.23% net margin).
  • •ITRI grew revenue faster over the past five years (2.12% vs -1.52% CAGR).

Metrics side by side

Valuation

MetricAXTIITRI
P/E ratio3038.6014.71
Forward P/EN/A13.72
P/S ratio29.371.67
P/B ratio4.152.39
EV / EBITDA251.108.88
FCF yieldN/A9.94%

Profitability

MetricAXTIITRI
Gross margin12.73%39.87%
Operating margin-24.88%13.22%
Net margin3.23%11.90%
ROE0.46%16.95%
ROIC0.23%7.58%

Growth (annualized)

MetricAXTIITRI
Revenue CAGR (5Y)-1.52%2.12%
EPS CAGR (5Y)N/A32.19%
FCF CAGR (5Y)N/A17.83%
Total return CAGR (5Y)47.63%3.47%

Frequently asked

Which has the lower trailing P/E, AXTI or ITRI?
ITRI has the lower trailing P/E: AXTI trades at 3038.60 and ITRI at 14.71. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AXTI or ITRI?
Over the past five years, ITRI grew revenue faster — AXTI at a -1.52% CAGR versus ITRI at 2.12%.
Is AXTI or ITRI more profitable?
ITRI runs the higher net margin — AXTI at 3.23% versus ITRI at 11.90%.
How have AXTI and ITRI total returns compared?
Over the past 10 years, AXTI delivered 31.61% and ITRI delivered 5.68% annualized total return. 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 September 13, 2026.