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 August 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAXTI vs ITRI

growth of $100 · dividends reinvested · last 10y
AXTI +1881.6% (+34.8%/yr)ITRI +137.1% (+9.0%/yr)AXTI compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$1,982$237
AXTI ITRI

AXTI vs ITRI: by the numbers

  • ITRI is the larger company ($4.50B vs $3.93B market cap).
  • ITRI trades at the lower trailing earnings multiple (17.13 vs 3283.26 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 ratio3283.2617.13
Forward P/EN/A16.07
P/S ratio39.682.01
P/B ratio5.612.86
EV / EBITDA276.9110.96
FCF yieldN/A8.29%

Profitability

MetricAXTIITRI
Gross margin12.73%39.87%
Operating margin-24.88%13.22%
Net margin3.23%11.90%
ROE0.46%16.95%
ROIC-5.41%8.79%

Growth (annualized)

MetricAXTIITRI
Revenue CAGR (5Y)-1.52%2.12%
EPS CAGR (5Y)N/A32.19%
FCF CAGR (5Y)-8.92%17.83%
Total return CAGR (5Y)51.73%4.47%

Frequently asked

Which has the lower trailing P/E, AXTI or ITRI?
ITRI has the lower trailing P/E: AXTI trades at 3283.26 and ITRI at 17.13. 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 34.74% and ITRI delivered 7.85% 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 August 13, 2026.