AAOI vs LITE
AAOI: Vertically integrated provider of fiber-optic networking products and lasers serving hyperscale data centers, cable operators, and telecom networks, scaling rapidly on AI-driven demand for 800+ Gbps optical interconnects. LITE: A leading optical and photonic components and systems provider powering cloud data centers, AI/ML infrastructure, and emerging applications like LiDAR and 3D sensing.
Side-by-side fundamentals
| Metric | AAOI | LITE | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $110.52 | $829.70 | |
| Market cap as of 2026-07-23 | $9.6B | $64.4B | |
| P/E as of 2026-07-23 | n/a | 146.46 | |
| PEG as of 2026-07-23 | n/a | 1.07 | |
| Net margin as of 2026-07-23 | -8.6% | +17.7% | LITE higher |
| Gross margin as of 2026-07-23 | +29.6% | +37.7% | LITE higher |
| Operating margin as of 2026-07-23 | -11.6% | +10.6% | LITE higher |
| ROE as of 2026-07-23 | -6.1% | +30.7% | LITE higher |
| ROA as of 2026-07-23 | -3.8% | +8.5% | LITE higher |
| Debt / equity as of 2026-07-23 | 0.19 | 1.10 | AAOI lower |
| Revenue growth (YoY) as of 2026-07-23 | +64.3% | +69.0% | LITE higher |
| Revenue CAGR (3y) SEC XBRL | +26.9% | -1.3% | AAOI higher |
| Beta as of 2026-07-23 | 3.77 | 1.50 | |
| 1-year return as of 2026-07-22 close | +322.5% | +732.8% | LITE higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.