AAOI vs LPTH
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. LPTH: Lightpath Technologies is a designer and manufacturer of precision optical components and imaging systems serving defense, industrial, medical, and telecommunications markets with 35%+ revenue growth.
Side-by-side fundamentals
| Metric | AAOI | LPTH | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $110.52 | $12.13 | |
| Market cap as of 2026-07-23 | $9.6B | $857M | |
| PEG as of 2026-07-23 | n/a | -0.26 | |
| Net margin as of 2026-07-23 | -8.6% | -37.4% | AAOI higher |
| Gross margin as of 2026-07-23 | +29.6% | +32.1% | LPTH higher |
| Operating margin as of 2026-07-23 | -11.6% | -32.7% | AAOI higher |
| ROE as of 2026-07-23 | -6.1% | -28.4% | AAOI higher |
| ROA as of 2026-07-23 | -3.8% | -20.3% | AAOI higher |
| Debt / equity as of 2026-07-23 | 0.19 | 0.01 | LPTH lower |
| Revenue growth (YoY) as of 2026-07-23 | +64.3% | +35.6% | AAOI higher |
| Revenue CAGR (3y) SEC XBRL | +26.9% | +1.5% | AAOI higher |
| Beta as of 2026-07-23 | 3.77 | 1.39 | |
| 1-year return as of 2026-07-22 close | +322.5% | +287.5% | AAOI 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.