AAOI vs MTSI
AAOI: Applied Optoelectronics is a developer and manufacturer of advanced optical components and modules designed for high-speed fiber-optic data transmission in data centers and broadband networks. MTSI: MACOM Technology Solutions is a high-performance semiconductor firm providing essential RF, microwave, and photonic components for advanced data center, telecommunications, and defense infrastructure.
Side-by-side fundamentals
| Metric | AAOI | MTSI | Edge |
|---|---|---|---|
| Price as of 2026-08-07 close | $135.63 | $310.82 | |
| Market cap as of 2026-08-10 | $10.9B | $23.7B | |
| P/E as of 2026-08-10 | n/a | 98.43 | |
| PEG as of 2026-08-10 | n/a | 3.24 | |
| Net margin as of 2026-08-10 | -9.6% | +20.7% | MTSI higher |
| Gross margin as of 2026-08-10 | +28.9% | +56.5% | MTSI higher |
| Operating margin as of 2026-08-10 | -11.3% | +18.1% | MTSI higher |
| ROE as of 2026-08-10 | -5.6% | +17.1% | MTSI higher |
| ROA as of 2026-08-10 | -3.8% | +11.5% | MTSI higher |
| Debt / equity as of 2026-08-10 | 0.13 | 0.26 | AAOI lower |
| Revenue growth (YoY) as of 2026-08-10 | +61.9% | +28.4% | AAOI higher |
| Revenue CAGR (3y) SEC XBRL | +26.9% | +12.7% | AAOI higher |
| Beta as of 2026-08-10 | 3.88 | 1.82 | |
| 1-year return as of 2026-08-07 close | +507.4% | +143.3% | AAOI higher |
Fundamentals: market data, as of 2026-08-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-07.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.