Applied Optoelectronics vs FormFactor
AAOI and FORM side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AAOI and FORM compare
FormFactor is the larger company, worth 1.6 times as much as Applied Optoelectronics ($6.8B against $4.2B).
Applied Optoelectronics grew revenue faster over the last twelve months (77.2% versus 29.1% for FormFactor).
FormFactor keeps more of each dollar of sales as profit, with a net margin of 17.7% compared with −4.4% at Applied Optoelectronics.
FormFactor scores higher on the StockData Score (14 against 9 for Applied Optoelectronics), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AAOI | FORM |
|---|---|---|
| Size and price | ||
| Market cap | $4.2B | $6.8B |
| Share price | $49.89 | $87.53 |
| Change, 1 year | 108% | 69.5% |
| Change, 5 years | 710% | 104% |
| Beta (5Y) | 2.33 | 1.70 |
| Employees | 4,691 | 2,153 |
| StockData Score | ||
| Total score | 9 | 14 (better) |
| Valuation score | 2 | 2 |
| Growth score | 2 | 3 (better) |
| Performance score | 1 | 4 (better) |
| Health score | 4 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 40.0× |
| P/S | 5.6× (better) | 7.0× |
| P/B | 1.9× (better) | 5.8× |
| EV/EBITDA | – | 35.9× |
| P/FCF | – | 37.7× |
| PEG | – | 19.88 |
| FCF yield | – | 2.7% |
| Fair value | $52.52 | $74.96 |
| Margin of safety | 5.0% (better) | −16.8% |
| Growth | ||
| Revenue growth (TTM) | 77.2% (better) | 29.1% |
| Revenue growth, 5Y average | 14.2% (better) | 2.5% |
| Net income growth (TTM) | – | 325% |
| EPS growth (TTM) | – | 321% |
| EPS growth, 5Y average | – | −7.0% |
| Profitability | ||
| Gross margin | 28.8% | 47.1% (better) |
| Operating margin | −6.8% | 18.3% (better) |
| Net margin | −4.4% | 17.7% (better) |
| FCF margin | – | 18.5% |
| Return on equity | −2.3% | 15.8% (better) |
| Return on invested capital | −3.7% | 20.2% (better) |
| Financial health | ||
| Debt / equity | 0.04 | 0.01 (better) |
| Net debt / EBITDA | – | −2.14 |
| Interest coverage | −13.1× | – |
| Current ratio | 2.34 | 3.68 (better) |
| Altman Z-score | 3.12 | 18.24 (better) |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Buyback yield | −41.9% | 0.00% (better) |
| Shareholder yield | −41.9% | 0.00% (better) |
| Ownership | ||
| Held by institutions | 60.5% | 92.4% |
| Held by insiders | 4.9% | 0.87% |
| Insider net buying, 12 months | −$126M | −$22.9M (better) |
| Short interest, % of float | 22.4% | 3.6% |
Go deeper
- AAOI stock overview
- AAOI income statement
- AAOI valuation and score
- FORM stock overview
- FORM income statement
- FORM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.