Applied Optoelectronics (AAOI) vs Amkor Technology (AMKR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Applied Optoelectronics (AAOI) has outperformed Amkor Technology (AMKR) over the past year, gaining 228.7% versus a gain of 66.6%. Over five years, AAOI leads with a +1366.8% price change compared with +129.8% for AMKR. Amkor Technology is the larger company by market cap ($12.17 billion vs $9.44 billion), about 1.3 times the size, while Applied Optoelectronics is growing revenue faster (+82.8% vs +6.2%).
On valuation, Amkor Technology trades at a lower forward P/E (17.4x vs 24.1x for Applied Optoelectronics). Amkor Technology pays a dividend yielding 0.68%, while Applied Optoelectronics does not currently pay one. Amkor Technology converts more of its revenue into profit, with a net margin of 5.6% versus -8.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AAOI | AMKR |
|---|---|---|
| Share price | $111.14 | $48.97 |
| Market cap | $9.44B | $12.17B |
| 1-day change | +4.94% | -3.99% |
| YTD return | +203.79% | +29.18% |
| 1-year return | +228.68% | +66.61% |
| 5-year return | +1366.76% | +129.83% |
| P/E ratio (TTM) | — | 21.96 |
| Forward P/E | 24.15 | 17.45 |
| EPS (TTM) | $-0.75 | $2.23 |
| Dividend yield | 0.00% | 0.68% |
| Annual dividend | $0.00 | $0.333 |
| Revenue (latest FY) | $455.71M | $6.71B |
| Revenue growth (YoY) | +82.75% | +6.18% |
| Net income (latest FY) | $-38.23M | $373.89M |
| Gross margin | 30.04% | 13.99% |
| Operating margin | -11.98% | 6.97% |
| Net margin | -8.39% | 5.57% |
| 52-week high | $233.67 | $96.68 |
| 52-week low | $18.50 | $28.19 |
| Distance from 52-week high | -52.44% | -49.35% |
| Analyst consensus | none | none |
| Avg. price target upside | +47.03% | +56.03% |
| Average volume | 9.62M | 4.66M |
| Shares outstanding | 84.91M | 248.45M |
| Employees | 4,691 | 30,800 |
| Sector | Technology | Technology |
| Industry | Semiconductors | Semiconductors |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- AAOI has outperformed AMKR by 162.1 percentage points over the past year.
- Amkor Technology is more profitable, keeping 5.6 cents of every revenue dollar as net income versus -8.4 cents for Applied Optoelectronics.
- Applied Optoelectronics grew revenue faster in its latest fiscal year (+82.75% vs +6.18%).
About Applied Optoelectronics
AAOI stock →Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.
Technology · Semiconductors · 4,691 employees
About Amkor Technology
AMKR stock →Amkor Technology, Inc. provides outsourced semiconductor packaging and test services in the United States, Japan, Europe, and the Asia Pacific.
Technology · Semiconductors · 30,800 employees
AAOI vs AMKR FAQ
Which is bigger, Applied Optoelectronics or Amkor Technology?
Amkor Technology (AMKR) is larger, with a market capitalization of $12.17B compared with $9.44B for Applied Optoelectronics (AAOI).
Which stock has performed better over the past year, AAOI or AMKR?
AAOI returned +228.68% over the past 12 months, compared with +66.61% for AMKR (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Applied Optoelectronics or Amkor Technology?
Amkor Technology pays a dividend yielding 0.68%, while Applied Optoelectronics does not currently pay a regular dividend.
Are Applied Optoelectronics and Amkor Technology in the same industry?
Yes. Both are classified in the Semiconductors industry within the Technology sector.