Applied Optoelectronics (AAOI) vs Ericsson (ERIC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Applied Optoelectronics (AAOI) has outperformed Ericsson (ERIC) over the past year, gaining 292.4% versus a gain of 12.2%. Over five years, AAOI leads with a +1603.0% price change compared with -22.3% for ERIC. Ericsson is the larger company by market cap ($30.78 billion vs $10.40 billion), about 3.0 times the size.
On valuation, Ericsson trades at a lower forward P/E (15.4x vs 26.6x for Applied Optoelectronics).
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 | ERIC |
|---|---|---|
| Share price | $122.54 | $9.46 |
| Market cap | $10.40B | $30.78B |
| 1-day change | -5.85% | +0.32% |
| YTD return | +252.73% | -1.97% |
| 1-year return | +292.40% | +12.22% |
| 5-year return | +1603.05% | -22.33% |
| P/E ratio (TTM) | — | 11.97 |
| Forward P/E | 26.63 | 15.44 |
| EPS (TTM) | $-0.75 | $0.79 |
| Dividend yield | 0.00% | 3.39% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $455.71M | — |
| Revenue growth (YoY) | +82.75% | — |
| Net income (latest FY) | $-38.23M | — |
| Gross margin | 30.04% | — |
| Operating margin | -11.98% | — |
| Net margin | -8.39% | — |
| 52-week high | $233.67 | $13.77 |
| 52-week low | $18.50 | $8.12 |
| Distance from 52-week high | -47.56% | -31.30% |
| Analyst consensus | none | underperform |
| Avg. price target upside | +33.34% | -1.37% |
| Average volume | 9.39M | 11.03M |
| Shares outstanding | 84.91M | 2.99B |
| Employees | 4,691 | 86,536 |
| Sector | Technology | Technology |
| Industry | Semiconductors | Radio And Television Broadcasting And Communications Equipment |
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
- Ericsson is about 3.0 times larger than Applied Optoelectronics by market value ($30.78B vs $10.40B).
- AAOI has outperformed ERIC by 280.2 percentage points over the past year.
- Ericsson offers a meaningfully higher dividend yield (3.39% vs 0.00%).
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 Ericsson
ERIC stock →Telefonaktiebolaget LM Ericsson (publ), together with its subsidiaries, provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India. It operates through Networks; Cloud Software and Services; Enterprise; and Other segments.
Technology · Radio And Television Broadcasting And Communications Equipment · 86,536 employees
AAOI vs ERIC FAQ
Which is bigger, Applied Optoelectronics or Ericsson?
Ericsson (ERIC) is larger, with a market capitalization of $30.78B compared with $10.40B for Applied Optoelectronics (AAOI).
Which stock has performed better over the past year, AAOI or ERIC?
AAOI returned +292.40% over the past 12 months, compared with +12.22% for ERIC (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Applied Optoelectronics or Ericsson?
Ericsson pays a dividend yielding 3.39%, while Applied Optoelectronics does not currently pay a regular dividend.
Are Applied Optoelectronics and Ericsson in the same industry?
Both are in the Technology sector, but in different industries: Semiconductors for Applied Optoelectronics and Radio And Television Broadcasting And Communications Equipment for Ericsson.