Applied Optoelectronics (AAOI) vs Ubiquiti (UI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Applied Optoelectronics (AAOI) has outperformed Ubiquiti (UI) over the past year, gaining 291.1% versus a loss of 5.5%. Over five years, AAOI leads with a +1597.2% price change compared with +98.8% for UI. Ubiquiti is the larger company by market cap ($38.85 billion vs $8.99 billion), about 4.3 times the size, while Applied Optoelectronics is growing revenue faster (+82.8% vs +27.2%).
On valuation, Applied Optoelectronics trades at a lower forward P/E (23.0x vs 32.8x for Ubiquiti). Ubiquiti pays a dividend yielding 0.53%, while Applied Optoelectronics does not currently pay one. Ubiquiti converts more of its revenue into profit, with a net margin of 29.3% 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 | UI |
|---|---|---|
| Share price | $105.90 | $641.80 |
| Market cap | $8.99B | $38.85B |
| 1-day change | -13.58% | +1.13% |
| YTD return | +251.52% | +14.69% |
| 1-year return | +291.06% | -5.53% |
| 5-year return | +1597.23% | +98.80% |
| P/E ratio (TTM) | — | 40.49 |
| Forward P/E | 23.01 | 32.78 |
| EPS (TTM) | $-0.75 | $15.85 |
| Dividend yield | 0.00% | 0.53% |
| Annual dividend | $0.00 | $3.40 |
| Revenue (latest FY) | $455.71M | $3.27B |
| Revenue growth (YoY) | +82.75% | +27.22% |
| Net income (latest FY) | $-38.23M | $960.30M |
| Gross margin | 30.04% | 46.16% |
| Operating margin | -11.98% | 36.21% |
| Net margin | -8.39% | 29.33% |
| 52-week high | $233.67 | $1,099.99 |
| 52-week low | $18.50 | $500.23 |
| Distance from 52-week high | -54.68% | -41.65% |
| Analyst consensus | none | hold |
| Avg. price target upside | +54.30% | +14.44% |
| Average volume | 9.46M | 132.08K |
| Shares outstanding | 84.91M | 60.53M |
| Employees | 4,691 | 1,818 |
| 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
- Ubiquiti is about 4.3 times larger than Applied Optoelectronics by market value ($38.85B vs $8.99B).
- AAOI has outperformed UI by 296.6 percentage points over the past year.
- Ubiquiti is more profitable, keeping 29.3 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 +27.22%).
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 Ubiquiti
UI stock →Ubiquiti Inc. engages in the development of networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.
Technology · Radio And Television Broadcasting And Communications Equipment · 1,818 employees
AAOI vs UI FAQ
Which is bigger, Applied Optoelectronics or Ubiquiti?
Ubiquiti (UI) is larger, with a market capitalization of $38.85B compared with $8.99B for Applied Optoelectronics (AAOI).
Which stock has performed better over the past year, AAOI or UI?
AAOI returned +291.06% over the past 12 months, compared with -5.53% for UI (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Applied Optoelectronics or Ubiquiti?
Ubiquiti pays a dividend yielding 0.53%, while Applied Optoelectronics does not currently pay a regular dividend.
Are Applied Optoelectronics and Ubiquiti 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 Ubiquiti.