` AAOI (Applied Optoelectronics Inc) vs ANET (Arista Networks Inc) Comparison - Alpha Spread

AAOI
vs
ANET

Over the past 12 months, AAOI has significantly outperformed ANET, delivering a return of 163% compared to the ANET's 10% growth.

Valuation Comparison

AAOI Intrinsic Value
22 USD
Overvaluation 3%
Intrinsic Value
Price
ANET Intrinsic Value
51.51 USD
Overvaluation 44%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Applied Optoelectronics Inc
NASDAQ:AAOI
22.57 USD
Arista Networks Inc
NYSE:ANET
91.95 USD

Financials Comparison

Growth Over Time
AAOI vs ANET

AAOI
ANET
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Applied Optoelectronics Inc
Revenue
Arista Networks Inc
Revenue

All metrics are calculated based on data from the last 10 years.

Profitability Comparison

Free Cash Flow
AAOI vs ANET

AAOI
ANET
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Applied Optoelectronics Inc
NASDAQ:AAOI
Arista Networks Inc
NYSE:ANET
What is Free Cash Flow?

Gross Margin

AAOI
27.5%
ANET
64.1%

Operating Margin

AAOI
-55.2%
ANET
42.3%

Net Margin

AAOI
-56%
ANET
40.7%

FCF Margin

AAOI
-51.4%
ANET
50.9%

ROE

AAOI
-68.5%
ANET
33.7%

ROA

AAOI
-34.7%
ANET
24.2%

ROIC

AAOI
-43.2%
ANET
50.2%

ROCE

AAOI
-46.6%
ANET
31.2%

Stocks Performance

Stocks Performance
AAOI vs ANET

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AAOI
ANET
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1Y 3Y 5Y 10Y 15Y 20Y

Performance Gap
AAOI vs ANET

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AAOI
ANET
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
AAOI vs ANET

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AAOI
ANET
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