Stock Comparison

AAOI vs GOOGL

Applied Optoelectronics Inc vs Alphabet Inc

The Verdict

AAOI takes this one.

Winner

AAOI

Applied Optoelectronics Inc

8.5

out of 10

Hidden Gem

GOOGL

Alphabet Inc

1.0

out of 10

Distressed

Head-to-Head

$12.2B

Market Cap

$4.7T

-210.1

P/E Ratio

29.1

-8.4%

Profit Margin

37.9%

-7.5%

Return on Equity

39.0%

0.3

Debt-to-Equity

0.1

Aggressive

Overall Risk

Moderate

8.5

DVR Score

1.0

The Deep Dive

AAOI8.5/10

AAOI demonstrates significantly strengthened execution on its high-risk, high-reward strategy. The strategic pivot to high-speed AI data center optics is validated by substantial new hyperscale orders, doubling its backlog. This underpins a remarkable full-year 2026 revenue guidance of $1 billion, signaling explosive growth and increasing confidence in market leadership. While financial health, pa...

Full AAOI Analysis

GOOGL1.0/10

Alphabet Inc. continues to demonstrate exceptional operational strength, as evidenced by its Q1 2026 earnings beat, 22% YoY revenue growth, and particularly strong 63% YoY growth in Google Cloud. Its leadership in AI, massive infrastructure investments (CapEx doubled YoY), and robust profitability solidify its position as a premier compounding investment. However, with a current market capitalizat...

Full GOOGL Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified advisor before investing.