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Applied Optoelectronics

Nasdaq:AAOI
Snowflake Description

Adequate balance sheet with reasonable growth potential.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
AAOI
Nasdaq
$247M
Market Cap
  1. Home
  2. US
  3. Tech
Company description

Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. The last earnings update was 57 days ago. More info.


Add to Portfolio Compare Print
  • Applied Optoelectronics has significant price volatility in the past 3 months.
AAOI Share Price and Events
7 Day Returns
-1.4%
NasdaqGM:AAOI
-0.2%
US Communications
-0.1%
US Market
1 Year Returns
-62%
NasdaqGM:AAOI
22.5%
US Communications
7.6%
US Market
AAOI Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Applied Optoelectronics (AAOI) -1.4% 0.6% -25.8% -62% 8.4% -44.9%
US Communications -0.2% 7.6% 24.3% 22.5% 89.8% 99%
US Market -0.1% 3.7% 10.2% 7.6% 38.1% 46.4%
1 Year Return vs Industry and Market
  • AAOI underperformed the Communications industry which returned 22.5% over the past year.
  • AAOI underperformed the Market in United States of America which returned 7.6% over the past year.
Price Volatility
AAOI
Industry
5yr Volatility vs Market
Related Companies

AAOI Value

 Is Applied Optoelectronics undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for Applied Optoelectronics. This is due to cash flow or dividend data being unavailable. The share price is $12.4.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Applied Optoelectronics's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Applied Optoelectronics's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGM:AAOI PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in USD $-0.11
NasdaqGM:AAOI Share Price ** NasdaqGM (2019-04-23) in USD $12.4
United States of America Communications Industry PE Ratio Median Figure of 33 Publicly-Listed Communications Companies 34.82x
United States of America Market PE Ratio Median Figure of 3,080 Publicly-Listed Companies 18.03x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Applied Optoelectronics.

NasdaqGM:AAOI PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGM:AAOI Share Price ÷ EPS (both in USD)

= 12.4 ÷ -0.11

-113.52x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Applied Optoelectronics is loss making, we can't compare its value to the US Communications industry average.
  • Applied Optoelectronics is loss making, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does Applied Optoelectronics's expected growth come at a high price?
Raw Data
NasdaqGM:AAOI PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -113.52x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 9 Analysts
109%per year
United States of America Communications Industry PEG Ratio Median Figure of 21 Publicly-Listed Communications Companies 1.34x
United States of America Market PEG Ratio Median Figure of 2,109 Publicly-Listed Companies 1.55x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Applied Optoelectronics, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Applied Optoelectronics's assets?
Raw Data
NasdaqGM:AAOI PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in USD $16.61
NasdaqGM:AAOI Share Price * NasdaqGM (2019-04-23) in USD $12.4
United States of America Communications Industry PB Ratio Median Figure of 69 Publicly-Listed Communications Companies 1.98x
United States of America Market PB Ratio Median Figure of 5,185 Publicly-Listed Companies 1.92x
NasdaqGM:AAOI PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGM:AAOI Share Price ÷ Book Value per Share (both in USD)

= 12.4 ÷ 16.61

0.75x

* Primary Listing of Applied Optoelectronics.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Applied Optoelectronics is good value based on assets compared to the US Communications industry average.
X
Value checks
We assess Applied Optoelectronics's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Communications industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Communications industry average (and greater than 0)? (1 check)
  5. Applied Optoelectronics has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

AAOI Future Performance

 How is Applied Optoelectronics expected to perform in the next 1 to 3 years based on estimates from 9 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
109%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Applied Optoelectronics expected to grow at an attractive rate?
  • Applied Optoelectronics's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Growth vs Market Checks
  • Applied Optoelectronics's earnings growth is expected to exceed the United States of America market average.
  • Applied Optoelectronics's revenue growth is expected to exceed the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NasdaqGM:AAOI Future Growth Rates Data Sources
Data Point Source Value (per year)
NasdaqGM:AAOI Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 9 Analysts 109%
NasdaqGM:AAOI Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 9 Analysts 9.7%
United States of America Communications Industry Earnings Growth Rate Market Cap Weighted Average 15.3%
United States of America Communications Industry Revenue Growth Rate Market Cap Weighted Average 5.3%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 13.5%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.1%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGM:AAOI Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 9 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGM:AAOI Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31 441 1
2022-12-31 384 1
2021-12-31 347 2
2020-12-31 293 12 5
2019-12-31 229 -15 9
NasdaqGM:AAOI Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2018-12-31 267 14 -2
2018-09-30 289 52 12
2018-06-30 322 52 35
2018-03-31 351 71 56
2017-12-31 382 84 74
2017-09-30 387 86 82
2017-06-30 369 85 81
2017-03-31 307 58 52
2016-12-31 261 57 31
2016-09-30 229 31 20
2016-06-30 216 18 5
2016-03-31 210 8 10

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Applied Optoelectronics's earnings are expected to grow significantly at over 20% yearly.
  • Applied Optoelectronics's revenue is expected to grow by 9.7% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGM:AAOI Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 9 Analyst Estimates (S&P Global) See Below

All data from Applied Optoelectronics Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGM:AAOI Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31
2020-12-31 0.50 0.98 0.02 2.00
2019-12-31 -0.70 -0.63 -0.79 3.00
NasdaqGM:AAOI Past Financials Data
Date (Data in USD Millions) EPS *
2018-12-31 -0.11
2018-09-30 0.62
2018-06-30 1.81
2018-03-31 2.91
2017-12-31 3.87
2017-09-30 4.42
2017-06-30 4.46
2017-03-31 2.97
2016-12-31 1.82
2016-09-30 1.16
2016-06-30 0.28
2016-03-31 0.63

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Applied Optoelectronics will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
Future performance checks
We assess Applied Optoelectronics's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Applied Optoelectronics has a total score of 4/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

AAOI Past Performance

  How has Applied Optoelectronics performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Applied Optoelectronics's growth in the last year to its industry (Communications).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Applied Optoelectronics does not make a profit even though their year on year earnings growth rate was positive over the past 5 years.
  • Unable to compare Applied Optoelectronics's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare Applied Optoelectronics's 1-year growth to the US Communications industry average as it is not currently profitable.
Earnings and Revenue History
Applied Optoelectronics's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Applied Optoelectronics Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGM:AAOI Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 267.47 -2.15 48.64 49.90
2018-09-30 289.30 12.14 48.33 49.23
2018-06-30 321.80 35.25 47.50 44.24
2018-03-31 351.34 56.28 46.17 39.67
2017-12-31 382.33 73.95 43.96 35.37
2017-09-30 387.37 82.46 41.99 31.90
2017-06-30 368.63 80.82 37.89 31.08
2017-03-31 306.52 52.35 34.47 30.82
2016-12-31 260.71 31.23 32.15 31.78
2016-09-30 228.77 19.69 29.87 30.53
2016-06-30 215.71 4.65 28.38 27.56
2016-03-31 210.09 10.14 27.00 24.44
2015-12-31 189.90 10.79 26.15 20.85
2015-09-30 173.34 8.82 25.97 19.11
2015-06-30 152.81 7.69 25.51 17.92
2015-03-31 135.82 3.52 24.81 17.23
2014-12-31 130.45 4.28 23.14 15.97
2014-09-30 117.80 3.06 20.99 14.15
2014-06-30 102.02 1.87 18.38 12.17
2014-03-31 88.97 -0.33 16.43 10.05
2013-12-31 78.42 -1.41 14.82 8.51
2013-09-30 73.54 -0.83 13.14 8.34
2013-06-30 69.19 -1.60 12.40 8.22
2013-03-31 65.23 -1.42 11.65 8.03
2012-12-31 63.42 -0.95 11.15 7.60

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if Applied Optoelectronics has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • It is difficult to establish if Applied Optoelectronics has efficiently used its assets last year compared to the US Communications industry average (Return on Assets) as it is loss-making.
  • It is difficult to establish if Applied Optoelectronics improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess Applied Optoelectronics's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Communications industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Applied Optoelectronics has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

AAOI Health

 How is Applied Optoelectronics's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Applied Optoelectronics's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Applied Optoelectronics is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Applied Optoelectronics's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Applied Optoelectronics's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 2.2x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Applied Optoelectronics Company Filings, last reported 3 months ago.

NasdaqGM:AAOI Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 329.09 88.55 55.65
2018-09-30 335.49 71.17 62.40
2018-06-30 342.63 61.03 76.19
2018-03-31 343.29 65.15 82.25
2017-12-31 333.28 49.52 82.97
2017-09-30 324.44 41.01 70.97
2017-06-30 307.50 27.37 74.87
2017-03-31 276.17 28.55 59.71
2016-12-31 227.38 43.13 50.27
2016-09-30 187.54 95.52 55.95
2016-06-30 167.17 87.30 42.34
2016-03-31 165.88 95.56 53.49
2015-12-31 165.40 67.90 35.96
2015-09-30 162.90 52.34 45.62
2015-06-30 121.90 63.25 36.74
2015-03-31 114.91 38.94 18.10
2014-12-31 115.01 29.92 40.36
2014-09-30 113.82 25.51 44.99
2014-06-30 111.78 12.01 42.04
2014-03-31 109.15 22.58 60.31
2013-12-31 63.08 28.46 29.98
2013-09-30 31.34 29.75 7.33
2013-06-30 30.54 25.92 9.77
2013-03-31 30.32 22.06 8.58
2012-12-31 31.01 24.58 10.72
  • Applied Optoelectronics's level of debt (26.9%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (44.6% vs 26.9% today).
  • Debt is not well covered by operating cash flow (15.8%, less than 20% of total debt).
  • Unable to confirm if the interest payments on Applied Optoelectronics's debt are well covered by earnings due to lack of past financial data.
X
Financial health checks
We assess Applied Optoelectronics's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Applied Optoelectronics has a total score of 4/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

AAOI Dividends

 What is Applied Optoelectronics's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Applied Optoelectronics dividends.
If you bought $2,000 of Applied Optoelectronics shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Applied Optoelectronics's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Applied Optoelectronics's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGM:AAOI Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 9 Analyst Estimates (S&P Global) See Below
United States of America Communications Industry Average Dividend Yield Market Cap Weighted Average of 15 Stocks 2.3%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 2008 Stocks 2.4%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGM:AAOI Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31
2020-12-31
2019-12-31

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Applied Optoelectronics has not reported any payouts.
  • Unable to verify if Applied Optoelectronics's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Applied Optoelectronics's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Applied Optoelectronics has not reported any payouts.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Applied Optoelectronics's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Applied Optoelectronics afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Applied Optoelectronics has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

AAOI Management

 What is the CEO of Applied Optoelectronics's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Thompson Lin
COMPENSATION $5,407,715
AGE 55
TENURE AS CEO 22.2 years
CEO Bio

Dr. Chih-Hsiang Lin, also known as Thompson, Ph.D., founded Applied Optoelectronics, Inc., in 1997 and has been its President, Chief Executive Officer. Dr. Lin has been the Chairman of the Board at Applied Optoelectronics, Inc. since January 2014. He has been a Director of Applied Optoelectronics, Inc. since 1997. Dr. Lin was an Associate Professor in the department of Electrical and Computer Engineering before founding AOI. Dr. Lin has more than 10 U.S. patents and has authored more than 200 technical papers and presentations. Dr. Lin has also served as a research associate professor and senior research scientist at the University of Houston. Dr. Lin holds a BS degree in Nuclear Engineering from National Tsing Hua University in Taiwan and an MS degree and a Ph.D. in Electrical and Computer Engineering from University of Missouri-Columbia.

CEO Compensation
  • Thompson's compensation has increased whilst company is loss making.
  • Thompson's remuneration is higher than average for companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the Applied Optoelectronics management team in years:

6.5
Average Tenure
52
Average Age
  • The average tenure for the Applied Optoelectronics management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

Thompson Lin

TITLE
Founder
COMPENSATION
$5M
AGE
55
TENURE
22.2 yrs

Stefan Murry

TITLE
CFO & Chief Strategy Officer
COMPENSATION
$1M
AGE
45
TENURE
4.7 yrs

Fred Chang

TITLE
Senior VP of Optical Component Business Unit & GM of North America
COMPENSATION
$1M
AGE
54
TENURE
6.5 yrs

Joshua Yeh

TITLE
Senior VP of Network Equipment Module Business Unit & GM of Asia
COMPENSATION
$1M
AGE
52
TENURE
6.4 yrs

David Kuo

TITLE
VP, General Counsel & Corporate Secretary
AGE
35
TENURE
5.7 yrs

Jessica Hung

TITLE
VP of Finance & Controller
TENURE
12.3 yrs
Board of Directors Tenure

Average tenure and age of the Applied Optoelectronics board of directors in years:

6.1
Average Tenure
66
Average Age
  • The tenure for the Applied Optoelectronics board of directors is about average.
Board of Directors

Richard Black

TITLE
Independent Director
COMPENSATION
$136K
AGE
84
TENURE
17.7 yrs

Thompson Lin

TITLE
Founder
COMPENSATION
$5M
AGE
55
TENURE
5.3 yrs

Bill Yeh

TITLE
Lead Independent Director
COMPENSATION
$130K
AGE
66
TENURE
1 yrs

Mike Chen

TITLE
Independent Director
COMPENSATION
$128K
AGE
68
TENURE
6.2 yrs

Alex Ignatiev

TITLE
Independent Director
COMPENSATION
$123K
AGE
73
TENURE
6.2 yrs

Che-Wei Lin

TITLE
Independent Director
COMPENSATION
$120K
AGE
54
TENURE
5.3 yrs

Alan Moore

TITLE
Independent Director
COMPENSATION
$123K
AGE
57
TENURE
6.1 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
11. Jun 18 Sell Stefan Murry Individual 07. Jun 18 07. Jun 18 -3,000 $44.25 $-132,760
04. Jun 18 Sell David Kuo Individual 31. May 18 31. May 18 -1,500 $45.84 $-68,760
X
Management checks
We assess Applied Optoelectronics's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Applied Optoelectronics has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

AAOI News

Simply Wall St News

Did You Manage To Avoid Applied Optoelectronics's (NASDAQ:AAOI) 49% Share Price Drop?

Applied Optoelectronics isn't a profitable company, so it is unlikely we'll see a strong correlation between its share price and its earnings per share (EPS). … As you can imagine, fast revenue growth, when maintained, often leads to fast profit growth. … In the last half decade, Applied Optoelectronics saw its revenue increase by 26% per year.

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Is Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) CEO Paid Enough Relative To Peers?

This analysis aims first to contrast CEO compensation with other companies that have similar market capitalization. … How Does Thompson Lin's Compensation Compare With Similar Sized Companies. … has a market capitalization of US$278m, and pays its CEO total annual compensation worth US$5.4m.

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What Kind Of Shareholders Own Applied Optoelectronics, Inc. (NASDAQ:AAOI)?

The big shareholder groups in Applied Optoelectronics, Inc. … With a market capitalization of US$290m, Applied Optoelectronics is a small cap stock, so it might not be well known by many institutional investors. … Taking a look at the our data on the ownership groups (below), it's seems that.

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Applied Optoelectronics, Inc. (NASDAQ:AAOI): A Fundamentally Attractive Investment

(NASDAQ:AAOI) is a stock with outstanding fundamental characteristics. … When we build an investment case, we need to look at the stock with a holistic perspective. … In the case of AAOI, it

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What Investors Should Know About Applied Optoelectronics, Inc.'s (NASDAQ:AAOI) Financial Strength

While investors primarily focus on the growth potential and competitive landscape of the small-cap companies, they end up ignoring a key aspect, which could be the biggest threat to its existence: its financial health. … Companies operating in the Communications industry,. … So, understanding the company's financial health becomes

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A Closer Look At Applied Optoelectronics Inc's (NASDAQ:AAOI) Uninspiring ROE

By way of learning-by-doing, we'll look at ROE to gain a better understanding Applied Optoelectronics Inc (NASDAQ:AAOI). … One way to conceptualize this, is that for each $1 of shareholders' equity it has, the company made $0.036 in profit. … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

Applied Optoelectronics Inc (NASDAQ:AAOI)'s Return on Capital

and want to better understand how you can grow your money by investing in Applied Optoelectronics Inc (NASDAQ:AAOI). … Thus, to understand how your money can grow by investing in Applied Optoelectronics, you need to look at what the company returns to owners for the use of their capital, which can be done in many ways but today we will use return on capital employed (ROCE) … Applied Optoelectronics's Return On Capital Employed

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An Intrinsic Calculation For Applied Optoelectronics Inc (NASDAQ:AAOI) Shows It's 35.16% Undervalued

I am going to run you through how I calculated the intrinsic value of Applied Optoelectronics Inc (NASDAQ:AAOI). … by estimating the company's future cash flows and discounting them to their present value. … Anyone interested in learning a bit more about intrinsic value should have a read of the Simply Wall St analysis model

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Is Applied Optoelectronics Inc (NASDAQ:AAOI) Potentially Underrated?

As an investor, I look for investments which does not compromise one fundamental factor for another. … By this I mean, I look at stocks holistically, from their financial health to their future outlook.

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Have Investors Priced In Applied Optoelectronics Inc's (NASDAQ:AAOI) Growth?

Applied Optoelectronics Inc (NASDAQ:AAOI) closed yesterday at $42.11, which left some investors asking whether the high earnings potential can still be justified at this price. … Let’s look into this by assessing AAOI's expected growth over the next few years. … Applied Optoelectronics's extremely high growth potential in the near future is attracting investors

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AAOI Company Info

Description

Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to Internet data center operators, cable television and telecommunications equipment manufacturers, and Internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was founded in 1997 and is headquartered in Sugar Land, Texas.

Details
Name: Applied Optoelectronics, Inc.
AAOI
Exchange: NasdaqGM
Founded: 1997
$246,615,465
19,888,344
Website: http://www.ao-inc.com
Address: Applied Optoelectronics, Inc.
13139 Jess Pirtle Boulevard,
Sugar Land,
Texas, 77478,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGM AAOI Common Stock Nasdaq Global Market US USD 26. Sep 2013
BST A59 Common Stock Boerse-Stuttgart DE EUR 26. Sep 2013
LSE 0HGV Common Stock London Stock Exchange GB USD 26. Sep 2013
Number of employees
Current staff
Staff numbers
2,956
Applied Optoelectronics employees.
Industry
Communications Equipment
Tech
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/04/24 00:41
End of day share price update: 2019/04/23 00:00
Last estimates confirmation: 2019/04/15
Last earnings filing: 2019/02/26
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.