Both in Semiconductors
Allegro MicroSystems vs Applied Optoelectronics
Over the past year ALGM returned +11.1% and AAOI returned +89.2%; their daily moves had a correlation of 0.42.
ALGM +11.1% AAOI +89.2%Growth of $1, one year, split-adjusted
| Metric | ALGM | AAOI |
|---|---|---|
| Price | $32.15 | $62.50 |
| Market cap | $6.00B | $5.31B |
| Today | +5.31% | −9.49% |
| 1 month | −18.7% | −45.9% |
| 6 months | −35.0% | −63.9% |
| Year to date | +21.9% | +79.3% |
| 1 year | +6.2% | +78.2% |
| Revenue growth (YoY) | +29.2% | +86.4% |
| Gross margin | 49.2% | 27.7% |
| Net margin | 8.4% | −11.9% |
| P/E (TTM) | 193.8× | — |
| Price / sales | 5.9× | 8.9× |
| Net cash | -$94.1M | $311.7M |
| Dividend yield | — | — |
| Volatility (60d) | 58.3% | 104.0% |
| Short % of float | 8.3% | 20.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).