Both in Semiconductors
Cirrus Logic vs Applied Optoelectronics
Over the past year CRUS returned −10.5% and AAOI returned +100.9%; their daily moves had a correlation of 0.12.
CRUS −10.5% AAOI +100.9%Growth of $1, one year, split-adjusted
| Metric | CRUS | AAOI |
|---|---|---|
| Price | $115.99 | $59.27 |
| Market cap | $5.81B | $5.03B |
| Today | +3.27% | −7.35% |
| 1 month | −2.4% | −54.5% |
| 6 months | −30.8% | −66.8% |
| Year to date | −2.1% | +70.0% |
| 1 year | −11.6% | +79.4% |
| Revenue growth (YoY) | +12.9% | +86.4% |
| Gross margin | 52.6% | 27.7% |
| Net margin | 16.7% | −11.9% |
| P/E (TTM) | 13.5× | — |
| Price / sales | 2.8× | 8.4× |
| Net cash | $891.3M | $311.7M |
| Dividend yield | — | — |
| Volatility (60d) | 31.3% | 104.9% |
| Short % of float | 7.8% | 20.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).