Applied Opt (AAOI)vsNokia Corp ADR (NOK)
AAOI
Applied Opt
$202.89
+13.31%
TECHNOLOGY · Cap: $13.57B
NOK
Nokia Corp ADR
$14.38
+0.17%
TECHNOLOGY · Cap: $94.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Nokia Corp ADR generates 3844% more annual revenue ($20.00B vs $507.00M). NOK leads profitability with a 4.0% profit margin vs -8.6%. AAOI appears more attractively valued with a PEG of 0.78. AAOI earns a higher WallStSmart Score of 40/100 (F).
AAOI
Hold40
out of 100
Grade: F
NOK
Avoid33
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 51.4% year-over-year
Conservative balance sheet, low leverage
Growing faster than its price suggests
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
Trading at 14.5x book value
0.0% earnings growth
ROE of -3.9% — below average capital efficiency
Negative free cash flow — burning cash
Expensive relative to growth rate
2.4% revenue growth
Distress zone — elevated risk
ROE of 3.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AAOI
The strongest argument for AAOI centers on Revenue Growth, Debt/Equity, PEG Ratio. Revenue growth of 51.4% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bull Case : NOK
The strongest argument for NOK centers on Market Cap, Debt/Equity.
Bear Case : AAOI
The primary concerns for AAOI are Price/Book, EPS Growth, Return on Equity.
Bear Case : NOK
The primary concerns for NOK are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 105.3x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AAOI profiles as a hypergrowth stock while NOK is a value play — different risk/reward profiles.
AAOI carries more volatility with a beta of 3.67 — expect wider price swings.
AAOI is growing revenue faster at 51.4% — sustainability is the question.
NOK generates stronger free cash flow (629M), providing more financial flexibility.
Bottom Line
AAOI scores higher overall (40/100 vs 33/100) and 51.4% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Opt
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber optic networking products globally. The company is headquartered in Sugar Land, Texas.
Nokia Corp ADR
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Nokia Corporation offers fixed and mobile network solutions globally. The company is headquartered in Espoo, Finland.
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