Applied Optoelectronics vs Digi International
Applied Optoelectronics and Digi International are similar in size: $456m and $430m of revenue in their latest fiscal years. Applied Optoelectronics grew faster (82.8% against 1.5%). Digi International kept more of each dollar of sales as profit: a net margin of 9.5% against -8.4%. Applied Optoelectronics carries less debt relative to equity (22.3% against 25.2%).
| Latest fiscal year | Applied OptoelectronicsAAOI, 2025 | Digi InternationalDGII, 2025 |
|---|---|---|
| Revenue | $456m | $430m |
| Revenue growth | 82.8% | 1.5% |
| Net income | −$38.2m | $40.8m |
| Operating margin | -12.0% | 13.1% |
| Net margin | -8.4% | 9.5% |
| Return on equity | -7.9% | 6.7% |
| Free cash flow | −$354m | $105m |
| Cash | $206m | $21.9m |
| Total debt | $164m | $160m |
| Debt to equity | 22.3% | 25.2% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $6.9m |
| Employees | 4,691 | 913 |
| Market value | $5.33bn | $2.81bn |
| Price vs our value range | — | Within our value range |
| Moat score | 16 (Weak) | 54 (Moderate) |
| Insider trades, 12 months | 0 buys, 53 sales | 0 buys, 14 sales |