AAOI
Applied Optoelectronics, Inc.
AAOI offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
INTU
Intuit Inc.
INTU has the edge over AAOI overall, supported by stronger valuation and lower modeled downside.
AAOI Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
AAOI's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
INTU Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
INTU's revenue, profitability, cash flow and balance sheet are all currently healthy.
AAOI PE Valuation
AAOI has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 18x next year's earnings.
INTU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 14x | $340 | — |
| Current | 21x | $340 | — |
| Cheap | 44x | $719 | +111% |
| Fair | 58x | $951 | +180% |
| Expensive | 64x | $1,061 | +212% |
Historical ranges are pointers, not guarantees.
INTU's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 14x next year's earnings.
AAOI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
AAOI has the edge over INTU on the outlook, with more favorable profitability expectations.
INTU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Weakening | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for INTU, but weaker profitability.
AAOI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.98 | — |
| Q3 2026 | -$0.42 | +$3.02 |
| Q2 2026 | -$0.77 | +$2.81 |
| Q1 2026 | -$0.65 | +$3.43 |
| Q4 2025 | -$0.64 | +$3.86 |
| Q3 2025 | -$3.44 | -$1.41 |
| Q2 2025 | -$3.58 | -$1.70 |
| Q1 2025 | -$4.08 | -$2.29 |
| Q4 2024 | -$4.50 | -$2.75 |
AAOI is still losing money, but far less than before: $0.42 per share over the past year, against $4.50 at its worst in late 2024.
INTU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $23.72 | +44% |
| Q3 2026 | $16.46 | +20% |
| Q2 2026 | $16.44 | +34% |
| Q1 2026 | $15.37 | +44% |
| Q4 2025 | $14.56 | +42% |
| Q3 2025 | $13.67 | +31% |
| Q2 2025 | $12.30 | +14% |
| Q1 2025 | $10.70 | +9.4% |
| Q4 2024 | $10.28 | +13% |
INTU has the edge over AAOI on earnings quality, reporting a profit while its opponent remains loss making.
AAOI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $269.9M | +127% |
| Q2 2026 | $191.9M | +86% |
| Q1 2026 | $151.1M | +51% |
| Q4 2025 | $134.3M | +34% |
| Q3 2025 | $118.6M | +82% |
| Q2 2025 | $103M | +138% |
| Q1 2025 | $99.9M | +146% |
| Q4 2024 | $100.3M | +66% |
AAOI has the edge over INTU on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -0.5% | +15 points |
| Q2 2026 | -13% | +2.6 points |
| Q1 2026 | -8.6% | +0.3 points |
| Q4 2025 | -8.6% | -2.1 points |
| Q3 2025 | -15% | +10 points |
| Q2 2025 | -16% | +45 points |
| Q1 2025 | -8.9% | +44 points |
| Q4 2024 | -6.5% | +1 points |
AAOI's operating margin was −0.5% last quarter, up 15 points from the same quarter a year ago, near the top of its range since 2019.
INTU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.4B | +14% |
| Q2 2026 | $8.6B | +10% |
| Q1 2026 | $4.7B | +17% |
| Q4 2025 | $3.9B | +18% |
| Q3 2025 | $3.8B | +20% |
| Q2 2025 | $7.8B | +15% |
| Q1 2025 | $4B | +17% |
| Q4 2024 | $3.3B | +10% |
INTU's revenue has grown year over year for 16 quarters in a row: $4.4B last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +2.1 points |
| Q2 2026 | 47% | -1 points |
| Q1 2026 | 18% | +3.4 points |
| Q4 2025 | 14% | +5.5 points |
| Q3 2025 | 8.8% | +14 points |
| Q2 2025 | 48% | +1.9 points |
| Q1 2025 | 15% | +4.1 points |
| Q4 2024 | 8.3% | -2.1 points |
INTU has the edge over AAOI on profitability, with a higher operating margin.
AAOI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$369.9M | -$291.2M |
| Q2 2026 | -$265.3M | -$174.4M |
| Q1 2026 | -$143.6M | -$64.3M |
| Q4 2025 | -$104.6M | -$51.6M |
| Q3 2025 | -$78.7M | -$58M |
| Q2 2025 | -$91M | -$86M |
| Q1 2025 | -$79.3M | -$45.1M |
| Q4 2024 | -$53M | -$48.4M |
AAOI has burned cash in almost every quarter: −$883M over the past year, against −$302M the year before.
INTU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +229% |
| Q2 2026 | $5.2B | +20% |
| Q1 2026 | $1.5B | +47% |
| Q4 2025 | $599M | +82% |
| Q3 2025 | $396M | -8.8% |
| Q2 2025 | $4.4B | +12% |
| Q1 2025 | $1B | +89% |
| Q4 2024 | $329M | +$510M |
INTU has the edge over AAOI on cash generation, producing positive trailing cash flow while its opponent burns cash.
AAOI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7.7% | +6.3M shares |
| 1 year | +39% | +24.5M shares |
| 3 years | +168% | +55.1M shares |
| 5 years | +224% | +60.7M shares |
| Available history | +340% | +67.9M shares |
AAOI has 88M diluted shares, up 39% from a year ago.
INTU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +1M shares |
| 1 year | -2.1% | -6M shares |
| 3 years | -2.1% | -6M shares |
| 5 years | +1.5% | +4M shares |
| Available history | +4.9% | +13M shares |
INTU has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $2.1B |
| Q2 2026 | $1.6B |
| Q1 2026 | $933M |
| Q4 2025 | $854M |
| Q3 2025 | $746M |
| Q2 2025 | $752M |
| Q1 2025 | $717M |
| Q4 2024 | $557M |
INTU spent $5.4B buying back its own shares over the past year, up 95% from the year before.
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
INTU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.5x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.9x | Very low |
| Q4 2024 | 0.8x | Very low |
INTU's net debt is less than a year of its operating earnings (EBITDA).
AAOI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.1 | Neutral |
| Stochastic | 4.8 | Oversold |
AAOI's weekly RSI is 35 (neutral) and its Stochastic is 5 (oversold).
INTU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.2 | Neutral |
| Stochastic | 71.0 | Neutral |
INTU's weekly RSI is 49 (neutral) and its Stochastic is 71 (neutral).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
INTU PE vs Technology Sector
| Metric | INTU | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 26% below |
| PE % | 5 | 35 | 30 pts below |
INTU is trading at 21x earnings, a 26% discount to the Technology sector's median of 28x.
AAOI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $80.2 | 34% below |
| 20 week MA | $100.6 | 47% below |
| 50 week MA | $100.3 | 47% below |
| 100 week MA | $62.3 | 15% below |
| 200 week MA | $36.9 | 43% above |
AAOI has fallen below most of its moving averages, though it's still 43% above its 200-week average.
INTU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $318.9 | 6.7% above |
| 20 week MA | $317.9 | 7% above |
| 50 week MA | $397.4 | 14% below |
| 100 week MA | $531.0 | 36% below |
| 200 week MA | $544.4 | 38% below |
INTU has the edge over AAOI on trend strength, trading above more of its moving averages.
AAOI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.5 | $8.77 | -24% |
| 2021 | $8.77 | $5.64 | -36% |
| 2022 | $5.64 | $1.95 | -65% |
| 2023 | $1.95 | $19.3 | +891% |
| 2024 | $19.3 | $37.7 | +95% |
| 2025 | $37.7 | $37.2 | -1.5% |
| 2026 YTD | $37.2 | $52.9 | +42% |
AAOI has the edge over INTU on returns for 2026, with the stronger performance.
INTU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $267.1 | $381.2 | +43% |
| 2021 | $381.2 | $635.7 | +67% |
| 2022 | $635.7 | $384.5 | -40% |
| 2023 | $384.5 | $625.0 | +63% |
| 2024 | $625.0 | $638.6 | +2.2% |
| 2025 | $638.6 | $676.6 | +5.9% |
| 2026 YTD | $676.6 | $340.2 | -50% |
INTU is down 50% so far in 2026, after finishing higher in five of the previous six years.