Using the industry peer median EV/Revenue multiple (trailing + forward), Applied Optoelectronics, Inc. (AAOI) has a fair value of $19.59 based on 10 comparable companies in the Semiconductors industry.
USD in millions except Fair Price. Subject company highlighted.
| Mkt Cap ($M) | Trailing EV/Revenue | Forward EV/Revenue | |
|---|---|---|---|
| Applied Optoelectronics, Inc.AAOI | 11,128 | 24.3x | 44.5x |
| MaxLinear, Inc. | 4,657 | 10.1x | 13.2x |
| Kulicke and Soffa Industries, Inc. | 4,343 | 6.4x | 5.7x |
| nLIGHT, Inc. | 3,670 | 13.8x | 12.7x |
| Power Integrations, Inc. | 3,664 | 8.1x | 8.6x |
| Vishay Intertechnology, Inc. | 3,639 | 1.4x | 1.4x |
| Ultra Clean Holdings, Inc. | 3,560 | 2.0x | 2.0x |
| Veeco Instruments Inc. | 2,889 | 4.5x | 4.3x |
| Sonos, Inc. | 1,750 | 1.1x | 1.1x |
| Daqo New Energy Corp. | 1,485 | 0.8x | 0.5x |
| Pagaya Technologies Ltd. | 1,112 | 1.4x | 1.7x |
| Industry Median | 3.2x | 3.2x | |
| (*) Revenue | 456 | 249 | |
| = Enterprise Value | 1,473 | 787 | |
| (-) Net Debt | -49 | -49 | |
| Equity Value | 1,522 | 836 | |
| (/) Outstanding shares | 60 | 60 | |
| Fair Price | $25 | $14 | |
Disclaimer: Sweet Value Lab provides estimated intrinsic values for informational purposes only. This is not financial advice. All models rely on assumptions that may not reflect future performance. Always do your own research before making investment decisions.