Loading…
Developer of photonic integration technology enabling smaller, lower-power optical transceivers for data centers and AI networks.
Developer of photonic integration technology enabling smaller, lower-power optical transceivers for data centers and AI networks.
Earns little product revenue so far and has funded itself mostly by selling shares. Its plan is to have partners manufacture and package optical engines built on its interposer, a thin chip layer that links lasers and electronics, rather than running its own factories.
Moat: narrow (IP / patents). Patented optical-interposer platform aims to integrate photonics at lower cost, though still early-stage.
Headquarters: Toronto, Canada · Founded: 2000
Size POET Technologies (POET) is a United States Information Technology company (Electrical Products) with a market value of $877M, the 2329th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.07 on 6 Nov 2026.
Performance Over six months the shares fell 53.7%, against -32.9% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 9 in its peer set.
Growth Revenue grew 266.1% over the last twelve months (peer median +51.7%); the operating margin is -3,624.6% (peer median 12.6%).
Valuation It trades at 51.9× enterprise value to sales against a peer median of 2.5× (most expensive of 9).
Capital Return on invested capital runs 92.6 points below its cost of capital (9.4% WACC).
Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.71M | $1.07M | $41,427 | $465,777 | $552,748 |
| Revenue growth | — | +2,495% | -91% | -16% | — |
| Gross profit | -$2.07M | -$2.24M | -$1.98M | -$1.46M | n/a |
| EBITDA | -$58.3M | -$39.0M | -$28.0M | -$18.5M | -$18.4M |
| Net income | -$75.7M | -$63.0M | -$56.7M | -$20.3M | -$21.0M |
| Free cash flow | -$40.2M | -$33.3M | -$30.1M | -$16.6M | -$15.3M |
| Capital expenditure | $5.11M | $2.30M | $6.98M | $1.25M | $3.07M |
| Total debt | $7.80M | $7.07M | $7.24M | $512,080 | $279,263 |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| POET Technologies POET | $877M | -54% | +266% | -3,625% | 51.9× | n/a |
| Coherent COHR | $38.0B | -42% | +23% | 14% | 5.6× | n/a |
| Lumentum LITE | $48.9B | -40% | +103% | 23% | 12.9× | 41.7% |
| Marvell Technology MRVL | $124B | -17% | +31% | 17% | 13.3× | 54.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | POET | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -28.0% | -31.4% | 5th highest of 10 |
| 6-month return | -53.7% | -32.9% | 3rd lowest of 9 |
| Distance from 52-week high | -75.6% | -61.4% | 2nd lowest of 10 |
| Revenue growth (TTM) | +266.1% | +51.7% | 2nd highest of 9 |
| Operating margin | -3,624.6% | 12.6% | lowest of 9 |
| EV / Sales | 51.9× | 2.5× | most expensive of 9 |
| ROIC minus cost of capital | -92.6 pp | -1.3 pp | lowest of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| POET Technologies POET | United States | $877M | -54% | +266% | -3,625% | 51.9× | n/a | n/a |
| TE TE | United States | $707M | -62% | +427% | -17% | 1.4× | n/a | n/a |
| SolarEdge Technologies SEDG | United States | $1.69B | -33% | +26% | -6% | 1.1× | 11.4% | -4.1% |
| General Fusion GFUZ | United States | $332M | n/a | n/a | n/a | n/a | n/a | n/a |
| Xinyi Solar 0968.HK | Hong Kong | $2.48B | -32% | -25% | 13% | 1.7× | 0.7% | +12.9% |
| Enphase Energy ENPH | United States | $3.77B | -22% | -20% | 13% | 2.9× | 18.7% | +13.7% |
| Belden BDC | United States | $3.83B | -13% | +18% | 12% | 2.1× | 10.3% | +7.8% |
| Yangtze Optical Fibre and Cable Joint Stock 6869.HK | Hong Kong | $17.6B | -63% | +77% | 34% | 5.4× | -8.4% | +10.8% |
| Elite Material 2383.TW | Taiwan | $41.4B | -19% | +89% | 26% | 8.3× | n/a | n/a |
| Lumentum LITE | United States | $48.9B | -40% | +103% | 23% | 12.9× | 41.7% | +11.6% |