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WOLFWOLFCompetitor analysis, valuation and peers

United States · USD·Information Technology›Semiconductors

Makes silicon-carbide power chips and materials used in EV powertrains, chargers and industrial power systems; emerged from Chapter 11 in September 2025.

≈ A pure-play silicon-carbide peer of ON Semi/STMicroMomentum laggard 12
Mkt cap
$1.26B
US dollars, full cap
Free float
66%
of shares outstanding
$/day
$91.4M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-32.9 pp
WACC 11.4%
Hurdle
n/a
no reverse DCF
Next earnings
82 days
27 Jan 2027
Close · USD$23.79
1D+16.9%
1W+8.2%
1M-23.3%
3M-18.8%
6M-49.0%
YTD+36.6%
1Y+17.5%
ATR %11.3%
Beta4.28
52w lowhigh70.6% off high

What WOLF does

Makes silicon-carbide power chips and materials used in EV powertrains, chargers and industrial power systems; emerged from Chapter 11 in September 2025.

Sells silicon-carbide devices and wafers, mostly under multi-year supply agreements with carmakers and industrial customers signed before volumes ramp, so results follow how quickly EV makers adopt silicon carbide. Began as LED maker Cree, sold its LED business in 2021 and RF business in 2023, and put its capital into a New York wafer fab and a North Carolina materials plant.

In one line: A pure-play silicon-carbide peer of ON Semi/STMicro.

Products and services

  • SiC power devices (MOSFETs, modules)
  • SiC bare/epitaxial wafers
  • RF devices (legacy)

Customers

  • EV/automotive powertrain makers
  • Industrial/renewable power-system makers

Where it sits in the supply chain

  • Semiconductors
  • Silicon carbide materials & device…
  • EV/industrial power electronics

What could go right

  • EV/industrial SiC adoption
  • Post-restructuring lower debt/cost base

What could go wrong

  • EV demand slowdown
  • SiC oversupply/pricing pressure
  • Recent Chapter 11 restructuring track record

Moat: narrow (scale, process know-how, installed base). Vertically integrated 200mm SiC manufacturing gives cost/capacity scale, though it emerged from bankruptcy with a smaller balance sheet.

Headquarters: Durham, North Carolina, US · Founded: 1987 · Employees: 2,371

Named competitors

WOLF at a glance

Size WOLF (WOLF) is a United States Information Technology company (Semiconductors) with a market value of $1.26B, the 2108th largest of 3,117 United States companies the cockpit tracks. Shares closed at $23.79 on 6 Nov 2026.

Performance Over six months the shares fell 49.0%, against -17.6% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue fell 12.2% over the last twelve months (peer median +13.6%); the operating margin is -67.2% (peer median 8.8%).

Valuation It trades at 3.0× enterprise value to sales against a peer median of 3.4× (8th cheapest of 20).

Capital Return on invested capital runs 32.9 points below its cost of capital (11.4% WACC).

Credit WOLF has 2 bonds outstanding ($636M).

Short interest Short interest is 51.7% of the free float (15 Oct 2026).

Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 83WOLF 47
Six months, rebased to 100: WOLF against the median of its 20 peers (local-currency closes).

WOLF financials

Reported figures in USD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue$665M$665M$758M$807M$758M
Revenue growth—-12%-6%+6%—
Gross profit-$190M-$188M-$122M$76.3M$241M
EBITDA-$278M-$275M-$238M-$191M$3.40M
Net income-$1.06B$4.40M-$1.61B-$864M-$330M
Free cash flow-$380M-$380M-$1.98B-$3.00B-$1.09B
Capital expenditure$182M$182M$1.28B$2.28B$954M
Total debt$1.80B$1.80B$6.70B$6.29B$4.30B

Quarterly statements and history in the cockpit →

WOLF competitor charts

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.

Performance: 6-month against 1-month return

-60%-40%-20%0%-50%-25%0%7826303555824810802208112131290782844011068872649196003603016580673106881382726345049790600WOLF6-month return →1-month return →
Up and to the right = strong over both horizons. WOLF is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×78263035558248108022081121312907828440110688726491906731068813849790600WOLFRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. WOLF is the large dot.

WOLF competitors and peer comparison

Head to head with its named competitors (WOLF vs STM vs IFX.DE vs ON)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
WOLF WOLF$1.26B-49%-12%-67%3.0×n/a
STM STM$41.0B-29%+16%7%2.9×38.6%
Infineon Technologies IFX.DE$66.8B-33%+6%13%4.2×30.2%
ON Semiconductor ON$24.6B-39%+3%19%3.9×20.0%
Rohm 6963.T$6.76B-19%+12%4%2.0×n/a

How WOLF compares with its peers

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.

WOLF against its 20 peers (data as of 6 Nov 2026)
MeasureWOLFPeer medianRank in peer set
1-month return-23.3%-36.3%8th highest of 21
6-month return-49.0%-17.6%3rd lowest of 20
Distance from 52-week high-70.6%-53.8%2nd lowest of 21
Revenue growth (TTM)-12.2%+13.6%4th lowest of 20
Operating margin-67.2%8.8%2nd lowest of 20
EV / Sales3.0×3.4×8th cheapest of 20
ROIC minus cost of capital-32.9 pp-2.4 pp2nd lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
WOLF WOLFUnited States$1.26B-49%-12%-67%3.0×n/an/a
Furuya Metal 7826.TJapan$1.26B+7%+75%25%2.0×13.3%+24.2%
Faraday Technology 3035.TWTaiwan$1.26B-9%-32%5%2.8×25.2%+26.8%
UMS Integration 558.SISingapore$1.25B-27%+10%21%5.6×12.8%+8.8%
Pan Jit International 2481.TWTaiwan$1.25B+6%+9%9%3.4×24.5%+4.5%
Jeju Semiconductor 080220.KSSouth Korea$1.24B-4%+284%32%2.5×n/an/a
Supreme Electronics 8112.TWTaiwan$1.24B-13%+80%3%0.4×n/an/a
Karamtara Engineering KARAMTARA.NSIndia$1.28Bn/an/an/an/an/an/a
TSE 131290.KSSouth Korea$1.29B-4%+37%22%3.1×11.2%+8.5%
Innostar Service 7828.TWOTaiwan$1.29B-18%+117%43%36.9×n/an/a
FADU 440110.KSSouth Korea$1.23B-58%+137%-9%9.1×43.1%+156.1%
LAPLACE Renewable Energy Technology 688726.SSChina$1.30B-36%-22%8%1.5×1.4%+62.8%
Nuvoton Technology 4919.TWTaiwan$1.22B-46%0%-5%1.2×n/an/a
Jilin Sino-Microelectronics 600360.SSChina$1.21B-15%+11%3%3.5×n/an/a
Shenzhen SOFARSOLAR 301658.SZChina$1.32B-41%+18%-1%3.2×43.2%+37.3%
Hana Micron 067310.KSSouth Korea$1.18B-39%+54%14%1.4×0.4%+23.3%
Shenzhen Qingyi Photomask 688138.SSChina$1.35B-7%+6%16%7.3×n/an/a
Epiworld International 2726.HKHong Kong$1.17B-34%-21%-11%8.0×42.8%+17.4%
Elite Advanced Laser 3450.TWTaiwan$1.36B-15%-2%16%5.0×n/an/a
Luxnet 4979.TWOTaiwan$1.36B-56%+14%19%8.9×34.7%+30.3%
Axera Semiconductor 0600.HKHong Kong$1.15B-34%+19%-135%14.3×n/an/a

WOLF bonds and credit

WOLF has 2 bonds outstanding with $636M face value.

Every bond, yield and spread in the cockpit →

Questions

Who are WOLF's main competitors?
Named competitors: STMicroelectronics (STM), Infineon Technologies (IFX.DE), ON Semiconductor (ON), Rohm Semiconductor (6963.T). The cockpit's measured peer set (industry) also includes Furuya Metal (7826.T), Faraday Technology (3035.TW), UMS Integration (558.SI), Pan Jit International (2481.TW), Jeju Semiconductor (080220.KS), Supreme Electronics (8112.TW).
Is WOLF expensive compared with its peers?
On ev / sales it trades at 3.0× against a peer median of 3.4×, 8th cheapest of 20 in its peer set.
How has WOLF stock performed?
Over six months to 6 Nov 2026 the shares returned -49.0% against -17.6% for the median peer; over one year +17.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.