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Poet Technologies Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Poet Technologies Inc (POET) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q4 2025
Competitors Tracked
-
Publicly traded peers
Peer Group Market Share
100.00 %
vs 100.00 % a year ago
Revenue Growth Y/Y
2,494.60 %
Q4 2025
Net Margin
-5,857.78 %
Q4 2025

Key Findings: Poet Technologies Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 1M vs -M combined for tracked competitors (100.0% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
  • Scale: Poet Technologies Inc ranks #84 of 117 companies by market capitalization in the Semiconductors industry, holding 0.0% of industry market cap.
  • Peer revenue share: Poet Technologies Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

POET Sales vs. its Competitors, Q4 2025

Poet Technologies Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/POET/competitors
https://api.csimarket.com/api/v1/companies/POET/relationships
https://api.csimarket.com/api/v1/companies/POET/similar
Programmatic access for models, analytics, and integration workflows.

For context: the Semiconductors industry grew revenue 10.5% year over year, combined, vs 2,494.6% for Poet Technologies Inc. Poet Technologies Inc's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.

Poet Technologies Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Poet Technologies Inc - Yes Yes No
High-Confidence Competitors (1) 100% 100% 100% 0%
Similar-Size Competitors (10) 13% 75% 75% 10%

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q4 2025

100%market share
  • Poet Technologies Inc100.0%
  • Competitors combined0.0%

Share of combined quarterly revenue of Poet Technologies Inc and its 0 tracked competitors.

See Poet Technologies Inc's full market share breakdown »

POET Stock Performance relative to its Competitors

POET Competitors (weighted) Percent change over the selected range

Poet Technologies Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
0%beat U.S.A. 500
High-Confidence
(0 of 1)
60%beat U.S.A. 500
Similar-Size
(6 of 10)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Poet Technologies Inc 34.10 % Outperformed
Competitors combined (0) 40.4% 63.2%
High-Confidence Competitors (1) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Poet Technologies Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

POET Stock Performance relative to High-Confidence Competitors

POET High-Confidence Competitors (equal-weighted, 1) Percent change over the selected range

POET Stock Performance relative to Similar-Size Competitors

POET Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

Poet Technologies Inc's Comment on Competition and Industry Peers

The company operates in the optical data communications industry, which is characterized by rapid technological changes, market volatility, and significant operational fluctuations. It faces competition from large, well-capitalized companies with greater resources. The market for optical components and modules is highly competitive, with risks including lost sales and reduced revenues if customers shift orders to competitors. Several companies are developing integrated optical products such as silicon photonics engines, remote light sources, pluggable components, modules, subsystems, and photonic integrated circuits that compete or may compete directly with the company's current and proposed products. Some competitors have longer operating histories, greater name recognition, and broader customer relationships and industry presence.

Poet Technologies Inc's Competitors Named by the Company

Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Granite Falls Energy Llc Named by the company 85% 2022 to 2026 3
Competitor Evidence Detail

Filing basis, confidence, active dates and source counts for Poet Technologies Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.