Himax Technologies, Inc. (HIMX) vs POET Technologies Inc. (POET)

Himax Technologies, Inc. and POET Technologies Inc. are both Semiconductors companies. Himax Technologies, Inc. is the larger, with a market value of $2.4B against $1.4B — 1.8× the size. POET Technologies Inc. has negative trailing earnings, so its P/E is not meaningful; Himax Technologies, Inc. trades at 70.4×. POET Technologies Inc. grew revenue faster over the last twelve months: 266.0% against −6.85%. Himax Technologies, Inc. has the higher net margin (4.26% vs −4,420.8%) and the higher return on invested capital (4.02% vs −62.9%). Across the 19 metrics below, Himax Technologies, Inc. leads on 12 and POET Technologies Inc. on 7.

Valuation

Metric HIMX POET Semiconductors median
P/E 70.39 n/m 49.41
P/S 3.05 736.52 8.58
P/B 2.78 1.49 5.49
Price to free cash flow 93.92 n/m 47.02
EV/EBITDA 34.76 n/m 30.78
EV/Sales 2.72 275.14 8.79
Earnings yield 1.42% (9.01%) 0.62%
Free cash flow yield 1.06% (3.22%) 0.59%

Profitability

Metric HIMX POET Semiconductors median
Gross margin 31.07% 100.00% 52.25%
Operating margin 4.94% (3,345.53%) 4.85%
Net margin 4.26% (4,420.78%) 4.77%
Free cash flow margin 3.25% (2,374.38%) 8.65%
Return on equity 3.96% (16.89%) 3.11%
Return on assets 2.03% (15.59%) 1.91%
Return on invested capital 4.02% (62.87%) 2.46%

Growth

Metric HIMX POET Semiconductors median
Revenue growth (TTM) (6.85%) 266.00% 16.66%
EPS growth (last fiscal year) (45.22%) 27.66% —
Revenue growth, 5-year CAGR (1.27%) (17.39%) 5.60%
Net income growth, 5-year CAGR (1.39%) 0.00% 0.00%

Health

Metric HIMX POET Semiconductors median
Debt to equity 0.65 0.01 0.05
Current ratio 1.55 24.46 3.35
Net debt to EBITDA (12.39) 8.99 0.58

Dividend

Metric HIMX POET Semiconductors median
Dividend yield 20.47% — 1.93%
Payout ratio 1.25 0.00 0.00

Size

Metric HIMX POET Semiconductors median
Market cap 2.44b 1.38b 5.67b

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