nLight (LASR) vs POET Technologies Inc. (POET)

nLight and POET Technologies Inc. are both Semiconductors companies. nLight is the larger, with a market value of $2.4B against $1.4B — 1.7× the size. POET Technologies Inc. grew revenue faster over the last twelve months: 266.0% against 43.2%. nLight has the higher net margin (−4.02% vs −4,420.8%) and the higher return on invested capital (−9.70% vs −62.9%). Across the 18 metrics below, nLight leads on 13 and POET Technologies Inc. on 5.

Valuation

Metric LASR POET Semiconductors median
P/E n/m n/m 49.41
P/S 7.40 736.52 8.58
P/B 5.23 1.49 5.49
Price to free cash flow 54.80 n/m 47.02
EV/EBITDA n/m n/m 30.78
EV/Sales 6.41 275.14 8.79
Earnings yield (0.62%) (9.01%) 0.62%
Free cash flow yield 1.82% (3.22%) 0.59%

Profitability

Metric LASR POET Semiconductors median
Gross margin 31.52% 100.00% 52.25%
Operating margin (5.47%) (3,345.53%) 4.85%
Net margin (4.02%) (4,420.78%) 4.77%
Free cash flow margin 13.50% (2,374.38%) 8.65%
Return on equity (3.80%) (16.89%) 3.11%
Return on assets (3.07%) (15.59%) 1.91%
Return on invested capital (9.70%) (62.87%) 2.46%

Growth

Metric LASR POET Semiconductors median
Revenue growth (TTM) 43.24% 266.00% 16.66%
EPS growth (last fiscal year) 62.99% 27.66% —
Revenue growth, 5-year CAGR 3.24% (17.39%) 5.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric LASR POET Semiconductors median
Debt to equity 0.00 0.01 0.05
Current ratio 8.17 24.46 3.35
Net debt to EBITDA 10.87 8.99 0.58

Dividend

Metric LASR POET Semiconductors median
Dividend yield — — 1.93%
Payout ratio 0.00 0.00 0.00

Size

Metric LASR POET Semiconductors median
Market cap 2.37b 1.38b 5.67b

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