POET vs MRVL Stock Comparison

Poet Technologies and Marvell Technology Prices as of Oct 26, 2026 Peers: Industry group
POET Poet Technologies Inc.
$5.37 -30.9% 1M -34.8% 1Y
Market cap
$531.06M
P/E
–
Revenue (TTM)
$1.71T
Div. yield
–
Semiconductor Design Technology
1 win
MRVL Marvell Technology, Inc.
$233.78 -10.7% 1M +177.9% 1Y
Market cap
$218.90B
P/E
82.9x
Revenue (TTM)
$9.45B
Div. yield
–
Semiconductor Design Technology
6 wins

Head to Head

7 decided of 12

Marvell Technology leads on 6 of the 12 questions below (Marvell Technology 6, Poet Technologies 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPOETMRVLLeader
Larger companyMarket capitalisation $531.06M $218.90B MRVL
Cheaper on earningsLower P/E, profitable companies only 0.0x 82.9x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 56.7x –
Faster revenue growthRevenue growth, trailing twelve months +266.1% +30.6% POET
More profitableNet margin, trailing twelve months -4,420.7% 27.9% MRVL
Better return on capitalReturn on invested capital — 5.8% –
Less leveragedLower net debt / EBITDA — 0.4x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -34.8% +177.9% MRVL
Better 5-year returnAnnualised price return, 5 years -8.7%/yr +28.1%/yr MRVL
Less volatileAnnualised volatility, 1 year 140.3% 79.1% MRVL
Higher overall scoreMean of the five percentile scores vs peers 23/100 50/100 MRVL

Percentile Scorecard

POETMRVL

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisPOETMRVL
Valuation 51 #47 of 95 27 #70 of 95
Growth 14 #80 of 93 90 #10 of 93
Profitability 3 #88 of 91 60 #37 of 91
Financial Health – 48 #53 of 101
Shareholder Returns – 26 #56 of 75
Overall 23 50
  • POET ranked among 104 companies in Semiconductors
  • MRVL ranked among 104 companies in Semiconductors

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodPOETMRVLSPY
1 month -30.9%-10.7% -0.8%
3 months -24.3%+23.6% +3.5%
6 months -32.5%+47.8% +7.0%
Year to date -15.2%+175.1% +12.2%
1 year -34.8%+177.9% +13.0%
3 years +93.9%+394.7% +86.3%
3 years, per year +24.7%+70.4% +23.1%
5 years -36.7%+245.3% +68.6%
5 years, per year -8.7%+28.1% +11.0%
10 years +42.1%+1,644.6% +258.0%
10 years, per year +3.6%+33.1% +13.6%

Risk

MeasurePOETMRVLSPY
Volatility, 1Y 140.3%79.1% 12.7%
Downside volatility, 1Y 140.8%74.9% 12.7%
Beta vs S&P 500, 1Y 4.633.23 1.00
Return / volatility, 1Y -0.252.25 1.02
Max drawdown, 5Y -92.1%-62.1% -25.4%
From 52-week high -73.9%-26.1% -1.8%
52-week high $20.57$316.43 $779.14
52-week low $4.17$73.73 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultiplePOETMRVL
P/E now vs peer median 0.0xmedian 42.1x 79.5xmedian 42.1x
P/S now vs peer median 0.0xmedian 7.1x 21.7xmedian 7.1x
EV/EBITDA now vs peer median 0.0xmedian 27.5x 73.0xmedian 27.5x
P/FCF now vs peer median -23.4xmedian 37.2x 118.5xmedian 37.2x
P/B now vs peer median 1.6xmedian 4.2x 11.1xmedian 4.2x
PEG now vs peer median 0.00median 2.23 0.76median 2.23

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsPOETMRVL
Revenue $1.71T $9.45B
Gross profit – $4.93B
Operating income -$19.77T $1.56B
Net income -$75.72M $2.64B
Free cash flow -$30.34M $1.73B
R&D $19.85T $2.44B
EPS (diluted) $-812,866.51 $2.87
Cash & equivalents $432.53M $3.93B
Total debt – $4.96B
Shares (diluted) 93.16M 921.20M
Enterprise value -$1.10B $205.77B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricPOETMRVL
P/E 0.0x 79.5x
P/FCF -23.4x 118.5x
P/Operating cash flow -20.0x 93.2x
P/S 0.0x 21.7x
P/B 1.6x 11.1x
P/Tangible book 1.6x 12.7x
EV/EBITDA 0.0x 73.0x
EV/EBIT 0.0x 132.0x
EV/Revenue 0.0x 21.8x
EV/FCF 2.8x 119.1x
EV/Operating cash flow 2.4x 93.6x
PEG (3Y EPS CAGR) 0.00 0.76

Growth

14 metrics
MetricPOETMRVL
Revenue growth (1Y) 266.1% 30.6%
Revenue CAGR (3Y) 68.5% 18.9%
Gross profit growth (1Y) – 52.8%
Gross profit CAGR (3Y) – 25.0%
Operating income growth (1Y) -208.0% 1,577%
Operating income CAGR (3Y) -363.4% 100.2%
Net income growth (1Y) -40.4% 2,653%
Net income CAGR (3Y) -55.9% 107.8%
EPS growth (1Y) 9.2% 2,512%
EPS CAGR (3Y) -45.7% 104.2%
Operating cash flow growth (1Y) -14.7% 19.3%
Operating cash flow CAGR (3Y) -37.4% 26.6%
Free cash flow growth (1Y) -29.3% 12.8%
Free cash flow CAGR (3Y) -38.5% 30.6%

Profitability

14 metrics
MetricPOETMRVL
Gross margin – 52.2%
EBITDA margin -1,154% 29.9%
Operating margin -1,154% 16.5%
Pretax margin -1,143% 32.4%
Net margin -4,421% 27.9%
FCF margin 0.0% 18.3%
Operating cash flow margin 0.0% 23.3%
Return on equity -16,983,708% 14.4%
Return on assets – 9.7%
Return on invested capital – 5.8%
Return on capital employed – 6.3%
Asset turnover – 0.3x
Cash conversion (OCF / net income) 0.5x 0.8x
Stock comp / revenue 239.3% 8.8%

Financial Health

11 metrics
MetricPOETMRVL
Debt / assets – 18.0%
Debt / equity – 0.3x
Net debt / EBITDA – 0.4x
Debt / FCF – 2.9x
Liabilities / assets – 32.7%
Equity / assets – 67.3%
Interest coverage -101.5x 7.2x
Current ratio – 3.2x
Quick ratio – 2.5x
Cash ratio – 1.6x
Altman Z-score – 14.48

Shareholder Returns

7 metrics
MetricPOETMRVL
Dividend yield – 0.1%
Net buyback yield -112.8% -0.1%
Shareholder yield -112.8% 0.0%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusPOETMRVL
Forward P/E – 56.7xFY2026
EPS, next fiscal year $-0.26FY2026 $4.12FY2026
EPS growth, next FY – +45.1%FY2026
EPS growth, the year after – +83.5%
Revenue, next fiscal year $6.19MFY2026 $11.42BFY2026
Revenue growth, next FY +478.2%FY2026 +39.5%FY2026
Revenue growth, the year after +1,180.3% +80.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPOETMRVL
Held by institutions 36.6% 78.7%
Institutions holding 154 2,214
Change in shares held, QoQ +108.4% +0.1%
Institutions buying 116 1,430
Institutions selling 28 646
Buyers to sellers 4.14 2.21

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

POETMRVL
POET 1.00 0.41
MRVL 0.41 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, POET and MRVL?

Marvell Technology (MRVL) is the largest by market capitalisation: Poet Technologies (POET) $531.06M, Marvell Technology (MRVL) $218.90B.

Which company is growing faster?

Poet Technologies (POET) grew revenue fastest over the trailing twelve months: Poet Technologies (POET) +266.1%, Marvell Technology (MRVL) +30.6%.

Which company is more profitable?

Marvell Technology (MRVL) has the highest net margin (Poet Technologies (POET) -4,420.7%, Marvell Technology (MRVL) 27.9%).

Which stock has performed better?

Over the past year Marvell Technology (MRVL) returned the most: Poet Technologies (POET) -34.8%, Marvell Technology (MRVL) +177.9%. Over five years, Marvell Technology (MRVL) compounded fastest (Poet Technologies (POET) -8.7%/yr, Marvell Technology (MRVL) +28.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Marvell Technology (MRVL) has been the steadiest (Poet Technologies (POET) 140.3%, Marvell Technology (MRVL) 79.1%). Volatility measures how widely the price swings, not the risk of the business.

Do POET and MRVL move together?

Their daily returns over the past year have a correlation of 0.41, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, POET and MRVL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Marvell Technology (MRVL) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.