POET vs WDC vs QCOM Stock Comparison

Poet Technologies, Western Digital and Qualcomm Prices as of Oct 27, 2026 Peers: Industry group
POET Poet Technologies Inc.
$5.69 -26.8% 1M -23.2% 1Y
Market cap
$531.46M
P/E
–
Revenue (TTM)
$1.71T
Div. yield
–
Semiconductor Design Technology
1 win
WDC Western Digital Corp
$380.88 -16.6% 1M +200.7% 1Y
Market cap
$142.01B
P/E
14.2x
Revenue (TTM)
$14.48B
Div. yield
0.00%
Server and Storage Hardware Technology
8 wins
QCOM Qualcomm Inc/De
$184.17 -8.8% 1M -1.9% 1Y
Market cap
$193.35B
P/E
20.9x
Revenue (TTM)
$44.07B
Div. yield
0.02%
Semiconductor Design Technology
3 wins

Head to Head

12 decided of 12

Western Digital leads on 8 of the 12 questions below (Western Digital 8, Qualcomm 3, Poet Technologies 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPOETWDCQCOMLeader
Larger companyMarket capitalisation $531.46M $142.01B $193.35B QCOM
Cheaper on earningsLower P/E, profitable companies only 0.0x 14.2x 20.9x WDC
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 15.8x 17.1x WDC
Faster revenue growthRevenue growth, trailing twelve months +266.1% +43.0% +1.9% POET
More profitableNet margin, trailing twelve months -4,420.7% 69.2% 21.0% WDC
Better return on capitalReturn on invested capital — 53.8% 20.5% WDC
Less leveragedLower net debt / EBITDA — -0.1x 0.4x WDC
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% QCOM
Better 1-year returnPrice return, last 12 months -23.2% +200.7% -1.9% WDC
Better 5-year returnAnnualised price return, 5 years -7.5%/yr +54.5%/yr +6.6%/yr WDC
Less volatileAnnualised volatility, 1 year 140.1% 81.3% 53.0% QCOM
Higher overall scoreMean of the five percentile scores vs peers 23/100 77/100 61/100 WDC

Percentile Scorecard

POETWDCQCOM

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

AxisPOETWDCQCOM
Valuation 51 #47 of 94 51 #55 of 112 80 #20 of 94
Growth 14 #79 of 92 98 #3 of 109 33 #62 of 92
Profitability 3 #87 of 90 97 #4 of 104 85 #14 of 90
Financial Health – 66 #40 of 116 28 #72 of 99
Shareholder Returns – 73 #23 of 81 79 #16 of 73
Overall 23 77 61
  • POET ranked among 103 companies in Semiconductors
  • WDC ranked among 122 companies in Computer Hardware
  • QCOM ranked among 103 companies in Semiconductors

Price Performance

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

Returns

PeriodPOETWDCQCOMSPY
1 month -26.8%-16.6%-8.8% -0.2%
3 months -15.8%-17.8%+13.1% +3.9%
6 months -29.1%-2.6%+22.8% +8.2%
Year to date -10.1%+121.1%+7.7% +12.9%
1 year -23.2%+200.7%-1.9% +12.3%
3 years +105.4%+1,192.9%+73.0% +87.4%
3 years, per year +27.1%+134.8%+20.1% +23.3%
5 years -32.3%+779.6%+37.8% +67.9%
5 years, per year -7.5%+54.5%+6.6% +10.9%
10 years +62.6%+745.8%+162.8% +261.1%
10 years, per year +5.0%+23.8%+10.1% +13.7%

Risk

MeasurePOETWDCQCOMSPY
Volatility, 1Y 140.1%81.3%53.0% 12.7%
Downside volatility, 1Y 140.8%82.1%52.5% 12.7%
Beta vs S&P 500, 1Y 4.653.172.07 1.00
Return / volatility, 1Y -0.172.47-0.04 0.97
Max drawdown, 5Y -92.1%-55.5%-45.6% -25.4%
From 52-week high -72.3%-49.0%-26.6% -1.2%
52-week high $20.57$746.23$251.02 $779.14
52-week low $4.17$124.92$124.07 $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.

MultiplePOETWDCQCOM
P/E now vs peer median 0.0xmedian 45.6x 13.9xmedian 33.2x 21.0xmedian 45.6x
P/S now vs peer median 0.0xmedian 7.7x 9.8xmedian 2.8x 4.4xmedian 7.7x
EV/EBITDA now vs peer median 0.0xmedian 29.0x 23.3xmedian 20.0x 16.9xmedian 29.0x
P/FCF now vs peer median -24.8xmedian 40.6x 33.2xmedian 29.8x 18.7xmedian 40.6x
P/B now vs peer median 1.7xmedian 4.6x 15.3xmedian 3.0x 7.0xmedian 4.6x
PEG now vs peer median 0.00median 2.28 0.18median 1.17 5.05median 2.28

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 monthsPOETWDCQCOM
Revenue $1.71T $14.48B $44.07B
Gross profit – $7.62B $23.90B
Operating income -$19.77T $5.71B $10.22B
Net income -$75.72M $10.02B $9.26B
Free cash flow -$30.34M $4.29B $10.42B
R&D $19.85T $1.15B $9.89B
EPS (diluted) $-812,866.51 $26.10 $8.66
Cash & equivalents $432.53M $1.31B $4.53B
Total debt – $12.58B $12.78B
Shares (diluted) 93.16M 384.00M 1.07B
Enterprise value -$1.10B $131.84B $153.27B

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
MetricPOETWDCQCOM
P/E 0.0x 13.9x 21.0x
P/FCF -24.8x 33.2x 18.7x
P/Operating cash flow -21.2x 29.3x 15.7x
P/S 0.0x 9.8x 4.4x
P/B 1.7x 15.3x 7.0x
P/Tangible book 1.7x 15.3x 7.4x
EV/EBITDA 0.0x 23.3x 16.9x
EV/EBIT 0.0x 24.9x 19.5x
EV/Revenue 0.0x 9.8x 4.5x
EV/FCF 1.4x 33.1x 19.1x
EV/Operating cash flow 1.2x 29.2x 16.1x
PEG (3Y EPS CAGR) 0.00 0.18 5.05

Growth

14 metrics
MetricPOETWDCQCOM
Revenue growth (1Y) 266.1% 43.0% 1.9%
Revenue CAGR (3Y) 68.5% 57.4% 4.5%
Gross profit growth (1Y) – 85.2% -0.8%
Gross profit CAGR (3Y) – 126.7% 3.2%
Operating income growth (1Y) -208.0% 104.4% -15.0%
Operating income CAGR (3Y) -363.4% 85.5% 0.6%
Net income growth (1Y) -40.4% 288.7% -20.0%
Net income CAGR (3Y) -55.9% 83.2% 2.4%
EPS growth (1Y) 9.2% 286.8% -17.8%
EPS CAGR (3Y) -45.7% 75.8% 4.2%
Operating cash flow growth (1Y) -14.7% 108.7% -2.1%
Operating cash flow CAGR (3Y) -37.4% 88.3% 12.7%
Free cash flow growth (1Y) -29.3% 121.1% -10.4%
Free cash flow CAGR (3Y) -38.5% 66.0% 14.9%

Profitability

14 metrics
MetricPOETWDCQCOM
Gross margin – 52.6% 54.2%
EBITDA margin -1,154% 42.1% 26.8%
Operating margin -1,154% 39.4% 23.2%
Pretax margin -1,143% 73.2% 25.4%
Net margin -4,421% 69.2% 21.0%
FCF margin 0.0% 29.6% 23.6%
Operating cash flow margin 0.0% 33.6% 28.1%
Return on equity -16,983,708% 110.0% 33.7%
Return on assets – 71.3% 16.2%
Return on invested capital – 53.8% 20.5%
Return on capital employed – 57.3% 22.3%
Asset turnover – 1.0x 0.8x
Cash conversion (OCF / net income) 0.5x 0.5x 1.3x
Stock comp / revenue 239.3% 1.6% 7.4%

Financial Health

11 metrics
MetricPOETWDCQCOM
Debt / assets – 5.5% 22.3%
Debt / equity – 0.1x 0.5x
Net debt / EBITDA – -0.1x 0.4x
Debt / FCF – 0.2x 1.2x
Liabilities / assets – 34.3% 51.8%
Equity / assets – 65.7% 48.2%
Interest coverage -101.5x 48.8x 14.8x
Current ratio – 1.4x 2.0x
Quick ratio – 0.9x 1.1x
Cash ratio – 0.3x 0.7x
Altman Z-score – 20.89 6.20

Shareholder Returns

7 metrics
MetricPOETWDCQCOM
Dividend yield – 0.1% 2.0%
Net buyback yield -106.4% 2.1% 4.5%
Shareholder yield -106.4% 2.3% 6.5%
Payout ratio (earnings) – 2.0% 41.3%
Payout ratio (FCF) – 4.6% 36.7%
Dividend growth (1Y) – 151.3% 0.8%
Dividend CAGR (3Y) – – 3.9%

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.

ConsensusPOETWDCQCOM
Forward P/E – 15.8xFY2027 17.1xFY2026
EPS, next fiscal year $-0.26FY2026 $24.04FY2027 $10.79FY2026
EPS growth, next FY – +135.2%FY2027 -10.3%FY2026
EPS growth, the year after – +70.9% -3.0%
Revenue, next fiscal year $6.19MFY2026 $20.04BFY2027 $45.55BFY2026
Revenue growth, next FY +478.2%FY2026 +55.1%FY2027 +3.2%FY2026
Revenue growth, the year after +1,180.3% +39.2% -5.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPOETWDCQCOM
Held by institutions 36.6% 93.7% 79.7%
Institutions holding 154 1,846 3,030
Change in shares held, QoQ +108.4% -1.3% +2.8%
Institutions buying 116 1,127 1,416
Institutions selling 28 597 1,333
Buyers to sellers 4.14 1.89 1.06

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.

POETWDCQCOM
POET 1.00 0.28 0.31
WDC 0.28 1.00 0.33
QCOM 0.31 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, POET, WDC and QCOM?

Qualcomm (QCOM) is the largest by market capitalisation: Poet Technologies (POET) $531.46M, Western Digital (WDC) $142.01B, Qualcomm (QCOM) $193.35B.

Which stock is cheaper, POET, WDC and QCOM?

Western Digital (WDC) trades on the lowest price-to-earnings ratio (Poet Technologies (POET) 0.0x, Western Digital (WDC) 14.2x, Qualcomm (QCOM) 20.9x). On next year's consensus earnings, Western Digital (WDC) is cheapest (Western Digital (WDC) 15.8x, Qualcomm (QCOM) 17.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Poet Technologies (POET) grew revenue fastest over the trailing twelve months: Poet Technologies (POET) +266.1%, Western Digital (WDC) +43.0%, Qualcomm (QCOM) +1.9%.

Which company is more profitable?

Western Digital (WDC) has the highest net margin (Poet Technologies (POET) -4,420.7%, Western Digital (WDC) 69.2%, Qualcomm (QCOM) 21.0%). On return on invested capital, Western Digital (WDC) leads (Western Digital (WDC) 53.8%, Qualcomm (QCOM) 20.5%).

Which stock has performed better?

Over the past year Western Digital (WDC) returned the most: Poet Technologies (POET) -23.2%, Western Digital (WDC) +200.7%, Qualcomm (QCOM) -1.9%. Over five years, Western Digital (WDC) compounded fastest (Poet Technologies (POET) -7.5%/yr, Western Digital (WDC) +54.5%/yr, Qualcomm (QCOM) +6.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Qualcomm (QCOM) has the highest dividend yield: Poet Technologies (POET) 0.00%, Western Digital (WDC) 0.00%, Qualcomm (QCOM) 0.02%. Poet Technologies (POET) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Qualcomm (QCOM) has been the steadiest (Poet Technologies (POET) 140.1%, Western Digital (WDC) 81.3%, Qualcomm (QCOM) 53.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, POET, WDC and QCOM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Western Digital (WDC) leads on 8. 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.