AXT, Inc. (AXTI) vs POET Technologies Inc. (POET)

AXTI leads on 7 of 9 compared metrics.

A side-by-side comparison of AXT, Inc. and POET Technologies Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — AXTI vs POET

growth of $100 · last 18y
AXTI +2012.6%POET +25.3%AXTI compounded faster
Log scale — wide-divergence pair
1101001k10kStart $100201120142017202020232026$2,113$125
AXTI POET

AXTI vs POET: by the numbers

  • AXTI is the larger company ($4.51B vs $1.65B market cap).
  • Both run net losses; AXTI's is the smaller (-14.68% vs -5784.57% net margin).
  • POET grew revenue faster over the past five years (-1.49% vs -1.98% CAGR).

Which is better, AXTI or POET?

Metric tally: AXTI 7 · POET 2

It depends on what you're optimizing for:

GrowthPOET(faster 5Y revenue CAGR)
QualityAXTI(higher ROIC)

Valuation

MetricAXTIPOET
Forward P/E391.33
P/S ratio54.031309.58
P/B ratio18.854.12

Profitability

MetricAXTIPOET
Gross margin21.34%-31.10%
Operating margin-13.85%-3244.29%
Net margin-14.68%-5784.57%
ROE-5.12%-18.20%
ROIC-5.41%-17.74%

Growth (annualized)

MetricAXTIPOET
Revenue CAGR (5Y)-1.98%-1.49%
EPS CAGR (5Y)6.51%
FCF CAGR (5Y)-8.92%
Total return CAGR (5Y)56.93%8.32%

Frequently asked

Which is better, AXTI or POET?
It depends on your goal. growth: POET (faster 5Y revenue CAGR); quality: AXTI (higher ROIC). Across all compared metrics, AXTI leads 7 to 2.
Which has grown faster, AXTI or POET?
Over the past five years, POET grew revenue faster — AXTI at a -1.98% CAGR versus POET at -1.49%.
Which has been the better investment, AXTI or POET?
Over the past 10-year, AXTI delivered the higher annualized total return — AXTI at 39.33% versus POET at 5.84%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 14, 2026.