POET Technologies Inc. (POET) vs Red Cat Holdings, Inc. (RCAT)

RCAT leads on 6 of 9 compared metrics.

A side-by-side comparison of POET Technologies Inc. and Red Cat Holdings, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — POET vs RCAT

growth of $100 · last 18y
POET +6.6%RCAT -99.5%POET compounded faster
Log scale — wide-divergence pair
001101001k10kStart $100201120142017202020232026$107$1
POET RCAT

POET vs RCAT: by the numbers

  • POET is the larger company ($1.41B vs $1.01B market cap).
  • Both run net losses; RCAT's is the smaller (-161.09% vs -5784.57% net margin).
  • RCAT grew revenue faster over the past five years (69.38% vs -1.49% CAGR).

Which is better, POET or RCAT?

Metric tally: POET 3 · RCAT 6

It depends on what you're optimizing for:

GrowthRCAT(faster 5Y revenue CAGR)
QualityPOET(higher ROIC)

Metrics side by side

Valuation

MetricPOETRCAT
Forward P/E84.91
P/S ratio1114.1421.30
P/B ratio3.514.73

Profitability

MetricPOETRCAT
Gross margin-31.10%5.41%
Operating margin-3244.29%-153.36%
Net margin-5784.57%-161.09%
ROE-18.20%-35.75%
ROIC-17.74%-25.16%

Growth (annualized)

MetricPOETRCAT
Revenue CAGR (5Y)-1.49%69.38%
EPS CAGR (5Y)-68.91%
FCF CAGR (5Y)314.98%
Total return CAGR (5Y)3.68%29.44%

Frequently asked

Which is better, POET or RCAT?
It depends on your goal. growth: RCAT (faster 5Y revenue CAGR); quality: POET (higher ROIC). Across all compared metrics, RCAT leads 6 to 3.
Which has grown faster, POET or RCAT?
Over the past five years, RCAT grew revenue faster — POET at a -1.49% CAGR versus RCAT at 69.38%.
Which has been the better investment, POET or RCAT?
Over the past 10-year, POET delivered the higher annualized total return — POET at 4.60% versus RCAT at -32.57%. 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 24, 2026.