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In calculating the Net-Net Working Capital (NNWC), Benjamin Graham assumed that a company's accounts receivable is only worth 75% its value, its inventory is only worth 50% of its value, but its liabilities have to be paid in full. In addition, Graham believed that preferred stock belongs on the liability side of the balance sheet, not as part of capital and surplus. This is a conservative way of estimating the company's value.
POET Technologies's Net-Net Working Capital for the quarter that ended in Mar. 2026 was $2.72.
The industry rank for POET Technologies's Net-Net Working Capital or its related term are showing as below:
POET's Price-to-Net-Net-Working-Capital is ranked better than 88.14% of 531
companies
in the Semiconductors industry
Industry Median: 11.76
vs POET: 3.11
POET Technologies (NAS:POET) Net-Net Working Capital Explanation
One research study, covering the years 1970 through 1983 showed that portfolios picked at the beginning of each year, and held for one year, returned 29.4 percent, on average, over the 13-year period, compared to 11.5 percent for the S&P 500 Index. Other studies of Graham's strategy produced similar results.
Benjamin Graham looked for companies whose market values were less than two-thirds of their net-net value. They are collected under our Net-Net screener.
POET Technologies Net-Net Working Capital Related Terms
POET Technologies Net-Net Working Capital Historical Data
* Premium members only.
The historical data trend for POET Technologies's Net-Net Working Capital can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
POET vs WOLF, CEVA, AIP: Net-Net Working Capital Comparison
For the Semiconductors subindustry, POET Technologies's Price-to-Net-Net-Working-Capital, along with its competitors' market caps and Price-to-Net-Net-Working-Capital data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
POET Technologies Price-to-Net-Net-Working-Capital vs Semiconductors Industry
For the Semiconductors industry and Technology sector, POET Technologies's Price-to-Net-Net-Working-Capital distribution charts can be found below:
* The bar in red indicates where POET Technologies's Price-to-Net-Net-Working-Capital falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In calculating the Net-Net Working Capital (NNWC), Benjamin Graham assumed that a company's accounts receivable is only worth 75% its value, its inventory is only worth 50% of its value, but its liabilities have to be paid in full.
In addition, Graham believed that preferred stock belongs on the liability side of the balance sheet, not as part of capital and surplus. In "Security Analysis", preferred stock is dubbed "an imperfect creditorship position" that is best placed on the balance sheet alongside funded debt.
This is a conservative way of estimating the company's value.
What does a Net-Net Working Capital of $2.72 mean?
POET Technologies (POET) has a Net-Net Working Capital of $2.72 as of Mar. 2026. Ben Graham defined net-net working capital as the per-share sum of cash, 75% of receivables and 50% of inventory less total liabilities. View historical data on POET Technologies According to the industry distribution chart, POET Technologies ranks #63 out of 531 companies in the Semiconductors industry, placing it in the top 11.9%.
Is POET Technologies' Net-Net Working Capital too high?
POET Technologies' current Net-Net Working Capital is $2.72. The Semiconductors industry median Net-Net Working Capital is 11.76. POET Technologies' value of $2.72 is 76.9% below this industry median. Based on the distribution chart, POET Technologies ranks #63 out of 531 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, POET Technologies has a GF Score™ of 54/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does POET Technologies' Net-Net Working Capital compare to WOLF and CEVA?
According to the Semiconductors industry distribution chart, POET Technologies ranks #63 out of 531 companies for Net-Net Working Capital. This places POET Technologies in the top 12% of its industry — outperforming the majority of peers. The industry median Net-Net Working Capital is 11.76. POET Technologies' value of $2.72 is 76.9% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net-Net Working Capital for a Semiconductors company?
The median Net-Net Working Capital among Semiconductors companies is 11.76, based on 531 companies in the industry. Companies in the top quartile (top 25%) have a Net-Net Working Capital significantly above this median, while those in the bottom quartile fall well below. However, Net-Net Working Capital should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. POET Technologies's current Net-Net Working Capital of $2.72 is 76.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Net-Net Working Capital mean?
A high Net-Net Working Capital can signal that a stock is expensive relative to its fundamentals. Ben Graham defined net-net working capital as the per-share sum of cash, 75% of receivables and 50% of inventory less total liabilities. View historical data on POET Technologies For the Semiconductors industry, the median Net-Net Working Capital is 11.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. POET Technologies's current Net-Net Working Capital is $2.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is POET Technologies stock overvalued right now?
Based on GuruFocus' analysis, POET Technologies (POET) is currently considered Fairly Valued. The stock's GF Value™ is $8.13, compared to a current price of $8.47 — trading 4.1% above its estimated fair value. The current Net-Net Working Capital is $2.72 and 76.9% below the Semiconductors industry median of 11.76. POET Technologies' overall GF Score™ is 54/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net-Net Working Capital calculated?
Net-Net Working Capital is calculated from a company's financial statements. For POET Technologies (POET), the current Net-Net Working Capital is $2.72 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is POET Technologies (POET) Overvalued in 2026?
Based on GuruFocus' analysis, POET Technologies stock appears to be overvalued.
The current stock price of $8.47 is trading 4.1% above its estimated GF Value™ of $8.13.
GuruFocus considers POET Technologies to be Fairly Valued.
Key valuation signals for POET:
Net-Net Working Capital: $2.72
GF Value™: $8.13 vs. price of $8.47 (4.1% above fair value)
Industry Position: 76.9% below the Semiconductors median (#63 of 531)
No single metric tells the full story. See the POET stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
POET Technologies Inc is a design and development company offering high-speed optical engines, light source products, and custom optical modules to the artificial intelligence systems market and hyperscale data centers. Its integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. POET's Optical Interposer platform also solves device integration challenges across a broad range of communication, computing, and sensing applications. The company operates geographically in the United States, Canada, Singapore and China.
54GF Score
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