Forensic Analysis · Technology / Software · as of Jun 27, 2026
POET TECHNOLOGIES INC. (POET)
A forensic read on POET TECHNOLOGIES INC. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
C · Mixed — selective
Forensic grade
Watch
Earnings quality
2
Forensic signals
-43.6%
ROE
$1.6B
Market cap
POET TECHNOLOGIES INC. earns a C (Mixed — selective) forensic quality grade. 2 forensic signals were flagged in its latest SEC filings, led by accruals ratio.
What the filings flag
+251.7%Accruals ratio. Net operating assets grew +251.7% relative to their average in FY2025 — the accrual component of earnings. Accruals are building sharply — a large slice of profit sits in operating assets, not cash; Richardson/Sloan link high accruals to weaker future returns as they reverse. The cash-flow cross-check agrees: reported earnings ran behind operating cash by -50% of net operating assets.
-123%Return on invested capital. Return on invested capital is -123% and slipping from -36% — well below its ~10% cost of capital, so reinvested dollars may be destroying value, not building it.
Key fundamentals
Net Margin-5857.8%
Debt / Equity-0.02x
Latest Revenue$1.1M
Return on Equity-34.3%
Revenue Growth YoY+2494.6%
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🔒Interactive valuation — reverse-DCF sliders, Monte Carlo & scenario stress
🔒Calibrated 12-month price forecast, with the math shown
🔒Peer comparison + filing-change monitoring & alerts
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Data from SEC EDGAR public filings · metrics as of Jun 27, 2026. Forensic signals flag probability, not certainty.