Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PLT.OL
SELLREMOVEpoLight ASA · Technology · Norway · $176M · Avg Vol: $580K/d
poLight ASA is a micro-cap technology firm specializing in tunable optics with unproven commercial scale and no direct connection to our high-conviction macro themes.
COMPANY DESCRIPTION
poLight ASA develops and commercializes patented tunable optics technology, specifically TLens, which replicates the human eye's autofocus capabilities for mobile, industrial, and medical cameras. The company operates as a fabless technology developer, leveraging external manufacturing partners to scale production rapidly. Its competitive moat is protected by a broad patent portfolio and a unique polymer-based technology that offers superior speed and low power consumption.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1M | 2M | 1M | 2M | 15.3% |
| EPS | -0.12 | -0.15 | -0.10 | -0.07 | — |
| Shares | 65M | 78M | 130M | 213M | +226.6% |
| Debt | 440,217 | 338,870 | 1M | 1M | 38.6% |
| Equity | 16M | 22M | 25M | 37M | 31.1% |
| Op CF | -7M | -10M | -7M | -10M | — |
| Inv CF | -995,303 | 649 | -259,804 | -176,952 | — |
| Fin CF | -76,795 | 14M | 13M | 23M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PLT.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PLT.OL | poLight ASA(you) | $176M | 25 | SELL |
| ENSU.OL | Ensurge Micropower ASA | $65M | 1 | STRONG SELL |
| OTOVO.OL | Otovo ASA | $85M | 25 | SELL |
| KIT.OL | Kitron ASA | $2.7B | 97 | STRONG BUY |
| IDEX.OL | IDEX Biometrics ASA | $78M | 13 | STRONG SELL |
| GENO.OL | GENERAL OCEANS ASA | $468M | 40 | HOLD |
| APR.OL | APPEAR ASA | $345M | 60 | HOLD |
| BOUV.OL | Bouvet ASA | $525M | 75 | BUY |
| SMOP.OL | Smartoptics Group ASA | $679M | 93 | STRONG BUY |
| NORBT.OL | Norbit ASA | $1.3B | 81 | STRONG BUY |
Peer medians: ROE 15.6% · P/E 31.7x · Gross margin 40.2%