20 lesser-known publicly traded companies across the full quantum economy. Supply chain enablers, photonics specialists, post-quantum security plays, and global programs most investors haven't discovered yet.
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
RTX RTX US$199.257.6% undervalued intrinsic discount 6.8%7D 1.5%3M | ||||||
AIR Airbus €203.903.1% undervalued intrinsic discount 4.5%7D 23.5%3M | ||||||
6702 Fujitsu JP¥3,324.0028.1% undervalued intrinsic discount 3.9%7D 1.6%3M | ||||||
QUBT Quantum Computing US$9.0561.8% undervalued intrinsic discount -0.4%7D 31.7%3M | ||||||
6588 Toshiba Tec JP¥2,856.0029.5% undervalued intrinsic discount -0.5%7D 2.4%3M | ||||||
SKYT SkyWater Technology US$34.2490.2% overvalued intrinsic discount -1.6%7D 20.7%3M | ||||||
BT.A BT Group UK£1.8843.1% undervalued intrinsic discount -2.2%7D -13.2%3M | ||||||
BTQ BTQ Technologies CA$7.0264.5% undervalued intrinsic discount -3.3%7D 95.0%3M | ||||||
INFQ Infleqtion US$12.3144.0% undervalued intrinsic discount -3.8%7D 16.5%3M | ||||||
IPGP IPG Photonics US$105.2727.3% undervalued intrinsic discount -4.5%7D -7.6%3M | ||||||
VOW3 Volkswagen €73.3049.4% undervalued intrinsic discount -5.2%7D -16.0%3M | ||||||
WKEY WISeKey International Holding US$6.97n/aintrinsic discount -5.4%7D 6.5%3M | ||||||
LITE Lumentum Holdings US$728.3234.5% undervalued intrinsic discount -10.9%7D -11.9%3M | ||||||
FN Fabrinet US$499.6133.3% undervalued intrinsic discount -12.0%7D -10.5%3M | ||||||
KEYS Keysight Technologies US$313.8618.1% undervalued intrinsic discount -12.8%7D 7.8%3M | ||||||
IQE IQE UK£0.4225.9% undervalued intrinsic discount -13.4%7D 78.0%3M | ||||||
COHR Coherent US$333.3613.3% undervalued intrinsic discount -18.1%7D 29.1%3M | ||||||
TSEM Tower Semiconductor US$219.0530.2% undervalued intrinsic discount -18.8%7D 10.7%3M | ||||||
TER Teradyne US$369.0921.5% undervalued intrinsic discount -21.8%7D 19.2%3M | ||||||
HON Honeywell International US$229.8628.2% undervalued intrinsic discount -50.3%7D -49.9%3M |
20
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
RTX RTX 6.8%7D 1.5%3M | US$199.25 7.6% undervalued intrinsic discount | PE 37x | E 9.9% | US$215.68 | ||
AIR Airbus 4.5%7D 23.5%3M | €203.90 3.1% undervalued intrinsic discount | PE 32x | E 15.7% | €211.96 | ||
6702 Fujitsu 3.9%7D 1.6%3M | JP¥3,324.00 28.1% undervalued intrinsic discount | PE 19x | E 9.8% | JP¥4,566.15 | ||
QUBT Quantum Computing -0.4%7D 31.7%3M | US$9.05 61.8% undervalued intrinsic discount | PB 1.3x | E 74.3% | US$18.33 | ||
6588 Toshiba Tec -0.5%7D 2.4%3M | JP¥2,856.00 29.5% undervalued intrinsic discount | PS 0.3x | E 25.0% | JP¥4,050.00 | ||
SKYT SkyWater Technology -1.6%7D 20.7%3M | US$34.24 90.2% overvalued intrinsic discount | PE 14.8x | E -111.5% | US$35.00 | ||
BT.A BT Group -2.2%7D -13.2%3M | UK£1.88 43.1% undervalued intrinsic discount | PE 17.2x | E 10.2% | UK£2.23 | ||
BTQ BTQ Technologies -3.3%7D 95.0%3M | CA$7.02 64.5% undervalued intrinsic discount | PB 42.5x | S n/a | n/a | ||
INFQ Infleqtion -3.8%7D 16.5%3M | US$12.31 44.0% undervalued intrinsic discount | PB 4.6x | S 28.3% | US$21.00 | ||
IPGP IPG Photonics -4.5%7D -7.6%3M | US$105.27 27.3% undervalued intrinsic discount | PS 4.3x | E 37.2% | US$130.50 | ||
VOW3 Volkswagen -5.2%7D -16.0%3M | €73.30 49.4% undervalued intrinsic discount | PE 6x | E 20.9% | €109.99 | ||
WKEY WISeKey International Holding -5.4%7D 6.5%3M | US$6.97 n/aintrinsic discount | PS 3.2x | E 140.2% | n/a | ||
LITE Lumentum Holdings -10.9%7D -11.9%3M | US$728.32 34.5% undervalued intrinsic discount | PE 129.1x | E 79.1% | US$1,111.29 | ||
FN Fabrinet -12.0%7D -10.5%3M | US$499.61 33.3% undervalued intrinsic discount | PE 42.5x | E 23.3% | US$749.11 | ||
KEYS Keysight Technologies -12.8%7D 7.8%3M | US$313.86 18.1% undervalued intrinsic discount | PE 50x | E 14.8% | US$383.08 | ||
IQE IQE -13.4%7D 78.0%3M | UK£0.42 25.9% undervalued intrinsic discount | PS 4.2x | E 66.1% | UK£0.57 | ||
COHR Coherent -18.1%7D 29.1%3M | US$333.36 13.3% undervalued intrinsic discount | PS 9.9x | E 55.9% | US$387.36 | ||
TSEM Tower Semiconductor -18.8%7D 10.7%3M | US$219.05 30.2% undervalued intrinsic discount | PE 100.6x | E 46.0% | US$313.83 | ||
TER Teradyne -21.8%7D 19.2%3M | US$369.09 21.5% undervalued intrinsic discount | PE 67.7x | E 23.5% | US$416.65 | ||
HON Honeywell International -50.3%7D -49.9%3M | US$229.86 28.2% undervalued intrinsic discount | PE 18.4x | E -7.1% | US$240.50 |