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TickerPOWI
SectorSemiconductors
Mkt cap$4.1B
EV / EBITDA96.2×
PostureHigh Velocity
Composite70/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 833640

Power Integrations, Inc.

POWIHIGH VELOCITYFILING INTENSITY

Power Integrations, Inc. reads as an High Velocity (composite 70/100); Consistent Strategic Buyer deploying $200K across 2 disclosed transactions, newly disclosed vs the prior cycle · primary market Semis & Hardware.

Lens

Disclosed M&A capital (2023–2025)

$200K

new

vs N/A in 2020–2022

Disclosed transactions

2

new

2/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$446M
EBITDA$42M
Enterprise value$4B
EV / Revenue9.0×
EV / EBITDA96.2×
P/EN/A
Cash$63M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

11/100

Companies actively deploying disclosed capital into M&A

  • $3M disclosed buyer spend

Buyer Cadence

35/100

Buyer-side companies with recent filing activity

  • Filed within 33d
  • 194 8-Ks

Target Probability

4/100

Issuers showing target-side patterns from filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

Pressure Watch

14/100

Issuers facing activism, governance, or control pressure

Distress Watch

0/100

Issuers showing financial-distress filing patterns

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 194 8-Ks
  • 4 form types

Quiet Power

41/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $4B
  • 10-Q 33d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

No disclosed M&A capital in the 10-year window.

This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.

§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Technology Acquisition
    20%
  • Platform
    20%
  • Geographic Expansion
    20%
  • Horizontal Consolidation
    20%
  • Bolt On
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • technology_acquisition
  • platform
  • geographic_expansion
  • horizontal_consolidation
  • bolt_on
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

Goodwill recognized in the acquisition of this early-stage research and development company was derived from expected benefits from future technology, cost synergies and a knowledgeable and experienced workforce.

10-KFY2010

The semiconductor industry has experienced significant consolidation in recent years which has resulted in several of our competitors becoming much larger in terms of revenue, product offerings and scale.

10-KFY2025

In July 2024 we acquired the assets of Odyssey Semiconductor, a developer of so-called vertical GaN technology, in an effort to accelerate our development of higher-power GaN devices.

10-KFY2024

The acquisition also broadens the Company's technology and product portfolio for low-power applications, particularly in the mobility and LED lighting markets.

10-KFY2015

CamSemi was acquired to accelerate the Company's product development efforts for the low-power market.

10-KFY2015
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Semis & Hardware

Market spend (2023–2025)
$118.8B
Market spend (2020–2022)
$89.3B
Recent vs prior
+33%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

96.2×EV / EBITDA

POWI trades at a +76.7-turn premium to the Semis & Hardware peer median of 19.5×.

EV / Revenue
9.0×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
19.5×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
Power Integrations, Inc.POWI
96.2×9.0×N/A$446M$200K
30.8×8.0×3.8×$3.2B$6B
21.7×6.6×-0.1×$25.9B$6.9B
19.5×4.5×2.8×$4.7B$1.8B
18.1×5.4×-0.4×$44.5B$997M
14.5×3.5×-0.2×$18.5B$3.1B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Semis & Hardware. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)322026-02-06
  • 10-Q (quarterly)862026-05-07
  • 8-K (event)1942026-05-07
  • Proxy / DEF 14A492026-04-21
  • Activism (13D / DFAN / PREC)0N/A

Signals on file

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.