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Cerebras Systems Inc. (CBRS) vs Credo Technology Group Holding Ltd. (CRDO)

Cerebras Systems Inc. and Credo Technology Group Holding Ltd. are both Semiconductors companies. Credo Technology Group Holding Ltd. is the larger, with a market value of $26.6B against $22.6B — 1.2× the size. Cerebras Systems Inc. has negative trailing earnings, so its P/E is not meaningful; Credo Technology Group Holding Ltd. trades at 47.9×. Credo Technology Group Holding Ltd. has the higher net margin (33.8% vs −63.9%) and the higher return on invested capital (16.1% vs −21.1%). Across the 14 metrics below, Credo Technology Group Holding Ltd. leads on 12 and Cerebras Systems Inc. on 2.

Valuation

Metric CBRS CRDO Semiconductors median
P/E n/m 47.85 44.73
P/S 26.39 16.50 6.85
P/B 1.66 9.62 5.06
Price to free cash flow n/m 59.87 57.33
EV/EBITDA n/m 45.95 22.12
EV/Sales 13.47 16.02 6.85
Earnings yield (1.37%) 2.09% 0.84%
Free cash flow yield (5.95%) 1.67% 0.81%

Profitability

Metric CBRS CRDO Semiconductors median
Gross margin 32.17% 67.07% 52.12%
Operating margin (100.27%) 31.74% 7.34%
Net margin (63.86%) 33.83% 3.87%
Free cash flow margin (157.07%) 27.57% 4.86%
Return on equity 0.00% 30.67% 1.15%
Return on assets (6.33%) 27.48% 2.03%
Return on invested capital (21.13%) 16.07% 2.66%

Growth

Metric CBRS CRDO Semiconductors median
Revenue growth (TTM) — 165.11% 17.60%
EPS growth (last fiscal year) — 765.52% 27.88%
Revenue growth, 5-year CAGR — 86.80% 5.14%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric CBRS CRDO Semiconductors median
Debt to equity 0.13 0.00 0.13
Current ratio 5.82 7.40 3.35
Net debt to EBITDA — (3.01) 0.58

Dividend

Metric CBRS CRDO Semiconductors median
Dividend yield — — 1.37%
Payout ratio — — 0.40

Size

Metric CBRS CRDO Semiconductors median
Market cap 22.63b 26.58b 5.52b

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