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Cerebras Systems Inc. (CBRS) vs GlobalFoundries Inc. (GFS)

Cerebras Systems Inc. and GlobalFoundries Inc. are both Semiconductors companies. Cerebras Systems Inc. and GlobalFoundries Inc. are of similar size ($24.4B and $23.8B). GlobalFoundries Inc. trades at the lower P/E: 33.4× against 49.4×. GlobalFoundries Inc. has the higher net margin (10.3% vs −63.9%) and the higher return on invested capital (4.51% vs −21.1%). Across the 15 metrics below, GlobalFoundries Inc. leads on 11 and Cerebras Systems Inc. on 4.

Valuation

Metric CBRS GFS Semiconductors median
P/E 49.45 33.43 46.12
P/S 28.65 3.44 7.90
P/B 1.80 2.01 4.67
Price to free cash flow n/m 33.56 49.43
EV/EBITDA n/m 11.47 27.68
EV/Sales 15.73 3.33 7.24
Earnings yield 2.02% 2.99% 0.78%
Free cash flow yield (5.48%) 2.98% 0.68%

Profitability

Metric CBRS GFS Semiconductors median
Gross margin 32.17% 27.14% 52.28%
Operating margin (100.27%) 11.59% 4.76%
Net margin (63.86%) 10.32% 4.26%
Free cash flow margin (157.07%) 13.07% 8.47%
Return on equity 0.00% 6.13% 3.62%
Return on assets (6.33%) 4.25% 1.78%
Return on invested capital (21.13%) 4.51% 2.23%

Growth

Metric CBRS GFS Semiconductors median
Revenue growth (TTM) — 1.40% 16.66%
EPS growth (last fiscal year) — 431.25% 26.67%
Revenue growth, 5-year CAGR — 6.96% 5.60%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric CBRS GFS Semiconductors median
Debt to equity 0.13 0.14 0.05
Current ratio 5.82 2.48 3.22
Net debt to EBITDA — (0.68) 0.53

Dividend

Metric CBRS GFS Semiconductors median
Dividend yield — 0.55% 1.23%
Payout ratio — 0.19 0.40

Size

Metric CBRS GFS Semiconductors median
Market cap 24.39b 23.80b 5.99b

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