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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 ($23.5B and $22.6B). Cerebras Systems Inc. has negative trailing earnings, so its P/E is not meaningful; GlobalFoundries Inc. trades at 119×. GlobalFoundries Inc. has the higher net margin (2.76% vs −63.9%) and the higher return on invested capital (4.60% vs −21.1%). Across the 14 metrics below, GlobalFoundries Inc. leads on 10 and Cerebras Systems Inc. on 4.

Valuation

Metric CBRS GFS Semiconductors median
P/E n/m 118.64 44.73
P/S 26.39 3.29 6.85
P/B 1.66 1.96 5.06
Price to free cash flow n/m 87.16 57.33
EV/EBITDA n/m 11.08 22.12
EV/Sales 13.47 3.21 6.85
Earnings yield (1.37%) 0.84% 0.84%
Free cash flow yield (5.95%) 1.15% 0.81%

Profitability

Metric CBRS GFS Semiconductors median
Gross margin 32.17% 28.47% 52.12%
Operating margin (100.27%) 11.74% 7.34%
Net margin (63.86%) 2.76% 3.87%
Free cash flow margin (157.07%) 6.52% 4.86%
Return on equity 0.00% 1.66% 1.15%
Return on assets (6.33%) 1.17% 2.03%
Return on invested capital (21.13%) 4.60% 2.66%

Growth

Metric CBRS GFS Semiconductors median
Revenue growth (TTM) — 5.27% 17.60%
EPS growth (last fiscal year) — 431.25% 27.88%
Revenue growth, 5-year CAGR — 6.96% 5.14%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric CBRS GFS Semiconductors median
Debt to equity 0.13 0.14 0.13
Current ratio 5.82 2.58 3.35
Net debt to EBITDA — (0.68) 0.58

Dividend

Metric CBRS GFS Semiconductors median
Dividend yield — 0.56% 1.37%
Payout ratio — 0.69 0.40

Size

Metric CBRS GFS Semiconductors median
Market cap 22.63b 23.51b 5.52b

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