Pricing Log in Create free account

Cerebras Systems Inc. (CBRS) vs Microchip Technology Incorporated (MCHP)

Cerebras Systems Inc. and Microchip Technology Incorporated are both Semiconductors companies. Microchip Technology Incorporated is the larger, with a market value of $33.8B against $22.6B — 1.5× the size. Cerebras Systems Inc. has negative trailing earnings, so its P/E is not meaningful; Microchip Technology Incorporated trades at 45.0×. Microchip Technology Incorporated has the higher net margin (13.0% vs −63.9%) and the higher return on invested capital (6.25% vs −21.1%). Across the 14 metrics below, Microchip Technology Incorporated leads on 11 and Cerebras Systems Inc. on 3.

Valuation

Metric CBRS MCHP Semiconductors median
P/E n/m 45.02 44.73
P/S 26.39 6.02 6.85
P/B 1.66 5.08 5.06
Price to free cash flow n/m 23.18 57.33
EV/EBITDA n/m 21.87 22.12
EV/Sales 13.47 7.27 6.85
Earnings yield (1.37%) 2.22% 0.84%
Free cash flow yield (5.95%) 4.31% 0.81%

Profitability

Metric CBRS MCHP Semiconductors median
Gross margin 32.17% 62.70% 52.12%
Operating margin (100.27%) 20.89% 7.34%
Net margin (63.86%) 12.97% 3.87%
Free cash flow margin (157.07%) 25.97% 4.86%
Return on equity 0.00% 10.90% 1.15%
Return on assets (6.33%) 4.99% 2.03%
Return on invested capital (21.13%) 6.25% 2.66%

Growth

Metric CBRS MCHP Semiconductors median
Revenue growth (TTM) — 33.02% 17.60%
EPS growth (last fiscal year) — 2,300.00% 27.88%
Revenue growth, 5-year CAGR — (2.82%) 5.14%
Net income growth, 5-year CAGR — (19.41%) 0.00%

Health

Metric CBRS MCHP Semiconductors median
Debt to equity 0.13 0.83 0.13
Current ratio 5.82 2.24 3.35
Net debt to EBITDA — 4.33 0.58

Dividend

Metric CBRS MCHP Semiconductors median
Dividend yield — 2.93% 1.37%
Payout ratio — 1.33 0.40

Size

Metric CBRS MCHP Semiconductors median
Market cap 22.63b 33.81b 5.52b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack