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Cerebras Systems Inc. (CBRS) vs MACOM Technology Solutions Holdings, Inc. (MTSI)

Cerebras Systems Inc. and MACOM Technology Solutions Holdings, Inc. are both Semiconductors companies. Cerebras Systems Inc. is the larger, with a market value of $22.6B against $19.1B — 1.2× the size. Cerebras Systems Inc. has negative trailing earnings, so its P/E is not meaningful; MACOM Technology Solutions Holdings, Inc. trades at 56.5×. MACOM Technology Solutions Holdings, Inc. has the higher net margin (25.3% vs −63.9%) and the higher return on invested capital (14.6% vs −21.1%). Across the 13 metrics below, MACOM Technology Solutions Holdings, Inc. leads on 9 and Cerebras Systems Inc. on 4.

Valuation

Metric CBRS MTSI Semiconductors median
P/E n/m 56.55 44.73
P/S 26.39 14.36 6.85
P/B 1.66 12.38 5.06
Price to free cash flow n/m 67.63 57.33
EV/EBITDA n/m 68.13 22.12
EV/Sales 13.47 14.07 6.85
Earnings yield (1.37%) 1.77% 0.84%
Free cash flow yield (5.95%) 1.48% 0.81%

Profitability

Metric CBRS MTSI Semiconductors median
Gross margin 32.17% 58.03% 52.12%
Operating margin (100.27%) 23.01% 7.34%
Net margin (63.86%) 25.25% 3.87%
Free cash flow margin (157.07%) 21.24% 4.86%
Return on equity 0.00% 0.00% 1.15%
Return on assets (6.33%) 15.15% 2.03%
Return on invested capital (21.13%) 14.56% 2.66%

Growth

Metric CBRS MTSI Semiconductors median
Revenue growth (TTM) — 37.26% 17.60%
EPS growth (last fiscal year) — 690.78% 27.88%
Revenue growth, 5-year CAGR — 16.95% 5.14%
Net income growth, 5-year CAGR — 54.59% 0.00%

Health

Metric CBRS MTSI Semiconductors median
Debt to equity 0.13 0.24 0.13
Current ratio 5.82 2.53 3.35
Net debt to EBITDA — (1.05) 0.58

Dividend

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

Size

Metric CBRS MTSI Semiconductors median
Market cap 22.63b 19.08b 5.52b

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