Cerebras Systems Inc. (CBRS) vs MACOM Technology Solutions Holdings, Inc. (MTSI)
- Cerebras Systems Inc. CBRS 109.37 −7.30%
- MACOM Technology Solutions Holdings, Inc. MTSI 230.79 −15.48%
Cerebras Systems Inc. and MACOM Technology Solutions Holdings, Inc. are both Semiconductors companies. Cerebras Systems Inc. is the larger, with a market value of $24.4B against $17.5B — 1.4× the size. Cerebras Systems Inc. trades at the lower P/E: 49.4× against 72.1×. MACOM Technology Solutions Holdings, Inc. has the higher net margin (20.7% vs −63.9%) and the higher return on invested capital (10.3% vs −21.1%). Across the 15 metrics below, MACOM Technology Solutions Holdings, Inc. leads on 10 and Cerebras Systems Inc. on 5.
Valuation
Profitability
| Metric | CBRS | MTSI | Semiconductors median |
|---|---|---|---|
| Gross margin | 32.17% | 56.54% | 52.28% |
| Operating margin | (100.27%) | 18.11% | 4.76% |
| Net margin | (63.86%) | 20.70% | 4.26% |
| Free cash flow margin | (157.07%) | 16.68% | 8.47% |
| Return on equity | 0.00% | 17.18% | 3.62% |
| Return on assets | (6.33%) | 11.61% | 1.78% |
| Return on invested capital | (21.13%) | 10.26% | 2.23% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack