Cerebras Systems Inc. (CBRS) vs STMicroelectronics N.V. (STM)

Cerebras Systems Inc. and STMicroelectronics N.V. are both Semiconductors companies. STMicroelectronics N.V. is the larger, with a market value of $39.4B against $24.4B — 1.6× the size. Cerebras Systems Inc. trades at the lower P/E: 49.4× against 83.1×. STMicroelectronics N.V. has the higher net margin (3.56% vs −63.9%) and the higher return on invested capital (2.19% vs −21.1%). Across the 15 metrics below, STMicroelectronics N.V. leads on 10 and Cerebras Systems Inc. on 5.

Valuation

Metric CBRS STM Semiconductors median
P/E 49.45 83.06 46.12
P/S 28.65 2.99 7.90
P/B 1.80 2.17 4.67
Price to free cash flow n/m 171.86 49.43
EV/EBITDA n/m 15.05 27.68
EV/Sales 15.73 2.84 7.24
Earnings yield 2.02% 1.20% 0.78%
Free cash flow yield (5.48%) 0.58% 0.68%

Profitability

Metric CBRS STM Semiconductors median
Gross margin 32.17% 34.29% 52.28%
Operating margin (100.27%) 4.29% 4.76%
Net margin (63.86%) 3.56% 4.26%
Free cash flow margin (157.07%) 1.74% 8.47%
Return on equity 0.00% 2.59% 3.62%
Return on assets (6.33%) 1.78% 1.78%
Return on invested capital (21.13%) 2.19% 2.23%

Growth

Metric CBRS STM Semiconductors median
Revenue growth (TTM) — 10.49% 16.66%
EPS growth (last fiscal year) — (89.16%) 26.67%
Revenue growth, 5-year CAGR — 2.92% 5.60%
Net income growth, 5-year CAGR — (31.57%) 0.00%

Health

Metric CBRS STM Semiconductors median
Debt to equity 0.13 0.22 0.05
Current ratio 5.82 2.78 3.22
Net debt to EBITDA — (1.37) 0.53

Dividend

Metric CBRS STM Semiconductors median
Dividend yield — 1.23% 1.23%
Payout ratio — 1.06 0.40

Size

Metric CBRS STM Semiconductors median
Market cap 24.39b 39.35b 5.99b

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