Cerebras Systems Inc. (CBRS) vs Skyworks Solutions, Inc. (SWKS)

Cerebras Systems Inc. and Skyworks Solutions, Inc. are both Semiconductors companies. Cerebras Systems Inc. is the larger, with a market value of $24.4B against $19.4B — 1.3× the size. Skyworks Solutions, Inc. trades at the lower P/E: 42.2× against 49.4×. Skyworks Solutions, Inc. has the higher net margin (7.23% vs −63.9%) and the higher return on invested capital (3.51% vs −21.1%). Across the 15 metrics below, Skyworks Solutions, Inc. leads on 13 and Cerebras Systems Inc. on 2.

Valuation

Metric CBRS SWKS Semiconductors median
P/E 49.45 42.23 46.12
P/S 28.65 3.09 7.90
P/B 1.80 2.16 4.67
Price to free cash flow n/m 30.31 49.43
EV/EBITDA n/m 16.33 27.68
EV/Sales 15.73 3.13 7.24
Earnings yield 2.02% 2.37% 0.78%
Free cash flow yield (5.48%) 3.30% 0.68%

Profitability

Metric CBRS SWKS Semiconductors median
Gross margin 32.17% 40.73% 52.28%
Operating margin (100.27%) 7.61% 4.76%
Net margin (63.86%) 7.23% 4.26%
Free cash flow margin (157.07%) 10.18% 8.47%
Return on equity 0.00% 5.09% 3.62%
Return on assets (6.33%) 3.83% 1.78%
Return on invested capital (21.13%) 3.51% 2.23%

Growth

Metric CBRS SWKS Semiconductors median
Revenue growth (TTM) — 0.06% 16.66%
EPS growth (last fiscal year) — (16.53%) 26.67%
Revenue growth, 5-year CAGR — 4.02% 5.60%
Net income growth, 5-year CAGR — (10.15%) 0.00%

Health

Metric CBRS SWKS Semiconductors median
Debt to equity 0.13 0.09 0.05
Current ratio 5.82 3.10 3.22
Net debt to EBITDA — (0.39) 0.53

Dividend

Metric CBRS SWKS Semiconductors median
Dividend yield — 2.59% 1.23%
Payout ratio — 1.10 0.40

Size

Metric CBRS SWKS Semiconductors median
Market cap 24.39b 19.38b 5.99b

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