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Cerebras Systems Inc. (CBRS) vs Tower Semiconductor Ltd. (TSEM)

Cerebras Systems Inc. and Tower Semiconductor Ltd. are both Semiconductors companies. Cerebras Systems Inc. is the larger, with a market value of $24.4B against $19.0B — 1.3× the size. Cerebras Systems Inc. trades at the lower P/E: 49.4× against 65.2×. Tower Semiconductor Ltd. has the higher net margin (16.9% vs −63.9%) and the higher return on invested capital (9.97% vs −21.1%). Across the 15 metrics below, Tower Semiconductor Ltd. leads on 10 and Cerebras Systems Inc. on 5.

Valuation

Metric CBRS TSEM Semiconductors median
P/E 49.45 65.23 46.12
P/S 28.65 11.07 7.90
P/B 1.80 6.16 4.67
Price to free cash flow n/m 59.57 49.43
EV/EBITDA n/m 29.46 27.68
EV/Sales 15.73 10.29 7.24
Earnings yield 2.02% 1.53% 0.78%
Free cash flow yield (5.48%) 1.68% 0.68%

Profitability

Metric CBRS TSEM Semiconductors median
Gross margin 32.17% 26.87% 52.28%
Operating margin (100.27%) 16.16% 4.76%
Net margin (63.86%) 16.94% 4.26%
Free cash flow margin (157.07%) 18.04% 8.47%
Return on equity 0.00% 10.53% 3.62%
Return on assets (6.33%) 8.30% 1.78%
Return on invested capital (21.13%) 9.97% 2.23%

Growth

Metric CBRS TSEM Semiconductors median
Revenue growth (TTM) — 14.90% 16.66%
EPS growth (last fiscal year) — 4.86% 26.67%
Revenue growth, 5-year CAGR — 4.35% 5.60%
Net income growth, 5-year CAGR — 21.78% 0.00%

Health

Metric CBRS TSEM Semiconductors median
Debt to equity 0.13 0.05 0.05
Current ratio 5.82 4.91 3.22
Net debt to EBITDA — (1.99) 0.53

Dividend

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

Size

Metric CBRS TSEM Semiconductors median
Market cap 24.39b 19.04b 5.99b

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