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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 $22.6B against $18.0B — 1.3× the size. Cerebras Systems Inc. has negative trailing earnings, so its P/E is not meaningful; Tower Semiconductor Ltd. trades at 50.7×. Tower Semiconductor Ltd. has the higher net margin (19.4% vs −63.9%) and the higher return on invested capital (11.7% vs −21.1%). Across the 13 metrics below, Tower Semiconductor Ltd. leads on 10 and Cerebras Systems Inc. on 3.

Valuation

Metric CBRS TSEM Semiconductors median
P/E n/m 50.67 44.73
P/S 26.39 9.82 6.85
P/B 1.66 5.89 5.06
Price to free cash flow n/m 56.89 57.33
EV/EBITDA n/m 28.06 22.12
EV/Sales 13.47 9.11 6.85
Earnings yield (1.37%) 1.97% 0.84%
Free cash flow yield (5.95%) 1.76% 0.81%

Profitability

Metric CBRS TSEM Semiconductors median
Gross margin 32.17% 29.62% 52.12%
Operating margin (100.27%) 19.17% 7.34%
Net margin (63.86%) 19.36% 3.87%
Free cash flow margin (157.07%) 0.00% 4.86%
Return on equity 0.00% 0.00% 1.15%
Return on assets (6.33%) 9.80% 2.03%
Return on invested capital (21.13%) 11.67% 2.66%

Growth

Metric CBRS TSEM Semiconductors median
Revenue growth (TTM) — 21.61% 17.60%
EPS growth (last fiscal year) — 4.86% 27.88%
Revenue growth, 5-year CAGR — 4.35% 5.14%
Net income growth, 5-year CAGR — 21.78% 0.00%

Health

Metric CBRS TSEM Semiconductors median
Debt to equity 0.13 0.05 0.13
Current ratio 5.82 3.72 3.35
Net debt to EBITDA — (1.99) 0.58

Dividend

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

Size

Metric CBRS TSEM Semiconductors median
Market cap 22.63b 18.03b 5.52b

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