CBRS vs TSEM: stock comparison and AI forecast
Cerebras Systems Inc. (CBRS) and Tower Semiconductor Ltd (TSEM) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
CBRS Cerebras Systems Inc.
- Price
- $81.71 -55.2% · 6M
- Market Cap
- $19.41B
- P/E Ratio
- –
- Size
- large-cap
- AI Forecast
TSEM Tower Semiconductor Ltd
- Market Cap
- $14.69B
- P/E Ratio
- 20.0x
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- CBRS is 1.3 times larger than TSEM by market capitalization ($19.41B against $14.69B).
- CBRS carries 0.27 times debt per unit of equity, against 0.14 times for TSEM.
- Both companies share the SEC industry classification Semiconductors & Related Devices.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | CBRS | TSEM |
|---|---|---|
| Market Cap | $19.41B | $14.69B |
| P/E Ratio | – | 20.03x |
| P/B Ratio | 2.12x | 5.03x |
| EPS | – | $6.54 |
| Book Value/Share | $38.54 | $26.03 |
Profitability & Margins
| Metric | CBRS | TSEM |
|---|---|---|
| ROE | – | 25.0% |
| ROA | – | 22.0% |
| ROIC | – | 24.1% |
| Gross Margin | – | 24.1% |
| Operating Margin | – | 25.5% |
| Net Margin | – | 25.2% |
| EBT Margin | – | 27.9% |
| Tax Rate | – | 9.3% |
Financial Health
| Metric | CBRS | TSEM |
|---|---|---|
| Current Ratio | 5.82x | 6.48x |
| Quick Ratio | 5.80x | 5.51x |
| D/E Ratio | 0.27x | 0.14x |
| Financial Leverage | 1.27x | 1.14x |
| Interest Coverage | – | 53.1x |
| Working Capital | $7.56B | $1.45B |
Cash Flow
| Metric | CBRS | TSEM |
|---|---|---|
| Operating Cash Flow | – | $1.08B |
| OCF Growth YoY | – | 27.4% |
Operational Efficiency
| Metric | CBRS | TSEM |
|---|---|---|
| Inventory Turnover | – | 8.6x |
| Days Inventory | – | 43 days |
| Payables Period | – | 21 days |
Income Statement
| Metric | CBRS | TSEM |
|---|---|---|
| Operating Income | – | $737M |
| Net Income | – | $730M |
| R&D Expense | – | $161M |
| SG&A Expense | – | $151M |
| Cost of Goods Sold | – | $2.20B |
Dividend & Shareholder Information
| Metric | CBRS | TSEM |
|---|---|---|
| Shares Outstanding | 238M | 112M |
| EPS Growth | – | 176.9% |
CBRS vs TSEM: stock comparison and AI forecast
Which is bigger, CBRS or TSEM?
CBRS is 1.3 times larger than TSEM by market capitalization ($19.41B against $14.69B).
Which one does Intratio's AI model rank higher, CBRS or TSEM?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
More comparisons
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.