Cerebras Systems Inc. Class A Common Stock (CBRS)vsMicron Technology Inc (MU)
CBRS
Cerebras Systems Inc. Class A Common Stock
$241.71
-2.31%
TECHNOLOGY · Cap: $56.39B
MU
Micron Technology Inc
$971.00
+5.14%
TECHNOLOGY · Cap: $906.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 11296% more annual revenue ($58.12B vs $509.99M). CBRS leads profitability with a 46.6% profit margin vs 41.5%. MU trades at a lower P/E of 37.9x. MU earns a higher WallStSmart Score of 80/100 (A-).
CBRS
Hold45
out of 100
Grade: D+
MU
Exceptional Buy80
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Keeps 47 of every $100 in revenue as profit
Revenue surging 1474.0% year-over-year
Large-cap with strong market position
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Revenue surging 196.3% year-over-year
Areas to Watch
0.0% earnings growth
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Operating margin of -30.6%
Premium valuation, high expectations priced in
Trading at 15.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CBRS
The strongest argument for CBRS centers on Return on Equity, Profit Margin, Revenue Growth. Profitability is solid with margins at 46.6% and operating margin at -30.6%. Revenue growth of 1474.0% demonstrates continued momentum.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. Revenue growth of 196.3% demonstrates continued momentum.
Bear Case : CBRS
The primary concerns for CBRS are EPS Growth, P/E Ratio, Free Cash Flow. A P/E of 626.3x leaves little room for execution misses.
Bear Case : MU
The primary concerns for MU are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CBRS is growing revenue faster at 1474.0% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (80/100 vs 45/100), backed by strong 41.5% margins and 196.3% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cerebras Systems Inc. Class A Common Stock
TECHNOLOGY · SEMICONDUCTORS · USA
Cerebras Systems Inc. designs and develops processors for artificial intelligence (AI) training and inference in the United States, Europe, and Asia. The company is headquartered in Sunnyvale, California.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?