Cerebras Systems Inc. Class A Common Stock (CBRS)vsTaiwan Semiconductor Manufacturing (TSM)
CBRS
Cerebras Systems Inc. Class A Common Stock
$241.71
-2.31%
TECHNOLOGY · Cap: $56.39B
TSM
Taiwan Semiconductor Manufacturing
$404.52
-1.51%
TECHNOLOGY · Cap: $2.19T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 804601% more annual revenue ($4.10T vs $509.99M). CBRS leads profitability with a 46.6% profit margin vs 46.5%. TSM trades at a lower P/E of 36.1x. TSM earns a higher WallStSmart Score of 84/100 (A-).
CBRS
Hold45
out of 100
Grade: D+
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CBRS.
Margin of Safety
+49.5%
Fair Value
$841.95
Current Price
$404.52
$437.43 discount
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
Every $100 of equity generates 36 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
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 61.9x 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 : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 46.5% and operating margin at 58.1%. Revenue growth of 35.1% 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 : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CBRS is growing revenue faster at 1474.0% — sustainability is the question.
TSM generates stronger free cash flow (377.1B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 45/100), backed by strong 46.5% margins and 35.1% 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.
Taiwan Semiconductor Manufacturing
TECHNOLOGY · SEMICONDUCTORS · USA
Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
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