CBRS vs. CRDO: Cerebras Systems vs. Credo Stock Comparison
How do Cerebras Systems (CBRS) and Credo (CRDO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Cerebras Systems (CBRS) and Credo (CRDO) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.
Credo (CRDO) has traded publicly since January 27, 2022, giving it several years of listed trading history, while Cerebras Systems (CBRS) only listed on May 14, 2026 and has a limited public-market record.
| Profile Item | CBRS | CRDO |
|---|---|---|
| Name | Cerebras Systems Inc. Class A Common Stock | Credo Technology Group Holding Ltd |
| Country/Region | United States | Cayman Islands |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Semiconductors & Semiconductor Equipment | Semiconductors & Semiconductor Equipment |
| GICS Industry | Semiconductors & Semiconductor Equipment | Semiconductors & Semiconductor Equipment |
| GICS Sub-Industry | Semiconductors | Semiconductors |
| Market Capitalization | 21.30 billion USD | 22.65 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 14, 2026 | January 27, 2022 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| Total Return (1Y) | -- | -17.42% |
| Total Return (3Y, Annualized) | -- | 107.84% |
| Total Return (5Y, Annualized) | -- | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| Volatility (1Y, Annualized) | 113.27% | 98.54% |
| Beta (5Y) | 1.86 | 3.31 |
| Max Drawdown (5Y) | -73.73% | -62.87% |
| Avg. Volume (3M) | 8.89M | 8.02M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CBRS and CRDO need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| Sharpe Ratio (1Y) | -- | -0.22 |
| Sortino Ratio (1Y) | -- | -0.32 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Credo (CRDO) earns 30.67% on shareholders’ equity, ranked against its industry; Cerebras Systems (CBRS) has no ROE this period.
CBRS
Semiconductors & Semiconductor Equipment industry group
--
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- Q1
- 1.29%
- Min
- -16.89%
- CBRS
- --
CRDO
Semiconductors & Semiconductor Equipment industry group
30.67%
- Max
- 52.82%
- CRDO
- 30.67%
- Q3
- 22.26%
- Median
- 10.58%
- Q1
- 1.29%
- Min
- -16.89%
Net Margin (TTM)
Cerebras Systems (CBRS) reports a negative net margin of -75.27%, usually indicating a net loss over the period. Meanwhile Credo (CRDO) reports 33.83%, ranking against industry peers normally.
CBRS
Semiconductors & Semiconductor Equipment industry group
-75.27%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- Q1
- 0.90%
- Min
- -37.77%
- CBRS
- -75.27%
CRDO
Semiconductors & Semiconductor Equipment industry group
33.83%
- Max
- 63.80%
- CRDO
- 33.83%
- Q3
- 28.36%
- Median
- 11.44%
- Q1
- 0.90%
- Min
- -37.77%
Operating Margin (TTM)
Cerebras Systems (CBRS) reports a negative operating margin of -264.97%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Credo (CRDO) reports 25.20%, ranking against industry peers normally.
CBRS
Semiconductors & Semiconductor Equipment industry group
-264.97%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- Q1
- 7.54%
- Min
- -25.74%
- CBRS
- -264.97%
CRDO
Semiconductors & Semiconductor Equipment industry group
25.20%
- Max
- 58.66%
- Q3
- 30.23%
- CRDO
- 25.20%
- Median
- 15.91%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| ROE (TTM) | -- | 30.67% |
| ROA (TTM) | -- | 16.11% |
| Net Margin (TTM) | -75.27% | 33.83% |
| Operating Margin (TTM) | -264.97% | 25.20% |
| Gross Margin (TTM) | 34.90% | 67.07% |
Growth
Revenue Growth
Both Cerebras Systems (CBRS) at 75.71% and Credo (CRDO) at 205.68% are expanding revenue faster than their entire industry benchmark ranges for revenue growth — exceptional top-line momentum on both sides, though growth that far above the peer range is worth checking for one-off boosts such as acquisitions.
EPS Growth
Only one side can be read here: Credo (CRDO) reports EPS growth of 765.52%, ranked against its industry; Cerebras Systems (CBRS) has no EPS growth figure this period.
Growth Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| Revenue Growth (YoY) | 75.71% | 205.68% |
| Revenue Growth (3Y CAGR) | 174.64% | 93.53% |
| EPS Growth (YoY) | -- | 765.52% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Cerebras Systems (CBRS) at 5.83 and Credo (CRDO) at 7.40 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.
CBRS
Semiconductors & Semiconductor Equipment industry group
5.83
- Max
- 10.33
- CBRS
- 5.83
- Q3
- 5.62
- Median
- 3.33
- Q1
- 2.35
- Min
- 1.03
CRDO
Semiconductors & Semiconductor Equipment industry group
7.40
- Max
- 10.33
- CRDO
- 7.40
- Q3
- 5.62
- Median
- 3.33
- Q1
- 2.35
- Min
- 1.03
Debt / Equity (MRQ)
Credo (CRDO) at 0.01 keeps leverage in the lower industry quartile, while Cerebras Systems (CBRS) at 0.16 runs a more typical debt-to-equity mix.
CBRS
Semiconductors & Semiconductor Equipment industry group
0.16
- Max
- 1.46
- Q3
- 0.65
- Median
- 0.27
- CBRS
- 0.16
- Q1
- 0.04
- Min
- 0.00
CRDO
Semiconductors & Semiconductor Equipment industry group
0.01
- Max
- 1.46
- Q3
- 0.65
- Median
- 0.27
- Q1
- 0.04
- CRDO
- 0.01
- Min
- 0.00
Financial Strength Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| Current Ratio (MRQ) | 5.83 | 7.40 |
| Debt / Equity (MRQ) | 0.16 | 0.01 |
| Net Debt / EBITDA | -- | -1.36 |
Dividends
Dividend Yield (TTM)
Neither Cerebras Systems (CBRS) nor Credo (CRDO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CBRS
Semiconductors & Semiconductor Equipment industry group
0.00%
- Max
- 1.37%
- Q3
- 0.65%
- CBRS
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CRDO
Semiconductors & Semiconductor Equipment industry group
0.00%
- Max
- 1.37%
- Q3
- 0.65%
- CRDO
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Cerebras Systems (CBRS) nor Credo (CRDO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CBRS
Semiconductors & Semiconductor Equipment industry group
0.00%
- Max
- 49.64%
- Q3
- 21.71%
- CBRS
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CRDO
Semiconductors & Semiconductor Equipment industry group
0.00%
- Max
- 49.64%
- Q3
- 21.71%
- CRDO
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Credo (CRDO) trades at 42.73 times trailing earnings, ranked against its peers, while Cerebras Systems (CBRS) has no P/E ratio this period.
CBRS
Semiconductors & Semiconductor Equipment industry group
--
- Max
- 110.34
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
- CBRS
- --
CRDO
Semiconductors & Semiconductor Equipment industry group
42.73
- Max
- 110.34
- Q3
- 66.81
- CRDO
- 42.73
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
P/S Ratio (TTM)
Both look expensive on sales: Credo (CRDO) at 14.24 sits in the upper P/S ratio quartile, and Cerebras Systems (CBRS) at 31.30 prices even higher, above its industry range.
CBRS
Semiconductors & Semiconductor Equipment industry group
31.30
- CBRS
- 31.30
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- Q1
- 2.73
- Min
- 0.00
CRDO
Semiconductors & Semiconductor Equipment industry group
14.24
- Max
- 21.42
- CRDO
- 14.24
- Q3
- 12.27
- Median
- 5.76
- Q1
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
Cerebras Systems (CBRS) at 2.23 looks cheap against book in the lower P/B ratio quartile, while Credo (CRDO) at 8.29 carries a premium in the upper quartile — a clear price-to-book gap.
CBRS
Semiconductors & Semiconductor Equipment industry group
2.23
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- CBRS
- 2.23
- Min
- 0.20
CRDO
Semiconductors & Semiconductor Equipment industry group
8.29
- Max
- 14.06
- CRDO
- 8.29
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- Min
- 0.20
Valuation Metrics
| Metric | CBRS | CRDO |
|---|---|---|
| P/E Ratio (TTM) | -- | 42.73 |
| P/S Ratio (TTM) | 31.30 | 14.24 |
| P/B Ratio (MRQ) | 2.23 | 8.29 |
| Free Cash Flow Yield (TTM) | -- | 1.10% |