CBRS vs. GFS: Cerebras Systems vs. GLOBALFOUNDRIES Stock Comparison
How do Cerebras Systems (CBRS) and GLOBALFOUNDRIES (GFS) 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 GLOBALFOUNDRIES (GFS) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.
GLOBALFOUNDRIES (GFS) has traded publicly since October 28, 2021, 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 | GFS |
|---|---|---|
| Name | Cerebras Systems Inc. Class A Common Stock | GlobalFoundries Inc. |
| Country/Region | United States | United States |
| 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 | 21.53 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 14, 2026 | October 28, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CBRS | GFS |
|---|---|---|
| Total Return (1Y) | -- | 19.69% |
| Total Return (3Y, Annualized) | -- | -7.06% |
| Total Return (5Y, Annualized) | -- | -7.38% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CBRS | GFS |
|---|---|---|
| Volatility (1Y, Annualized) | 113.27% | 62.43% |
| Beta (5Y) | 1.86 | 1.84 |
| Max Drawdown (5Y) | -73.73% | -61.53% |
| Avg. Volume (3M) | 8.89M | 4.75M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CBRS and GFS need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CBRS | GFS |
|---|---|---|
| Sharpe Ratio (1Y) | -- | 0.25 |
| Sortino Ratio (1Y) | -- | 0.37 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: GLOBALFOUNDRIES (GFS) earns 1.69% 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
- --
GFS
Semiconductors & Semiconductor Equipment industry group
1.69%
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- GFS
- 1.69%
- 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 GLOBALFOUNDRIES (GFS) reports 2.76%, 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%
GFS
Semiconductors & Semiconductor Equipment industry group
2.76%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- GFS
- 2.76%
- 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 GLOBALFOUNDRIES (GFS) reports 12.11%, 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%
GFS
Semiconductors & Semiconductor Equipment industry group
12.11%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- GFS
- 12.11%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | CBRS | GFS |
|---|---|---|
| ROE (TTM) | -- | 1.69% |
| ROA (TTM) | -- | 3.11% |
| Net Margin (TTM) | -75.27% | 2.76% |
| Operating Margin (TTM) | -264.97% | 12.11% |
| Gross Margin (TTM) | 34.90% | 28.47% |
Growth
Revenue Growth
Cerebras Systems (CBRS) at 75.71% clears its industry range for revenue growth, far stronger top-line momentum than GLOBALFOUNDRIES (GFS) at 0.61%, which is closer to a typical peer reading.
EPS Growth
Neither Cerebras Systems (CBRS) nor GLOBALFOUNDRIES (GFS) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | CBRS | GFS |
|---|---|---|
| Revenue Growth (YoY) | 75.71% | 0.61% |
| Revenue Growth (3Y CAGR) | 174.64% | -5.74% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -15.34% |
Financial Strength
Current Ratio (MRQ)
GLOBALFOUNDRIES (GFS) at 2.58 keeps current ratio within its industry’s typical mid-range, while Cerebras Systems (CBRS) at 5.83 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
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
GFS
Semiconductors & Semiconductor Equipment industry group
2.58
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- GFS
- 2.58
- Q1
- 2.35
- Min
- 1.03
Debt / Equity (MRQ)
Both Cerebras Systems (CBRS) at 0.16 and GLOBALFOUNDRIES (GFS) at 0.14 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
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
GFS
Semiconductors & Semiconductor Equipment industry group
0.14
- Max
- 1.46
- Q3
- 0.65
- Median
- 0.27
- GFS
- 0.14
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | CBRS | GFS |
|---|---|---|
| Current Ratio (MRQ) | 5.83 | 2.58 |
| Debt / Equity (MRQ) | 0.16 | 0.14 |
| Net Debt / EBITDA | -- | -0.27 |
Dividends
Dividend Yield (TTM)
Cerebras Systems (CBRS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile GLOBALFOUNDRIES (GFS) reports a yield of 0.66%, ranking against industry peers normally.
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%
GFS
Semiconductors & Semiconductor Equipment industry group
0.66%
- Max
- 1.37%
- GFS
- 0.66%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Cerebras Systems (CBRS) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile GLOBALFOUNDRIES (GFS) reports a payout of 68.57%, ranking against industry peers normally.
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%
GFS
Semiconductors & Semiconductor Equipment industry group
68.57%
- GFS
- 68.57%
- Max
- 49.64%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CBRS | GFS |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.66% |
| Dividend Payout Ratio (TTM) | 0.00% | 68.57% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: GLOBALFOUNDRIES (GFS) trades at 110.34 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
- --
GFS
Semiconductors & Semiconductor Equipment industry group
110.34
- GFS
- 110.34
- Max
- 110.34
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
P/S Ratio (TTM)
GLOBALFOUNDRIES (GFS) at 3.01 prices around its industry’s typical P/S ratio, while Cerebras Systems (CBRS) at 31.30 clears its benchmark range — CBRS looks notably rich on sales.
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
GFS
Semiconductors & Semiconductor Equipment industry group
3.01
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- GFS
- 3.01
- Q1
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
Relative to net asset value, both Cerebras Systems (CBRS) at 2.23 and GLOBALFOUNDRIES (GFS) at 1.80 look inexpensive, sitting in the lower P/B ratio quartile of their industries.
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
GFS
Semiconductors & Semiconductor Equipment industry group
1.80
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- GFS
- 1.80
- Min
- 0.20
Valuation Metrics
| Metric | CBRS | GFS |
|---|---|---|
| P/E Ratio (TTM) | -- | 110.34 |
| P/S Ratio (TTM) | 31.30 | 3.01 |
| P/B Ratio (MRQ) | 2.23 | 1.80 |
| Free Cash Flow Yield (TTM) | -- | 2.04% |