CBRS vs. QCOM: Cerebras Systems vs. QUALCOMM Stock Comparison
How do Cerebras Systems (CBRS) and QUALCOMM (QCOM) 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 QUALCOMM (QCOM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.
QUALCOMM (QCOM) has been public since December 13, 1991, giving it decades of market history across multiple cycles, while Cerebras Systems (CBRS) listed only on May 14, 2026 and lacks comparable through-cycle data.
| Profile Item | CBRS | QCOM |
|---|---|---|
| Name | Cerebras Systems Inc. Class A Common Stock | QUALCOMM Incorporated |
| 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 | 176.99 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 14, 2026 | December 13, 1991 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| Total Return (1Y) | -- | 4.41% |
| Total Return (3Y, Annualized) | -- | 15.75% |
| Total Return (5Y, Annualized) | -- | 3.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| Volatility (1Y, Annualized) | 113.27% | 55.42% |
| Beta (5Y) | 1.86 | 1.73 |
| Max Drawdown (5Y) | -73.73% | -44.29% |
| Avg. Volume (3M) | 8.89M | 12.25M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CBRS and QCOM need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| Sharpe Ratio (1Y) | -- | 0.00 |
| Sortino Ratio (1Y) | -- | 0.00 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: QUALCOMM (QCOM) earns 52.82% 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
- --
QCOM
Semiconductors & Semiconductor Equipment industry group
52.82%
- QCOM
- 52.82%
- Max
- 52.82%
- 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 QUALCOMM (QCOM) reports 31.61%, 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%
QCOM
Semiconductors & Semiconductor Equipment industry group
31.61%
- Max
- 63.80%
- QCOM
- 31.61%
- 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 QUALCOMM (QCOM) reports 15.41%, 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%
QCOM
Semiconductors & Semiconductor Equipment industry group
15.41%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- QCOM
- 15.41%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| ROE (TTM) | -- | 52.82% |
| ROA (TTM) | -- | 10.13% |
| Net Margin (TTM) | -75.27% | 31.61% |
| Operating Margin (TTM) | -264.97% | 15.41% |
| Gross Margin (TTM) | 34.90% | 53.10% |
Growth
Revenue Growth
Cerebras Systems (CBRS) at 75.71% delivers above-range revenue growth, while QUALCOMM (QCOM) at -2.63% falls into the bottom quartile — a wide split in revenue momentum.
EPS Growth
Only one side can be read here: QUALCOMM (QCOM) reports EPS growth of 153.49%, ranked against its industry; Cerebras Systems (CBRS) has no EPS growth figure this period.
Growth Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| Revenue Growth (YoY) | 75.71% | -2.63% |
| Revenue Growth (3Y CAGR) | 174.64% | 6.38% |
| EPS Growth (YoY) | -- | 153.49% |
| EPS Growth (3Y CAGR) | -- | 25.53% |
Financial Strength
Current Ratio (MRQ)
Cerebras Systems (CBRS) at 5.83 carries current ratio above its industry’s typical mid-range, while QUALCOMM (QCOM) at 1.86 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
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
QCOM
Semiconductors & Semiconductor Equipment industry group
1.86
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- Q1
- 2.35
- QCOM
- 1.86
- Min
- 1.03
Debt / Equity (MRQ)
Both Cerebras Systems (CBRS) at 0.16 and QUALCOMM (QCOM) at 0.53 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
QCOM
Semiconductors & Semiconductor Equipment industry group
0.53
- Max
- 1.46
- Q3
- 0.65
- QCOM
- 0.53
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| Current Ratio (MRQ) | 5.83 | 1.86 |
| Debt / Equity (MRQ) | 0.16 | 0.53 |
| Net Debt / EBITDA | -- | 0.78 |
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 QUALCOMM (QCOM) reports a yield of 2.31%, 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%
QCOM
Semiconductors & Semiconductor Equipment industry group
2.31%
- QCOM
- 2.31%
- Max
- 1.37%
- 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 QUALCOMM (QCOM) reports a payout of 28.50%, 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%
QCOM
Semiconductors & Semiconductor Equipment industry group
28.50%
- Max
- 49.64%
- QCOM
- 28.50%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 2.31% |
| Dividend Payout Ratio (TTM) | 0.00% | 28.50% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: QUALCOMM (QCOM) trades at 13.02 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
- --
QCOM
Semiconductors & Semiconductor Equipment industry group
13.02
- Max
- 110.34
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- QCOM
- 13.02
- Min
- 8.12
P/S Ratio (TTM)
QUALCOMM (QCOM) at 4.10 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
QCOM
Semiconductors & Semiconductor Equipment industry group
4.10
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- QCOM
- 4.10
- Q1
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
Cerebras Systems (CBRS) at 2.23 sits in the lower P/B ratio quartile against book while QUALCOMM (QCOM) at 5.83 is valued near its industry’s middle — CBRS is cheaper on assets, though weigh it against ROE and asset quality.
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
QCOM
Semiconductors & Semiconductor Equipment industry group
5.83
- Max
- 14.06
- Q3
- 7.44
- QCOM
- 5.83
- Median
- 4.29
- Q1
- 2.30
- Min
- 0.20
Valuation Metrics
| Metric | CBRS | QCOM |
|---|---|---|
| P/E Ratio (TTM) | -- | 13.02 |
| P/S Ratio (TTM) | 31.30 | 4.10 |
| P/B Ratio (MRQ) | 2.23 | 5.83 |
| Free Cash Flow Yield (TTM) | -- | 5.15% |