CBRS vs. STM: Cerebras Systems vs. STMicroelectronics Stock Comparison
How do Cerebras Systems (CBRS) and STMicroelectronics (STM) 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 STMicroelectronics (STM) are both classified in the Semiconductors sub-industry within the broader Semiconductors & Semiconductor Equipment industry, placing them in the closest GICS peer bucket.
STMicroelectronics (STM) has been public since December 8, 1994, 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.
Cerebras Systems (CBRS) trades as ordinary local shares, while STMicroelectronics (STM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | CBRS | STM |
|---|---|---|
| Name | Cerebras Systems Inc. Class A Common Stock | STMicroelectronics N.V. |
| Country/Region | United States | Switzerland |
| 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 | 37.30 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 14, 2026 | December 8, 1994 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CBRS | STM |
|---|---|---|
| Total Return (1Y) | -- | 90.64% |
| Total Return (3Y, Annualized) | -- | 4.24% |
| Total Return (5Y, Annualized) | -- | -1.95% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CBRS | STM |
|---|---|---|
| Volatility (1Y, Annualized) | 113.27% | 62.24% |
| Beta (5Y) | 1.86 | 2.00 |
| Max Drawdown (5Y) | -73.73% | -66.66% |
| Avg. Volume (3M) | 8.89M | 9.18M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CBRS and STM need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CBRS | STM |
|---|---|---|
| Sharpe Ratio (1Y) | -- | 1.39 |
| Sortino Ratio (1Y) | -- | 2.07 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: STMicroelectronics (STM) earns 2.95% 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
- --
STM
Semiconductors & Semiconductor Equipment industry group
2.95%
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- STM
- 2.95%
- 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 STMicroelectronics (STM) reports 3.80%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
3.80%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- STM
- 3.80%
- 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 STMicroelectronics (STM) reports 11.10%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
11.10%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- STM
- 11.10%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | CBRS | STM |
|---|---|---|
| ROE (TTM) | -- | 2.95% |
| ROA (TTM) | -- | 2.63% |
| Net Margin (TTM) | -75.27% | 3.80% |
| Operating Margin (TTM) | -264.97% | 11.10% |
| Gross Margin (TTM) | 34.90% | 35.53% |
Growth
Revenue Growth
Cerebras Systems (CBRS) at 75.71% delivers above-range revenue growth, while STMicroelectronics (STM) at -11.07% falls into the bottom quartile — a wide split in revenue momentum.
EPS Growth
Only one side can be read here: STMicroelectronics (STM) reports EPS growth of -89.16%, ranked against its industry; Cerebras Systems (CBRS) has no EPS growth figure this period.
Growth Metrics
| Metric | CBRS | STM |
|---|---|---|
| Revenue Growth (YoY) | 75.71% | -11.07% |
| Revenue Growth (3Y CAGR) | 174.64% | -9.89% |
| EPS Growth (YoY) | -- | -89.16% |
| EPS Growth (3Y CAGR) | -- | -66.39% |
Financial Strength
Current Ratio (MRQ)
STMicroelectronics (STM) at 3.13 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
STM
Semiconductors & Semiconductor Equipment industry group
3.13
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- STM
- 3.13
- Q1
- 2.35
- Min
- 1.03
Debt / Equity (MRQ)
Both Cerebras Systems (CBRS) at 0.16 and STMicroelectronics (STM) at 0.19 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
STM
Semiconductors & Semiconductor Equipment industry group
0.19
- Max
- 1.46
- Q3
- 0.65
- Median
- 0.27
- STM
- 0.19
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | CBRS | STM |
|---|---|---|
| Current Ratio (MRQ) | 5.83 | 3.13 |
| Debt / Equity (MRQ) | 0.16 | 0.19 |
| Net Debt / EBITDA | -- | -0.63 |
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 STMicroelectronics (STM) reports a yield of 0.90%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
0.90%
- Max
- 1.37%
- STM
- 0.90%
- 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 STMicroelectronics (STM) reports a payout of 63.16%, 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%
STM
Semiconductors & Semiconductor Equipment industry group
63.16%
- STM
- 63.16%
- Max
- 49.64%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CBRS | STM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.90% |
| Dividend Payout Ratio (TTM) | 0.00% | 63.16% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: STMicroelectronics (STM) trades at 73.19 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
- --
STM
Semiconductors & Semiconductor Equipment industry group
73.19
- Max
- 110.34
- STM
- 73.19
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
P/S Ratio (TTM)
STMicroelectronics (STM) at 2.73 sits in the cheaper P/S ratio quartile while Cerebras Systems (CBRS) at 31.30 prices above its industry range — a wide gap in sales valuation between them.
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
STM
Semiconductors & Semiconductor Equipment industry group
2.73
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- Q1
- 2.73
- STM
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
Relative to net asset value, both Cerebras Systems (CBRS) at 2.23 and STMicroelectronics (STM) at 2.09 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
STM
Semiconductors & Semiconductor Equipment industry group
2.09
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- STM
- 2.09
- Min
- 0.20
Valuation Metrics
| Metric | CBRS | STM |
|---|---|---|
| P/E Ratio (TTM) | -- | 73.19 |
| P/S Ratio (TTM) | 31.30 | 2.73 |
| P/B Ratio (MRQ) | 2.23 | 2.09 |
| Free Cash Flow Yield (TTM) | -- | 0.29% |