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Fair Value for Cerebras Systems (CBRS)

See growth priced into Cerebras Systems (CBRS): reverse DCF, implied rate vs history and analysts, FCF view. Free intrinsic value calculator for education.

Fair value (multi-method)

Four independent methods triangulate what CBRS is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.

Estimated fair value (Forward DCF)

$35.76

Above fair value
-498.36% vs current price $214.00

Valuation methods

Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.

  • Forward DCF$24.27
  • Exit multiple
  • Analyst target$289.29
  • Graham number

Stock price

$214.00

EPS (TTM)

$1.11

3Y EPS CAGR

Fair value @ hist. growth

$24.27

This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.

Implied EPS growth

38.2%

per year over your projection horizon

Premium vs DCF

Margin of safety -781.9% vs hist-growth DCF

Model inputs

Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.

Discount rate (cost of equity proxy)9.6%
Terminal growth2.50%
Projection years10 yr

Sensitivity — implied growth vs your assumptions

Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.

Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount1.5%2.0%2.5%3.0%3.5%
7.5%34.1%33.0%31.9%30.7%29.3%
8.6%37.0%36.2%35.2%34.2%33.0%
9.6%39.8%39.0%38.2%37.3%36.3%
10.5%42.4%41.7%41.0%40.2%39.3%
11.6%44.9%44.2%43.6%42.9%42.1%
Color≤ historical CAGRModerate premiumHigh premium (≥ 15pp above hist)Your inputs

Historical multiples

Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.

P/EToday281.5· flat range
5Y low281.5
Median281.5
5Y high281.5
P/SToday131.3· at low
5Y low131.3
Median454.0
5Y high2284.7

Net cash

$440M

Total debt − cash

Beta

1.00

Vs market benchmark

Annual diluted EPS

Per-share earnings by fiscal year — last 3 years anchor the CAGR reference above.

Scale: -9.90 to 0.41 EPS; horizontal line at 0. Fiscal years with no row in the database are omitted.

Frequently asked questions

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