GlobalFoundries is a top-five contract semiconductor manufacturer globally. It was originally the manufacturing arm of Advanced Micro Devices before it was spun out in 2009.
It is a $26.9B technology company. Revenue grew 0.6% over the last year, it keeps 13¢ of every dollar of sales as profit, and it holds more cash than debt. It trades at 37.0× earnings.
- Website
- gf.com
- Employees
- 14 000
- Sector
- Technology
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong health and quality; Valuation, Growth, Profitability and Moat lag behind.
Valuation45
- P/E vs own history84th pct · 0/25
- FCF yield3.0% · 5/25
- P/S3.8x · 20/25
- EV/EBITDA13.2x · 20/25
Growth31
- Revenue CAGR0.8% · 6/25
- Net income CAGRn/a · 0/25
- EPS CAGR ~5Yn/a · 0/25
- Fwd implied growth84.5% · 25/25
Profitability42
- ROIC7.9% · 5/25
- ROE6.1% · 5/25
- Net margin13.0% · 20/25
- Operating margin11.6% · 12/25
Health93
- Altman Z2.94 · 18/25
- Current ratio2.48 · 25/25
- Interest coverage29.4x · 25/25
- Net cash / debtNet cash · 25/25
Quality92
- Piotroski F8/9 · 25/25
- Beneish M-2.79 · 25/25
- FCF conversion90% · 22/25
- Margin stabilityσ 6.2% · 20/25
Moat29
- ROIC >12% years0/5 yrs · 0/25
- Median gross margin24.9% · 6/25
- FCF-positive years4/5 yrs · 18/25
- Worst-year net marginworst -3.9% · 5/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- 2026AcquisitionIt was announced that GlobalFoundries had agreed to acquire Synopsys’ ARC Processor IP Solutions…
- 2025AcquisitionGlobalFoundries acquired MIPS Technologies, a developer of RISC-V and AI processor IP
- Jul 1, 2024AcquisitionGlobalFoundries acquired Tagore Technology's proprietary and production-proven Gallium Nitride…
- 2023MilestoneGlobalFoundries signed a deal to become the exclusive provider of US-produced semiconductor chips…
- FY2022FinancialTurned profitable$1.45B net income after a loss year
- FY2022FinancialBest year on record$1.45B net income
- FY2021FinancialRevenue already above $1B$6.58B in first reported year
- 2020MilestoneGlobalFoundries announced that its embedded magnetoresistive non-volatile memory (eMRAM) entered…
- 2018ProductGlobalFoundries developed the 12 nm 12LP node based on Samsung's 14 nm 14LPP process
- Sep 6, 2009AcquisitionThe majority investor of GlobalFoundries, Abu Dhabi's Advanced Technology Investment Co., announced on September 6, 2009
- 2009IPOCreated by the divestiture of the manufacturing arm of AMD in March 2009, the company was privately owned by…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Net cash position after subtracting debt from cash
- Interest covered 29.4× by operating earnings
- Piotroski F-Score 8/9 — fundamentally strong checklist
Watch-outs
- Loss-making in 2 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+0.6% YoY
- Profitable — makes more than it spends$885M FY2025
- Profit growing — earnings are higher than last year-15.4% YoY
- Generates cash — cash left after running and investing$796M FY2025
- Debt under control — could handle its obligationsmore cash than debt
- Established company — not a micro-cap — lower blow-up risk$26.9B market cap
- Not printing shares — share count not ballooning — you keep your slice+0.2% shares over ~5y
- Proven track record — years of profitability behind it3/5 profitable years
- Financially stable — balance sheet not near distressAltman Z 2.9 — grey
- Pays a dividend — returns cash to shareholdersno data
- Valuation not extreme — price not wildly above earningsP/E 37.0
Peer comparisonGlobalFoundries Inc. vs 6 largest technology peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| GFS this company | $26.9B | 37.0 | +0.6% | 13.0% | Strong |
| NVDA Nvidia Corp | $5.5T | 28.6 | +83.4% | 63.7% | Mixed |
| AAPL Apple Inc. | $4.9T | 38.1 | +14.2% | 27.6% | Strong |
| GOOGL Alphabet Inc. | $4.3T | 17.6 | +20.1% | 54.8% | Mixed |
| MSFT Microsoft Corp | $4.0T | 29.7 | +17.8% | 40.3% | Strong |
| SPCX Space Exploration Technologies Corp. | $2.1T | — | +33.2% | -34.0% | Strained |
| META Meta Platforms, Inc. | $1.8T | 26.9 | +27.7% | 29.8% | Mixed |
Head-to-head: GFS vs NVDA · GFS vs AAPL · GFS vs GOOGL
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2021–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/GFS
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Deeper analysis of GFS on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $48.16 · market cap $26.9B.