Cadence Design Systems (CDNS)$373.59
Market Cap: 84.72 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Cadence Design Systems (CDNS).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
51.5x
EV/FCF, 1.9% FCF yield
Quality
20.3%
ROIC, 30.0% FCF margin
Growth
14.6%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 2.9x current ratio
Superinvestors
2
Top: Jensen Investment Management (2.8%)
Strengths to research
- Revenue compounded at 14.6% over five years.
- Free cash flow compounded at 14.4% over five years.
- Return on equity is strong at 20.3%.
- Free cash flow margin is healthy at 30.0%.
Watchouts
- P/E is elevated at 92.0x.
- P/FCF is elevated at 53.4x.
Annual data: 10 periods
Quarterly data: 23 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for CDNS.
Grade B
80
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| CDNS Target | Cadence Design Systems | $84.7B | 92.0x | 51.5x | 20.3% | 14.6% | 30.0% | N/A | -1.7x | N/A |
| CNSWF | Constellation Software Inc. | $76.6B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| APP | Applovin Corp. | $102.1B | 49.4x | 26.0x | 59.0% | 30.4% | 72.5% | N/A | 0.2x | N/A |
| MSTR | MicroStrategy Inc. | $105.7B | -10.5x | -1478.6x | -7.4% | -0.1% | -15.8% | 68.7% | N/A | N/A |
| ROP | Roper Technologies Inc. | $61.4B | 23.0x | 27.7x | 5.3% | 14.5% | 32.1% | 69.2% | 2.9x | N/A |
| ADSK | Autodesk Inc. | $59.7B | 46.1x | 24.9x | 20.3% | 13.7% | 33.4% | 91.0% | 0.2x | N/A |
| ADP | Automatic Data Processing Inc. | $123.4B | 22.6x | 24.3x | 65.9% | 7.1% | 24.0% | N/A | N/A | N/A |
| SHOP | Shopify Inc. | $127.0B | 109.6x | 62.5x | 9.1% | 31.6% | 17.4% | 48.1% | -1.0x | N/A |
| SNOW | Snowflake Inc. | $56.1B | -43.6x | 47.5x | -69.1% | 51.2% | 23.9% | 67.2% | N/A | N/A |
Financial Charts
No financial data available for CDNS (annual).
2 superinvestors own CDNS
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Jensen Investment Management Jensen Investment Management | 505,861 | $141M | 2.77% | 0.0% |
| Dodge & Cox Dodge & Cox | 230,899 | $64M | 0.04% | ▼ -2.7% |