Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CDS.DE
HOLDCADENCE DESIGN SYSTEMS INC. R · Technology · United States · $102.6B · Avg Vol: $78K/d
COMPANY DESCRIPTION
Cadence Design Systems, Inc. is a leading provider of electronic design automation (EDA) software, hardware, and IP used to design complex semiconductor chips and electronic systems. The company's competitive moat is virtually impenetrable due to the extreme complexity of its software, high customer switching costs, and deep integration into the workflows of global semiconductor designers. It operates as a duopoly player in the critical global EDA market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.6B | 4.1B | 4.6B | 5.3B | 14.1% | 5.5B | 6.2B | 7.0B | 15.2% |
| EPS | 3.13 | 3.86 | 3.89 | 4.09 | 9.3% | 4.29 | — | — | — |
| Shares | 329.2M | 329.2M | 330.9M | 330.9M | +0.5% | 275.8M | — | — | — |
| Debt | 887.4M | 764.4M | 2.6B | 2.6B | 43.4% | 3.1B | — | — | — |
| Equity | 2.7B | 3.4B | 4.7B | 5.5B | 25.9% | — | — | — | — |
| Op CF | 1.2B | 1.3B | 1.3B | 1.7B | 11.7% | 1.6B | — | — | — |
| Inv CF | -738.6M | -412.2M | -837.1M | -460.5M | — | — | — | — | — |
| Fin CF | -657.0M | -803.6M | 1.2B | -949.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CDS.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CDS.DE | CADENCE DESIGN SYSTEMS INC. R(you) | $102.6B | 52 | HOLD |
| NOWW.MX | ServiceNow, Inc. | $101.6B | 48 | HOLD |
| SHOPN.MX | Shopify Inc. | $152.8B | 48 | HOLD |
| DDOG | Datadog, Inc. | $85.3B | 61 | HOLD |
| SNOW.MX | Snowflake Inc. | $84.1B | 40 | HOLD |
| ITU.DE | Intuit Inc. | $73.0B | 63 | HOLD |
| UT8.DE | Uber Technologies, Inc. | $152.6B | 63 | HOLD |
| FOO.DE | Salesforce, Inc. | $128.2B | 68 | BUY |
| PAYX | Paychex, Inc. | $35.5B | 55 | HOLD |
| CSU.TO | Constellation Software Inc. | $42.1B | 61 | HOLD |
Peer medians: ROE 6.9% · P/E 32.9x · Gross margin 32.3%