Which is better, CDNS or LRCX?

On the Buffett-Fit framework, Lam Research Corporation (LRCX) currently grades higher than CDNS — 78/100 (B grade) vs 78/100 (B). That said, "better" depends on which framework you trust — CDNS wins on Philip Fisher and Peter Lynch; LRCX wins on Benjamin Graham, Joel Greenblatt, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy CDNS or LRCX?

This page is an educational comparison, not investment advice. Both CDNS and LRCX are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is CDNS better than LRCX for value investing?

The two are close on the headline Buffett-Fit score (78/100 vs 78/100), so "better for value investing" depends on which pillar you weight most. The five Buffett pillars + six other frameworks are broken down side-by-side on this page so you can pick the one that fits your style.

What's the difference between CDNS and LRCX on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). CDNS currently scores 78/100 (B grade); LRCX scores 78/100 (B grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, CDNS or LRCX?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. CDNS and LRCX are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, CDNS or LRCX?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are CDNS and LRCX both Technology stocks?

Yes — both Cadence Design Systems, Inc. (CDNS) and Lam Research Corporation (LRCX) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this CDNS vs LRCX comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Cadence Design Systems

Lam Research

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

CDNS

Market cap

$103.04B

Sector

Technology

LRCX

Lam Research

Market cap

$385.48B

Sector

Technology

Overall winner

Lam Research LRCX

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	CDNS	LRCX	Winner
Warren Buffett	78B	78B	Tie
Benjamin Graham	84A	88A

Side-by-side metrics

Metric	CDNS	LRCX
Market cap	$103.04B	$385.48B
P/E (TTM)	80.7x	55.4x
EV/EBIT	59.1x	62.9x
ROIC (TTM)	12.19%	42.79%
Gross margin	88.85%	49.98%
Net margin	21.18%	30.94%
Revenue CAGR 5y	15.38%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

CDNS leads on

Revenue CAGR 5y15.38%vs 5.96%+61%
Gross margin88.85%vs 49.98%+44%
EPS CAGR 5y12.65%vs 11.27%+11%
EV/EBIT59.1xvs 62.9x

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More like LRCX

LRCX vs FICO

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.