Stock comparison
AppFolio
Cadence Design Systems
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
APPF
AppFolio
Market cap
$5.91B
Sector
Technology
CDNS
Cadence Design Systems
Market cap
$103.04B
Sector
Technology
Overall winner
Cadence Design Systems CDNS
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | APPF | CDNS | Winner |
|---|---|---|---|
| Warren Buffett | 55C | 78B | CDNS |
| Benjamin Graham | 71D | 84A | CDNS |
| Philip Fisher | 66B | 84A | CDNS |
| Peter Lynch | 73B | 78B | CDNS |
| Joel Greenblatt | 70C | 58C | APPF |
| Charlie Munger | 61D | 80A | CDNS |
| Terry Smith | 65B | 80A | CDNS |
Side-by-side metrics
| Metric | APPF | CDNS |
|---|---|---|
| Market cap | $5.91B | $103.04B |
| P/E (TTM) | 38.4x | 80.7x |
| EV/EBIT | 37.6x | 59.1x |
| ROIC (TTM) | 28.35% | 12.19% |
| Gross margin | 63.24% | 88.85% |
| Net margin | 15.27% | 21.18% |
| Revenue CAGR 5y | 27.54% | 15.38% |
| EPS CAGR 5y | 2.39% | 12.65% |
| Debt / Equity | 0.1x | 0.5x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
APPF leads on
- EPS CAGR 5y2.39%vs 12.65%+95%
- Debt / Equity0.1xvs 0.5x+83%
- ROIC (TTM)28.35%vs 12.19%+57%
- P/E (TTM)38.4xvs 80.7x+52%
CDNS leads on
- Market cap$103.04Bvs $5.91B+94%
- Gross margin88.85%vs 63.24%+29%
- Net margin21.18%vs 15.27%+28%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.