Stock comparison
Cadence Design Systems
Strategy
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
CDNS
Cadence Design Systems
Market cap
$103.04B
Sector
Technology
MSTR
Strategy
Market cap
$47.5B
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 | CDNS | MSTR | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 38D | CDNS |
| Benjamin Graham | 84A | 35D | CDNS |
| Philip Fisher | 84A | 49D | CDNS |
| Peter Lynch | 78B | 3F | CDNS |
| Joel Greenblatt | 58C | 2F | CDNS |
| Charlie Munger | 80A | 59D | CDNS |
| Terry Smith | 80A | 49D | CDNS |
Side-by-side metrics
| Metric | CDNS | MSTR |
|---|---|---|
| Market cap | $103.04B | $47.5B |
| P/E (TTM) | 80.7x | - |
| EV/EBIT | 59.1x | - |
| ROIC (TTM) | 12.19% | 0.74% |
| Gross margin | 88.85% | 68.11% |
| Net margin | 21.18% | -25.19% |
| Revenue CAGR 5y | 15.38% | -1.68% |
| EPS CAGR 5y | 12.65% | -3.9% |
| Debt / Equity | 0.5x | 0.2x |
| 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.
CDNS leads on
- EPS CAGR 5y12.65%vs -3.9%+131%
- Revenue CAGR 5y15.38%vs -1.68%+111%
- Net margin21.18%vs -25.19%+101%
- ROIC (TTM)12.19%vs 0.74%+94%
MSTR leads on
- EV/EBIT-vs 59.1x+119%
- P/E (TTM)-vs 80.7x+106%
- Debt / Equity0.2xvs 0.5x+61%
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.