Stock comparison
Alarm.com Holdings
Cadence Design Systems
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
ALRM
Alarm.com Holdings
Market cap
$2.17B
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 | ALRM | CDNS | Winner |
|---|---|---|---|
| Warren Buffett | 49D | 78B | CDNS |
| Benjamin Graham | 62C | 84A | CDNS |
| Philip Fisher | 51C | 84A | CDNS |
| Peter Lynch | 42D | 78B | CDNS |
| Joel Greenblatt | 28F | 58C | CDNS |
| Charlie Munger | 40D | 80A | CDNS |
| Terry Smith | 41D | 80A | CDNS |
Side-by-side metrics
| Metric | ALRM | CDNS |
|---|---|---|
| Market cap | $2.17B | $103.04B |
| P/E (TTM) | 16.4x | 80.7x |
| EV/EBIT | 16.0x | 59.1x |
| ROIC (TTM) | 7.16% | 12.19% |
| Gross margin | 63.38% | 88.85% |
| Net margin | 12.36% | 21.18% |
| Revenue CAGR 5y | 7.79% | 15.38% |
| EPS CAGR 5y | 26.16% | 12.65% |
| Debt / Equity | 0.7x | 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.
ALRM leads on
- P/E (TTM)16.4xvs 80.7x+80%
- EV/EBIT16.0xvs 59.1x+73%
- EPS CAGR 5y26.16%vs 12.65%+52%
CDNS leads on
- Market cap$103.04Bvs $2.17B+98%
- Revenue CAGR 5y15.38%vs 7.79%+49%
- Net margin21.18%vs 12.36%+42%
- ROIC (TTM)12.19%vs 7.16%+41%
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.