CDNS vs MSTR
Cadence Design Systems and MicroStrategy, side by side.
Prices and company dataas of yesterday's close
- CDNSBuy moresales growth, past year18%
Cadence Design Systems' sales grew 18% over the past year and analysts expect profit to grow 17% next year.
- MSTRKeepin five trading days−14%
MicroStrategy fell 14% over the past five trading days, far more than other software stocks (down 2.9%), even though its report on Oct 29 beat profit forecasts by 108%.
Percent return
- CDNS+3.38%
- MSTR−47.11%
Nov 11, 2025 to Nov 11, 2026
Where they differ
- Company size: CDNS $91.8B, MSTR $34.1B.
- Sales growth, 1 yr: CDNS +18%, MSTR +4.2%. CDNS is ahead.
- Price for $1 of next year's profit: CDNS $34, MSTR $11. MSTR is ahead.
- Profit per $1 of sales: CDNS 30¢, MSTR −1100¢. CDNS is ahead.
- Cash minus debt: CDNS −$1.27B, MSTR −$870M. MSTR is ahead.
- Price change, 1 yr: CDNS +3.4%, MSTR −47%. CDNS is ahead. S&P 500 +12%.
- How much the price swings: CDNS 43%, MSTR 79%. CDNS is ahead.
| Measure | CDNSCadence Design Systems | MSTRMicroStrategy |
|---|---|---|
| Price and returns | ||
| Price | $329.26 | $122.32 |
| Today | −0.72% | Best in this row: +1.03% |
| 1 month | Best in this row: −6.68% | −20.73% |
| 3 months | +0.53% | Best in this row: +27.30% |
| This year | Best in this row: +5.34% | −19.48% |
| 1 year | Best in this row: +3.38% | −47.11% |
| 5 years | Best in this row: +85.78% | +49.51% |
| From 52-week high | −20.9% | −47.1% |
| How much it swings (90 days) | Best in this row: 43% | 79% |
| Valuation | ||
| Market value | $91.8B | $34.1B |
| Price vs last year's earnings | 77.9× | – |
| Price vs next year's expected earnings | 34.0× | Best in this row: 10.7× |
| Price vs earnings, adjusted for growth | 2.64× | – |
| Price to sales | Best in this row: 14.3× | 110.0× |
| Price vs cash it brings in | 49.8× | – |
| Company value vs operating profit | 40.1× | – |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +17.6% | +4.2% |
| Revenue growth a year, last 3 years | Best in this row: +14.1% | −1.5% |
| Earnings per share growth, last year | Best in this row: +8.5% | −63.4% |
| Earnings per share growth expected next year | +17.2% | Best in this row: +669.3% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 85.7% | 67.8% |
| Kept as operating profit | Best in this row: 29.9% | −1100.1% |
| Kept as final profit | Best in this row: 22.5% | −3008.3% |
| Kept as spare cash | Best in this row: 28.8% | −4.3% |
| Profit on shareholders' money | Best in this row: 22.9% | −21.6% |
| Profit on all money put in | Best in this row: 17.1% | −9.2% |
| Balance sheet | ||
| Net cash (cash minus debt) | −$1.27B | Best in this row: −$870M |
| Debt for each $1 of shareholders' money | 0.41× | Best in this row: 0.10× |
| Short-term assets per $1 of bills due | 1.36× | Best in this row: 4.04× |
| Our readPro | ||
| Our call | Buy more | Keep |
| Why | Cadence Design Systems' sales grew 18% over the past year and analysts expect profit to grow 17% next year. | MicroStrategy fell 14% over the past five trading days, far more than other software stocks (down 2.9%), even though its report on Oct 29 beat profit forecasts by 108%. |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 62 | 36 |
| Our value score | 21 | Best in this row: 78 |
| Our growth score | Best in this row: 70 | 19 |
| Our quality score | Best in this row: 84 | 34 |
| Our price trend score | Best in this row: 67 | 29 |
| Earnings and analysts | ||
| Analyst consensus | Buy | Buy |
| To average analyst target | +28.6% | Best in this row: +75.1% |
| Average analyst target | $423.50 | $214.14 |
| Analysts rating it a buy | 92% | Best in this row: 94% |
| Buy ratings added, 3 months | 0 | Best in this row: +1 |
| Analysts covering | 13 | 14 |
CDNS: our only Buy more, with faster sales growth
Our pick of these: Cadence Design Systems
Sales growth +17.6% vs +4.2%
CDNS +17.6%, MSTR +4.2%.Forward P/E per point of sales growth 1.92 vs 2.51
CDNS 1.92, MSTR 2.51.Keeps 29.9% of sales as operating profit, vs −1100.1%
CDNS 29.9%, MSTR −1100.1%.Where it loses: MSTR has more analyst upside, +75.1% vs +28.6%
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Prices as of yesterday, 3:59 PM ET. A view, not advice.