Amplitude Inc (AMPL)vsCadence Design Systems Inc (CDNS)
AMPL
Amplitude Inc
$7.66
-1.16%
TECHNOLOGY · Cap: $913.75M
CDNS
Cadence Design Systems Inc
$389.04
-2.57%
TECHNOLOGY · Cap: $108.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Cadence Design Systems Inc generates 1450% more annual revenue ($5.53B vs $356.75M). CDNS leads profitability with a 21.2% profit margin vs -25.1%. CDNS earns a higher WallStSmart Score of 62/100 (C+).
AMPL
Avoid32
out of 100
Grade: F
CDNS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.2%
Fair Value
$12.47
Current Price
$7.66
$4.81 discount
Intrinsic value data unavailable for CDNS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
16.9% revenue growth
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 29.7%
18.7% revenue growth
Earnings expanding 23.0% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -41.2% — below average capital efficiency
Trading at 16.4x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMPL
The strongest argument for AMPL centers on Debt/Equity, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : CDNS
The strongest argument for CDNS centers on Altman Z-Score, Market Cap, Profit Margin. Profitability is solid with margins at 21.2% and operating margin at 29.7%. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : AMPL
The primary concerns for AMPL are EPS Growth, Market Cap, Piotroski F-Score.
Bear Case : CDNS
The primary concerns for CDNS are Price/Book, PEG Ratio, P/E Ratio. A P/E of 91.7x leaves little room for execution misses.
Key Dynamics to Monitor
AMPL carries more volatility with a beta of 1.45 — expect wider price swings.
CDNS is growing revenue faster at 18.7% — sustainability is the question.
CDNS generates stronger free cash flow (307M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CDNS scores higher overall (62/100 vs 32/100), backed by strong 21.2% margins and 18.7% revenue growth. AMPL offers better value entry with a 46.2% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amplitude Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Amplitude Inc is a premier product intelligence platform that empowers organizations to gain deep insights into user behavior and optimize product performance. Through its advanced analytics solutions, Amplitude enhances customer engagement and retention, enabling businesses across various industries to drive sustainable growth. With a strong emphasis on innovation and scalability, Amplitude occupies a strategic position in the rapidly evolving digital analytics sector, making it a vital partner for enterprises aiming to elevate customer experiences and streamline operational efficiencies.
Visit Website →Cadence Design Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Cadence Design Systems, Inc., headquartered in San Jose, California, is an American multinational computational software company. The company produces software, hardware and silicon structures for designing integrated circuits, systems on chips (SoCs) and printed circuit boards.
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