CCC Intelligent Solutions Holdings Inc. (CCC)vsCadence Design Systems Inc (CDNS)
CCC
CCC Intelligent Solutions Holdings Inc.
$4.66
-6.61%
TECHNOLOGY · Cap: $2.70B
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 409% more annual revenue ($5.53B vs $1.09B). CDNS leads profitability with a 21.2% profit margin vs 3.2%. CCC trades at a lower P/E of 76.7x. CDNS earns a higher WallStSmart Score of 62/100 (C+).
CCC
Buy55
out of 100
Grade: C
CDNS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.2%
Fair Value
$8.96
Current Price
$4.66
$4.30 discount
Intrinsic value data unavailable for CDNS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 35.0% YoY
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
ROE of 2.0% — below average capital efficiency
3.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 16.4x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CCC
The strongest argument for CCC centers on Price/Book, EPS Growth. Revenue growth of 11.8% 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 : CCC
The primary concerns for CCC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 76.7x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
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
CCC profiles as a value stock while CDNS is a growth play — different risk/reward profiles.
CDNS carries more volatility with a beta of 1.15 — 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.
Bottom Line
CDNS scores higher overall (62/100 vs 55/100), backed by strong 21.2% margins and 18.7% revenue growth. CCC offers better value entry with a 42.2% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CCC Intelligent Solutions Holdings Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
CCC Intelligent Solutions Holdings Inc. is a leading provider of digital solutions in the automotive and insurance industries, leveraging advanced data analytics and machine learning technologies to drive efficiency and streamline operations. Its comprehensive platform enhances claims management, vehicle valuation, and repair estimation, serving a broad spectrum of clients. Positioned at the intersection of technology and risk management, CCC is poised for significant growth as it addresses the data-driven demands of a rapidly evolving marketplace, making it a pivotal player in the insurance tech landscape.
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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