Cadence Design Systems Inc (CDNS)vsDell Technologies Inc (DELL)
CDNS
Cadence Design Systems Inc
$374.93
-2.01%
TECHNOLOGY · Cap: $97.79B
DELL
Dell Technologies Inc
$317.05
-3.29%
TECHNOLOGY · Cap: $160.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1954% more annual revenue ($113.54B vs $5.53B). CDNS leads profitability with a 21.2% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 1.08. DELL earns a higher WallStSmart Score of 73/100 (B).
CDNS
Buy62
out of 100
Grade: C+
DELL
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 4.0B in free cash flow
Areas to Watch
Trading at 15.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
5.2% margin — thin
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : CDNS
The primary concerns for CDNS are Price/Book, PEG Ratio, P/E Ratio. A P/E of 82.7x leaves little room for execution misses.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Key Dynamics to Monitor
CDNS profiles as a growth stock while DELL is a hypergrowth play — different risk/reward profiles.
CDNS carries more volatility with a beta of 1.13 — expect wider price swings.
DELL is growing revenue faster at 39.5% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (73/100 vs 62/100) and 39.5% revenue growth. Both earn "Strong 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.
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.
Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
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