Cadence Design Systems Inc (CDNS)vsGrab Holdings Ltd (GRAB)
CDNS
Cadence Design Systems Inc
$389.04
-1.76%
TECHNOLOGY · Cap: $108.81B
GRAB
Grab Holdings Ltd
$3.46
-3.47%
TECHNOLOGY · Cap: $13.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Cadence Design Systems Inc generates 56% more annual revenue ($5.53B vs $3.55B). CDNS leads profitability with a 21.2% profit margin vs 10.7%. GRAB appears more attractively valued with a PEG of 0.86. GRAB earns a higher WallStSmart Score of 64/100 (C+).
CDNS
Buy62
out of 100
Grade: C+
GRAB
Buy64
out of 100
Grade: C+
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.5% year-over-year
Earnings expanding 41.0% YoY
Areas to Watch
Trading at 16.4x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 5.8% — below average capital efficiency
Operating margin of 2.7%
Weak financial health signals
Premium valuation, high expectations priced in
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 : GRAB
The strongest argument for GRAB centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 23.5% demonstrates continued momentum. PEG of 0.86 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 91.7x leaves little room for execution misses.
Bear Case : GRAB
The primary concerns for GRAB are Return on Equity, Operating Margin, Piotroski F-Score. A P/E of 82.5x leaves little room for execution misses.
Key Dynamics to Monitor
CDNS carries more volatility with a beta of 1.15 — expect wider price swings.
GRAB is growing revenue faster at 23.5% — 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
GRAB scores higher overall (64/100 vs 62/100) and 23.5% revenue growth. 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.
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.
Grab Holdings Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Grab Holdings Ltd is a leading technology platform in Southeast Asia, providing comprehensive services in ride-hailing, food delivery, and digital payment solutions. Founded in 2012, Grab has quickly established a robust presence in the region, serving millions of urban consumers while prioritizing innovation and sustainability. The company's continuous investment in strategic partnerships and advanced technology enhances its service offerings and operational efficiency. As Grab evolves its service portfolio and expands geographically, it is well-positioned to capitalize on the growing demand for integrated consumer solutions within the dynamic Southeast Asian digital economy.
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