Cadence Design Systems Inc (CDNS)vsLinde plc Ordinary Shares (LIN)
CDNS
Cadence Design Systems Inc
$376.19
+4.80%
TECHNOLOGY · Cap: $114.85B
LIN
Linde plc Ordinary Shares
$507.90
-1.18%
BASIC MATERIALS · Cap: $229.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 527% more annual revenue ($34.65B vs $5.53B). CDNS leads profitability with a 21.2% profit margin vs 20.4%. LIN appears more attractively valued with a PEG of 2.32. LIN earns a higher WallStSmart Score of 62/100 (C+).
CDNS
Buy62
out of 100
Grade: C+
LIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDNS.
Margin of Safety
-70.2%
Fair Value
$298.47
Current Price
$507.90
$209.43 premium
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
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.5%
Areas to Watch
Trading at 15.8x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 : LIN
The strongest argument for LIN centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 20.4% and operating margin at 28.5%.
Bear Case : CDNS
The primary concerns for CDNS are Price/Book, PEG Ratio, P/E Ratio. A P/E of 96.6x leaves little room for execution misses.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CDNS profiles as a growth stock while LIN is a mature play — different risk/reward profiles.
CDNS carries more volatility with a beta of 1.13 — expect wider price swings.
CDNS is growing revenue faster at 18.7% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
CDNS scores higher overall (62/100 vs 62/100), backed by strong 21.2% margins and 18.7% 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.
Linde plc Ordinary Shares
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Linde plc is a multinational chemical company. It is the largest industrial gas company by market share and revenue. It serves customers in the healthcare, petroleum refining, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, electronics and water treatment industries. The company's primary business is the manufacturing and distribution of atmospheric gases, including oxygen, nitrogen, argon, rare gases, and process gases, including carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene.
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