Cadence Design Systems Inc (CDNS)vsPrologis Inc (PLD)
CDNS
Cadence Design Systems Inc
$376.19
+4.80%
TECHNOLOGY · Cap: $114.85B
PLD
Prologis Inc
$144.54
-1.22%
REAL ESTATE · Cap: $130.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 70% more annual revenue ($9.38B vs $5.53B). PLD leads profitability with a 39.7% profit margin vs 21.2%. CDNS appears more attractively valued with a PEG of 3.93. PLD earns a higher WallStSmart Score of 63/100 (C+).
CDNS
Buy62
out of 100
Grade: C+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDNS.
Margin of Safety
+43.3%
Fair Value
$254.85
Current Price
$144.54
$110.31 discount
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
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Trading at 15.8x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
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 : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
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 : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
CDNS profiles as a growth stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
CDNS is growing revenue faster at 18.7% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 62/100), backed by strong 39.7% margins. 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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?