Cadence Design Systems Inc (CDNS)vsePlus inc (PLUS)
CDNS
Cadence Design Systems Inc
$376.19
+2.48%
TECHNOLOGY · Cap: $114.85B
PLUS
ePlus inc
$82.32
+1.76%
TECHNOLOGY · Cap: $2.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Cadence Design Systems Inc generates 126% more annual revenue ($5.53B vs $2.44B). CDNS leads profitability with a 21.2% profit margin vs 5.4%. PLUS appears more attractively valued with a PEG of 0.95. PLUS earns a higher WallStSmart Score of 68/100 (B-).
CDNS
Buy62
out of 100
Grade: C+
PLUS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDNS.
Margin of Safety
+3.0%
Fair Value
$86.55
Current Price
$82.32
$4.23 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.7% year-over-year
Areas to Watch
Trading at 15.8x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.4% margin — thin
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 : PLUS
The strongest argument for PLUS centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 21.7% demonstrates continued momentum. PEG of 0.95 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 96.6x leaves little room for execution misses.
Bear Case : PLUS
The primary concerns for PLUS are Profit Margin.
Key Dynamics to Monitor
CDNS carries more volatility with a beta of 1.13 — expect wider price swings.
PLUS is growing revenue faster at 21.7% — 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
PLUS scores higher overall (68/100 vs 62/100) and 21.7% 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.
ePlus inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ePlus inc. The company is headquartered in Herndon, Virginia.
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