Cadence Design Systems Inc (CDNS)vsSS&C Technologies Holdings Inc (SSNC)
CDNS
Cadence Design Systems Inc
$376.19
+0.32%
TECHNOLOGY · Cap: $114.85B
SSNC
SS&C Technologies Holdings Inc
$69.91
+0.73%
TECHNOLOGY · Cap: $16.30B
Smart Verdict
WallStSmart Research — data-driven comparison
SS&C Technologies Holdings Inc generates 16% more annual revenue ($6.41B vs $5.53B). CDNS leads profitability with a 21.2% profit margin vs 12.7%. SSNC appears more attractively valued with a PEG of 0.70. SSNC earns a higher WallStSmart Score of 66/100 (B-).
CDNS
Buy62
out of 100
Grade: C+
SSNC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDNS.
Margin of Safety
+44.6%
Fair Value
$131.61
Current Price
$69.91
$61.70 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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
Trading at 15.8x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
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 : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.70 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 : SSNC
The primary concerns for SSNC are Debt/Equity, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
CDNS profiles as a growth stock while SSNC is a value 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.
CDNS generates stronger free cash flow (307M), providing more financial flexibility.
Bottom Line
SSNC scores higher overall (66/100 vs 62/100). 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.
SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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