Cadence Design Systems Inc (CDNS)vsUber Technologies Inc (UBER)
CDNS
Cadence Design Systems Inc
$362.70
+1.63%
TECHNOLOGY · Cap: $98.44B
UBER
Uber Technologies Inc
$75.45
-1.67%
TECHNOLOGY · Cap: $156.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 871% more annual revenue ($53.69B vs $5.53B). CDNS leads profitability with a 21.2% profit margin vs 15.9%. CDNS appears more attractively valued with a PEG of 3.36. CDNS earns a higher WallStSmart Score of 62/100 (C+).
CDNS
Buy62
out of 100
Grade: C+
UBER
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDNS.
Margin of Safety
+34.2%
Fair Value
$108.42
Current Price
$75.45
$32.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 29.7%
18.7% revenue growth
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Generating 2.3B in free cash flow
Areas to Watch
Trading at 15.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CDNS
The strongest argument for CDNS centers on Altman Z-Score, Market Cap, Return on Equity. Profitability is solid with margins at 21.2% and operating margin at 29.7%. Revenue growth of 18.7% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, Free Cash Flow. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : CDNS
The primary concerns for CDNS are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 83.2x leaves little room for execution misses.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CDNS profiles as a growth stock while UBER is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
CDNS is growing revenue faster at 18.7% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
CDNS scores higher overall (62/100 vs 54/100), backed by strong 21.2% margins and 18.7% revenue growth. UBER offers better value entry with a 34.2% margin of safety. 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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