Cadence Design Systems (CDNS) Competitors

Cadence Design Systems (NASDAQ:CDNS) and CrowdStrike (NASDAQ:CRWD) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, profitability, valuation, analyst recommendations, media sentiment, community ranking, risk, institutional ownership and dividends.

Does the media favor CDNS or CRWD?

In the previous week, CrowdStrike had 39 more articles in the media than Cadence Design Systems. MarketBeat recorded 53 mentions for CrowdStrike and 14 mentions for Cadence Design Systems. Cadence Design Systems' average media sentiment score of 0.88 beat CrowdStrike's score of 0.66 indicating that Cadence Design Systems is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Cadence Design Systems	6 Very Positive mention(s)	1 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
CrowdStrike	21 Very Positive mention(s)	7 Positive mention(s)	19 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community favor CDNS or CRWD?

Cadence Design Systems received 121 more outperform votes than CrowdStrike when rated by MarketBeat users. Likewise, 71.21% of users gave Cadence Design Systems an outperform vote while only 67.67% of users gave CrowdStrike an outperform vote.

Company	Underperform	Outperform
Cadence Design Systems	Outperform Votes 569 71.21%	Underperform Votes 230 28.79%
CrowdStrike	Outperform Votes 448 67.67%	Underperform Votes 214 32.33%

Do analysts prefer CDNS or CRWD?

Cadence Design Systems presently has a consensus price target of $331.11, suggesting a potential upside of 15.65%. CrowdStrike has a consensus price target of $373.95, suggesting a potential upside of 19.22%. Given CrowdStrike's stronger consensus rating and higher probable upside, analysts plainly believe CrowdStrike is more favorable than Cadence Design Systems.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cadence Design Systems	0 Sell rating(s)	2 Hold rating(s)	7 Buy rating(s)	0 Strong Buy rating(s)	2.78
CrowdStrike	0 Sell rating(s)	1 Hold rating(s)	37 Buy rating(s)	0 Strong Buy rating(s)	2.97

Do institutionals & insiders hold more shares of CDNS or CRWD?

84.9% of Cadence Design Systems shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 2.0% of Cadence Design Systems shares are owned by insiders. Comparatively, 4.3% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Which has more volatility & risk, CDNS or CRWD?

Cadence Design Systems has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.08, suggesting that its share price is 8% more volatile than the S&P 500.

Is CDNS or CRWD more profitable?

Cadence Design Systems has a net margin of 25.68% compared to CrowdStrike's net margin of 2.92%. Cadence Design Systems' return on equity of 32.44% beat CrowdStrike's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Cadence Design Systems	25.68%	32.44%	19.18%
CrowdStrike	2.92%	6.09%	2.08%

Which has better earnings and valuation, CDNS or CRWD?

Cadence Design Systems has higher revenue and earnings than CrowdStrike. Cadence Design Systems is trading at a lower price-to-earnings ratio than CrowdStrike, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cadence Design Systems	$4.09B	19.05	$1.04B	$3.84	74.56
CrowdStrike	$3.06B	24.83	$89.33M	$0.36	871.33

Summary

Cadence Design Systems beats CrowdStrike on 10 of the 18 factors compared between the two stocks.