Cadence Design Systems Inc (CDNS)vsDave Inc (DAVE)
CDNS
Cadence Design Systems Inc
$376.19
+0.32%
TECHNOLOGY · Cap: $114.85B
DAVE
Dave Inc
$258.25
-1.31%
TECHNOLOGY · Cap: $3.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Cadence Design Systems Inc generates 814% more annual revenue ($5.53B vs $604.62M). DAVE leads profitability with a 37.2% profit margin vs 21.2%. DAVE trades at a lower P/E of 18.4x. DAVE earns a higher WallStSmart Score of 70/100 (B).
CDNS
Buy62
out of 100
Grade: C+
DAVE
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDNS.
Margin of Safety
-28.7%
Fair Value
$131.75
Current Price
$258.25
$126.50 premium
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
Every $100 of equity generates 110 in profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.3%
Revenue surging 46.7% year-over-year
Earnings expanding 104.1% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 15.8x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 16.1x book value
Elevated debt levels
Weak financial health signals
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 : DAVE
The strongest argument for DAVE centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 37.2% and operating margin at 38.3%. Revenue growth of 46.7% demonstrates continued momentum.
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 : DAVE
The primary concerns for DAVE are Price/Book, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
DAVE carries more volatility with a beta of 3.88 — expect wider price swings.
DAVE is growing revenue faster at 46.7% — 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
DAVE scores higher overall (70/100 vs 62/100), backed by strong 37.2% margins and 46.7% 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.
Dave Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Dave Inc. (Ticker: DAVE) is a U.S.–based financial technology (fintech) and digital banking company that offers consumer-focused financial products and services through its mobile platform. Its offerings include budgeting tools to help users manage income and expenses, ExtraCash short-term cash advances, digital checking accounts via Dave Banking, and a job-finding feature called Side Hustle. The company’s platform aims to provide accessible, modern financial solutions designed as alternatives to traditional banking fees and overdraft charges.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?