Cadence Design Systems Inc (CDNS)vsUber Technologies Inc (UBER)
CDNS
Cadence Design Systems Inc
$281.39
-1.03%
TECHNOLOGY · Cap: $78.44B
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 882% more annual revenue ($52.02B vs $5.30B). CDNS leads profitability with a 20.9% profit margin vs 19.3%. CDNS appears more attractively valued with a PEG of 2.54. CDNS earns a higher WallStSmart Score of 62/100 (C+).
CDNS
Buy62
out of 100
Grade: C+
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-129.2%
Fair Value
$122.75
Current Price
$281.39
$158.64 premium
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.8%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 21 of every $100 in revenue as profit
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Trading at 14.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CDNS
The strongest argument for CDNS centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 20.9% and operating margin at 32.8%.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : CDNS
The primary concerns for CDNS are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 69.9x 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 mature stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
CDNS scores higher overall (62/100 vs 56/100), backed by strong 20.9% margins. 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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