Which has grown faster, CDNS or LITE?

Over the past five years, CDNS grew revenue faster — CDNS at a 15.04% CAGR versus LITE at 11.33%.

Is CDNS or LITE more profitable?

CDNS runs the higher net margin — CDNS at 23.61% versus LITE at -230.10%.

How have CDNS and LITE total returns compared?

Over the past 10 years, CDNS delivered 28.84% and LITE delivered 37.37% annualized total return. Past performance doesn't predict future results.

Cadence Design Systems, Inc. (CDNS) vs Lumentum Holdings Inc. (LITE)

A side-by-side comparison of Cadence Design Systems, Inc. and Lumentum Holdings Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 20, 2026. Differences are shown without an overall score or investment verdict.

CDNS

Cadence Design Systems, Inc.

$86.74B

$314.98TechnologyDelayed quote: Aug 19, 2026, 4:00 PM EDT

LITE

Lumentum Holdings Inc.

$64.39B

$827.60TechnologyAt close: Aug 19, 2026, 4:00 PM ET

Total return — CDNS vs LITE

growth of $100 · dividends reinvested · last 10y

CDNS +1192.5% (+29.2%/yr)LITE +2331.3% (+37.6%/yr)LITE compounded faster over this window

CDNS LITE

CDNS vs LITE: by the numbers

•CDNS is the larger company ($86.74B vs $64.39B market cap).
•CDNS is profitable (23.61% net margin) while LITE runs a net loss (-230.10%).
•CDNS grew revenue faster over the past five years (15.04% vs 11.33% CAGR).

Metrics side by side

Valuation

Metric	CDNS	LITE
P/E ratio	62.62	N/A
Forward P/E	38.69	100.62
P/S ratio	14.84	20.48
P/B ratio	12.63	13.29
EV / EBITDA	41.23	85.45
FCF yield	1.94%	0.89%

Profitability

Metric	CDNS	LITE
Gross margin	88.50%	41.67%
Operating margin	30.83%	17.41%
Net margin	23.61%	-230.10%
ROE	20.09%	-149.34%
ROIC	13.29%	8.17%

Growth (annualized)

Metric	CDNS	LITE
Revenue CAGR (5Y)	15.04%	11.33%
EPS CAGR (5Y)	13.62%	-26.64%
FCF CAGR (5Y)	15.03%	3.15%
Total return CAGR (5Y)	15.50%	57.67%

Frequently asked

Which has grown faster, CDNS or LITE?: Over the past five years, CDNS grew revenue faster — CDNS at a 15.04% CAGR versus LITE at 11.33%.
Is CDNS or LITE more profitable?: CDNS runs the higher net margin — CDNS at 23.61% versus LITE at -230.10%.
How have CDNS and LITE total returns compared?: Over the past 10 years, CDNS delivered 28.84% and LITE delivered 37.37% annualized total return. Past performance doesn't predict future results.

Go deeper

Full CDNS analysis Full LITE analysis Interactive comparison tool

Dig into the metrics

Cadence Design Systems P/E ratio Cadence Design Systems ROE Lumentum ROE Cadence Design Systems operating margin Lumentum operating margin Cadence Design Systems revenue growth Lumentum revenue growth Cadence Design Systems free cash flow Lumentum free cash flow

Cadence Design Systems & Lumentum appear in these rankings

Fastest Revenue Growth Stocks Highest Operating Margin Stocks Highest 10-Year Total Return Stocks

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 20, 2026.