Cadence Design Systems, Inc. (CDNS) vs Cloudflare, Inc. (NET)
CDNS leads on 11 of 12 compared metrics.
A side-by-side comparison of Cadence Design Systems, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
CDNS
Cadence Design Systems, Inc.
$384.96Technology
NET
Cloudflare, Inc.
$228.48Technology
Total return — CDNS vs NET
growth of $100 · last 7yCDNS +482.0%NET +1169.3%NET compounded faster
CDNS NET
CDNS vs NET: by the numbers
- •CDNS is the larger company ($106.18B vs $81.10B market cap).
- •CDNS is profitable (21.18% net margin) while NET runs a net loss (-3.72%).
- •NET grew revenue faster over the past five years (37.27% vs 14.78% CAGR).
Which is better, CDNS or NET?
Metric tally: CDNS 11 · NET 1It depends on what you're optimizing for:
GrowthNET(faster 5Y revenue CAGR)
QualityCDNS(higher ROIC)
Valuation
| Metric | CDNS | NET |
|---|---|---|
| P/E ratio | 89.73 | — |
| Forward P/E | 41.13● | 144.58 |
| P/S ratio | 19.06● | 34.60 |
| P/B ratio | 16.06● | 52.77 |
| PEG ratio | 14.88 | — |
| EV / EBITDA | 56.46● | 603.02 |
| FCF yield | 1.36%● | 0.44% |
Profitability
| Metric | CDNS | NET |
|---|---|---|
| Gross margin | 88.85%● | 73.33% |
| Operating margin | 31.11%● | -9.27% |
| Net margin | 21.18%● | -3.72% |
| ROE | 17.85%● | -5.68% |
| ROIC | 14.11%● | -4.10% |
Growth (annualized)
| Metric | CDNS | NET |
|---|---|---|
| Revenue CAGR (5Y) | 14.78% | 37.27%● |
| EPS CAGR (5Y) | 13.62% | — |
| FCF CAGR (5Y) | 11.44% | — |
| Total return CAGR (5Y) | 24.38%● | 19.43% |
Frequently asked
- Which is better, CDNS or NET?
- It depends on your goal. growth: NET (faster 5Y revenue CAGR); quality: CDNS (higher ROIC). Across all compared metrics, CDNS leads 11 to 1.
- Which has grown faster, CDNS or NET?
- Over the past five years, NET grew revenue faster — CDNS at a 14.78% CAGR versus NET at 37.27%.
- Is CDNS or NET more profitable?
- CDNS runs the higher net margin — CDNS at 21.18% versus NET at -3.72%.
- Which has been the better investment, CDNS or NET?
- Over the past 5-year, CDNS delivered the higher annualized total return — CDNS at 31.59% versus NET at 19.43%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cadence Design Systems P/E ratioCloudflare P/E ratioCadence Design Systems dividend yieldCloudflare dividend yieldCadence Design Systems ROECloudflare ROECadence Design Systems operating marginCloudflare operating marginCadence Design Systems revenue growthCloudflare revenue growthCadence Design Systems free cash flowCloudflare free cash flow
Cadence Design Systems & Cloudflare appear in these rankings
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 June 14, 2026.