Which has grown faster, CDNS or NET?

Over the past five years, NET grew revenue faster — CDNS at a 15.04% CAGR versus NET at 37.27%.

Is CDNS or NET more profitable?

CDNS runs the higher net margin — CDNS at 23.61% versus NET at -3.72%.

How have CDNS and NET total returns compared?

Over the past 5 years, CDNS delivered 30.53% and NET delivered 17.14% annualized total return. Past performance doesn't predict future results.

Cadence Design Systems, Inc. (CDNS) vs Cloudflare, Inc. (NET)

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 July 29, 2026. Differences are shown without an overall score or investment verdict.

CDNS

Cadence Design Systems, Inc.

$91.78B

$332.76TechnologyDelayed quote: Jul 29, 2026, 4:00 PM EDT

NET

Cloudflare, Inc.

$95.97B

$270.37TechnologyDelayed quote: Jul 29, 2026, 4:00 PM EDT

Total return — CDNS vs NET

growth of $100 · dividends reinvested · last 7y

CDNS +392.5%NET +1367.2%NET compounded faster

CDNS NET

CDNS vs NET: by the numbers

•NET is the larger company ($95.97B vs $91.78B market cap).
•CDNS is profitable (23.61% net margin) while NET runs a net loss (-3.72%).
•NET grew revenue faster over the past five years (37.27% vs 15.04% CAGR).

Metrics side by side

Valuation

Metric	CDNS	NET
P/E ratio	68.53	N/A
Forward P/E	42.40	220.51
P/S ratio	16.24	39.99
P/B ratio	13.82	61.00
PEG ratio	14.86	N/A
EV / EBITDA	47.70	N/A
FCF yield	1.77%	0.38%

Profitability

Metric	CDNS	NET
Gross margin	88.50%	73.33%
Operating margin	30.83%	-9.27%
Net margin	23.61%	-3.72%
ROE	20.09%	-5.68%
ROIC	14.11%	-4.10%

Growth (annualized)

Metric	CDNS	NET
Revenue CAGR (5Y)	15.04%	37.27%
EPS CAGR (5Y)	13.62%	N/A
FCF CAGR (5Y)	15.03%	N/A
Total return CAGR (5Y)	18.98%	17.14%

Frequently asked

Which has grown faster, CDNS or NET?: Over the past five years, NET grew revenue faster — CDNS at a 15.04% CAGR versus NET at 37.27%.
Is CDNS or NET more profitable?: CDNS runs the higher net margin — CDNS at 23.61% versus NET at -3.72%.
How have CDNS and NET total returns compared?: Over the past 5 years, CDNS delivered 30.53% and NET delivered 17.14% annualized total return. Past performance doesn't predict future results.

Go deeper

Full CDNS analysis Full NET analysis Interactive comparison tool

Dig into the metrics

Cadence Design Systems P/E ratio Cloudflare P/E ratio Cadence Design Systems dividend yield Cloudflare dividend yield Cadence Design Systems ROE Cloudflare ROE Cadence Design Systems operating margin Cloudflare operating margin Cadence Design Systems revenue growth Cloudflare revenue growth Cadence Design Systems free cash flow Cloudflare free cash flow

Cadence Design Systems & Cloudflare 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 July 29, 2026.