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).

Total return — CDNS vs NET

growth of $100 · last 7y
CDNS +482.0%NET +1169.3%NET compounded faster
05001k2kStart $100202120232025$582$1,269
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 1

It depends on what you're optimizing for:

GrowthNET(faster 5Y revenue CAGR)
QualityCDNS(higher ROIC)

Valuation

MetricCDNSNET
P/E ratio89.73
Forward P/E41.13144.58
P/S ratio19.0634.60
P/B ratio16.0652.77
PEG ratio14.88
EV / EBITDA56.46603.02
FCF yield1.36%0.44%

Profitability

MetricCDNSNET
Gross margin88.85%73.33%
Operating margin31.11%-9.27%
Net margin21.18%-3.72%
ROE17.85%-5.68%
ROIC14.11%-4.10%

Growth (annualized)

MetricCDNSNET
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.

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.