CDNS vs. CRWD: Cadence Design Systems vs. CrowdStrike Stock Comparison
How do Cadence Design Systems (CDNS) and CrowdStrike (CRWD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Cadence Design Systems (CDNS) and CrowdStrike (CRWD) both belong to the Software industry, though CDNS is classified under Application Software while CRWD falls under Systems Software.
| Profile Item | CDNS | CRWD |
|---|---|---|
| Name | Cadence Design Systems, Inc. | CrowdStrike Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Systems Software |
| Market Capitalization | 87.78 billion USD | 222.09 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | June 10, 1987 | June 12, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| Total Return (1Y) | 3.07% | 66.51% |
| Total Return (3Y, Annualized) | 9.32% | 67.65% |
| Total Return (5Y, Annualized) | 12.93% | 25.12% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| Volatility (1Y, Annualized) | 42.21% | 57.45% |
| Beta (5Y) | 1.09 | 1.18 |
| Max Drawdown (5Y) | -34.21% | -67.69% |
| Avg. Volume (3M) | 2.41M | 9.95M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| Sharpe Ratio (1Y) | -0.03 | 1.08 |
| Sortino Ratio (1Y) | -0.04 | 1.74 |
Profitability
ROE (TTM)
Cadence Design Systems (CDNS) at 22.87% sits in the top ROE quartile, while CrowdStrike (CRWD) at 1.46% is closer to the peer norm — stronger capital efficiency for CDNS.
CDNS
Software & Services industry group
22.87%
- Max
- 53.85%
- CDNS
- 22.87%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
CRWD
Software & Services industry group
1.46%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- CRWD
- 1.46%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Cadence Design Systems (CDNS) at 22.52% retains a top-quartile share of revenue as profit, ahead of CrowdStrike (CRWD) at 0.83%, which keeps about the industry-typical share.
CDNS
Software & Services industry group
22.52%
- Max
- 41.17%
- CDNS
- 22.52%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
CRWD
Software & Services industry group
0.83%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- CRWD
- 0.83%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
CrowdStrike (CRWD) reports a negative operating margin of -2.26%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Cadence Design Systems (CDNS) reports 28.93%, ranking against industry peers normally.
CDNS
Software & Services industry group
28.93%
- Max
- 46.89%
- CDNS
- 28.93%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
CRWD
Software & Services industry group
-2.26%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- CRWD
- -2.26%
- Min
- -30.45%
Profitability Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| ROE (TTM) | 22.87% | 1.46% |
| ROA (TTM) | 10.52% | -0.78% |
| Net Margin (TTM) | 22.52% | 0.83% |
| Operating Margin (TTM) | 28.93% | -2.26% |
| Gross Margin (TTM) | 85.68% | 75.19% |
Growth
Revenue Growth
Both Cadence Design Systems (CDNS) at 14.12% and CrowdStrike (CRWD) at 21.71% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Only one side can be read here: Cadence Design Systems (CDNS) reports EPS growth of 5.45%, ranked against its industry; CrowdStrike (CRWD) has no EPS growth figure this period.
Growth Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| Revenue Growth (YoY) | 14.12% | 21.71% |
| Revenue Growth (3Y CAGR) | 14.14% | 29.01% |
| EPS Growth (YoY) | 5.45% | -- |
| EPS Growth (3Y CAGR) | 9.53% | -- |
Financial Strength
Current Ratio (MRQ)
Both Cadence Design Systems (CDNS) at 1.36 and CrowdStrike (CRWD) at 1.57 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
CDNS
Software & Services industry group
1.36
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- CDNS
- 1.36
- Q1
- 1.01
- Min
- 0.03
CRWD
Software & Services industry group
1.57
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- CRWD
- 1.57
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both Cadence Design Systems (CDNS) at 0.41 and CrowdStrike (CRWD) at 0.16 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
CDNS
Software & Services industry group
0.41
- Max
- 2.52
- Q3
- 1.13
- CDNS
- 0.41
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
CRWD
Software & Services industry group
0.16
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- CRWD
- 0.16
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| Current Ratio (MRQ) | 1.36 | 1.57 |
| Debt / Equity (MRQ) | 0.41 | 0.16 |
| Net Debt / EBITDA | 0.57 | -39.24 |
Dividends
Dividend Yield (TTM)
Neither Cadence Design Systems (CDNS) nor CrowdStrike (CRWD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CDNS
Software & Services industry group
0.00%
- CDNS
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CRWD
Software & Services industry group
0.00%
- CRWD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Cadence Design Systems (CDNS) nor CrowdStrike (CRWD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
CDNS
Software & Services industry group
0.00%
- CDNS
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CRWD
Software & Services industry group
0.00%
- CRWD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: Cadence Design Systems (CDNS) at 63.60 sits in the richer P/E ratio quartile, and CrowdStrike (CRWD) at 3,615.00 is richer still, above its industry range.
CDNS
Software & Services industry group
63.60
- Max
- 112.94
- CDNS
- 63.60
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
CRWD
Software & Services industry group
3,615.00
- CRWD
- 3,615.00
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both look expensive on sales: Cadence Design Systems (CDNS) at 14.31 sits in the upper P/S ratio quartile, and CrowdStrike (CRWD) at 41.16 prices even higher, above its industry range.
CDNS
Software & Services industry group
14.31
- Max
- 17.91
- CDNS
- 14.31
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
CRWD
Software & Services industry group
41.16
- CRWD
- 41.16
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Cadence Design Systems (CDNS) at 12.77 sits in the upper P/B ratio quartile, and CrowdStrike (CRWD) at 43.53 prices even higher, above its industry range.
CDNS
Software & Services industry group
12.77
- Max
- 16.63
- CDNS
- 12.77
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
CRWD
Software & Services industry group
43.53
- CRWD
- 43.53
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | CDNS | CRWD |
|---|---|---|
| P/E Ratio (TTM) | 63.60 | 3,615.00 |
| P/S Ratio (TTM) | 14.31 | 41.16 |
| P/B Ratio (MRQ) | 12.77 | 43.53 |
| Free Cash Flow Yield (TTM) | 1.99% | 0.90% |