CDNS vs. IOT: Cadence Design Systems vs. Samsara Stock Comparison

November 11, 2026

How do Cadence Design Systems (CDNS) and Samsara (IOT) 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 Samsara (IOT) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.

Cadence Design Systems (CDNS) has more than two decades of public-market history since June 10, 1987, whereas Samsara (IOT) listed on December 15, 2021 and has a much shorter record to draw on.

Company profile comparison for Cadence Design Systems (CDNS) and Samsara (IOT)
Profile Item	CDNS	IOT
Name	Cadence Design Systems, Inc.	Samsara Inc. Class A Common Stock
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	Application Software
Market Capitalization	87.78 billion USD	24.00 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	June 10, 1987	December 15, 2021
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

CDNS

IOT

GSPC

Cadence Design Systems (CDNS) vs. Samsara (IOT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Cadence Design Systems (CDNS) and Samsara (IOT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Cadence Design Systems (CDNS) and Samsara (IOT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
Total Return (1Y)	3.07%	9.09%
Total Return (3Y, Annualized)	9.32%	21.60%
Total Return (5Y, Annualized)	12.93%	--

Risk Profile

Drawdown History

CDNS

IOT

GSPC

Cadence Design Systems (CDNS) vs. Samsara (IOT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Cadence Design Systems (CDNS) and Samsara (IOT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
Volatility (1Y, Annualized)	42.21%	59.96%
Beta (5Y)	1.09	1.32
Max Drawdown (5Y)	-34.21%	-70.38%
Avg. Volume (3M)	2.41M	5.41M

Risk-Adjusted Performance

Risk-Return Positioning

CDNS and IOT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
Sharpe Ratio (1Y)	-0.03	0.08
Sortino Ratio (1Y)	-0.04	0.13

Profitability

ROE (TTM)

Cadence Design Systems (CDNS) at 22.87% sits in the top ROE quartile, while Samsara (IOT) at 6.43% 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%

IOT

Software & Services industry group

6.43%

Max: 53.85%
Q3: 17.90%
Median: 6.59%
IOT: 6.43%
Q1: -9.59%
Min: -50.52%

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Cadence Design Systems (CDNS) at 22.52% retains a top-quartile share of revenue as profit, ahead of Samsara (IOT) at 4.90%, 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%

IOT

Software & Services industry group

4.90%

Max: 41.17%
Q3: 15.28%
IOT: 4.90%
Median: 4.63%
Q1: -5.42%
Min: -33.17%

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Cadence Design Systems (CDNS) at 28.93% operates in the top operating margin quartile, ahead of Samsara (IOT) at 0.96%, which runs around its industry’s norm.

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%

IOT

Software & Services industry group

0.96%

Max: 46.89%
Q3: 17.64%
Median: 8.73%
IOT: 0.96%
Q1: -2.13%
Min: -30.45%

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
ROE (TTM)	22.87%	6.43%
ROA (TTM)	10.52%	0.49%
Net Margin (TTM)	22.52%	4.90%
Operating Margin (TTM)	28.93%	0.96%
Gross Margin (TTM)	85.68%	76.43%

Growth

Revenue Growth

Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Cadence Design Systems (CDNS) at 14.12% is closer to the peer norm — faster top-line expansion for IOT.

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Cadence Design Systems (CDNS) reports EPS growth of 5.45%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
Revenue Growth (YoY)	14.12%	29.57%
Revenue Growth (3Y CAGR)	14.14%	35.37%
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 Samsara (IOT) at 1.63 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

IOT

Software & Services industry group

1.63

Max: 5.11
Q3: 2.77
Median: 1.67
IOT: 1.63
Q1: 1.01
Min: 0.03

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Cadence Design Systems (CDNS) at 0.41 runs a more typical debt-to-equity mix.

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

IOT

Software & Services industry group

0.04

Max: 2.52
Q3: 1.13
Median: 0.40
Q1: 0.07
IOT: 0.04
Min: 0.00

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
Current Ratio (MRQ)	1.36	1.63
Debt / Equity (MRQ)	0.41	0.04
Net Debt / EBITDA	0.57	-24.18

Dividends

Dividend Yield (TTM)

Neither Cadence Design Systems (CDNS) nor Samsara (IOT) 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%

IOT

Software & Services industry group

0.00%

IOT: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Cadence Design Systems (CDNS) nor Samsara (IOT) 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%

IOT

Software & Services industry group

0.00%

IOT: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
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 Samsara (IOT) at 292.71 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

IOT

Software & Services industry group

292.71

IOT: 292.71
Max: 112.94
Q3: 60.32
Median: 32.91
Q1: 18.77
Min: 6.69

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Both Cadence Design Systems (CDNS) at 14.31 and Samsara (IOT) at 12.99 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

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

IOT

Software & Services industry group

12.99

Max: 17.91
IOT: 12.99
Q3: 8.78
Median: 4.25
Q1: 2.23
Min: 0.02

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both Cadence Design Systems (CDNS) at 12.77 and Samsara (IOT) at 14.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

IOT

Software & Services industry group

14.97

Max: 16.63
IOT: 14.97
Q3: 8.50
Median: 4.30
Q1: 1.92
Min: -3.90

Cadence Design Systems (CDNS) vs. Samsara (IOT): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Cadence Design Systems (CDNS) and Samsara (IOT)
Metric	CDNS	IOT
P/E Ratio (TTM)	63.60	292.71
P/S Ratio (TTM)	14.31	12.99
P/B Ratio (MRQ)	12.77	14.97
Free Cash Flow Yield (TTM)	1.99%	1.09%