CDNS vs. NBIS: Cadence Design Systems vs. Nebius Stock Comparison

Company Profile

Cadence Design Systems (CDNS) and Nebius (NBIS) both belong to the Software industry, though CDNS is classified under Application Software while NBIS falls under Systems Software.

Cadence Design Systems (CDNS) carries decades of public-market history since June 10, 1987, while Nebius (NBIS) listed on October 21, 2024 — long-window comparisons have far more historical data on the CDNS side.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Nebius (NBIS) carries a highly aggressive beta of 4.66, indicating much higher sensitivity to broad-market moves, whereas Cadence Design Systems (CDNS) is closer to market-like at 1.09 — a noticeable difference in market-sensitivity profile.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Cadence Design Systems (CDNS) at 22.87% sits in the top ROE quartile, while Nebius (NBIS) at 0.60% is closer to the peer norm — stronger capital efficiency for CDNS.

Cadence Design Systems (CDNS) at 22.52% retains a top-quartile share of revenue as profit, ahead of Nebius (NBIS) at 3.13%, which keeps about the industry-typical share.

Nebius (NBIS) reports a negative operating margin of -0.22%, 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.

Profitability Metrics

Growth

Nebius (NBIS) at 479.02% clears its industry range for revenue growth, far stronger top-line momentum than Cadence Design Systems (CDNS) at 14.12%, which is closer to a typical peer reading.

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

Growth Metrics

Financial Strength

Cadence Design Systems (CDNS) at 1.36 keeps current ratio within its industry’s typical mid-range, while Nebius (NBIS) at 4.03 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

Both Cadence Design Systems (CDNS) at 0.41 and Nebius (NBIS) at 0.99 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

Financial Strength Metrics

Dividends

Neither Cadence Design Systems (CDNS) nor Nebius (NBIS) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

Neither Cadence Design Systems (CDNS) nor Nebius (NBIS) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

Dividend Metrics

Valuation

Both Cadence Design Systems (CDNS) at 63.60 and Nebius (NBIS) at 101.16 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

Both look expensive on sales: Cadence Design Systems (CDNS) at 14.31 sits in the upper P/S ratio quartile, and Nebius (NBIS) at 25.98 prices even higher, above its industry range.

Nebius (NBIS) at 3.43 is valued about in line with its industry on P/B ratio, while Cadence Design Systems (CDNS) at 12.77 carries an above-peer premium to book — CDNS is pricier on assets.

Valuation Metrics