CDNS vs. SHOP: Cadence Design Systems vs. Shopify Stock Comparison

Company Profile

Cadence Design Systems (CDNS) and Shopify (SHOP) both fall under the Software & Services industry group, but CDNS is classified in Software while SHOP is classified in IT Services.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Shopify (SHOP) carries a highly aggressive beta of 2.65, 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 Shopify (SHOP) at 16.83% 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 Shopify (SHOP) at 15.01%, which keeps about the industry-typical share.

Both Cadence Design Systems (CDNS) at 28.93% and Shopify (SHOP) at 18.39% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

Profitability Metrics

Growth

Shopify (SHOP) at 30.14% 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 SHOP.

Both Cadence Design Systems (CDNS) at 5.45% and Shopify (SHOP) at -39.47% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

Cadence Design Systems (CDNS) at 1.36 keeps current ratio within its industry’s typical mid-range, while Shopify (SHOP) at 4.86 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

Shopify (SHOP) at 0.01 keeps leverage in the lower industry quartile, while Cadence Design Systems (CDNS) at 0.41 runs a more typical debt-to-equity mix.

Financial Strength Metrics

Dividends

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

Neither Cadence Design Systems (CDNS) nor Shopify (SHOP) 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 Shopify (SHOP) at 91.36 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 Cadence Design Systems (CDNS) at 14.31 and Shopify (SHOP) at 13.52 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

Both Cadence Design Systems (CDNS) at 12.77 and Shopify (SHOP) at 15.02 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics