CDNS vs CRM
Cadence Design Systems and Salesforce, both Technology
Salesforce is the larger company at $124B against $107B. On trailing earnings CRM is the cheaper of the two at a P/E of 27.1 against 78.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year CRM returned -5.3% against -7.1% for CDNS. Ryufin's sector-relative Smart Score puts CRM ahead, 7/10 against 6/10.
| Figure | CDNS | CRM |
|---|---|---|
| Last close | $335 | $234 |
| Market cap | $107B | $124B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 78.0 | 27.1 |
| 1-year return | -7.1% | -5.3% |
| 5-year return | +127% | -1.6% |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 7/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Cadence Design Systems
Revenue of $1.5B in Q1 2026, net income $336M. Its largest reported line is Asia, 40% of the disclosed total.
Salesforce
Revenue of $11B in Q2 2027, net income $3.5B. Its largest reported line is Agentforce Apps, 62% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.