CDNS vs FFIV
Cadence Design Systems vs F5, Inc. — AI-powered side-by-side comparison
CDNS
Cadence Design Systems
68
Buy
VS
| Metric | CDNS | FFIV |
|---|
| AI Score |
68
|
68
|
| Price |
$323.35
|
$395.71
|
| P/E Ratio |
64.19×
|
31.75×
|
| ROE |
20.3%
|
19.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.5%
|
82.2%
|
| Debt / Equity |
0.36×
|
0.07×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
33.7
|
44.5
|
| Beta |
1.142
|
1.033
|
| Expected Upside |
+0.0%
|
+7.3%
|
AI Committee View
Current Innellis committee reasoning for CDNS versus FFIV.
The committee scores are tied.
CDNS and FFIV both score 68/100.
CDNS Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
FFIV Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 32.4 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 19.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 32.4 is moderate-to-rich — Value
- Price-to-book of 5.2x prices in significant intangible value — Value