CDNS vs SNX
Cadence Design Systems vs TD Synnex — AI-powered side-by-side comparison
CDNS
Cadence Design Systems
68
Buy
VS
| Metric | CDNS | SNX |
|---|
| AI Score |
68
|
71
|
| Price |
$323.35
|
$264.50
|
| P/E Ratio |
64.19×
|
18.38×
|
| ROE |
20.3%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.5%
|
6.8%
|
| Debt / Equity |
0.36×
|
0.53×
|
| Dividend Yield |
0.0%
|
0.7%
|
| RSI (14) |
33.7
|
60.2
|
| Beta |
1.142
|
1.436
|
| Expected Upside |
+0.0%
|
+14.5%
|
AI Committee View
Current Innellis committee reasoning for CDNS versus SNX.
SNX leads by 3 points.
SNX scores 71/100 (Buy) versus CDNS at 68/100 (Buy).
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
SNX Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is sector concentration is already high (hhi 2963.04). The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth