Stock comparison
AppLovin
Cadence Design Systems
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
APP
AppLovin
Market cap
$161.82B
Sector
Technology
CDNS
Cadence Design Systems
Market cap
$103.04B
Sector
Technology
Overall winner
AppLovin APP
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | APP | CDNS | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 78B | CDNS |
| Benjamin Graham | 83D | 84A | CDNS |
| Philip Fisher | 82A | 84A | CDNS |
| Peter Lynch | 84A | 78B | APP |
| Joel Greenblatt | 93C | 58C | APP |
| Charlie Munger | 94D | 80A | APP |
| Terry Smith | 95A | 80A | APP |
Side-by-side metrics
| Metric | APP | CDNS |
|---|---|---|
| Market cap | $161.82B | $103.04B |
| P/E (TTM) | 42.7x | 80.7x |
| EV/EBIT | 40.7x | 59.1x |
| ROIC (TTM) | 65.24% | 12.19% |
| Gross margin | 88.37% | 88.85% |
| Net margin | 64.29% | 21.18% |
| Revenue CAGR 5y | 18.36% | 15.38% |
| EPS CAGR 5y | 2.17% | 12.65% |
| Debt / Equity | 1.5x | 0.5x |
| Dividend yield | 0.0% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
APP leads on
- EPS CAGR 5y2.17%vs 12.65%+94%
- ROIC (TTM)65.24%vs 12.19%+81%
- Net margin64.29%vs 21.18%+67%
- P/E (TTM)42.7xvs 80.7x+47%
CDNS leads on
- Debt / Equity0.5xvs 1.5x+68%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.