Stock comparison
Cadence Design Systems
Lam Research
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
CDNS
Cadence Design Systems
Market cap
$103.04B
Sector
Technology
LRCX
Lam Research
Market cap
$385.48B
Sector
Technology
Overall winner
Lam Research LRCX
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | CDNS | LRCX | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 78B | Tie |
| Benjamin Graham | 84A | 88A | LRCX |
| Philip Fisher | 84A | 76B | CDNS |
| Peter Lynch | 78B | 69B | CDNS |
| Joel Greenblatt | 58C | 84C | LRCX |
| Charlie Munger | 80A | 86A | LRCX |
| Terry Smith | 80A | 88A | LRCX |
Side-by-side metrics
| Metric | CDNS | LRCX |
|---|---|---|
| Market cap | $103.04B | $385.48B |
| P/E (TTM) | 80.7x | 55.4x |
| EV/EBIT | 59.1x | 62.9x |
| ROIC (TTM) | 12.19% | 42.79% |
| Gross margin | 88.85% | 49.98% |
| Net margin | 21.18% | 30.94% |
| Revenue CAGR 5y | 15.38% | 5.96% |
| EPS CAGR 5y | 12.65% | 11.27% |
| Debt / Equity | 0.5x | 0.4x |
| Dividend yield | 0.0% | 0.34% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
CDNS leads on
- Revenue CAGR 5y15.38%vs 5.96%+61%
- Gross margin88.85%vs 49.98%+44%
- EPS CAGR 5y12.65%vs 11.27%+11%
- EV/EBIT59.1xvs 62.9x+6%
LRCX leads on
- Dividend yield0.34%vs 0.0%+100%
- Market cap$385.48Bvs $103.04B+73%
- ROIC (TTM)42.79%vs 12.19%+72%
- Net margin30.94%vs 21.18%+32%
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.