Stock comparison
Cadence Design Systems
Taiwan Semiconductor Manufacturing Company Limited
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
TSM
Taiwan Semiconductor Manufacturing Company Limited
Market cap
$2.1T
Sector
Technology
Overall winner
Cadence Design Systems CDNS
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | CDNS | TSM | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 67B | CDNS |
| Benjamin Graham | 84A | 80A | CDNS |
| Philip Fisher | 84A | 83A | CDNS |
| Peter Lynch | 78B | 70B | CDNS |
| Joel Greenblatt | 58C | 69B | TSM |
| Charlie Munger | 80A | 77B | CDNS |
| Terry Smith | 80A | 73C | CDNS |
Side-by-side metrics
| Metric | CDNS | TSM |
|---|---|---|
| Market cap | $103.04B | $2.1T |
| P/E (TTM) | 80.7x | 30.5x |
| EV/EBIT | 59.1x | 29.0x |
| ROIC (TTM) | 12.19% | 25.8% |
| Gross margin | 88.85% | 61.87% |
| Net margin | 21.18% | 47.0% |
| Revenue CAGR 5y | 15.38% | 24.78% |
| EPS CAGR 5y | 12.65% | 30.83% |
| Debt / Equity | 0.5x | 0.2x |
| Dividend yield | 0.0% | 0.91% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
CDNS leads on
- Gross margin88.85%vs 61.87%+30%
TSM leads on
- Dividend yield0.91%vs 0.0%+100%
- Market cap$2.1Tvs $103.04B+95%
- Debt / Equity0.2xvs 0.5x+63%
- P/E (TTM)30.5xvs 80.7x+62%
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.