Cadence Design Systems Inc vs Walt Disney Co — how do they compare? Cadence Design Systems Inc trades at $328.2 (market cap $91.41B), while Walt Disney Co trades at $103.5 (market cap $178.16B). The key difference: Walt Disney Co is the larger of the two by market cap, and Walt Disney Co pays a 1.45% dividend while Cadence Design Systems Inc pays none. Which is the better fit depends on your goals.
| CDNS | DIS | |
|---|---|---|
Market Cap | $91.41B | $178.16B |
Sector | Technology | Media |
52-Week High | $416.39 | $118.86 |
52-Week Low | $265.66 | $92.40 |
Enterprise Value | $92.62B | $219.02B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.45% |
Signals from Pluang's Aura AI — not financial advice
Cadence Design Systems (CDNS) trades at $339.24, up 0.24% on the day, with a neutral technical signal and strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $2.11 surpassing expectations. Revenue growth is robust, driven by AI demand, with 2025 revenue reaching $5.30 billion and a net income margin of 23.61%. Analyst sentiment is overwhelmingly positive, with 83.87% recommending Buy and a consensus price target of $415.11.
The outlook for CDNS is favorable, supported by strong AI-driven demand, record backlog of $8.1 billion as of Q2 2026 (Zacks Investment Research, 2026-07-30), and upwardly revised guidance. Risks include high valuation multiples, such as a P/E of 67.44, and potential market volatility amid semiconductor sector fluctuations. Institutional confidence remains high, with Amundi increasing its stake by 3.8% in Q1 2026 (Defense World, 2026-07-30).
Disney (DIS) trades at $103.51, down 1.32% on the day, with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with four consecutive quarterly earnings beats, revenue growth to $94.43B in 2025, and improving profit margins. Recent news highlights advertising opportunities from major events and ongoing FCC regulatory challenges.
Outlook remains positive with analyst consensus target of $126 representing 22% upside potential. Key opportunities include streaming growth and theme park investments, while risks involve regulatory disputes and box office performance variability. Wall Street maintains strong buy sentiment with 62.5% of analysts recommending purchase.
Trailing returns across standard periods
Latest headlines on both assets
Cadence Design Systems is a provider of electronic design automation software, intellectual property, and system design and analysis products. EDA software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution. Cadence offers a portfolio of design IP, as well as system design and analysis products, which enable system-level analysis and verification solutions. Cadence's comprehensive portfolio is benefiting from a mutual convergence of semiconductor companies moving up-stack toward systems-like companies, and systems companies moving down-stack toward in-house chip design. The resulting expansion in EDA customers, alongside secular digitalization of various end markets, benefits EDA vendors like Cadence.
Read more on CDNS →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →