Cadence Design Systems Inc vs ArcelorMittal SA — how do they compare? Cadence Design Systems Inc trades at $327.47 (market cap $91.41B), while ArcelorMittal SA trades at $73.73 (market cap $55.96B). The key difference: Cadence Design Systems Inc is the larger of the two by market cap, and ArcelorMittal SA pays a 0.81% dividend while Cadence Design Systems Inc pays none. Which is the better fit depends on your goals.
| CDNS | MT | |
|---|---|---|
Market Cap | $91.41B | $55.96B |
Sector | Technology | Basic Materials |
52-Week High | $416.39 | $75.35 |
52-Week Low | $265.66 | $32.44 |
Enterprise Value | $92.62B | $65.53B |
Dividend Yield | — | 0.81% |
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).
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
Trailing returns across standard periods
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →