Compare Cadence Design Systems Inc (CDNS) vs S&P Global Inc (SPGI) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Cadence Design Systems Inc vs S&P Global Inc — how do they compare? Cadence Design Systems Inc trades at $327.47 (market cap $91.41B), while S&P Global Inc trades at $410.21 (market cap $121.15B). The key difference: S&P Global Inc is the larger of the two by market cap, and S&P Global Inc pays a 0.94% dividend while Cadence Design Systems Inc pays none. Which is the better fit depends on your goals.
| CDNS | SPGI | |
|---|---|---|
Market Cap | $91.41B | $121.15B |
Sector | Technology | Financials |
52-Week High | $416.39 | $534.79 |
52-Week Low | $265.66 | $370.42 |
Enterprise Value | $92.62B | $132.63B |
Dividend Yield | — | 0.94% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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).
S&P Global (SPGI) trades at $408.19, up 0.73% today, with strong analyst support (85.7% buy ratings) and a $523.20 consensus price target suggesting 28% upside. Recent Q2 2026 earnings beat expectations at $4.83 EPS, continuing a trend of profitability with 30.54% net margins. Technical indicators show bearish momentum near key support at $404, while fundamentals reveal robust revenue growth to $15.34B in 2025 and expanding cash flow.
The stock presents a compelling long-term opportunity given its dominant market position in ratings and indices, though near-term technical weakness and competitive pressures pose risks. Earnings consistency and strategic initiatives in AI and data analytics support upside potential, but investors should monitor debt levels increasing to 23.29% of assets.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Cadence Design Systems Inc
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 →About S&P Global Inc
S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
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