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SHP's avatar

Thanks for a short summary of CDNS which I own as well. It would have been great to read always a short comparison to SNPS as well. I assume that SNPS is a bit better off in comparison to CDNS due to the portfolio differentiation and higher market share. However I stick to CDNS.

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Invest In Assets 📈's avatar

Thanks for your feedback, and I agree it would be usefull to compare CDNS to Synopsys. Maybe I can do a updated article in the future comparing two companies to eachother.

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SHP's avatar

would be nice as they are in a Duopoly as V/MC and MCO/SPGI

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Invest In Assets 📈's avatar

Yes, exactly. Also have to include Siemens, altough they're no longer publicly traded.

I'm assuming both companies will do well in terms of operations, but I'd like to learn more on why Cadence has better profitability metrics than Synopsys. Gross margins of 90% vs. ~79% for example

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