Cadence Design Systems vs Zoom Communications
Cadence Design Systems and Zoom Communications are similar in size: $5.30bn and $4.87bn of revenue in their latest fiscal years. Cadence Design Systems grew faster (14.1% against 4.4%). Zoom Communications kept more of each dollar of sales as profit: a net margin of 39.0% against 20.9%.
| Latest fiscal year | Cadence Design SystemsCDNS, 2025 | Zoom CommunicationsZM, 2026 |
|---|---|---|
| Revenue | $5.30bn | $4.87bn |
| Revenue growth | 14.1% | 4.4% |
| Net income | $1.11bn | $1.90bn |
| Operating margin | 28.2% | 23.1% |
| Net margin | 20.9% | 39.0% |
| Return on equity | 21.9% | 20.3% |
| Free cash flow | $1.59bn | $1.92bn |
| Cash | $3.00bn | $1.27bn |
| Total debt | $2.50bn | — |
| Debt to equity | 45.7% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $925m | $1.62bn |
| Employees | 13,800 | 7,438 |
| Market value | $89.40bn | $27.48bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 69 (Moderate) | 58 (Moderate) |
| Insider trades, 12 months | 0 buys, 116 sales | 0 buys, 191 sales |