Home Compare CDNS vs SGE.L
Stock Comparison · Industry comparison · Software - Application

Cadence Design Systems vs The Sage Group: Which Stock Looks Stronger in 2026?

The Sage holds the cleaner structural position, with the lead spread across profitability and valuation. Cadence Design Systems does not offset that deficit through any equally strong structural edge elsewhere. The market setup is currently leaning toward Cadence Design Systems, which does not confirm the structural lead. That leaves a split case: the structural lead stays with The Sage, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (CDNS: Nasdaq 100, SGE.L: STOXX 600).

Updated 2026-07-05

This is not just a one-metric split: both profitability and valuation materially support the lead. The Sage Group plc leads by 27 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Software - Application

This comparison is based on industry proximity, not on functional trajectory similarity. CDNS and SGE.L share the same industry classification.

For a similarity-based comparison, see how Cadence Design Systems and The Sage each position within their functional peer groups in AssetNext.

Peer-Relative Score
CDNS
Cadence Design Systems, Inc.
35
Peer-Score
Signal qualitylow
Peer basis: Nasdaq 100
vs
SGE.L
The Sage Group plc
62
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CDNS vs SGE.L Profitability 13 53 Stability 49 83 Valuation 24 59 Growth 67 60 CDNS SGE.L
Gap Ranking
#1 Profitability +40
#2 Valuation +35
#3 Stability +34
#4 Growth +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CDNS and SGE.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CDNSSGE.L Relative valuation Structural strength

The Sage Group plc looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, The Sage Group plc is positioned higher in the group, while Cadence Design Systems, Inc. is closer to the middle.
Valuation
On valuation, The Sage Group plc is positioned higher in the group, while Cadence Design Systems, Inc. is closer to the middle.
Profitability — Dominant Gap
CDNS
13
SGE.L
53
Gap+40in favour of SGE.L

Capital efficiency adds support, with a 9.2-point ROIC advantage.

What keeps the gap from being one-sided

The market setup is mixed for both, so the structural comparison carries most of the weight here.

What this means for the comparison

The lead is built on both profitability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the CDNS vs SGE.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-valuation comparisons

Explore how CDNS and SGE.L each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.