Sea vs Cadence

Sea and Cadence are presented for comparison. This page examines their business models, financial performance, and market context to help readers understand the differences and similarities between the two companies in a clear, neutral way. Educational content, not financial advice.

Sea and Cadence are presented for comparison. This page examines their business models, financial performance, and market context to help readers understand the differences and similarities between th...

Comparison Snapshot

Key Financial Metrics

SE

Metric

CDNS

$67.25B

Market Cap

$78.72B

68.76%

Potential Profit

32.76%

Buy

Analyst Rating

Buy

Why It's Moving

Sea Limited gears up for pivotal Q3 2025 earnings amid analyst buzz and institutional buying.

Lingohr Asset Management GmbH scooped up 8,724 Sea shares on January 31, highlighting sustained institutional interest in the Southeast Asia tech powerhouse.
Q3 2025 earnings slated for November 11, with management call at 7:30 AM ET, poised to spotlight progress in e-commerce, gaming, and fintech amid robust revenue growth forecasts.
Analysts project quarterly EPS of $0.91 (+46.8% YoY) and sales of $6.69B (+34.5% YoY), building on recent beats in revenue despite prior EPS shortfalls.

Sentiment:

⚖️Neutral

Institutional investors pile into Cadence Design Systems amid analyst optimism ahead of earnings.

Principal Financial Group boosted its CDNS holdings on February 1, while Arjuna Capital surged its stake by 404.8% to $1.63 million as of February 2, reflecting strong institutional interest.
Wall Street maintains a 'Moderate Buy' consensus from 13 Buy and 4 Hold ratings, with an average price target of $379.59 versus recent levels near $296.
Upcoming Q4 earnings on February 17 project $1.90 EPS and $1.42 billion revenue, building on Cadence's streak of beating estimates in the last four quarters.

Sentiment:

🐃Bullish

Sea Limited gears up for pivotal Q3 2025 earnings amid analyst buzz and institutional buying.

Lingohr Asset Management GmbH scooped up 8,724 Sea shares on January 31, highlighting sustained institutional interest in the Southeast Asia tech powerhouse.
Q3 2025 earnings slated for November 11, with management call at 7:30 AM ET, poised to spotlight progress in e-commerce, gaming, and fintech amid robust revenue growth forecasts.
Analysts project quarterly EPS of $0.91 (+46.8% YoY) and sales of $6.69B (+34.5% YoY), building on recent beats in revenue despite prior EPS shortfalls.

Sentiment:

⚖️Neutral

Institutional investors pile into Cadence Design Systems amid analyst optimism ahead of earnings.

Principal Financial Group boosted its CDNS holdings on February 1, while Arjuna Capital surged its stake by 404.8% to $1.63 million as of February 2, reflecting strong institutional interest.
Wall Street maintains a 'Moderate Buy' consensus from 13 Buy and 4 Hold ratings, with an average price target of $379.59 versus recent levels near $296.
Upcoming Q4 earnings on February 17 project $1.90 EPS and $1.42 billion revenue, building on Cadence's streak of beating estimates in the last four quarters.

Sentiment:

🐃Bullish

Investment Analysis

Sea

SE

Pros

Sea Limited operates leading e-commerce and digital entertainment platforms with strong regional dominance in Southeast Asia.
The company has demonstrated robust revenue growth, with a 28.75% year-on-year increase in 2024.
Analysts maintain a positive outlook, with an average 12-month price target suggesting significant upside potential.

Considerations

Recent earnings per share missed analyst expectations, raising concerns about near-term profitability.
The stock trades at a high price-to-earnings ratio, indicating potential overvaluation relative to earnings.
Net profit margins remain under pressure, with a margin of 6.23% despite strong revenue growth.

Cadence

CDNS

Pros

Cadence Design Systems is a leader in electronic design automation software, serving a critical niche in the semiconductor industry.
The company has a solid market capitalisation and strong demand for its products amid ongoing semiconductor innovation.
Cadence benefits from recurring revenue streams and a diversified customer base across global technology sectors.

Considerations

The stock carries a high price-to-earnings multiple, reflecting elevated valuation risks in a volatile sector.
Revenue growth can be cyclical, closely tied to semiconductor industry capital expenditure trends.
Intense competition from other EDA software providers may constrain pricing power and market share gains.

Related Market Insights

Supply Chain Shift: The Southeast Asia Advantage

Explore the historic supply chain shift to Southeast Asia. Discover investment opportunities in logistics & manufacturing firms benefiting from new trade routes. Invest commission-free with Nemo.