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

$74.55B

Market Cap

$87.65B

50.81%

Potential Profit

20.59%

Buy

Analyst Rating

Buy

Why It's Moving

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

Cadence Design Systems Powers Ahead, Outpacing Market Amid AI Chip Design Buzz.

Recent trading showed a strong +2.23% gain to $313.84, signaling investor confidence despite modest weekly moves of 0.3%.
Analysts project Q4 EPS of $1.91 and revenue of $1.42B, up 1.06% and 5.02% year-over-year, highlighting growth in AI-driven design software.
Institutional shifts continue, with some funds trimming stakes while others boost holdings, underscoring Cadence's key position in the semiconductor ecosystem.

Sentiment:

🐃Bullish

Sea Limited Stock Surges on $1 Billion Buyback Announcement Signaling Strong Confidence.

Board authorized up to $1 billion in repurchases of American depositary shares via open market or other methods, based on market conditions.
Phillip Securities upgraded Sea from Neutral to Buy with $170 target, citing improved FY25/26 revenue growth in all segments despite higher marketing spend.
Buyback reflects optimism in core businesses amid positive analyst revisions and upcoming earnings expectations of 46.77% EPS growth.

Sentiment:

🐃Bullish

Cadence Design Systems Powers Ahead, Outpacing Market Amid AI Chip Design Buzz.

Recent trading showed a strong +2.23% gain to $313.84, signaling investor confidence despite modest weekly moves of 0.3%.
Analysts project Q4 EPS of $1.91 and revenue of $1.42B, up 1.06% and 5.02% year-over-year, highlighting growth in AI-driven design software.
Institutional shifts continue, with some funds trimming stakes while others boost holdings, underscoring Cadence's key position in the semiconductor ecosystem.

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.

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