S&P 500 comparison · Information Technology

Cadence Design Systems vs Paycom Software, Inc.

Prices at close . Model readings .

Cadence Design Systems

$342.46−0.18%
Month: positiveLong run: neutral

Paycom Software, Inc.

$262.79+0.32%
Month: positiveLong run: negative
Price change

Price change, with the S&P 500 as a benchmark

Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.

In short

How the two compare

On the latest closes (28 Oct 2026), Cadence Design Systems is the larger company by market value ($94.27B against $12.06B). Over the past year Cadence Design Systems returned −2.5% and Paycom Software, Inc. +32.3%, while the S&P 500 returned +12.7%. The latest filed P/E is 81.8 for Cadence Design Systems and 12.2 for Paycom Software, Inc., and the operating margin 26.3% against 31.7%. Over the next 21 sessions the model expects +0.58% for Cadence Design Systems, with a 69% chance of a rise, and +0.7% for Paycom Software, Inc., with a 63% chance. Cadence Design Systems' long-run fair value is $335.32, a gap of −2.1% to its price; the long-run model view is neutral. Paycom Software, Inc.'s long-run fair value is $191.65, a gap of −27.1% to its price; the long-run model view is negative.

Model view

What the model expects

Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.

Model readings:
Expected returnnext 21 sessions
CDNS+0.58%
PAYC+0.7%
Chance of a risenext 21 sessions
CDNS69%
PAYC63%
Expected returnnext 63 sessions
CDNS+1.92%
PAYC+2.49%
Range of outcomes63 sessions, 80% band
CDNS−33.6% to +37.5%
PAYC−28.3% to +33.3%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
CDNS$335.3228 Oct 2026
PAYC$191.6528 Oct 2026
Gap to pricefair value against the close
CDNS−2.1%
PAYC−27.1%
Past readings that matchedsign of the 21-session outcome
CDNS36.8%of 269
PAYC29.4%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
CDNS+5.6%
PAYC+20.2%
6 monthsS&P 500: +8.5%
CDNS+3.8%
PAYC+106%
Year to dateS&P 500: +13.3%
CDNS+9.6%
PAYC+65.8%
1 yearS&P 500: +12.7%
CDNS−2.5%
PAYC+32.3%
5 yearsS&P 500: +70.7%
CDNS+113.9%
PAYC−47.4%
1 year against the S&P 500percentage points
CDNS−15.3 pts
PAYC+19.6 pts
Position in the 52-week range0% low, 100% high
CDNS52%close $342.46 in $262.75 to $416.69
PAYC93%close $262.79 in $104.33 to $275.22
Against the 200-day average
CDNS+4.6%
PAYC+61.6%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to (CDNS), (PAYC)
Market value
CDNS$94.27B28 Oct 2026
PAYC$12.06B28 Oct 2026
Enterprise valueat the last filing
CDNS$91.43B30 Sep 2026
PAYC$6.47B30 Jun 2026
P/Elatest filed
CDNS81.8
PAYC12.2
Price to book
CDNS13.22
PAYC10.10
EV / EBITDA
CDNS48.63
PAYC7.90
Free cash flow yield
CDNS1.94%
PAYC9.97%
Dividend yield
CDNS0%
PAYC1.34%
Questions

Cadence Design Systems or Paycom Software, Inc.: common questions

Which is larger by market value, Cadence Design Systems or Paycom Software, Inc.?

Cadence Design Systems, at $94.27B against $12.06B for Paycom Software, Inc., on the latest closes (28 Oct 2026).

Which has the higher P/E ratio, Cadence Design Systems or Paycom Software, Inc.?

Cadence Design Systems has the higher latest filed P/E, 81.8; Paycom Software, Inc.'s is 12.2. Filings: quarter to 30 Sep 2026 and 30 Jun 2026.

How did Cadence Design Systems and Paycom Software, Inc. move over the past year against the S&P 500?

Over the past year Cadence Design Systems returned −2.5% and Paycom Software, Inc. +32.3%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for Cadence Design Systems and Paycom Software, Inc. over the next month?

+0.58% for Cadence Design Systems with a 69% chance of a rise, and +0.7% for Paycom Software, Inc. with a 63% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.

How do the operating margins of Cadence Design Systems and Paycom Software, Inc. compare?

The operating margin is 26.3% for Cadence Design Systems and 31.7% for Paycom Software, Inc., and the gross margin 26.3% against 83.2%. Filings: quarter to 30 Sep 2026 and 30 Jun 2026.

Do Cadence Design Systems and Paycom Software, Inc. shares move together?

Over the past year the correlation of their daily returns was 0.19 (mostly independent); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

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The two company pagesCadence Design Systems (CDNS) forecast and analysisPaycom Software, Inc. (PAYC) forecast and analysis
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Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.