Cadence Design Systemsvs.Lam Research
CDNS vs LRCX · both in Semiconductor equipment & IP, part of the AI & digital infrastructure value chain: The machines and chip IP advanced semiconductor manufacturing cannot do without.
Lam Research is about 4.2× larger than Cadence Design Systems by market cap; Lam Research trades at the lower P/E (55.2 vs 69.7); year to date, Lam Research leads (+87.3% vs +13.9%).
Side by side
| CDNS | LRCX | |
|---|---|---|
| Market cap | $96.1B | $401B |
| Price | $352.84 | $318.84 |
| Today | +1.1% | −0.5% |
| Return YTD | +13.9% | +87.3% |
| Return 1Y | +3.1% | +124.9% |
| Since June 26, 2026 | −6.5% | −15.9% |
| P/E | 69.7 | 55.2 |
| P/S | 16.5 | 17.3 |
| P/B | 14.0 | 32.2 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Cadence Design SystemsCDNS
Ranks second in EDA behind Synopsys: design and verification software, licensable IP blocks, plus simulation that reaches past the chip to the whole system.
Full CDNS profile →Lam ResearchLRCX
Etch and deposition tools, strongest where HBM memory and 3D stacking need them.
Full LRCX profile →More CDNS & LRCX comparisons
Other head-to-heads in the Semiconductor equipment & IP segment.