Image from Pixabay Cadence Design Systems (CDNS) trades at 54.5 times trailing earnings. A multiple that high is a requirement rather than an opinion. The price only works if the business grows into it, and you can work out exactly how much growth it takes. The harder question is whether that calculation deserves your trust here. What Is Cadence's Price Already Assuming? Three things have to be true, and none is a forecast. Each is an assumption the price has already made, and each one is worth testing. First, the market gives Cadence four years to grow into the multiple. Second, the multiple then settles at 28.8 times, where a mature, scaled software franchise usually lands. Third, net margin holds near 24.
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