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Cadence Design Systems vs Roblox: CDNS and RBLX compared
Cadence Design Systems is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.6B for Roblox (Q3 2026). Cadence Design Systems is growing faster (+22% against +16% a year earlier). Cadence Design Systems is more profitable, with an operating margin of 26.2% against -18.0%.
Where the money goes: CDNS and RBLX
Cadence Design Systems (CDNS) · Q3 2026
Cadence Design Systems, Q3 2026: revenue $1.6B (+22% year over year), operating margin 26.2%, net earnings $290M, operating cash flow $424M. The chart follows the revenue to costs, profit and cash.
Roblox (RBLX) · Q3 2026
Roblox, Q3 2026: revenue $1.6B (+16% year over year), operating margin -18.0%, net loss $230M, operating cash flow $395M. The chart follows the revenue to costs, profit and cash.
| Cadence Design Systems (CDNS) | Roblox (RBLX) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.6B | $1.6B |
| Revenue growth, Y/Y | +22% | +16% |
| Operating margin | 26.2% | -18.0% |
| Net earnings | $290M | −$230M |
| Net margin | 17.7% | -14.6% |
| Operating cash flow | $424M | $395M |
| Free cash flow | $362M | $367M |
| Market value | $87.6B | $35.0B |
| P/E | 63.3× | — |
| Analysts’ mean target | $411.76 | $49.33 |
Where the revenue comes from
Cadence Design Systems
- Product and maintenance: $1.5B (91%)
- Service: $146M (9%)
Questions
Which is bigger, Cadence Design Systems or Roblox?
Cadence Design Systems is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.6B for Roblox (Q3 2026).
Is Cadence Design Systems or Roblox growing faster?
Cadence Design Systems is growing faster (+22% against +16% a year earlier).
Which is more profitable, Cadence Design Systems or Roblox?
Cadence Design Systems is more profitable, with an operating margin of 26.2% against -18.0%.
More: Cadence Design Systems earnings · how Cadence Design Systems makes money · Roblox earnings · how Roblox makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 28, 2026; 10-Q filed Oct 29, 2026). Fiscal quarters can end on different dates. Not investment advice.