Stacking Up SNPS Against Its Peers – Is It Still a Buy?
Here is how SNPS stacks up against its peers in size, valuation, growth and margin.
- SNPS’s operating margin of 20.9% is high, and higher than most peers – though lower than FICO (42.9%).
- SNPS’s revenue growth of 7.5% in the last 12 months is moderate, lagging CNSWF, FICO, INTU, TYL, HUBS.
- SNPS’s stock gained 4.4% over the past year with a PE of 44.0, though peers like CNSWF, INTU, TYL, HUBS delivered stronger returns.
| SNPS | CNSWF | FICO | INTU | TYL | HUBS | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 95.2 | 76.0 | 37.3 | 217.3 | 24.1 | 29.3 |
| Revenue ($ Bil) | 6.2 | 10.4 | 1.8 | 18.2 | 2.2 | 2.7 |
| PE Ratio | 44.0 | 102.6 | 68.6 | 62.7 | 83.2 | -1,266.4 |
| LTM Revenue Growth | 7.5% | 17.3% | 14.5% | 15.0% | 10.0% | 19.2% |
| LTM Operating Margin | 20.9% | 16.6% | 42.9% | 25.8% | 14.7% | -2.5% |
| LTM FCF Margin | 17.4% | 21.4% | 37.9% | 33.6% | 25.8% | 17.9% |
| 12M Market Return | 4.4% | 14.6% | -5.9% | 22.6% | 6.5% | 14.8% |
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| SNPS | 7.5% | 15.2% | 15.2% | 9.8% |
| CNSWF | 17.3% | 19.8% | 26.9% | 29.7% |
| FICO | 14.5% | 13.5% | 9.9% | 4.6% |
| INTU | 15.0% | 13.3% | 12.9% | 32.1% |
| TYL | 10.0% | 9.5% | 5.5% | 16.2% |
| HUBS | 19.2% | 21.1% | 25.4% | 33.1% |
Operating Margin Comparison
Relevant Articles
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| SNPS | 20.9% | 22.1% | 24.9% | 25.1% |
| CNSWF | 16.6% | 16.3% | 15.7% | 15.6% |
| FICO | 42.9% | 42.7% | 42.3% | 39.4% |
| INTU | 25.8% | 23.8% | 21.9% | 20.1% |
| TYL | 14.7% | 14.0% | 11.2% | 11.6% |
| HUBS | -2.5% | -2.4% | -4.8% | -5.9% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| SNPS | 30.7 | 32.8 | 63.7 | 49.6 |
| CNSWF | 90.5 | 89.8 | 93.2 | 64.5 |
| FICO | 82.6 | 95.8 | 67.7 | 41.7 |
| INTU | 49.6 | 59.4 | 73.7 | 52.8 |
| TYL | 86.3 | 93.4 | 105.9 | 81.6 |
| HUBS | -1289.9 | 7705.1 | -176.0 | -129.5 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.