Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ADSK.MX
BUYFLAGGet insider-trade alertsAutodesk, Inc. · Technology · United States · $40.9B · Avg Vol: $64K/d
High-quality software compounder with a massive moat in CAD/BIM software and high switching costs. While it has a quant sell signal, it is a second-order beneficiary of supply chain localization as companies build new regional manufacturing facilities and infrastructure.
COMPANY DESCRIPTION
Autodesk, Inc. is a global leader in 3D design, engineering, and entertainment software, renowned for its industry-standard AutoCAD and Revit platforms. The company enjoys a powerful competitive moat driven by high customer switching costs and network effects, as its software is the default standard in architecture, engineering, and construction (AEC) workflows. Its transition to a fully SaaS-based subscription model has secured highly predictable, recurring revenue streams.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.0B | 5.5B | 6.1B | 7.2B | 12.9% |
| EPS | 3.81 | 4.23 | 5.17 | 5.28 | 11.5% |
| Shares | 215.0M | 213.9M | 214.0M | 212.0M | -1.4% |
| Debt | 2.7B | 2.6B | 2.6B | 2.7B | 0.8% |
| Equity | 1.1B | 1.9B | 2.6B | 3.0B | 38.5% |
| Op CF | 2.1B | 1.3B | 1.6B | 2.5B | 5.8% |
| Inv CF | -143.0M | -502.0M | -903.0M | -451.0M | — |
| Fin CF | -1.5B | -852.0M | -987.0M | -1.4B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ADSK.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ADSK.MX | Autodesk, Inc.(you) | $40.9B | 76 | BUY |
| INTU.MX | Intuit Inc. | $73.7B | 77 | BUY |
| AUD.DE | AUTODESK INC. R | $41.0B | 61 | HOLD |
| ADP.DE | Automatic Data Processing, Inc. | $88.8B | 78 | BUY |
| ADB.DE | Adobe Inc. | $79.7B | 72 | BUY |
| CDNS.MX | Cadence Design Systems, Inc. | $104.1B | 80 | STRONG BUY |
| WDAY | Workday, Inc. | $30.7B | 59 | HOLD |
| CRM.MX | Salesforce, Inc. | $129.0B | 76 | BUY |
| PTC | PTC Inc. | $13.4B | 78 | BUY |
| ROP | Roper Technologies, Inc. | $34.1B | 53 | HOLD |
Peer medians: ROE 8.8% · P/E 37.9x · Gross margin 54.5%