Autodesk, Inc. ADSK
Software - Application, Technology
$235.05
+1.63%
- Market cap
- $49.1B
- PE
- 30.4×
- 10y median 58.4×
- Forward PE
- Price to sales
- 6.3×
- EV/EBIT
- 22.3×
- Revenue, 12 months
- $7.8B
- +18% on a year ago
- Net margin
- 21.1%
- Free cash flow yield
- 5.8%
Autodesk trades at 30.4× trailing earnings, cheaper than 98% of the last ten years. Revenue was $7.8B over the last twelve months, up 18% on a year earlier with a 21% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.4B | $1.5B | $1.4B | $1.5B | $1.6B+11% | $1.6B+12% | $1.6B+15% | $1.8B+17% | $1.9B+18% | $2B+19% | $1.9B+18% | $2B+16% | |
| Cost of revenue | $127M | $130M | $137M | $140M | $147M+16% | $154M+19% | $160M+17% | $159M+14% | $165M+12% | $166M+8% | $175M+9% | $176M+11% |
| Gross profit | $1.3B | $1.3B | $1.3B | $1.4B | $1.4B+11% | $1.5B+11% | $1.5B+15% | $1.6B+18% | $1.7B+19% | $1.8B+21% | $1.8B+19% | $1.9B+17% |
| R&D | $339M | $352M | $346M | $368M | $378M+12% | $393M+12% | $394M+14% | $413M+12% | $416M+10% | $420M+7% | $421M+7% | $464M+12% |
| SG&A | $604M | $661M | $624M | $641M | $686M+14% | $699M+6% | $728M+17% | $727M+13% | $784M+14% | $827M+18% | $755M+4% | $795M+9% |
| $334M | $315M | $299M | $343M | $346M+4% | $366M+16% | $233M−22% | $444M+29% | $470M+36% | $431M+18% | $541M+132% | $599M+35% | |
| Interest expense | $1M | −$1M | $0 | $0 | $0 | $0 | $2M | $0 | $2M | $0 | $0 | $0 |
| Pre-tax income | $320M | $337M | $309M | $352M | $351M+10% | $372M+10% | $234M−24% | $456M+30% | $468M+33% | $445M+20% | $599M+156% | $593M+30% |
| $79M | $55M | $57M | $70M | $76M−4% | $69M+26% | $82M+44% | $143M+104% | $125M+65% | $129M+87% | $108M+32% | $101M−29% | |
| Net income | $241M | $282M | $252M | $282M | $275M+14% | $303M+7% | $152M−40% | $313M+11% | $343M+25% | $316M+4% | $491M+223% | $492M+57% |
| $1.12 | $1.29 | $1.16 | $1.30 | $1.27+13% | $1.40+9% | $0.70−40% | $1.46+12% | $1.60+26% | $1.48+6% | $2.32+231% | $2.33+60% | |
| 216M | 216M | 217M | 217M | 217M+1% | 217M+1% | 216M−1% | 215M−1% | 215M−1% | 214M−1% | 212M−2% | 211M−2% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Autodesk's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| SSNCSS&C Technologies Holdings, Inc. | $18.5B | 22.6× | 28.1× | 2.8× | +9% | 13.2% | |
| Peer median | $62.6B | 22.1× | 48.9× | 4.6× | +13% | 25.8% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .