Autodesk's second-quarter revenue growth of 16% and operating margin of 29% both beat our expectations. Customers acknowledge Autodesk's potential as a unified platform for both design and make workflows, which led to competitive wins in the European and Asian markets.
Adoption of Autodesk’s industry cloud products over the next few years should provide further headroom for its revenue growth.
Architects and designers are often comfortable with their existing workflows, posing a challenge for the penetration of Autodesk’s higher-value AI and data offerings.
|
Metric
|
ADSK
|
BSY
|
DSY
|
|---|---|---|---|
Price/Earnings (Normalized) | 17.89 | 25.79 | 18.11 |
Price/Book Value | 13.05 | 8.22 | 2.89 |
Price/Sales | 5.78 | 6.68 | 4.39 |
Price/Cash Flow | 13.31 | 21.46 | 14.82 |
|
Metric
|
ADSK
|
BSY
|
DSY
|
|---|---|---|---|
Quick Ratio | 0.73 | 0.51 | 1.89 |
Current Ratio | 0.86 | 0.59 | 1.99 |
Interest Coverage | — | 14.76 | — |
|
Metric
|
ADSK
|
BSY
|
DSY
|
|---|---|---|---|
Return on Assets (Normalized) | 19.09% | 11.62% | 11.49% |
Return on Equity (Normalized) | 74.52% | 34.13% | 19.76% |
Return on Invested Capital (Normalized) | 37.65% | 17.40% | 14.28% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| SAP SE ADR
SAP
| LOCK|RHKF@Hn | LOCK|?d | $243B | |||
| Salesforce Inc
CRM
| LOCK|p@dH#kc | LOCK|bVHlj | $195B | |||
| Shopify Inc Registered Shs -A- Subord Vtg
SHOP
| LOCK|TPTL#F | LOCK|xV!Ck | $192B | |||
| ServiceNow Inc
NOW
| LOCK|zXHR>SF$ | LOCK|%mtSn | $142B | |||
| Uber Technologies Inc
UBER
| LOCK|!C%C&$Y | LOCK|qT<$ | $139B | |||
| Snowflake Inc Ordinary Shares
SNOW
| LOCK|#ZS^t<X | LOCK|t@K | $121B | |||
| Automatic Data Processing Inc
ADP
| LOCK|Pw$QJ> | LOCK|$c>TQ | $105B | |||
| Datadog Inc Class A
DDOG
| LOCK|wD@d@VP | LOCK|DyN | $99B | |||
| Cadence Design Systems Inc
CDNS
| LOCK|J$H?!z> | LOCK|yW | $97B | |||
| Adobe Inc
ADBE
| LOCK|gRMy@J? | LOCK|$PzD% | $94B |
United States