Autodesk (ADSK) vs. PTC and TRMB: Can Cloud and AI Investments Drive Faster Earnings Growth?
Is ADSK a good stock to buy? We came across a bullish thesis on Autodesk, Inc. on Astute Optics – US’s Substack. The thesis ...
Analysis updated on Oct. 16, 2026 (UTC) · Total · absolute moveSwitch to Alpha · Nasdaq
Our AI ranks Autodesk, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Autodesk, Inc. is a large-cap company with a market capitalization of $50.14B. It ranks number 16 by market capitalization among the 60 Services-Prepackaged Software issuers in our coverage with a current forecast. Its Gross Margin of 91.2% is the highest of the 56 peers that report one.
For ADSK, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 18.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 16.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected absolute price move over the horizon, market included. This is the number a price target is built from. Ratings: strong buy ≥ +5.0%, buy ≥ +3.4%, sell < +1.8%, strong sell < +0.8% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, ADSK included.
Follow ADSK free90D Total forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Prepackaged Software peers listed below that report each metric.
| Metric | ADSK | Rank |
|---|---|---|
| Market Cap | $50.14B | 16/60 |
| P/E Ratio | 28.49x | 23/39 |
| P/B Ratio | 14.82x | 11/52 |
| EPS | $8.42 | – |
| Book Value/Share | $16.19 | – |
| Revenue/Share | $37.27 | – |
| FCF/Share | $13.58 | – |
| Metric | ADSK | Rank |
|---|---|---|
| ROE | 47.7% | 6/47 |
| ROA | 12.4% | 16/48 |
| ROIC | 32.1% | 8/54 |
| Gross Margin | 91.2% | 1/56 |
| Operating Margin | 25.9% | 14/59 |
| Net Margin | 20.5% | 17/50 |
| EBT Margin | 26.7% | 14/59 |
| Tax Rate | 22.0% | – |
| Metric | ADSK | Rank |
|---|---|---|
| Current Ratio | 0.86x | 52/59 |
| D/E Ratio | 2.84x | 12/53 |
| Financial Leverage | 3.84x | 12/51 |
| Interest Coverage | 25.8x | 14/46 |
| Working Capital | -$958M | 54/59 |
| Metric | ADSK | Rank |
|---|---|---|
| Operating Cash Flow | $2.90B | 10/59 |
| Free Cash Flow | $2.84B | 6/50 |
| Capital Spending | -$57M | 34/50 |
| OCF Growth YoY | 50.4% | 15/52 |
| FCF Growth YoY | 34.2% | 13/43 |
| FCF/Sales | 36.4% | 5/50 |
| CapEx/Sales | 0.7% | 32/50 |
| Metric | ADSK | Rank |
|---|---|---|
| Asset Turnover | 0.60x | 20/49 |
| Receivables Turnover | 11.4x | 11/52 |
| Fixed Assets Turnover | 62.8x | 13/51 |
| Days Sales Outstanding | 32 days | 42/52 |
| Payables Period | 245 days | 3/55 |
| Metric | ADSK | Rank |
|---|---|---|
| Total Revenue | $7.79B | 9/53 |
| Operating Income | $2.04B | 8/59 |
| Net Income | $1.61B | 8/50 |
| R&D Expense | $1.72B | 11/59 |
| SG&A Expense | $4.50B | 9/58 |
| Cost of Goods Sold | $682M | 24/57 |
| Metric | ADSK | Rank |
|---|---|---|
| Shares Outstanding | 209M | – |
| Net Income Growth | 18.5% | 15/30 |
| EPS Growth | 59.5% | 11/36 |
| Total Current Assets | $5.67B | 43.7% of assets |
| Cash & Short-term Investments | $4.10B | 31.6% of assets |
| Accounts Receivable | $684M | 5.3% of assets |
| Total Liabilities | $9.60B | 73.9% of assets |
| Short-term Debt | $6.17B | 47.5% of assets |
Companies classified under the same SEC industry code as Autodesk, Inc. (Services-Prepackaged Software): 60 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Total) | Market Cap |
|---|---|---|
| ADSK Autodesk, Inc. | ▼ | $50.14B |
| MSFT Microsoft Corp | ▼ | $3.93T |
| PLTR Palantir Technologies Inc. | ▲ | $447.01B |
| ORCL Oracle Corp | ▲ | $387.73B |
| SAP Sap Se | ▼ | $275.54B |
| CRWD Crowdstrike Holdings, Inc. | ▲ | $232.83B |
| SHOP Shopify Inc. | ▲ | $218.11B |
| CRM Salesforce, Inc. | ▶ | $198.10B |
| NET Cloudflare, Inc. | ▲ | $105.51B |
| ADBE Adobe Inc. | ▼ | $95.43B |
| DDOG Datadog, Inc. | ▲ | $88.73B |
| SNPS Synopsys Inc | ▶ | $87.12B |
| CDNS Cadence Design Systems Inc | ▶ | $86.97B |
| NTES Netease, Inc. | ▼ | $80.22B |
| TEAM Atlassian Corp | ▶ | $52.61B |
| VEEV Veeva Systems Inc | ▼ | $50.68B |
| XYZ Block, Inc. | ▶ | $46.80B |
| TTWO Take Two Interactive Software Inc | ▼ | $38.38B |
| TWLO Twilio Inc | ▲ | $37.53B |
| RBLX Roblox Corp | ▲ | $35.39B |
| CRWV Coreweave, Inc. | ▲ | $33.86B |
| OKTA Okta, Inc. | ▲ | $32.74B |
| MDB Mongodb, Inc. | ▲ | $27.19B |
| RBRK Rubrik, Inc. | ▲ | $23.30B |
| PTC Ptc Inc. | ▶ | $20.94B |
| SSNC Ss&C Technologies Holdings Inc | ▼ | $19.73B |
| NTNX Nutanix, Inc. | ▶ | $18.11B |
| DT Dynatrace, Inc. | ▶ | $17.66B |
| TYL Tyler Technologies Inc | ▼ | $14.78B |
| CHKP Check Point Software Technologies Ltd | ▼ | $14.56B |
| GEN Gen Digital Inc. | ▲ | $14.46B |
| GWRE Guidewire Software, Inc. | ▲ | $13.85B |
| MANH Manhattan Associates Inc | ▼ | $12.95B |
| HUBS Hubspot Inc | ▲ | $11.52B |
| FIG Figma, Inc. | ▲ | $11.45B |
| PAYC Paycom Software, Inc. | ▶ | $11.34B |
| SAIL Sailpoint, Inc. | ▲ | $10.70B |
| BSY Bentley Systems Inc | ▶ | $10.69B |
| FROG Jfrog Ltd | ▲ | $10.40B |
| ESTC Elastic N.V. | ▶ | $9.63B |
| PCTY Paylocity Holding Corp | ▼ | $8.82B |
| GTLB Gitlab Inc. | ▲ | $8.79B |
| PCOR Procore Technologies, Inc. | ▶ | $8.66B |
| DBX Dropbox, Inc. | ▶ | $8.03B |
| ZETA Zeta Global Holdings Corp. | ▲ | $7.83B |
| NTSK Netskope Inc | ▲ | $7.76B |
| APPF Appfolio Inc | ▼ | $7.51B |
| S Sentinelone, Inc. | ▲ | $7.51B |
| DSGX Descartes Systems Group Inc | ▼ | $7.49B |
| TTAN Servicetitan, Inc. | ▲ | $7.15B |
| NICE Nice Ltd. | ▶ | $6.78B |
| PATH Uipath, Inc. | ▲ | $6.70B |
| DUOL Duolingo, Inc. | ▲ | $6.63B |
| NAVN Navan, Inc. | ▲ | $6.61B |
| GLBE Global-E Online Ltd. | ▲ | $6.56B |
| QLYS Qualys, Inc. | ▲ | $6.26B |
| CVLT Commvault Systems Inc | ▲ | $6.18B |
| MBLY Mobileye Global Inc. | ▲ | $5.88B |
| VRNS Varonis Systems Inc | ▶ | $5.60B |
| BOX Box Inc | ▶ | $5.43B |
Is ADSK a good stock to buy? We came across a bullish thesis on Autodesk, Inc. on Astute Optics – US’s Substack. The thesis ...
Autodesk gains momentum after Schneider Electric’s $22.6 billion deal for PTC sparks fresh interest in industrial software ...
Shares of Autodesk Inc. rallied 6.07% to $245.16 Thursday, on what proved to be an all-around positive trading session for the stock market, with the S&P 500 Index rising 0.33% to 7,744.06 and the Dow ...
Our AI ranks Autodesk, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
For ADSK, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 18.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 16.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Autodesk, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
60 issuers in our coverage, ADSK included, share the SEC industry code Services-Prepackaged Software. The largest are: Microsoft Corp (MSFT), Palantir Technologies Inc. (PLTR), Oracle Corp (ORCL), Sap Se (SAP), Crowdstrike Holdings, Inc. (CRWD), Shopify Inc. (SHOP).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.
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