Professional
Added to YB: 2024-08-19
Pitch date: 2024-08-06
ADSK [neutral]
Autodesk, Inc.
+1.53%
current return
Author Info
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Company Info
Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.
Market Cap
$48.8B
Pitch Price
$236.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.59
P/E
44.17
EV/Sales
6.74
Sector
Software
Category
turnaround
Show full summary:
Starboard Value Believe Autodesk Has an Opportunity to Create Significant Value
ADSK: Underperformed vs peers under CEO Anagnost. Missed Investor Day targets, misleading disclosures, poor compensation practices. Opportunity to improve margins by 500bps in S&M, 300bps in G&A. Target 55% incremental margins vs 36% expected. Board must hold mgmt accountable, tie comp to targets/TSR. $3.4B Adj EBITDA, 45%+ margins by FY27 possible.
Read full article (7 min)