Added to YB: 2024-08-28
Pitch date: 2024-08-27
ADSK [neutral]
Autodesk, Inc.
+16.26%
current return
Author Info
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Company Info
Autodesk, Inc. provides 3D design, engineering, and entertainment technology solutions worldwide. It offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution; Autodesk Build, a toolset for managing, sharing, and accessing project documents for streamlined workflows between the office, trailer, and jobsite; Revit, a software built for building information modeling to help professionals design, build, and maintain energy-efficient buildings; Autodesk BIM Collaborate Pro, cloud-based design collaboration and design management software; BuildingConnected, a SaaS preconstruction solution; and Tandem, a cloud-based platform that transforms the built asset lifecycle.
Market Cap
$61.9B
Pitch Price
$256.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.96
P/E
60.44
EV/Sales
9.40
Sector
Software
Category
N/A
Autodesk - the best choice for architects or a terrible deal?
ADSK (pass - overvalued): Major CAD software market share, high switching costs. 17.66% profit margin, strong subscription revenue growth vs Adobe. $1.99B cash, $2.61B debt (1.87x EBITDA). Overvalued vs ADBE. Narrow moat in specialized niche. Pass for now, watching for product diversification & market dip.
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