Added to YB: 2024-08-28
Pitch date: 2024-08-27
ADSK [neutral]
Autodesk, Inc.
-7.14%
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
$53.4B
Pitch Price
$256.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.91
P/E
48.36
EV/Sales
7.37
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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