Added to YB: 2024-01-22
Pitch date: 2023-12-06
ADSK [bullish]
Autodesk, Inc.
+35.29%
current return
Author Info
No bio for this author
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
$220.00
Price Target
305.83 (+3%)
Dividend
N/A
EV/EBITDA
35.96
P/E
60.44
EV/Sales
9.40
Sector
Software
Category
growth
Autodesk ($ADSK)
$ADSK:Despite macro headwinds & 50% EBITDA multiple compression,compelling entry to long-term compounder w/ 70% AEC mkt share,pricing power,105%+ NRR,strong network effects,Rule of 40 perf.Risks mitigated by switching costs & acquisitions.~23% 3yr IRR projected.
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