<- Go home

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

Show full summary:
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.

Read full article (18 min)