Autodesk, Inc.

ADSK Technology Software Application

Autodesk, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $7.2 billion, up 17.5% from fiscal 2025.

Revenue
+16.1%
EPS
+59.2%
Free cash flow
+24.8%
Total debt
−20.0%

Quarter to July 2026, against a year earlier

263.14 6.02 −2.24%
Market cap
$56.3B
P/E
34.7×
Fwd P/E
29.4×
Dividend yield
—
F-score
7/9
Altman Z
4.18
Beneish M
−2.68
Dividend safety
n/a

Revenue by segment Fiscal 2026

  • Reportable Segment

Every year since 2013 →

Insider Decisions last twelve months

Bought, $m 2.17
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — 1 3 — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 0.85%

Capital & Financial Ratios $m

Size
Market Cap 56,250.00
Revenue ttm 7,790.00
Net income ttm 1,642.00
Free cash flow ttm 2,804.00
Net debt Q (2,170.00)
Valuation
P/E 34.68
Forward P/E 29.40
Price / sales 7.26
Forward P/S Powerpack
Price / FCF 20.18
Price / book 16.72 (above 6: high)
Financial health
Current ratio Q 0.86 (below 1: weak)
Debt / equity Q 0.59
Interest coverage Q (9.33)
Growth
Revenue growth Q +16.05% (above 0%: growing)
Operating income growth Q +34.91% (above 0%: growing)
EPS, this year +20.74% (at or above 15%: strong)
EPS, next year A +12.50%
Revenue, next year A +15.51% (at or above 10%: strong)
EPS, past 5 yrs −0.78% (below 0%: weak)
EPS, next 5 yrs A +15.75% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 6.35%
10-year low 10-year high
P/S against its own 10 years 14.23%
10-year low 10-year high
P/B against its own 10 years 19.73%
10-year low 10-year high
EV/Sales against its own 10 years 13.49%
10-year low 10-year high
EV/FCF against its own 10 years 8.22%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 2,246 1,886 2,597 4,155
Receivables 876 1,008 1,439 684
Inventory — — — —
Other — — — —
3,579 3,482 4,942 5,670
2024 2025 2026 Q'26
Payables 100 242 422 457
ST’ Debt — — — —
Other — — — —
4,351 5,151 5,808 6,628

Compound Annual Growth %

10y 5y 3y
Sales 11.15% 13.71% 12.92%
Cash Flow 19.47% 11.28% 5.79%
Earnings 0.00% (1.43%) 10.95%
Book Value 6.52% 25.83% 38.55%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Apr Jul Oct Jan Year
’26 2.32 2.33 — — —
’26 0.70 1.46 1.60 1.48 5.23
’25 1.16 1.30 1.27 1.40 5.12
’24 0.75 1.03 1.12 1.31 4.19
’23 0.67 0.85 0.91 1.35 3.78
’22 0.70 0.52 0.61 0.40 2.24
’21 0.30 0.44 0.59 4.10 5.44
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 1,934 2,046 — — —
’26 1,633 1,763 1,853 1,957 7,206
’25 1,417 1,505 1,570 1,639 6,131
’24 1,269 1,345 1,414 1,469 5,497
’23 1,170 1,237 1,280 1,318 5,005
’22 989 1,060 1,126 1,211 4,386
’21 886 913 952 1,039 3,790
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 893 575 — — —
’26 564 460 439 989 2,452
’25 494 212 209 692 1,607
’24 723 135 18 437 1,313
’23 434 257 469 911 2,071
’22 336 202 271 722 1,531
’21 327 91 361 657 1,437
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 867 554 — — —
’26 549 444 417 966 2,376
’25 453 198 181 673 1,505
’24 708 124 (2) 422 1,252
’23 418 245 459 903 2,025
’22 315 179 255 715 1,464
’21 304 63 340 634 1,341
Fiscal quarters ending in the months shown.

Valuation

The price implies free cash flow after share-based pay growing 9.3% a year for ten years. It grew 74.2% a year over the last ten.

Implied
9.3%
10 years, reported
74.2%
Open the model

Target Price Range

Analyst price targets

Recommendation Rating

1.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 2,031 2,057 2,570 3,274 3,790 4,386 5,005 5,497 6,131 7,206 7,790 +15.1% 8,324 9,242 10,241 +12.4%
Gross margin, % 83.17 85.25 88.87 90.08 91.11 90.47 90.41 90.70 90.57 90.98 91.25 +7.8 pt
EBT (524) (557) (43) 295 547 565 946 1,136 1,384 1,603 2,105 n/m
EBT margin, % (25.79) (27.10) (1.66) 9.00 14.43 12.88 18.90 20.67 22.57 22.25 27.02 +48.0 pt
Net income (582) (567) (81) 215 1,208 497 823 906 1,112 1,124 1,642 n/m
Per share, $
Per share, $ Revenue 9.12 9.37 11.74 14.90 17.31 19.94 23.17 25.69 28.52 33.83 37.10 +15.7%
Earnings (2.60) (2.58) (0.37) 0.98 5.51 2.26 3.81 4.23 5.17 5.28 7.77 n/m
Cash flow 0.76 0.00 1.72 6.44 6.56 6.96 9.59 6.14 7.47 11.51 13.79 +35.2%
Capex (0.34) (0.23) (0.31) (0.24) (0.44) (0.30) (0.21) (0.28) (0.47) (0.36) (0.44) +0.5%
Free cash flow 0.42 (0.23) 1.42 6.20 6.12 6.65 9.38 5.85 7.00 11.15 13.35 +43.9%
Book value 3.29 (1.17) (0.96) (0.63) 4.41 3.86 5.30 8.67 12.19 14.30 16.11 +17.7%
Shares, m 223 220 219 220 219 220 216 214 215 213 212 (0.5%)
Valuation, ×
Valuation, × P/E 0.00 0.00 0.00 202.94 52.06 110.04 56.47 59.86 60.10 48.40 34.68 59.0
P/S 8.92 12.34 12.54 13.21 16.54 12.53 9.29 9.88 10.92 7.55 7.26 11.4
P/B 24.69 0.00 0.00 0.00 64.94 64.73 40.59 29.28 25.54 17.88 16.72 26.8
EV/Sales 8.52 12.47 12.98 13.14 16.51 12.65 9.33 9.89 10.93 7.54 6.98 11.4
EV/FCF 184.70 (514.89) 107.57 31.60 46.66 37.89 23.05 43.41 44.54 22.86 19.40 2.7
Cash, $m
Cash, $m Operating cash flow 170 1 377 1,415 1,437 1,531 2,071 1,313 1,607 2,452 2,896 +34.5%
Capex (76) (51) (67) (53) (96) (67) (46) (61) (102) (76) (92) 0.0%
Free cash flow 94 (50) 310 1,362 1,341 1,464 2,025 1,252 1,505 2,376 2,804 +43.2%
Balance, $m
Balance, $m Working capital 275 (245) (681) (560) (629) (1,245) (659) (772) (1,669) (866) (958) n/m
Net debt (808) 263 1,134 (209) (139) 514 209 38 101 (114) (2,170) (19.6%)
Shareholders’ equity 734 (256) (211) (139) 966 849 1,145 1,855 2,621 3,045 3,383 +17.1%
Returns, %
Returns, % ROA (11.29) (12.72) (1.83) 3.93 17.95 6.26 9.12 9.36 10.72 9.65 13.78 +20.9 pt
ROIC 0.00 (4,679.23) (1.69) 0.00 47.57 28.34 45.65 37.24 31.09 33.65 105.16 +33.7 pt
ROE (49.47) (237.40) 34.61 (122.57) 292.35 54.78 82.55 60.40 49.69 39.68 53.85 +89.1 pt
People
People Employees 9,000 8,800 9,600 10,100 11,500 12,600 13,700 14,100 15,300 14,300 — +5.3%
Revenue/emp, $m 0.23 0.23 0.27 0.32 0.33 0.35 0.37 0.39 0.40 0.50 — +9.3%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Business profile

Updated

Autodesk provides 3D design, engineering and entertainment technology used in architecture, engineering, construction, product design, manufacturing, media and entertainment. Its customers use the software to visualize, simulate and analyze projects before they are built or made, then to coordinate information and work across teams.

Its architecture, engineering, construction and operations offerings include the Architecture, Engineering and Construction Collection, AutoCAD Civil 3D, Autodesk Build, BIM Collaborate Pro, BuildingConnected, Revit and Tandem. These tools cover design, project management, construction collaboration, bid management, building-information modeling and digital twins.

Where the money comes from and where it goes Fiscal 2026

Fiscal 2026: revenue by segment, and margins
Reportable Segment 7,206 100.00%
Gross margin 90.98%
Operating margin 21.90%
Pre-tax margin 22.25%

Revenue by segment since 2013

Autodesk, Inc. vs peers in Software Application (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
INTU Intuit Inc. $94.8B 21.4× 16.8× +13.65% (above 0%: growing) −1.47% (below 0%: shrinking) +253.37% (above 0%: growing) 78.11% 10.91% Compare
CDNS Cadence Design Systems, Inc. $85.5B 61.7× 67.7× +21.99% (above 0%: growing) −0.15% (below 0%: shrinking) +30.67% (above 0%: growing) 85.57% 26.25% Compare
DDOG Datadog, Inc. $62.7B 237× 431× +35.16% (above 0%: growing) +229.90% (above 0%: growing) +17.14% (above 0%: growing) 80.19% 6.24% Compare
ADSK Autodesk, Inc. $56.3B 34.7× 29.4× +16.05% (above 0%: growing) +59.18% (above 0%: growing) +24.77% (above 0%: growing) 91.40% 29.28%
MSTR Strategy Inc $54.6B — (loss-making) — (loss-making) −2.54% (below 0%: shrinking) +413.76% (above 0%: growing) +96.11% (above 0%: growing) 71.46% 16,670.88% Compare
ROP Roper Technologies, Inc. $48.6B 19.3× 18.1× +7.65% (above 0%: growing) +32.43% (above 0%: growing) −5.62% (below 0%: shrinking) 70.11% 28.70% Compare
WDAY Workday, Inc. $48.2B 40.2× 34.7× +12.82% (above 0%: growing) +200.00% (above 0%: growing) −21.77% (below 0%: shrinking) 75.39% 11.82% Compare
TEAM Atlassian Corporation PLC $46.2B — (loss-making) 192× +27.60% (above 0%: growing) n/m +31.74% (above 0%: growing) 86.50% 11.93% Compare
PAYX Paychex, Inc. $42.5B 23.6× 20.4× +5.88% (above 0%: growing) +13.08% (above 0%: growing) −46.05% (below 0%: shrinking) 73.62% 37.98% Compare
Median of peers $51.6B 31.9× 34.7× +13.24% +32.43% +23.90% 76.75% 19.09%

All 230 Software Application stocks →

From the latest earnings call

Updated

  • Janesh Moorjani said Autodesk raised its fiscal 2027 billings and revenue outlook after second-quarter outperformance and improved expectations for the second half.
  • Andrew Anagnost said Autodesk is extending project intelligence into asset operations through MaintainX while initially focusing on integration and maintaining the business’s momentum.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 94.22%
Held by the ten largest 47.65%
Holder Shares Stake Change
Vanguard 27.64m 13.10% +2.96m
BlackRock 24.84m 11.77% +2.91m
State Street 10.27m 4.87% +284.62k
Invesco 7.85m 3.72% +763.00k
Geode Capital Management 6.89m 3.27% +1.07m
Natixis Investment Managers 6.73m 3.19% +473.40k
JPMorgan Chase 5.02m 2.38% +818.62k
Fidelity (FMR) 3.80m 1.80% −1.23m
Ninety One UK Ltd 3.80m 1.80% −226.02k
UBS 3.71m 1.76% −432.84k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 6 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 30.09m 24.45m 91.15
2025 25.19m 34.28m 112.22
2024 20.65m 23.63m 91.49
2023 17.60m 15.54m 77.55
2022 22.10m 15.98m 90.04

Ownership

Directors and executive officers, together less than 1%
The Vanguard Group, Inc. 10.10%
BlackRock, Inc. 9.10%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Autodesk, Inc. (ADSK) Latest News

27 Oct

Impact 3 · · Trefis

20 Oct

Impact 3 · · Trefis

16 Oct

9 Oct

30 Sep

ADSK metrics, ten years each

stockrow.com/ADSK · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com