Autodesk, Inc. (ADSK) vs Atlassian Corporation PLC (TEAM)

Autodesk, Inc. and Atlassian Corporation PLC are both Software Application companies. Autodesk, Inc. and Atlassian Corporation PLC are of similar size ($48.5B and $44.1B). Atlassian Corporation PLC has negative trailing earnings, so its P/E is not meaningful; Autodesk, Inc. trades at 26.9×. Atlassian Corporation PLC grew revenue faster over the last twelve months: 26.0% against 17.9%. Autodesk, Inc. has the higher net margin (21.1% vs −0.82%) and the higher return on invested capital (105.2% vs 0.80%). Across the 21 metrics below, Autodesk, Inc. leads on 16 and Atlassian Corporation PLC on 5.

Valuation

Metric ADSK TEAM Software Application median
P/E 26.95 n/m 24.79
P/S 5.64 7.43 2.67
P/B 13.00 46.15 3.01
Price to free cash flow 15.68 37.16 16.59
EV/EBITDA 14.39 322.09 14.40
EV/Sales 5.37 7.40 2.62
Earnings yield 3.71% (0.10%) 0.00%
Free cash flow yield 6.38% 2.69% 1.91%

Profitability

Metric ADSK TEAM Software Application median
Gross margin 91.25% 84.83% 67.03%
Operating margin 26.20% 0.16% 0.00%
Net margin 21.08% (0.82%) 0.00%
Free cash flow margin 35.99% 20.07% 4.32%
Return on equity 53.85% (4.48%) 0.00%
Return on assets 13.78% (0.89%) 0.00%
Return on invested capital 105.16% 0.80% 0.00%

Growth

Metric ADSK TEAM Software Application median
Revenue growth (TTM) 17.94% 26.02% 12.40%
EPS growth (last fiscal year) 2.15% 78.57% —
Revenue growth, 5-year CAGR 13.71% 25.76% 13.72%
Net income growth, 5-year CAGR (1.43%) 0.00% 0.00%

Health

Metric ADSK TEAM Software Application median
Debt to equity 0.59 0.93 0.02
Current ratio 0.86 0.78 1.55
Net debt to EBITDA (0.05) (1.66) 0.06

Dividend

Metric ADSK TEAM Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric ADSK TEAM Software Application median
Market cap 44.10b 48.48b 396.11m

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