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Earnings transcript
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ADSK
Autodesk, Inc.
$216.95
-1.69
(-0.77%)
| Exchange: | NASDAQ |
| Market Cap: | 45.808B |
| Shares Outstanding: | 161.344M |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | Software – ApplicationView industry performance | |||||
| CEO: | Andrew Anagnost | |||||
| Full Time Employees: | 14300 | |||||
| Address: |
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| Website: | https://www.autodesk.com |
Autodesk, Inc. delivers advanced software and services for 3D design, engineering, and entertainment to a global clientele. Their diverse product line includes AutoCAD Civil 3D, a comprehensive solution for civil engineering tasks such as land development, transportation infrastructure, and environmental projects. For construction project management, they offer BIM 360, a cloud-based platform. Core design and drafting needs are met by AutoCAD and its specialized counterpart, AutoCAD LT. The company also provides CAM software, essential for computer numeric control (CNC) machining, inspection, and manufacturing modeling, alongside Fusion 360, an integrated platform for 3D CAD, CAM, and computer-aided engineering. Autodesk further provides curated Industry Collections, offering comprehensive toolsets for professionals in architecture, engineering, and construction (AEC), product design and manufacturing (PDM), and media and entertainment sectors. Their offerings extend to Inventor, a robust suite for 3D mechanical design, simulation, analysis, tooling creation, visualization, and documentation; and Vault, their data management solution, designed to centralize information, expedite design workflows, and enhance collaboration. For advanced 3D modeling, animation, special effects, rendering, and compositing, they provide Maya and 3ds Max. Additionally, ShotGrid serves the media and entertainment industry as a cloud-based platform for review processes and production tracking. Autodesk distributes its offerings both directly to customers and through an extensive network of authorized resellers and distributors. Established in 1982, the company is headquartered in San Rafael, California.
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Revenue Segmentation
ADSK full analysis
Hey everyone, welcome back to MarketSnap. Autodesk just reported a quarter that beat expectations on both the top and bottom lines, yet the stock got sold off hard — down double digits over the past month. So before you react to that headline, we're pulling up the MarketSnap model to ask the real question: was this an overreaction, or a justified reset? Let's set the stage. Autodesk is trading around two hundred and eighteen dollars a share right now, and…
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 5,497,000 | 6,131,000 | 7,206,000 |
| Gross Profit | 4,986,000 | 5,553,000 | 6,556,000 |
| EBITDA | 1,275,000 | 1,564,000 | 1,798,000 |
| Operating Income | 1,128,000 | 1,369,000 | 1,794,000 |
| Net Income | 906,000 | 1,112,000 | 1,124,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 9,912,000 | 10,833,000 | 12,467,000 |
| Total Liabilities | 8,057,000 | 8,212,000 | 9,422,000 |
| Total Stockholders Equity | 1,855,000 | 2,621,000 | 3,045,000 |
| Total Debt | 2,626,000 | 2,559,000 | 2,734,000 |
| Cash and Cash Equivalents | 1,892,000 | 1,599,000 | 2,249,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 1,313,000 | 1,607,000 | 2,452,000 |
| Capital Expenditure | -31,000 | -40,000 | -43,000 |
| Free Cash Flow | 1,282,000 | 1,567,000 | 2,409,000 |
| Net Income | 906,000 | 1,112,000 | 1,124,000 |
| Net Change in Cash | -55,000 | -293,000 | 650,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 11,871,286.229 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 12,438,600.836 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 12,075,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (High) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (Avg) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Net Income (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 5,359,965.751 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 5,616,112.121 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 5,451,943.892 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 8 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 5 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Recurring Revenue and High Gross Margins: Autodesk’s subscription-based model drives a highly predictable revenue stream. The company’s gross profit margin (TTM) is robust, reflecting the scalability of its software portfolio and strong pricing power in design and engineering software.
- Consistent Free Cash Flow Generation: The company demonstrates a strong capacity to convert earnings into cash, with a healthy free cash flow yield (TTM). This financial flexibility supports strategic investments in R&D and potential shareholder returns, underpinning long-term value creation.
- Market Leadership in Core Segments: Autodesk maintains a dominant position in its industry, as evidenced by its performance metrics and industry classification. Its integrated suite of tools for architecture, engineering, and construction (AEC) and manufacturing creates high switching costs and a durable competitive advantage.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ADSK intrinsic value between $87.33 – $284.24 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about ADSK valuation
Is Autodesk, Inc. (ADSK) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Autodesk, Inc. (ADSK) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ADSK a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ADSK trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ADSK’s P/E ratio?
You can see ADSK’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ADSK?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ADSK a good long-term investment?
Whether ADSK fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ADSK
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Daily snapshot
-0.77
Trading Metrics:
| Open: | 220.26 | Previous Close: | 218.64 | |
| Day Low: | 216.07 | Day High: | 220.86 | |
| Year Low: | 185.5 | Year High: | 326.54 | |
| Price Avg 50: | 233.04 | Price Avg 200: | 243.94 | |
| Volume: | 4.735M | Average Volume: | 2.493M |
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