Autodesk, Inc. (ADSK) on Decifer

Decifer ranks ADSK number 203 of 277 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 19% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 18% a year, profits grew 2% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders and its own insiders have been buying.
• Our durability check found pressure on this name, which costs it a few points.
• Revenue grows about 18% a year and insiders have been buying, but momentum of 7 out of 35, durability pressure, and no worldview role keep it modest.

The current read

The evidence on ADSK lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 7.6% this week. The drop is large enough to signal near-term caution, worth watching but not the weight of the evidence.

Themes

• Software, Cloud & AI Platforms: Autodesk, Inc. operates in software - application. That places it inside the Software, Cloud & AI Platforms story.

Read the full ADSK research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.