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Autodesk, Inc. (ADSK) — Structural Peer Analysis

Autodesk, Inc. ranks in an above-average position in its peer group, with stability as the least supportive dimension. Trend conditions have deteriorated, without yet reaching an extreme downside state. The market is broadly confirming the structural profile.

Updated 2026-08-16 · NASDAQ100
Current market signal · 2026-08-07
Quality confirmed

Innovation Premium Demands Relentless Progress

52w drawdown -23.8% · 21d vs sector +14.4%

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ENTRY TODAY
Neutral price zonebelow norm
TODAY (5y history)59th pct today
0th50th100th
Today the stock sits in a broadly neutral part of its long-term range and its multiple is below its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Stability 49
Around median
Weak Valuation 63
Above median
Moderate Profitability 76
Top 25% of peers
Strongest Growth 90
Top 10% of peers
Peer-Relative Score
70
Peer-Score
Above-average peer position
Signal qualitylow
Structural Read

Innovation Premium Demands Relentless Progress

Autodesk develops software for design and engineering, serving industries such as manufacturing, construction, and media. Its platforms are widely used for 3D modeling and digital project management.

Autodesk trades on an innovation premium, not on standard software fundamentals. With an operating margin of 29.6%, the business delivers profitability well above the sector, but 1-year volatility at 38.4% shows the market re-prices the stock on small signals—because heavy investment in cloud and AI means every product launch is read as a verdict on future leadership, and doubts about innovation can trigger sharp repricing. Autodesk stands out in design software for its deep cloud and AI integration, making technological progress the central valuation anchor. Valuation swings with expectations for breakthroughs, not just steady execution. When innovation momentum slows or cloud updates disappoint, the market reacts swiftly by marking down the stock, amplifying any perceived pause directly into valuation pressure.

AssetNext · 2026-08-05 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.