AI Spotlight on ADSK
Company Description
Autodesk, Inc.provides 3D design, engineering, and entertainment software and services worldwide.The company offers AutoCAD Civil 3D, a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects; BIM 360, a construction management cloud-based software; AutoCAD, a software for professional design, drafting, detailing, and visualization; AutoCAD LT, a drafting and detailing software; computer-aided manufacturing (CAM) software for computer numeric control machining, inspection, and modelling for manufacturing; Fusion 360, a 3D CAD, CAM, and computer-aided engineering tool; and Industry Collections tools for professionals in architecture, engineering and construction, product design and manufacturing, and media and entertainment collection industries.
It also provides Inventor tools for 3D mechanical design, simulation, analysis, tooling, visualization, and documentation; Vault, a data management software to manage data in one central location, accelerate design processes, and streamline internal/external collaboration; Maya and 3ds Max software products that offer 3D modeling, animation, effects, rendering, and compositing solutions; and ShotGrid, a cloud-based software for review and production tracking in the media and entertainment industry.It sells its products and services to customers directly, as well as through a network of resellers and distributors.Autodesk, Inc.
was incorporated in 1982 and is headquartered in San Rafael, California.
Market Data
Last Price | 313.6 |
Change Percentage | 1.18% |
Open | 311.77 |
Previous Close | 309.95 |
Market Cap ( Millions) | 67424 |
Volume | 67597 |
Year High | 326.62 |
Year Low | 195.32 |
M A 50 | 300.3 |
M A 200 | 261.31 |
Financial Ratios
FCF Yield | 1.94% |
Dividend Yield | 0.00% |
ROE | 47.92% |
Debt / Equity | 98.55% |
Net Debt / EBIDTA | 81.56% |
Price To Book | 25.78 |
Price Earnings Ratio | 61.82 |
Price To FCF | 51.45 |
Price To sales | 11.32 |
EV / EBITDA | 49.03 |
News
- Jan -28 - Analyst Turns Bullish on Autodesk Stock
- Jan -23 - Autodesk signals next chapter with new creative agency of record
- Jan -15 - Buy 5 Robotics Stocks With Solid Price Upside
- Jan -10 - Autodesk Shares Surge 19% in 6 Months: Here's Why the Stock is a Buy
- Jan -08 - Autodesk Could Return Capital More Aggressively In 2025: Analyst
- Jan -07 - 3 Software Stocks to Keep an Eye on Amid Industry Headwinds
- Jan -06 - Autodesk Is A Great Company But I Do Not Like Its Current Valuation
- Dec -20 - Buy These 5 3D Printing Stocks to Strengthen Your Portfolio for 2025
- Dec -18 - Autodesk announces appointment of two new independent directors
- Dec -11 - Autodesk, Inc. (ADSK) Barclays 22nd Annual Global Technology Conference (Transcript)
- Dec -03 - Autodesk, Inc. (ADSK) UBS Global Technology and AI Conference (Transcript)
- Dec -02 - Autodesk Q3: Strong Billing Growth Supporting Future Growth
- Nov -29 - The Big 3: RDDT, NNE, ADSK
- Nov -29 - Autodesk price target raised to $361 from $358 at Citi
- Nov -27 - Stock Of The Day: Autodesk Beats Earnings As Shares Find Support At This Level
- Nov -27 - Autodesk CEO: We're capitalizing on strong industry trends to digitize effectively
- Nov -27 - 2 Software Stocks in Focus After Earnings
- Nov -27 - Autodesk Stock Sinks as Solid Results Offset by CFO Change
- Nov -27 - Autodesk Q3 Earnings and Sales Surpass Estimates, Improve Y/Y
- Nov -27 - Autodesk to present at upcoming investor conferences
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Architecture, Engineering and Construction
Expected Growth : 12 %
What the company do ?
Autodesk's Architecture, Engineering and Construction (AEC) segment provides software solutions for designing, building, and managing infrastructure, buildings, and industrial projects.
Why we expect these perspectives ?
Autodesk's Architecture, Engineering and Construction (AEC) segment growth is driven by increasing adoption of Building Information Modelling (BIM) and digital twin technologies, rising infrastructure investments, and growing demand for sustainable and resilient construction practices. Additionally, the shift towards cloud-based collaboration and data management solutions is fueling growth.
Segment nΒ°2 -> AutoCAD and AutoCAD LT
Expected Growth : 10 %
What the company do ?
AutoCAD is a commercial CAD software for 2D and 3D design, while AutoCAD LT is a 2D drafting and documentation tool, both from Autodesk, Inc.
Why we expect these perspectives ?
Autodesk's AutoCAD and AutoCAD LT growth is driven by increasing adoption in construction, manufacturing, and architecture industries. Rising demand for digitalization, infrastructure development, and sustainable design also contribute to growth. Additionally, Autodesk's subscription-based model, improved user experience, and strategic partnerships further boost sales.
Segment nΒ°3 -> Manufacturing
Expected Growth : 9 %
What the company do ?
Autodesk's Manufacturing segment provides software solutions for product design, simulation, and manufacturing operations, helping companies to design, optimize, and produce products more efficiently.
Why we expect these perspectives ?
Autodesk's manufacturing segment growth is driven by increasing adoption of Industry 4.0 technologies, rising demand for digital twins, and growing need for product lifecycle management. Additionally, the company's strategic acquisitions, such as Netfabb and Delcam, have expanded its offerings and customer base, contributing to the 9% growth.
Segment nΒ°4 -> Media and Entertainment
Expected Growth : 13 %
What the company do ?
Autodesk's Media and Entertainment division provides 3D modeling, animation, and visual effects software for film, TV, and game production, including Maya, 3ds Max, and Flame.
Why we expect these perspectives ?
Autodesk's Media and Entertainment segment growth of 13% is driven by increasing demand for 3D modeling and animation software in film, TV, and video game production. Growing adoption of cloud-based solutions, subscription-based models, and strategic partnerships with industry leaders also contribute to this growth.
Segment nΒ°5 -> Other
Expected Growth : 8 %
What the company do ?
Other from Autodesk, Inc. refers to the company's miscellaneous or non-core products and services, excluding its main offerings like AutoCAD and Revit.
Why we expect these perspectives ?
Autodesk's 'Other' segment, with 8% growth, is driven by increasing adoption of cloud-based solutions, expansion into new markets, and strategic partnerships. Additionally, growing demand for emerging technologies like artificial intelligence, Internet of Things, and augmented reality is contributing to the segment's growth.
Autodesk, Inc. Products
Product Range | What is it ? |
---|---|
AutoCAD | A commercial computer-aided design (CAD) and drafting software application |
Revit | A building information modeling (BIM) software for architects, landscape architects, engineers, and contractors |
Inventor | A 3D computer-aided design (CAD) software for product design and engineering |
Maya | A 3D computer animation, modeling, simulation, and rendering software |
3ds Max | A 3D modeling, animation, rendering, and visualization software |
Civil 3D | A civil engineering design and documentation software |
Fusion 360 | A 3D computer-aided design (CAD), computer-aided engineering (CAE), and computer-aided manufacturing (CAM) software |
BIM 360 | A construction management software for architecture, engineering, and construction (AEC) projects |
Autodesk, Inc.'s Porter Forces
Threat Of Substitutes
Autodesk's software products have some substitutes in the market, but they are not very close in terms of features and functionality. However, the threat of substitutes is increasing with the emergence of new technologies and startups.
Bargaining Power Of Customers
Autodesk's customers have low bargaining power due to the company's strong brand and market position. The company's products are widely used in the industry, and customers have limited alternatives.
Bargaining Power Of Suppliers
Autodesk's suppliers have low bargaining power due to the company's large size and market position. The company has a diverse supply chain, and suppliers have limited negotiating power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the software industry. Autodesk's strong brand and market position, as well as the high research and development costs, make it difficult for new entrants to compete.
Intensity Of Rivalry
The intensity of rivalry in the software industry is high, with many established players competing for market share. Autodesk faces intense competition from companies like Adobe, Siemens, and Dassault Systemes.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
Value | |
---|---|
Debt Weight | 55.90% |
Debt Cost | 3.95% |
Equity Weight | 44.10% |
Equity Cost | 11.22% |
WACC | 7.15% |
Leverage | 126.74% |
Autodesk, Inc. : Quality Control
Autodesk, Inc. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
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