ADSK Stock Analysis — Autodesk
Sector: Software
AI Verdict
Autodesk trades at a cheap 14.3x forward earnings for a software company, but the market is betting on a massive earnings rebound that only its entrenched design software moat can justify.
Competitive Moat
Autodesk dominates design and engineering software for architecture, construction, and manufacturing, with AutoCAD and Revit as industry standards. Its moat comes from entrenched workflows and proprietary file formats that create high switching costs for professionals and enterprises.
Summary
Autodesk's forward P/E of 14.3x with 113.3% expected EPS growth makes it a rare high-growth software stock trading at a discount to the sector.
Where It Stands
The stock is down -33.99% over the past year, trades at 14.3x next year's earnings (well below the software median of 35x), and its RSI of 55.9 signals neutral momentum.
Key Metrics
- RSI: 55.9 — Neutral
- Trailing P/E: 30.4x
- Forward P/E: 14.3x
- PEG Ratio: 0.26
- Earnings Growth: +1.1%
- Revenue Growth: +0.2%
- Market Cap: $43.9B
- 1-Year Return: -33.99%
- 52-Week High: $329.09
- 52-Week Low: $185.50
Analyst Consensus
37 Buy · 4 Hold · 0 Sell (41 analysts)
Bull Case
With analysts expecting 113.3% EPS growth and a forward P/E of just 14.3x, you're paying a bargain price for explosive earnings expansion if it materializes.
Bear Case
If the forward P/E reverts to the trailing 30.4x multiple or the sector median, the stock could see a sharp re-rating if growth disappoints, risking a 50%+ downside from current expectations.
Catalyst to Watch
Watch for quarterly earnings and updated guidance—any miss on the 113.3% EPS growth consensus could trigger a rapid P/E correction.