Autodesk Inc.

Autodesk Inc.

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Market Cap$48.84B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Autodesk Inc.Autodesk Inc.33.4-46%72.3

Earnings Call Q1 2027

May 28, 2026 - AI Summary

Q1 fiscal ’27 performance beats guidance (strong momentum) - Revenue +18% YoY (reported) / +16% constant currency, and earnings per share above the high end of guidance. - Billings +18% reported / +15% constant currency. - Renewal rates remained strong; sales reorganization impact on new subscription growth stayed within expectations. - Tailwinds included the new transaction model: about +3.5 pp to revenue growth in Q1 and +1.5 pp to billings growth.
Margins, cash flow, and capital returns (good news) - Operating margins: GAAP ~28% and non-GAAP ~39% in Q1. - GAAP operating margin up ~14 pp, driven mainly by no one-time charges and underlying improvement; non-GAAP up ~2 pp from operating leverage and sales optimization benefits. - Free cash flow: $876M (seasonal strength, partly offset by cash restructuring costs). - Share repurchases: ~1.9M shares for $448M in the quarter; buyback expected to be similar total dollars to FY’26. Company targets applying ~50% of free cash flow to buybacks over time. - No dividends mentioned.
FY’27 outlook: guidance raised (but tempered by sales-restructuring “noise”) - Billings guidance raised: $8.505B–$8.58B (bottom end raised). - Revenue guidance raised: $8.155B–$8.215B. - GAAP operating margin guidance: 26%–28%. - Non-GAAP operating margin guidance: ~39% (raised to reflect higher revenue). - Free cash flow guidance (bottom raised): $2.725B–$2.8B. - Management expects continued slight H2 weighting for billings (due to restructuring disruption + seasonal/quarter mix). - Transaction-model “noise” fades: tailwind declines from ~3.5 pp in Q1 to about ~2 pp in Q2, averaging ~1.5 pp for the full year.

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$314.67

Target Price by Analysts

37% upsideAutodesk Target Price DetailsTarget Price
$262.92

Current Fair Value

14.5% upside

Undervalued by 14.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$48.84 Billion
Enterprise Value$53.36 Billion
Dividend Yield$- (-)
Earnings per Share$5.28
Beta1.32
Outstanding Shares211,000,000

Return

Return on Equity45.88%ROE
Return on Assets12.26%
Return on Invested Capital29.35%

Valuation & Multiples

P/E Ratio33.36P/E Ratio
PEG60.24PEG
Price to Sales6.96Price to Sales
Price to Book Ratio15.31Price to Book Ratio
Enterprise Value to Revenue7.54
Enterprise Value to EBIT27.17
Enterprise Value to Net Income36
Total Debt to Enterprise0.13
Debt to Equity2.26Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 28, 2026
EPS Estimate
$2.84
Average shareholder expectation
Revenue Estimate
$1.89 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 27, 2026
EPS Estimate
$3.12
Average shareholder expectation
Revenue Estimate
$2.01 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.3264 2.08%
Total Calls1,101,419 19.82%
Total Puts1,460,943 21.05%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %89.16% 0.26%
Total Invested$45.47B 19.23%
Investors Holding1,364 122.00%

ESG Score

No data

About Autodesk Inc.

CEO: Andrew Anagnost

Relevant Senate Committees

Joint Committee on Taxation

As the non-partisan technical body assisting tax-writing committees, this committee provides the official revenue estimates and technical analysis for all tax legislation. Its expert input directly shapes tax policy that impacts corporate profitability, capital investment, and the overall tax burden on companies like Autodesk.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, R&D credits, or international trade agreements can directly and significantly impact Autodesk's profitability, investment strategies, and global operations, making it a source of material non-public information.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine precise funding for defense programs, scientific research, and infrastructure projects, which directly translates into demand and revenue for industries that rely on Autodesk's software.

Judiciary

This committee oversees antitrust laws and intellectual property. For a major software publisher like Autodesk, intellectual property rights (patents, copyrights) are fundamental to its business model, and potential antitrust actions or merger reviews directly affect its strategic operations and market position.

Armed Services

This committee oversees the Department of Defense and authorizes the annual NDAA, determining funding for defense contractors. These contractors are major users of Autodesk's design, simulation, and manufacturing software, making this committee's decisions directly impactful on a key customer base.

Banking, Housing, and Urban Affairs

This committee regulates financial systems and housing. Policies affecting real estate markets and urban development directly influence the Architecture, Engineering, and Construction (AEC) sector, a primary market for Autodesk's design and building information modeling (BIM) software.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, consumer protection (FTC), and technology policy. It directly impacts 'Big Tech' through privacy and antitrust laws, and heavily influences the aerospace industry, a key customer sector for Autodesk's manufacturing design software.

Environment and Public Works

This committee drives the 'infrastructure super-cycle' and regulates areas like federal highway programs and environmental standards. Autodesk's core business in Architecture, Engineering, and Construction (AEC) is directly impacted by these policies, which dictate demand for their design and modeling software.