Autodesk (ADSK)
Forward P/E is 18.61x against a peer median of 17.03x, a ratio of 1.09x — inside the fairly priced band — with trailing P/E 31.35x and PEG 1.15. Latest-quarter revenue grew +16.1% year over year (PRIMARY, SEC filings/EDGAR), close to the application software cluster median of +14.9%. That delivered mid-teens growth supports the small premium, but does not make the shares cheap.
What would change this label: Moves to UNDERVALUED if the forward P/E falls to about 15.3x or below (0.90x the current peer median) while revenue growth holds at +12% YoY or better; moves to OVERVALUED if the forward P/E rises above about 19.6x (1.15x the peer median) while revenue growth slows below +10% YoY.
Autodesk's shares cost about 19 times next year's expected earnings, only a little more than similar software companies at about 17 times. Sales grew about 16% in the latest quarter, which is solid enough to support that price. It looks like a fair price — not a bargain, and not overpriced.
Both lines start at 100 on 2020-09-01. Over the full window Autodesk returned -4.50% and the S&P 500 +118.28% (price returns; dividends not reinvested). Worst peak-to-trough fall for Autodesk: -52.0% (2021-08-25 to 2022-06-16). Source: Nasdaq official daily history.
What the label rests on
Forward P/E is 18.61x against a peer median of 17.03x, a ratio of 1.09x — inside the fairly priced band — with trailing P/E 31.35x and PEG 1.15. Latest-quarter revenue grew +16.1% year over year (PRIMARY, SEC filings/EDGAR), close to the application software cluster median of +14.9%. That delivered mid-teens growth supports the small premium, but does not make the shares cheap. The company’s forward P/E is 18.6× against a peer median of 17.0×. Its own history: UNVERIFIED — no sourced range available. Sector demand read: Delivered demand check: the Application software group's median latest-quarter revenue growth was 14.9% year over year (SEC filings) — demand rising. Latest-quarter sales growth was +16.1% versus a year earlier (SEC filings).
| Company | Price (Oct 28, 2026) | Forward P/E | Trailing P/E |
|---|---|---|---|
| Autodesk (ADSK) | $241.91 | 18.6× | 31.4× |
| WDAY | $205.46 | 17.0× | 42.3× |
| PTC | $194.62 | 23.2× | 18.9× |
| TYL | $378.62 | 26.3× | 49.9× |
| FICO | $702.40 | 15.2× | 20.4× |
| TRMB | $63.16 | 16.3× | — |
| Peer median | 17.0× |
Multiples: stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026. Peer set chosen by sector; the median is the middle value of the set. The label and its numbers were recorded in the programme’s label registry on Oct 28, 2026 and will be scored at 6 and 12 months.
Sales, profit and cash
Gross margin = gross profit divided by sales, from SEC filings.
Free cash flow = cash from operations minus spending on plant and equipment, both from the company’s SEC cash-flow statement. Gaps are quarters where that spending line is not separately tagged in the filings — shown as gaps, never estimated.
| Quarter | Sales | Gross margin | Net income | EPS (GAAP, diluted) | Free cash flow |
|---|---|---|---|---|---|
| Q/E Jul 2026 2026-07-31 | $2.0B | 91.4% | $492M | 2.33 | $561M |
| Q/E Apr 2026 2026-04-30 | $1.9B | 91.0% | $491M | 2.32 | $876M |
| Q/E Jan 2026 2026-01-31 | $2.0B | 91.5% | $316M | — | $972M |
| Q/E Oct 2025 2025-10-31 | $1.9B | 91.1% | $343M | 1.60 | $430M |
| Q/E Jul 2025 2025-07-31 | $1.8B | 91.0% | $313M | 1.46 | $451M |
| Q/E Apr 2025 2025-04-30 | $1.6B | 90.2% | $152M | 0.70 | $556M |
| Q/E Jan 2025 2025-01-31 | $1.6B | 90.6% | $303M | — | $678M |
| Q/E Oct 2024 2024-10-31 | $1.6B | 90.6% | $275M | 1.27 | $199M |
| Q/E Jul 2024 2024-07-31 | $1.5B | 90.7% | $282M | 1.30 | $203M |
| Q/E Apr 2024 2024-04-30 | $1.4B | 90.3% | $252M | 1.16 | $487M |
| Q/E Jan 2024 2024-01-31 | $1.5B | 91.2% | $282M | — | $427M |
| Q/E Oct 2023 2023-10-31 | $1.4B | 91.0% | $241M | 1.12 | $13M |
The last twelve reported quarters. Full 24-quarter history sits in the data pack behind this page. A dash means the figure is not tagged as a standalone quarter in the company’s SEC facts (the usual case is the fourth quarter, which many companies only report inside the full-year filing) — it is missing, not zero.
Earnings: getting better or worse?
Each box is one quarter’s earnings per share (EPS). Green means EPS was higher than the same quarter a year earlier; red means lower; a dash means the figure is not tagged in the filings.
Basis: GAAP diluted EPS from SEC company facts, compared with the same quarter a year earlier.
Key facts
| Item | Value |
|---|---|
| Company (legal name in filings) | Autodesk, Inc. |
| Chief executive | Andrew Anagnost (source: https://www.autodesk.com/company/newsroom/corporate-info/executive-bios/andrew-anagnost) |
| Sector | Technology — Application Software — sells design, engineering and media creation software |
| Share price (Oct 28, 2026) | $241.91 |
| Market value (market cap) | $50.6B — share price times shares outstanding of 209,000,000 (SEC filings; SEC EDGAR dei EntityCommonStockSharesOutstanding (latest)) |
| Sales, last twelve months | $7.8B |
| Net income, last twelve months | $1.6B |
| Free cash flow, last twelve months | $2.8B |
| Latest reported quarter | Q/E Jul 2026 (of 24 quarters in the data pack) |
| Six-year price return vs S&P 500 | -4.50% vs +118.28% |
| Worst peak-to-trough fall | -52.0% (2021-08-25 to 2022-06-16) |
What we could not verify
- TTM GAAP diluted EPS could not be summed from company facts because at least one of the last four quarters (typically Q4) has no standalone tagged EPS; trailing P/E is therefore taken from the labelled secondary source in valuation_label.md.
- Own-history P/E range not yet compiled for this company in the Phase 1 batch run; the label rests on peer-median, growth and PEG evidence.
- Guidance record (each quarter scored against the guidance the company gave the quarter before) is not yet compiled for this company — it is a Phase 2 layer. The earnings strip below therefore uses reported EPS versus a year earlier, which is fully sourced from filings.
The IT factor — the most exciting thing the market is overlooking — is not assessed on an X-Ray page. It belongs to the Deep Dive (Phase 2), where it gets the evidence standard it needs. Leadership-era scoring (the six years split by chief executive) is likewise a Phase 2 layer; this page names the current chief executive only, from a sourced profile.
Sources
- SEC EDGAR submissions — Filing index; company legal name.
https://data.sec.gov/submissions/CIK0000769397.json - SEC EDGAR company facts — Quarterly financial spine: revenue, gross profit, net income, GAAP diluted EPS, operating cash flow, PP&E capex, buybacks, dividends, diluted shares.
https://data.sec.gov/api/xbrl/companyfacts/CIK0000769397.json - Nasdaq official daily history — Daily closes for the company; SPY (assetclass=etf) saved as raw/nasdaq_spy_raw.json over identical dates.
https://api.nasdaq.com/api/quote/ADSK/historical?assetclass=stocks - Valuation multiples and peer figures — stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026; see valuation_label.md in the data pack.
Conventions: earliest-filed value per period, as first reported; cash-flow years-to-date differenced quarter by quarter; EPS never differenced; free cash flow = operating cash flow minus plant-and-equipment spending. This page is a dated snapshot — updates are new versions, never silent edits.