Stocks analysis

ABNB vs ADSK Stock Comparison

Scores Breakdown

Metric ABNB ADSK
📈 Growth 14/30 28/30
💰 Profitability 18/20 18/20
🏦 Financial Health 15/20 12/20
💵 Valuation 10/20 12/20
⚠️ Risk (lower is better) 6/10 5/10
Overall Score 61/100 75/100

Side-by-Side Summaries

ABNB Analysis ADSK Analysis

📈 Growth & Financial Trajectory

8 quarters show revenue starting at 2.748B (2024 Q2) and ending at 2.678B (2026 Q1), a small decline; a peak of 4.095B in 2025 Q3 underscores episodic demand strength. Net income rose from 461M in 2024 Q2 to a high of 1.374B in 2025 Q3, then declined to 160M in 2026 Q1, highlighting volatility with a mid-period peak.

💰 Margins & Cash Flow

Gross margin remains elevated, with gross_profit relative to revenue above ~75-85%; for 2026 Q1, gross_profit 2.097B vs. revenue 2.678B implies ~78% margin. Operating cash flow has been positive in most quarters, notably 1.708B in 2026 Q1 and 1.356B in 2025 Q3, while investing activities are generally negative and financing moves swing cash flow.

🛡️ Balance Sheet & Liquidity

Balance sheet shows resilient assets of about $26.8B with current assets around $23.6B and equity near $7.64B in 2026 Q1; debt includes $2.48B long-term, supporting liquidity. This mix supports liquidity even in travel-cycle downturns, though elevated liabilities vs. equity suggest moderate leverage.

⚠️ Key Drivers & Risks

  • Drivers: travel demand rebound, Airbnb network effects
  • Risks: travel volatility, regulatory/competitive pressures, valuation sensitivity to growth deceleration

📈 Growth & Financial Trajectory

Over eight quarters, Revenues rose from roughly $1.50B to $1.93B, and Net Income grew from about $275M to $491M, delivering a clear top‑ and bottom‑line uptrend. The sequence shows steady sequential gains with only modest quarterly volatility, translating to ~29% revenue growth and ~78% net income growth across the period.

💰 Margins & Cash Flow

Gross margins run in the mid‑to‑high 80s percent range, with Gross Profit margin staying strong relative to Revenues. Operating leverage appears favorable as operating income remains healthy while R&D and other investments persist. Cash flow from operations is consistently positive, often in the hundreds of millions (e.g., ~$460–$564M), with occasional financing outflows; investing cash flow is modest and generally supportive of ongoing growth.

🛡️ Balance Sheet & Liquidity

Total assets hover around $9.5–11B and long‑term debt sits near $2.3–2.5B, yielding a balance sheet with solid equity (around $2.5–3.1B). Current liabilities and assets are balanced enough to sustain operations, providing resilience through moderate liquidity headroom.

⚠️ Key Drivers & Risks

  • Drivers: AI-enabled design features and expanding cloud adoption.
  • Risks: Valuation sensitivity to multiples and near‑term liquidity headroom pressures from financing activities.