Stocks analysis

ABNB vs ADSK Stock Comparison

Scores Breakdown

Metric ABNB ADSK
📈 Growth 14/30 26/30
💰 Profitability 18/20 18/20
🏦 Financial Health 16/20 17/20
💵 Valuation 13/20 12/20
⚠️ Risk (lower is better) 7/10 5/10
Overall Score 64/100 78/100

Side-by-Side Summaries

ABNB Analysis ADSK Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, Revenue declined modestly from $3.732B in Q3 2024 to $3.608B in Q2 2026, while Net Income rose from $461M to $816M, with a peak of $1.374B in Q3 2025 before a mid-year dip. This shows profitability resilience amid revenue variability, driven by episodic operating leverage. Overall, the growth signal is modest on revenue but improving on bottom-line momentum into Q2 2026.

💰 Margins & Cash Flow

  • Gross Margin has remained high, generally in the mid to high 70s up to mid 80s percent across quarters.
  • Operating Margin has been volatile, ranging from near-breakeven to about 39–61% in select quarters, recently around 21% in Q2 2026 as scale expands.
  • Net cash flow from operating activities has been positive in most periods (e.g., ~$1.79B in Q1 2025; $1.27B in Q2 2026), with notable quarterly outflows in Q4 2025 (-$3.73B), reflecting seasonality and financing/investing activity.

🛡️ Balance Sheet & Liquidity

  • Current assets consistently in the low 20s of billions vs current liabilities in the mid to high teens, yielding a healthy current ratio (~1.4–1.6).
  • Long-term debt sits around $2.48B, with equity around $7.6–8.7B across periods, indicating modest leverage and solid equity base. Liabilities plus equity align with asset bases, suggesting liquidity resilience.

⚠️ Key Drivers & Risks

  • Drivers: Travel demand resurgence; network effects and marketplace scale.
  • Risks: Travel cyclicality and regulatory/commercial risk; valuation sensitivity to quarterly volatility and travel headlines.

📈 Growth & Financial Trajectory

Over the 8 quarters, Autodesk's revenue rose from about $1.64B (Q3 2025) to about $2.05B (Q2 2027), a ~25% increase. Net income fluctuated but moved higher through 2027, with latest quarters posting around $492M of net income, marking improved earnings despite quarterly volatility. The trend shows stable top-line growth with meaningful earnings momentum into 2027.

💰 Margins & Cash Flow

  • Gross Margin remains robust in the ~86–92% range across quarters.
  • Operating leverage is favorable, with operating income around $430–$599M on revenues near $1.9–$2.0B in 2027.
  • Net cash flow from operating activities strengthened to about $575M in Q2 2027, with total net cash flow approaching $1.43B in that quarter, signaling strong cash generation.

🛡️ Balance Sheet & Liquidity

Balance sheet shows solid asset base (~$11–13B) and equity of roughly $2.6–3.2B; long-term debt around $2.3–2.5B. Current liabilities are higher, but liquidity remains ample given solid operating cash flow and persistent profitability. In recent quarters, more favorable cash flow trends support resilience and optionality for capital deployment.

⚠️ Key Drivers & Risks

  • Drivers: Robust software subscription demand; broad enterprise design adoption; potential upside from AI-enabled workflows.
  • Risks: Valuation sensitivity to growth persistence; potential margin compression if mix shifts or if demand softens; macro budget cyclicality impacting enterprise software spend.