Stocks analysis

ACN vs ADSK Stock Comparison

Scores Breakdown

Metric ACN ADSK
📈 Growth 28/30 26/30
💰 Profitability 16/20 18/20
🏦 Financial Health 18/20 17/20
💵 Valuation 15/20 12/20
⚠️ Risk (lower is better) 5/10 5/10
Overall Score 82/100 78/100

Side-by-Side Summaries

ACN Analysis ADSK Analysis

📈 Growth & Financial Trajectory

Over the eight quarters, Revenues rose from $17.69B to $18.72B, while Net Income increased from $1.79B to $2.34B, signaling a positive trajectory with modest top-line growth and stronger bottom-line advancement. The trend shows resilience amid quarterly fluctuations, with mid-single-digit revenue growth and improving profitability.

💰 Margins & Cash Flow

Gross Margin sits in the low 30s (about 32%–33%), and Operating Margin runs in the mid-teens, supporting the Net Income growth. Cash flow is robust: Net Cash Flow From Operating Activities around $3.0–3.8B per quarter; Net Cash Flow overall was positive in several periods, while Net Cash Flow From Investing Activities and Net Cash Flow From Financing Activities show volatility.

🛡️ Balance Sheet & Liquidity

Liquidity remains solid with Current Assets around $25–29B versus Current Liabilities around $18–22B (current ratio near 1.3x). Equity sits near $31–33B, and overall liabilities are manageable relative to assets.

⚠️ Key Drivers & Risks

  • Drivers: AI-enabled transformation demand and a broad, diversified client base across industries.
  • Risks: Economic cyclicality in IT budgets and valuation sensitivity to growth assumptions.

📈 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.