ADBE vs ADSK Stock Comparison

Scores Breakdown

Metric	ADBE	ADSK
📈 Growth	22/30	26/30
💰 Profitability	17/20	18/20
🏦 Financial Health	16/20	17/20
💵 Valuation	12/20	12/20
⚠️ Risk (lower is better)	4/10	5/10
Overall Score	73/100	78/100

Side-by-Side Summaries

ADBE Analysis	ADSK Analysis
📈 Growth & Financial Trajectory Over 8 quarters, revenue rose from $5.714B (Q2 2024) to $6.618B (Q2 2026), up about 16%. Net income grew from $1.712B to $1.889B, with quarterly fluctuations but an overall positive trend. 💰 Margins & Cash Flow Gross margin stays in the high 80s to low 90s% (examples: Q4 2025 around 92%, Q2 2026 around 89%). Operating income remains solid near $2.0–$2.3B per quarter. Net cash flow from operating activities is consistently positive, typically around $2.2B–$3.2B per quarter, with occasional stronger quarter (e.g., Q4 2025, $3.16B). Investing/financing flows are mixed but liquidity strong. 🛡️ Balance Sheet & Liquidity Cash balances range roughly $5.6B–$7.0B; total assets around $28–$30B; current liabilities in the $9–12B range; long-term debt about $4–$6B; equity around $11.4–$11.8B. Leverage moderate; liquidity ample. ⚠️ Key Drivers & Risks Drivers: AI-enabled product enhancements and sustained Creative Cloud/enterprise demand. Risks: Valuation sensitivity to growth trajectory and potential macro swings in end-market demand.	📈 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.

ADBE Analysis

ADSK Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, revenue rose from $5.714B (Q2 2024) to $6.618B (Q2 2026), up about 16%. Net income grew from $1.712B to $1.889B, with quarterly fluctuations but an overall positive trend.

💰 Margins & Cash Flow

Gross margin stays in the high 80s to low 90s% (examples: Q4 2025 around 92%, Q2 2026 around 89%). Operating income remains solid near $2.0–$2.3B per quarter. Net cash flow from operating activities is consistently positive, typically around $2.2B–$3.2B per quarter, with occasional stronger quarter (e.g., Q4 2025, $3.16B). Investing/financing flows are mixed but liquidity strong.

🛡️ Balance Sheet & Liquidity

Cash balances range roughly $5.6B–$7.0B; total assets around $28–$30B; current liabilities in the $9–12B range; long-term debt about $4–$6B; equity around $11.4–$11.8B. Leverage moderate; liquidity ample.

⚠️ Key Drivers & Risks

Drivers: AI-enabled product enhancements and sustained Creative Cloud/enterprise demand.
Risks: Valuation sensitivity to growth trajectory and potential macro swings in end-market demand.

📈 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.

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