Stocks analysis

ADSK vs AEE Stock Comparison

Scores Breakdown

Metric ADSK AEE
📈 Growth 26/30 8/30
💰 Profitability 18/20 16/20
🏦 Financial Health 17/20 12/20
💵 Valuation 12/20 12/20
⚠️ Risk (lower is better) 5/10 6/10
Overall Score 78/100 52/100

Side-by-Side Summaries

ADSK Analysis AEE Analysis

📈 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.

📈 Growth & Financial Trajectory

Over 8 quarters, Revenue moved from about $2.17B (2024Q4) to a high of about $2.70B (2025Q3) and ended around $2.09B in 2026Q2. Net income (to parent) rose from about $207M (2024Q4) to roughly $314M (2026Q2), indicating improving profitability despite revenue swings. The trend shows volatility but a constructive late-cycle improvement with strong operating performance in several quarters.

💰 Margins & Cash Flow

Operating margins have hovered in the low-to-mid 20s percent on average, with standout quarters in 2025Q1–Q2 (~32–34%) and weaker margins in 2024Q3–Q4 (~9–10%). Net cash from operating activities remained positive in all periods, including a peak near $0.96B (2025Q4); investing cash flow was consistently negative, reflecting capital intensity. Financing activity varied, contributing to liquidity in several quarters.

🛡️ Balance Sheet & Liquidity

Total Liabilities run in the mid-to-high $30s billions with equity around $12–14B, implying leverage near 2.5–3x. Long-term Debt remained substantial (roughly $18–20B across periods). Current assets ($2.0–$2.7B) vs. current liabilities ($3.0–$5.0B) indicate tight near-term liquidity, but the regulated earnings base provides resilience and steady cash generation.

⚠️ Key Drivers & Risks

  • Drivers: Regulated utility framework and capital investment cycle; stable, commodity-insensitive cash flow.
  • Risks: High leverage/interest-rate sensitivity; regulatory/regulatory cost pressures and weather-related demand variability.