ADSK vs AJG Stock Comparison

Scores Breakdown

Metric	ADSK	AJG
📈 Growth	26/30	22/30
💰 Profitability	18/20	19/20
🏦 Financial Health	17/20	15/20
💵 Valuation	12/20	12/20
⚠️ Risk (lower is better)	5/10	4/10
Overall Score	78/100	74/100

Metric

ADSK

AJG

📈 Growth

26/30

22/30

💰 Profitability

18/20

19/20

🏦 Financial Health

17/20

15/20

💵 Valuation

12/20

⚠️ Risk (lower is better)

5/10

4/10

Overall Score

78/100

74/100

Side-by-Side Summaries

ADSK Analysis	AJG 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 From Q3 2024 to Q2 2026 AJG grew revenue from $2.8068B to $4.003B (+~42%), while net income to parent rose from $314.1M to $324.0M (+~3%). The trend shows a strong top‑line expansion with earnings generally steady in later quarters. 💰 Margins & Cash Flow Operating margins remained high, averaging about 82%, with a dip in Q1 2025; margins remain robust. Cash flow was positive from operating activities in most quarters (e.g., $10M in Q2 2026) with investing outflows offset by financing activity, supporting solid cash generation. 🛡️ Balance Sheet & Liquidity Total assets near $81.8B and liabilities around $58.1B in Q2 2026, with equity ~$23.7B. Current ratio near 1.05x, noncurrent liabilities around $14.9B. Leverage is moderate and liquidity resilient. ⚠️ Key Drivers & Risks Drivers: Stable insurance brokerage demand and diversified client base; potential uplift from operational leverage. Risks: Earnings volatility across quarters; sensitivity to macro/regulatory cycles and valuation sensitivity due to leverage.

ADSK Analysis

AJG 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

From Q3 2024 to Q2 2026 AJG grew revenue from $2.8068B to $4.003B (+~42%), while net income to parent rose from $314.1M to $324.0M (+~3%). The trend shows a strong top‑line expansion with earnings generally steady in later quarters.

💰 Margins & Cash Flow

Operating margins remained high, averaging about 82%, with a dip in Q1 2025; margins remain robust. Cash flow was positive from operating activities in most quarters (e.g., $10M in Q2 2026) with investing outflows offset by financing activity, supporting solid cash generation.

🛡️ Balance Sheet & Liquidity

Total assets near $81.8B and liabilities around $58.1B in Q2 2026, with equity ~$23.7B. Current ratio near 1.05x, noncurrent liabilities around $14.9B. Leverage is moderate and liquidity resilient.

⚠️ Key Drivers & Risks

Drivers: Stable insurance brokerage demand and diversified client base; potential uplift from operational leverage.
Risks: Earnings volatility across quarters; sensitivity to macro/regulatory cycles and valuation sensitivity due to leverage.

ADSK vs AJG Stock Comparison

Scores Breakdown

Side-by-Side Summaries

📈 Growth & Financial Trajectory

💰 Margins & Cash Flow

🛡️ Balance Sheet & Liquidity

⚠️ Key Drivers & Risks

📈 Growth & Financial Trajectory

💰 Margins & Cash Flow

🛡️ Balance Sheet & Liquidity

⚠️ Key Drivers & Risks

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