COMPARE · Data as of August 21, 2026
ADBE vs ADSK
Verdict: Side-by-side breakdown using the Bull Rankings model. ADBE scored 89.4, ADSK scored 82.2 — ADBE leads.
Compare another set
ADBE
Adobe Inc.
89.4
$275.30 · $109.4B
fundamentals as of
Score gap
7.2
ADBE leads
ADSK
Autodesk, Inc.
82.2
$253.82 · $53.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestADBE15.7x
- Fastest growthADSK+18.3%
- Strongest balance sheetADBE0.61
- Highest qualityADBE92 / 100
- Largest discount to fair valueADBE-23%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ADBE
stronger →← stronger
ADSK
92
Qualityreturns · margins · balance sheet
88
86
Growthrevenue & earnings expansion
86
90
Valuevaluation vs sector peers
73
ADBE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADBE
ADSK
$10.3bA-
FCF
$2.7bB
+11.5%B
Rev
+18.3%B+
0.61C+
D/E
0.85C+
15.7xA-
P/E
37.1xB
0.66A-
PEG
0.96B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ADBE
ADSK
23% below
Price vs fair valuelower is cheaper
33% above
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
+15%
1-yr DCF upside
-33%
+30%
5-yr DCF upside
-25%
+53%
10-yr DCF upside
-10%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADBE
Why this score
- Buying back stock
- Durable high returns
ADSK
Why this score
- Durable high returns
The companies
ADBEAdobe Inc.
Why now
Software - Application · market cap $109.4b. Down 26% from 52-week high of $370.86 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.66 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Hold with a mean 1-yr target of $270.61 (implying -2% upside).
Moat
Net margin 29% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 63% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 142% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
ADSKAutodesk, Inc.
Why now
Software - Application · market cap $53.6b. Down 23% from 52-week high of $329.09 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.96 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $314.19 (implying +24% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 46% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 187% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Verdict — model-derived comparison
ADBE leads ADSK by 5 points (89.8 to 84.8), its sharpest advantage coming in FCF (grade A-). A contrarian could still prefer ADSK for its stronger Rev (grade B+). Note they play different roles — ADBE screens as value, ADSK screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ADBE and ADSK diverge
On the headline score the gap is 7.2 points in favor of ADBE. The widest single difference is Value, where ADBE leads by 17.0 points.
- ValueADBE 90.4 · ADSK 73.4ADBE +17.0
- QualityADBE 92.0 · ADSK 87.9ADBE +4.1
- GrowthADBE 85.8 · ADSK 85.9level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.