COMPARE · Data as of August 21, 2026
ADSK vs BLSH
Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 82.2, BLSH scored 31.2 — ADSK leads.
Compare another set
ADSK
Autodesk, Inc.
82.2
$253.82 · $53.6B
fundamentals as of
Score gap
51.0
ADSK leads
BLSH
Bullish
31.2
$30.41 · $4.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthADSK+18.3%
- Strongest balance sheetBLSH0.21
- Highest qualityADSK88 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ADSK
stronger →← stronger
BLSH
88
Qualityreturns · margins · balance sheet
53
86
Growthrevenue & earnings expansion
14
73
Valuevaluation vs sector peers
40
ADSK is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ADSK
BLSH
$2.7bB
FCF
$112mC
+18.3%B+
Rev
-2.1%D+
0.85C+
D/E
0.21B
37.1xB
P/E
—
0.96B+
PEG
—
—
P/S
15.3xC
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
ADSK
BLSH
33% above
Price vs fair valuelower is cheaper
76% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~29%/yr
-33%
1-yr DCF upside
-57%
-25%
5-yr DCF upside
-43%
-10%
10-yr DCF upside
-15%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ADSK
Why this score
- Durable high returns
BLSH
Why this score
- Diluting shareholders
- Short track record
The companies
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.
BLSHBullish
Why now
Software - Infrastructure · market cap $4.6b. Down 59% from 52-week high of $74.98 — deep drawdown territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $38.44 (implying +26% upside).
Moat
Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Down 59% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. P/S 15.3x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. ROE -57% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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 ADSK and BLSH diverge
On the headline score the gap is 51.0 points in favor of ADSK. The widest single difference is Growth, where ADSK leads by 71.6 points.
- GrowthADSK 85.9 · BLSH 14.3ADSK +71.6
- QualityADSK 87.9 · BLSH 52.5ADSK +35.4
- ValueADSK 73.4 · BLSH 40.5ADSK +32.9
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.