COMPARE · Data as of August 21, 2026
ADSK vs DSGX
Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 82.2, DSGX scored 72.3 — ADSK leads.
Compare another set
ADSK
Autodesk, Inc.
82.2
$253.68 · $53.6B
fundamentals as of
Score gap
9.9
ADSK leads
DSGX
The Descartes Systems Group Inc.
72.3
$78.61 · $6.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestADSK37.0x
- Fastest growthADSK+18.3%
- Strongest balance sheetDSGX0.00
- Highest qualityADSK88 / 100
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)
ADSK
stronger →← stronger
DSGX
88
Qualityreturns · margins · balance sheet
73
86
Growthrevenue & earnings expansion
87
73
Valuevaluation vs sector peers
60
ADSK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADSK
DSGX
$2.7bB
FCF
$261mC
+18.3%B+
Rev
+12.0%B
0.85C+
D/E
0.00A
37.0xB
P/E
39.1xB
0.96B+
PEG
1.56C+
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
DSGX
33% above
Price vs fair valuelower is cheaper
47% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~17%/yr
-33%
1-yr DCF upside
-39%
-25%
5-yr DCF upside
-32%
-10%
10-yr DCF upside
-21%
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
DSGX
No notable signals flagged.
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.
DSGXThe Descartes Systems Group Inc.
Why now
Software - Application · market cap $6.7b. Down 28% from 52-week high of $109.00 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $99.79 (implying +27% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 159% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 39x 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
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 DSGX diverge
On the headline score the gap is 9.9 points in favor of ADSK. The widest single difference is Quality, where ADSK leads by 15.3 points.
- QualityADSK 87.9 · DSGX 72.6ADSK +15.3
- ValueADSK 73.4 · DSGX 59.6ADSK +13.8
- GrowthADSK 85.9 · DSGX 87.1level
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.