COMPARE · Reviewed August 3, 2026

ADSK vs NICE

Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 84.6, NICE scored 83.9 — ADSK leads.
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Different reporting periods. ADSK's fundamentals are as of April 2026, but NICE's are as of December 2025 — a 4-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ADSK
Autodesk, Inc.
Software - Application · Quality-Growth
84.6
$234.71 · $49.6B
fundamentals as of
Score gap
0.7
ADSK leads
NICE
NICE Ltd.
Software - Application · Quality-Growth
83.9
$100.65 · $5.9B
fundamentals as of
THE BULL RANKINGS SCORECARD85/ 100 · BULL SCOREPEER MEDIANQUALITY88GROWTH92VALUE75
THE BULL RANKINGS SCORECARD84/ 100 · BULL SCOREPEER MEDIANQUALITY84GROWTH80VALUE89
ADSK
stronger →← stronger
NICE
88
Qualityreturns · margins · balance sheet
84
92
Growthrevenue & earnings expansion
80
75
Valuevaluation vs sector peers
89
ADSK is stronger on 2 of 3 pillars.
ADSK
NICE
$2.7bB
FCF
$698mC+
+18.3%B+
Rev
+7.7%B
0.85C+
D/E
0.02A-
34.3xB
P/E
11.9xA
0.90B+
PEG
0.59A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
ADSK
NICE
23% above
Price vs fair valuelower is cheaper
55% below
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-10%/yr
-28%
1-yr DCF upside
+93%
-18%
5-yr DCF upside
+121%
-3%
10-yr DCF upside
+168%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
ADSK
Why this score
  • Durable high returns
NICE
Why this score
  • Buying back stock
ADSKAutodesk, Inc.
Software - Application · $234.71 · beta 1.30
Why now
Software - Application · market cap $49.6b. Down 29% from 52-week high of $329.09 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.90 — paying under fair value for the growth rate. 33 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $313.89 (implying +34% 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 34x 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.
NICENICE Ltd.
Software - Application · $100.65 · beta 0.04
Why now
Software - Application · market cap $5.9b. Down 36% from 52-week high of $156.37 — deep drawdown territory. PEG 0.59 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $125.46 (implying +25% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 114% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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.
Generating verdict… typically 5–10 seconds
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