COMPARE · Data as of August 28, 2026
ADSK vs BLKB
Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 83.0, BLKB scored 70.9 — ADSK leads.
Compare another set
ADSK
Autodesk, Inc.
83
$260.66 · $55.0B
fundamentals as of
Score gap
12.1
ADSK leads
BLKB
Blackbaud, Inc.
70.9
$48.62 · $2.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBLKB15.2x
- Fastest growthADSK+17.9%
- Highest qualityADSK87 / 100
- Largest discount to fair valueBLKB-65%
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
BLKB
87
Qualityreturns · margins · balance sheet
81
91
Growthrevenue & earnings expansion
48
72
Valuevaluation vs sector peers
92
ADSK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADSK
BLKB
$2.8bB
FCF
$329mC
+17.9%B+
Rev
+0.7%C
1.10C
D/E
—
35.1xB
P/E
15.2xA-
0.97B+
PEG
0.53A-
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
BLKB
6% above
Price vs fair valuelower is cheaper
65% below
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-16%/yr
-17%
1-yr DCF upside
+146%
-5%
5-yr DCF upside
+183%
+14%
10-yr DCF upside
+245%
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
BLKB
Why this score
- Buying back stock
The companies
ADSKAutodesk, Inc.
Why now
Software - Application · market cap $55.0b. Down 21% from 52-week high of $329.09 — deep drawdown territory. Revenue growing +18%, comfortably above the S&P median. PEG 0.97 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $314.57 (implying +21% 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 49% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 173% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 35x 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.
BLKBBlackbaud, Inc.
Why now
Software - Application · market cap $2.2b. Down 31% from 52-week high of $70.71 — deep drawdown territory. PEG 0.53 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $50.50 (implying +4% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. 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 31% 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.
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 BLKB diverge
On the headline score the gap is 12.1 points in favor of ADSK. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthADSK 90.8 · BLKB 47.9ADSK +42.9
- ValueADSK 72.2 · BLKB 92.0BLKB +19.8
- QualityADSK 87.3 · BLKB 80.7ADSK +6.6
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.