COMPARE · Data as of August 21, 2026
ADSK vs CRM
Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 82.2, CRM scored 84.0 — CRM leads.
Compare another set
ADSK
Autodesk, Inc.
82.2
$253.82 · $53.6B
fundamentals as of
Score gap
1.8
CRM leads
CRM
Salesforce, Inc.
84
$209.17
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCRM24.2x
- Fastest growthADSK+18.3%
- Strongest balance sheetADSK0.85
- 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.
Fundamentals, head-to-head
ADSK
CRM
$2.7bB
FCF
$14.7bA-
+18.3%B+
Rev
+11.0%B
0.85C+
D/E
1.24C
37.1xB
P/E
24.2xB+
0.96B+
PEG
0.86B+
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
CRM
33% above
Price vs fair valuelower is cheaper
—
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-33%
1-yr DCF upside
—
-25%
5-yr DCF upside
—
-10%
10-yr DCF upside
—
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
CRM
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.
CRMSalesforce, Inc.
Why now
Software - Application · market cap n/a. Down 22% from 52-week high of $269.11 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.86 — paying under fair value for the growth rate. 52 sell-side analysts rate this a Buy with a mean 1-yr target of $243.08 (implying +16% 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 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 183% 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.
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.