COMPARE · Data as of August 27, 2026
ADSK vs NAVN
Verdict: Side-by-side breakdown using the Bull Rankings model. ADSK scored 81.7, NAVN scored 33.8 — ADSK leads.
Compare another set
ADSK
Autodesk, Inc.
81.7
$270.58 · $57.1B
fundamentals as of
Score gap
47.9
ADSK leads
NAVN
Navan, Inc.
33.8
$30.58 · $7.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNAVN+30.8%
- Strongest balance sheetNAVN0.14
- Highest qualityADSK88 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
ADSK
stronger →← stronger
NAVN
88
Qualityreturns · margins · balance sheet
30
86
Growthrevenue & earnings expansion
94
72
Valuevaluation vs sector peers
14
ADSK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ADSK
NAVN
$2.7bB
FCF
$33mC-
+18.3%B+
Rev
+30.8%A
0.85C+
D/E
0.14B+
39.5xB
P/E
—
0.97B+
PEG
—
—
P/S
11.1xC
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
NAVN
41% above
Price vs fair valuelower is cheaper
911% above
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-38%
1-yr DCF upside
-92%
-29%
5-yr DCF upside
-90%
-16%
10-yr DCF upside
-85%
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
NAVN
Why this score
- Short track record
The companies
ADSKAutodesk, Inc.
Why now
Software - Application · market cap $57.1b. 18% off the 52-week high of $329.09. 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 +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 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 40x 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.
NAVNNavan, Inc.
Why now
Software - Application · market cap $7.8b. Trading near 52-week high of $30.88 — momentum setup, limited technical margin of safety. Revenue growing +31% — in hypergrowth territory. 15 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $29.93 (implying -2% 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
Currently unprofitable (margin -50.9%) — path to GAAP profitability is the core thesis risk. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. P/S 11.1x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 NAVN diverge
On the headline score the gap is 47.9 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.
- ValueADSK 72.2 · NAVN 13.8ADSK +58.4
- QualityADSK 87.9 · NAVN 29.8ADSK +58.1
- GrowthADSK 85.9 · NAVN 93.8NAVN +7.9
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.