The company's strategy focuses on the convergence of design and making, driven by its platform, industry clouds, and Artificial Intelligence (AI). Autodesk has an ROCE of 26%, which outpaces the average of 8.6% earned by companies in a similar industry.
Cyborg Score Rationale
Returns on capital have increased substantially over the last five years to 26%, and the amount of capital employed has increased by 106%, which is characteristic of multi-baggers. However, valuation concerns and recent restructuring efforts temper upside potential.
Top Insights
Autodesk delivered strong growth with revenue growth of 13% in constant currency.
The company initiated fiscal year 2026 with strong momentum, with product innovation in AI and customer-centric approach positioning it for continued growth.
In February 2026, Autodesk announced plans to lay off about 1,000 employees, largely in sales roles.
Autodesk faces mixed evaluations amid concerns about revenue growth and valuation metrics, with analysts estimating intrinsic value at $284.
Named Competitors
Solidworks — 3D CAD and PLM for product design
Creo — 3D CAD and PLM software
SketchUp — 3D modeling for design and planning
Revit alternatives — Infrastructure design and construction software
Recent Developments
(February 2026) Announced layoff of approximately 1,000 employees largely in sales roles as part of customer engagement streamlining
(February 2026) Received FedRAMP Moderate Authorization for Autodesk Construction Cloud and Fusion
(November 2025) Reported Q3 fiscal 2026 results with better-than-expected performance and raised guidance
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