ADSK
Autodesk, Inc.
ADSK has a slight edge over AMD overall, supported by stronger valuation and lower modeled downside.
AMD
Advanced Micro Devices, Inc.
AMD offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
ADSK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
ADSK's revenue, profitability, cash flow and balance sheet are all currently healthy.
AMD Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
AMD's revenue, profitability, cash flow and balance sheet are all currently strong.
ADSK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $259 | — |
| Current | 34x | $259 | — |
| Cheap | 48x | $373 | +44% |
| Fair | 57x | $441 | +70% |
| Expensive | 140x | $1,078 | +315% |
Historical ranges are pointers, not guarantees.
ADSK has the edge over AMD in the historical PE scenario, which offers more potential upside but is not a forecast.
AMD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 39x | $585 | — |
| Cheap | 40x | $182 | -69% |
| Fair | 112x | $514 | -12% |
| Current | 127x | $585 | — |
| Expensive | 206x | $947 | +62% |
Historical ranges are pointers, not guarantees.
AMD's PE is in its fair range at 127x. If earnings grow as analysts expect, today's price would be 39x next year's earnings, in its cheap range.
ADSK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for ADSK, with profitability improving.
AMD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Low |
Analysts expect strong earnings and revenue growth for AMD, with profitability improving. However, they disagree widely on these estimates.
ADSK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.53 | +75% |
| Q3 2026 | $7.72 | +60% |
| Q2 2026 | $6.85 | +47% |
| Q1 2026 | $5.23 | +2.1% |
| Q4 2025 | $5.15 | +2.6% |
| Q3 2025 | $4.82 | -1% |
| Q2 2025 | $4.66 | +1.3% |
| Q1 2025 | $5.12 | +22% |
| Q4 2024 | $5.02 | +18% |
ADSK earned $7.72 per share over the past year, up 60% from the year before.
AMD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.05 | +227% |
| Q3 2026 | $4.60 | +127% |
| Q2 2026 | $3.89 | +122% |
| Q1 2026 | $3.05 | +123% |
| Q4 2025 | $2.65 | +165% |
| Q3 2025 | $2.03 | +81% |
| Q2 2025 | $1.75 | +111% |
| Q1 2025 | $1.37 | +99% |
| Q4 2024 | $1.00 | +89% |
AMD has the edge over ADSK on earnings, with more consistent year-over-year improvement.
ADSK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2B | +16% |
| Q2 2026 | $1.9B | +18% |
| Q1 2026 | $2B | +19% |
| Q4 2025 | $1.9B | +18% |
| Q3 2025 | $1.8B | +17% |
| Q2 2025 | $1.6B | +15% |
| Q1 2025 | $1.6B | +12% |
| Q4 2024 | $1.6B | +11% |
ADSK's revenue has grown year over year every quarter since late 2020: $2B last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 29% | +4.1 points |
| Q2 2026 | 28% | +14 points |
| Q1 2026 | 22% | -0.3 points |
| Q4 2025 | 25% | +3.3 points |
| Q3 2025 | 25% | +2.4 points |
| Q2 2025 | 14% | -6.8 points |
| Q1 2025 | 22% | +0.9 points |
| Q4 2024 | 22% | -1.6 points |
ADSK has the edge over AMD on profitability, with a higher operating margin.
AMD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $13.4B | +45% |
| Q2 2026 | $11.5B | +50% |
| Q1 2026 | $10.3B | +38% |
| Q4 2025 | $10.3B | +34% |
| Q3 2025 | $9.2B | +36% |
| Q2 2025 | $7.7B | +32% |
| Q1 2025 | $7.4B | +36% |
| Q4 2024 | $7.7B | +24% |
AMD has the edge over ADSK on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +7.4 points |
| Q2 2026 | 17% | +19 points |
| Q1 2026 | 14% | +3.6 points |
| Q4 2025 | 17% | +5.7 points |
| Q3 2025 | 14% | +3.1 points |
| Q2 2025 | -1.7% | -6.4 points |
| Q1 2025 | 11% | +10 points |
| Q4 2024 | 11% | +5.8 points |
AMD's operating margin was 21% last quarter, up 7.4 points from the same quarter a year ago.
ADSK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $561M | +24% |
| Q2 2026 | $876M | +58% |
| Q1 2026 | $972M | +43% |
| Q4 2025 | $430M | +116% |
| Q3 2025 | $451M | +122% |
| Q2 2025 | $556M | +14% |
| Q1 2025 | $678M | +59% |
| Q4 2024 | $199M | +1431% |
ADSK's free cash flow has been positive every quarter for seven years: $2.8B over the past year, up 51% from the year before.
AMD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $554M | -71% |
| Q2 2026 | $1.6B | -9.9% |
| Q1 2026 | $2.6B | +253% |
| Q4 2025 | $2.4B | +118% |
| Q3 2025 | $1.9B | +283% |
| Q2 2025 | $1.7B | +294% |
| Q1 2025 | $727M | +92% |
| Q4 2024 | $1.1B | +351% |
AMD generated $7.1B in free cash flow over the past year, up 30% from the year before.
ADSK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -1M shares |
| 1 year | -1.9% | -4M shares |
| 3 years | -1.9% | -4M shares |
| 5 years | -5.2% | -11.5M shares |
| Available history | -4.9% | -10.9M shares |
ADSK has the edge over AMD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $453M |
| Q2 2026 | $448M |
| Q1 2026 | $331M |
| Q4 2025 | $359M |
| Q3 2025 | $358M |
| Q2 2025 | $354M |
| Q1 2025 | $409M |
| Q4 2024 | $323M |
ADSK spent $1.6B buying back its own shares over the past year, up 10% from the year before.
AMD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +2M shares |
| 1 year | +1.2% | +20M shares |
| 3 years | +2% | +32M shares |
| 5 years | +35% | +431M shares |
| Available history | +40% | +473M shares |
AMD has 1.7B diluted shares, up 1.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $221M |
| Q4 2025 | — |
| Q3 2025 | $89M |
| Q2 2025 | $478M |
| Q1 2025 | $749M |
| Q4 2024 | $256M |
AMD has spent almost nothing on buybacks in the past year.
ADSK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.3x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
ADSK has more cash than debt.
AMD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2020 | -1.0x | Net Cash |
| Q1 2020 | -0.8x | Net Cash |
| Q4 2019 | -1.2x | Net Cash |
AMD has more cash than debt.
ADSK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.6 | Neutral |
| Stochastic | 74.3 | Neutral |
ADSK's weekly RSI is 59 (neutral) and its Stochastic is 74 (neutral).
AMD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.3 | Neutral |
| Stochastic | 41.4 | Neutral |
AMD's weekly RSI is 59 (neutral) and its Stochastic is 41 (neutral).
ADSK PE vs Technology Sector
| Metric | ADSK | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 28x | 21% above |
| PE % | 5 | 35 | 30 pts below |
ADSK has the edge over AMD on valuation relative to its sector.
AMD PE vs Technology Sector
| Metric | AMD | Sector median | Relative |
|---|---|---|---|
| PE | 127x | 28x | 357% above |
| PE % | 61 | 35 | 26 pts above |
AMD is trading at 127x earnings, a 357% premium to the Technology sector's median of 28x.
ADSK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $240.0 | 8.1% above |
| 20 week MA | $233.0 | 11% above |
| 50 week MA | $242.1 | 7.2% above |
| 100 week MA | $267.7 | 3.1% below |
| 200 week MA | $249.7 | 3.9% above |
ADSK's trend is mixed: it's above four of its five weekly moving averages, and 3.9% above its 200-week average.
AMD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $557.2 | 5.1% above |
| 20 week MA | $525.9 | 11% above |
| 50 week MA | $389.7 | 50% above |
| 100 week MA | $266.9 | 119% above |
| 200 week MA | $199.6 | 193% above |
AMD has the edge over ADSK on trend strength, trading above more of its moving averages.
ADSK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $185.4 | $301.4 | +63% |
| 2021 | $301.4 | $281.0 | -6.8% |
| 2022 | $281.0 | $188.2 | -33% |
| 2023 | $188.2 | $243.5 | +29% |
| 2024 | $243.5 | $297.6 | +22% |
| 2025 | $297.6 | $300.7 | +1% |
| 2026 YTD | $300.7 | $259.5 | -14% |
ADSK has finished higher in four of the last six years. It's down 14% so far in 2026.
AMD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $46.2 | $91.8 | +99% |
| 2021 | $91.8 | $146.1 | +59% |
| 2022 | $146.1 | $64.5 | -56% |
| 2023 | $64.5 | $147.4 | +128% |
| 2024 | $147.4 | $125.2 | -15% |
| 2025 | $125.2 | $215.0 | +72% |
| 2026 YTD | $215.0 | $585.3 | +172% |
AMD has the edge over ADSK on returns for 2026, with the stronger performance.