ADSK
Autodesk, Inc.
ADSK has lower modeled downside risk, despite its lower overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over ADSK overall, supported by stronger modeled upside and stronger fundamentals.
ADSK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
ADSK's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR'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's PE is in its cheap range at 34x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over ADSK in the historical PE scenario, which offers more potential upside but is not a forecast.
ADSK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for ADSK, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
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.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR 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's operating margin was 29% last quarter, up 4.1 points from the same quarter a year ago, near the top of its range since 2019.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over ADSK on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over ADSK on profitability, with a higher operating margin.
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.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over ADSK on cash flow, with stronger typical year-over-year growth.
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 PLTR 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.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
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.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has the edge over ADSK on leverage, with a lower net debt burden relative to earnings.
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).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (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 PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% 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.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
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.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over ADSK on returns for 2026, with the stronger performance.