ADSK
Autodesk, Inc.
ADSK has a slight edge over SNDK overall, supported by lower modeled downside and stronger valuation.
SNDK
Sandisk Corporation
SNDK offers stronger fundamentals, 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.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK'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.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK 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.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for SNDK, 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.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over ADSK in the latest year-over-year earnings comparison.
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.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK's revenue has grown year over year for six quarters in a row: $11B last quarter, up 378% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK 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 has the edge over SNDK on cash flow, with more consistent year-over-year improvement.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK generated $17.4B in free cash flow over the past year, more than ten times what it generated 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 SNDK 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.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
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.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK 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).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
ADSK PE vs Technology Sector
| Metric | ADSK | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 28x | 21% above |
| PE % | 5 | 35 | 30 pts below |
ADSK is trading at 34x earnings, a 21% premium to the Technology sector's median of 28x.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over ADSK on valuation relative to its sector.
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 has stronger trend alignment. ADSK is above 4 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-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.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over ADSK on returns for 2026, with the stronger performance.