Autodesk vs Electronic Arts

This page compares Autodesk, Inc. and Electronic Arts Inc. to provide context on business models, financial performance, and market context. It presents neutral, accessible information about strategy, operations, and industry position, helping readers understand how the two companies operate within the tech and entertainment sectors. Educational content, not financial advice.

This page compares Autodesk, Inc. and Electronic Arts Inc. to provide context on business models, financial performance, and market context. It presents neutral, accessible information about strategy,...

Comparison Snapshot

Key Financial Metrics

ADSK

Metric

EA

$54.18B

Market Cap

$50.92B

45.90%

Potential Profit

-3.76%

Buy

Analyst Rating

Hold

Why It's Moving

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

EA Stock Braces for Pivotal Q3 Earnings Drop Ahead of $55B Buyout Spotlight

Analysts forecast EPS of $2.58 to $4.88 and 25% revenue surge to $2.35B, signaling a sharp turnaround from prior top-line dips driven by Battlefield 6's 7M sales and EA SPORTS FC 26 strength.
Pending $55B privatization buyout halts the earnings call and forward guidance, spotlighting hits like Madden NFL 26's bookings recovery and Apex Legends' double-digit growth.
Recent F1 2026 expansion reveal and NFL partnership extension underscore EA's push into AI-enhanced content and global fan experiences, boosting long-term franchise appeal.

Sentiment:

🌋Volatile

JPMorgan upgrades Autodesk to Overweight as analysts spotlight strong earnings momentum and AI-driven growth.

Q results crushed expectations with EPS of $2.67 versus $2.50 estimated and revenue of $1.85B, up 18% year-over-year, underscoring resilient demand for design software.
FY2026 EPS guidance set at $10.18-$10.25, reflecting sustained growth in AI productivity tools and Autodesk Construction Cloud adoption by contractors seeking efficiency gains.
Broader analyst consensus leans Moderate Buy with an average target over $370, bolstered by strong free cash flow outlook exceeding $2.26B and a ramped-up $1.3B stock repurchase program.

Sentiment:

🐃Bullish

EA Stock Braces for Pivotal Q3 Earnings Drop Ahead of $55B Buyout Spotlight

Analysts forecast EPS of $2.58 to $4.88 and 25% revenue surge to $2.35B, signaling a sharp turnaround from prior top-line dips driven by Battlefield 6's 7M sales and EA SPORTS FC 26 strength.
Pending $55B privatization buyout halts the earnings call and forward guidance, spotlighting hits like Madden NFL 26's bookings recovery and Apex Legends' double-digit growth.
Recent F1 2026 expansion reveal and NFL partnership extension underscore EA's push into AI-enhanced content and global fan experiences, boosting long-term franchise appeal.

Sentiment:

🌋Volatile

Investment Analysis

Autodesk

ADSK

Pros

Autodesk enjoys strong market position in design software with 11% revenue growth and 22% billings growth, reflecting robust financial resilience.
The company is strategically investing in AI and cloud technologies, positioning it well for future growth and leadership in the construction software market.
Analyst consensus is largely positive with 78% recommending Buy or Strong Buy and price targets suggesting up to 18.8% upside potential from current levels.

Considerations

Stock price forecasts for 2025 show a potential decline between 17% to nearly 20%, indicating near-term downside risk.
Autodesk's valuation metrics, such as a very high P/E ratio of 62.3x and price-to-book around 24x, indicate a premium that may reduce upside.
Free cash flow yield is extremely low at 0.03%, significantly below historic averages, which could raise concerns about cash generation efficiency.

Electronic Arts

EA

Pros

Electronic Arts benefits from a diverse portfolio of popular gaming franchises which supports consistent revenue streams and engagement.
The company has demonstrated solid profitability and revenue growth driven by live services and digital content expansion.
Strong brand presence and innovation in gaming experiences position Electronic Arts for continued market relevance.

Considerations

Electronic Arts faces market cyclicality and competitive pressures in the gaming industry, which could impact future growth and margins.
Dependence on hit game releases introduces execution risks and potential volatility in financial performance.
Regulatory scrutiny on gaming content and monetization practices could pose risks to the business model and operational flexibility.

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