Autodesk vs Workday

This page compares Autodesk, Inc. and Workday, Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It looks at product strategy, revenue structure, and competitive position to help readers understand factors shaping each company. Educational content, not financial advice.

This page compares Autodesk, Inc. and Workday, Inc., examining their business models, financial performance, and market context in a neutral, accessible way. It looks at product strategy, revenue stru...

Comparison Snapshot

Key Financial Metrics

ADSK

Metric

WDAY

$54.18B

Market Cap

$45.60B

45.90%

Potential Profit

57.26%

Buy

Analyst Rating

Buy

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

National Pension Service boosts stake in Workday as shares rebound with institutional confidence.

National Pension Service ramped up its Workday holdings on February 1, underscoring belief in the company's AI-driven platform amid enterprise demand.
Shares surged 2.6% versus S&P 500's 0.55% gain, rebounding from a 15% monthly dip and trading below key moving averages.
Building on Q3 earnings beat with 14.6% subscription revenue growth, Workday eyes 15.5% Q4 expansion, fueling optimism for fiscal 2026.

Sentiment:

🐃Bullish

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

National Pension Service boosts stake in Workday as shares rebound with institutional confidence.

National Pension Service ramped up its Workday holdings on February 1, underscoring belief in the company's AI-driven platform amid enterprise demand.
Shares surged 2.6% versus S&P 500's 0.55% gain, rebounding from a 15% monthly dip and trading below key moving averages.
Building on Q3 earnings beat with 14.6% subscription revenue growth, Workday eyes 15.5% Q4 expansion, fueling optimism for fiscal 2026.

Sentiment:

🐃Bullish

Investment Analysis

Autodesk

ADSK

Pros

Autodesk holds a leading position in 3D design, engineering, and entertainment technology solutions worldwide, supporting a strong market presence.
The company reported high gross margins of approximately 92%, reflecting efficient cost management and profitability potential.
Recent strong financial results and improved margin guidance have prompted multiple analysts to raise price targets, indicating positive performance momentum.

Considerations

Stock price forecasts for Autodesk suggest a potential decline of around 17-20% through 2025, reflecting near-term bearish sentiment and price pressure.
Autodesk's valuation is relatively high with a P/E ratio above 60, which may imply limited upside relative to current price levels and valuation risk.
The company carries a debt-to-equity ratio approaching 91%, indicating a significant leverage level that could pose financial risk in adverse conditions.

Workday

WDAY

Pros

Workday offers broad enterprise cloud applications, positioning it well to benefit from ongoing digital transformation trends across industries.
The company maintains a diversified client base internationally, which supports revenue stability and growth opportunities.
Workday is highly rated by AI-driven stock analysis models, suggesting strong technical, fundamental, and sentiment indicators relative to its peers.

Considerations

Workday operates in a highly competitive cloud software sector, which could pressure margins and market share in the face of large incumbents.
The company’s growth depends heavily on successful execution of product innovation and customer acquisition amid evolving enterprise IT landscapes.
Workday’s stock price and future outlook are subject to volatility typical in technology growth stocks, reflecting sensitivity to market sentiment shifts.

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