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

$57.74B

Market Cap

$51.12B

39.09%

Potential Profit

-4.12%

Buy

Analyst Rating

Hold

Why It's Moving

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.

Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.

Sentiment:

⚖️Neutral

Autodesk Slashes 7% of Workforce to Fuel AI and Cloud Push Amid Surging Q4 Outlook.

Restructuring targets customer-facing sales roles, completing sales optimization and freeing resources for AI-driven tools like generative design that promise faster workflows and new industry demand.
Expects $135M-$160M in pre-tax charges, with most cash hits in FY2027, but plans to reinvest savings to scale platform leadership and long-term growth.
Q4 metrics now beat prior high-end guidance from November, highlighting strong business momentum as Autodesk pivots to industrial AI amid recent 5% stock pop on design buzz.

Sentiment:

🐃Bullish

EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.

Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.

Sentiment:

⚖️Neutral

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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