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

$57.74B

Market Cap

$50.19B

39.09%

Potential Profit

44.59%

Buy

Analyst Rating

Buy

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

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.

Sentiment:

🐃Bullish

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

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.

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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