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Autodesk
ADSK · NASDAQSoftware
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Cloud &computeThe infrastructure Autode…Platform &dataShared design data + AI s…ProductsAutodesk's software famil…IndustriesAEC · Manufacturing · Med…CustomersWho pays the subscriptionsAWSAmazon Web ServicesNVNVIDIAAPSAutodesk PlatformADSKAutodeskACDAutoCAD familyRVTRevit / AEC CollectionACCAutodesk Construction CloudFSNFusionM&EMaya / 3ds MaxAECAEC marketMFGManufacturing marketM&EMedia & Entertainment marketACMAECOM···Architecture & construction firms···Manufacturers & product teams···Studios & game makers
Company details
Market cap
$65B
P/E ratio
52×
Div yield
0%
Revenue
$7.2B
Rev. growth
+15%
Op. margin (non-GAAP)
38%
Free cash flow
$2.4B
Subscription mix
~97%
In plain English
Autodesk makes the design software the physical world is drawn in: AutoCAD and Revit for architects and engineers, Fusion for product designers, and the Construction Cloud that runs job sites. After moving fully to subscriptions, it now earns recurring revenue from millions of designers — and has spent the last decade buying its way into construction and water-infrastructure software (PlanGrid, BuildingConnected, Innovyze).
In simple terms
What Autodesk really sells
Autodesk makes the design software the physical world is drawn in: AutoCAD and Revit for architects and engineers, Fusion for product designers, and the Construction Cloud that runs job sites. After moving fully to subscriptions, it now earns recurring revenue from millions of designers — and has spent the last decade buying its way into construction and water-infrastructure software (PlanGrid, BuildingConnected, Innovyze).
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Risk read
Moderate
SteadierMore speculative
Why this rating?