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Autodesk: Looking Ahead To The Next 3 Years

Jan. 03, 2022 5:09 PM ETAutodesk, Inc. (ADSK)11 Comments


  • Autodesk is currently finishing the transition phase to a full SaaS business model.
  • I compare Autodesk to a similar company that recently underwent this change and compare the current performance.
  • I look to see if we can use the comparison stock performance as a guide to what the next three years could hold for Autodesk.

Female Engineer Using CAD System To Work On Component

monkeybusinessimages/iStock via Getty Images

Autodesk (NASDAQ:ADSK) has recently made a large change to their product selling approach, officially making the switch to a full SaaS model in 2016 after a brief period of gradual transition. In an attempt to predict future

This article was written by

I am an electromechanical engineer who has worked in the automotive, IT infrastructure, and medical device industries. My goal is to produce technical breakdowns on company products and share my industry experiences to provide insight on current engineering trends. Providing real world product knowledge on new trends or relatively unknown engineering developments gives readers a unique advantage when conducting research on a potential investment.I am a long term buy-and-hold investor who seeks investments with strong cash flows that produce a growing passive income stream or heavily invest into R&D.Follow my blog posts and track my real-time portfolio transactions on my blog, Engineered Finances, at dividendsengineer.com

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADSK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (11)

$ADSK close $199.93 Jan. 11, 2023
bluescorpion0 profile picture
Jan 12, 2022 close $269.7.
@scorpionblue 25.8% decline in stock price. $SPY 14% decline. Just Thinking about that round trip.
Architect opinion: ADSK's ubiquity effectively makes it a tax on drawing. Try running an architecture or engineering firm without it, and you'll soon find out.
Shangrila Value profile picture
It makes no sense. The growth here is too slow compared to the valuation. You will lose much more money until a more relevant investment point will be reached.
bluescorpion0 profile picture
@Shangrila Value the equation is growth + business quality = valuation. have you seen Lindt Chocolate? That stock is crazy expensive and has been for decades even with quite low growth because . If the quality goes up, the valuation increases despite low growth
Long and strong $ADSK. Been around since the beginning of CAD/CAM and very, very, very sticky. IMHO, It's the construction trades "Adobe".
The one main difference between these companies is the size of the customer base. ADBE’s is much larger.
Financial Engineering profile picture
@nap.jerry Agreed, hopefully Autodesk can use that to their advantage in revenue growth as they extend into new markets
I like your thinking here in making this comparison. I hope you do a follow-up article in 1-3 years looking into how well Autodesk continued to follow Adobe's path.
Financial Engineering profile picture
@Fruit Fever Thank you! I do plan on publishing a follow-up article and I am interested to see how the comparison holds up as well
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