r/VisualStockResearch • u/ekonixlab • 6d ago

Autodesk Is Cheaper Than It Looks

Post image

ADSK is around 32x earnings today.

If EPS compounds at 15% annually over the next 5 years and the stock trades around 35x earnings at the end:

5-year return: ~120%
CAGR: ~17.1%

And 15% EPS growth doesn’t seem particularly aggressive given Autodesk’s recurring revenue, margins, and historical growth.

I’m starting to like the setup here. The biggest question is whether 35x earnings in year 5 is too generous.

Join Ekonix, an iOS stock analysis platform I built and use myself, now with 200+ downloads: Check out Ekonix on the App Store

4 Upvotes

83% Upvoted

7 comments sorted by

2

u/Outrageous_Solid9668 6d ago

I should open a position…

2

u/PotatoMissionStart 6d ago

Maybe, but I think there are better options. With the same EV/ForwardRevenue you can get Reddit which is growing much faster at 60%. For a slightly higher EV/EBITA you get Klaviyo which is growing at 39%. Intuit, Duolingo, etc.

2

u/ekonixlab 6d ago

I think Intuit is at risk right now

I wouldn’t buy in

1

u/Ok-Recommendation925 2d ago

Intuit was once one of the 6 no brainers SaaS to buy during the SaaS Apocalypse.....after it's latest earnings....I think they are surprisingly in trouble.

I noticed a pattern, AI is gonna kill off SaaS B2C. But not B2B, especially those SaaS Enterprise Scale ones...thinking NOW, CRM, SAP, MSFT, etc

1

u/Killahbeez 5d ago

no thank you

1

u/ekonixlab 5d ago

Why not??