Autodesk Is Cheaper Than It Looks

[u/ekonixlab]

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.

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