Autodesk 대차대조표 건전성
재무 건전성 기준 점검 5/6
Autodesk 의 총 주주 지분은 $3.2B 이고 총 부채는 $2.5B, 이는 부채 대 자기자본 비율을 77.9% 로 가져옵니다. 총자산과 총부채는 각각 $11.9B 및 $8.7B 입니다. Autodesk 의 EBIT는 $2.0B 이며 이자보상배율은 -78.5 입니다. $2.9B 의 현금 및 단기 투자금을 보유하고 있습니다.
핵심 정보
77.89%
부채/자본 비율
US$2.48b
부채
| 이자보상배율 | -78.5x |
| 현금 | US$2.92b |
| 자본 | US$3.19b |
| 총부채 | US$8.74b |
| 총자산 | US$11.93b |
최근 재무 건전성 업데이트
업데이트 없음
Recent updates
Seeking Alpha • Aug 06
Autodesk: Pricing Initiatives Support Higher Average Selling Prices
Summary Autodesk primarily sells its software on a subscription basis, having discontinued perpetual license sales of most standalone products in 2016. The market underappreciates Autodesk's ability to sustain double-digit revenue growth while maintaining high levels of profitability, with operating margins of approximately 40%. Expanding adoption of BIM, 3D modeling and construction coordination tools as customers increasingly seek to improve collaboration and productivity across complex projects, driving greater utilization of Autodesk's software portfolio. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 04
ADSK: MaintainX And OpenUSD Moves Will Reshape AI Workflows And Margins
Analysts now place Autodesk's fair value closer to $222, trimming it from about $235 as they moderate assumed future P/E multiples, while still highlighting the company's entrenched role in design workflows and its perceived moat around applying AI and recent acquisitions like MaintainX. Analyst Commentary Recent Street research on Autodesk shows a mix of confidence in the core franchise and caution around valuation, acquisition risks, and the growth outlook.
내러티브 업데이트 • Jul 20
ADSK: MaintainX Acquisition Will Shape Next Phase Of Industrial AI Expansion
Analysts have trimmed the fair value estimate for Autodesk to approximately $403 from about $413, reflecting slightly higher discount rates and lower assumed future P/E multiples, even as recent research highlights solid Q1 execution and the added growth opportunity from the $3.6b MaintainX acquisition. Analyst Commentary Recent research on Autodesk points to a mix of valuation resets and continued confidence in the company’s execution, particularly following its Q1 report and the planned US$3.6b MaintainX acquisition.내러티브 업데이트 • Jul 06
ADSK: MaintainX Deal Will Recast Long Term Operations And AI Positioning
Analysts have trimmed their average price target for Autodesk to around $235 from about $262, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples as they weigh strong recent results against questions around the MaintainX acquisition and core business momentum. Analyst Commentary Recent research on Autodesk highlights a mixed backdrop, with several firms acknowledging strong Q1 results while reassessing valuation, growth assumptions and the impact of the MaintainX acquisition.
내러티브 업데이트 • Jun 22
ADSK: MaintainX Acquisition Will Support Future Margins And Operations Expansion
Autodesk's analyst price targets have shifted slightly as the consensus factors in a modest recalibration of revenue growth and higher future P/E expectations, with recent research highlighting both the potential of the $3.6b MaintainX acquisition and questions about its impact on margins and the core business. Analyst Commentary Recent research on Autodesk highlights a mix of optimism and caution as analysts weigh the MaintainX acquisition, Q1 results, and revised valuation frameworks.내러티브 업데이트 • Jun 06
ADSK: MaintainX Acquisition And Margin Framework Will Support Future Rebound
Analysts trimmed the fair value estimate for Autodesk by about $6 to $319, as slightly lower modeled revenue growth and a modestly higher discount rate were only partly offset by expectations for stronger profit margins and a lower future P/E following the MaintainX acquisition. Analyst Commentary Recent research on Autodesk centers on how the MaintainX acquisition and Q1 update feed into growth, profitability and valuation.내러티브 업데이트 • Apr 27
ADSK: Margin Expansion And Sales Model Shift Will Support Future Rebound
The Analyst Price Target for Autodesk has been adjusted modestly to $325.55 from $331.62 as analysts balance Q4 strength, solid FY27 guidance and margin support with lower sector multiples and recent target cuts across several covering firms. Analyst Commentary Recent research on Autodesk reflects a split view, with many firms trimming price targets while still highlighting execution, margin potential and long term growth initiatives, and at least one downgrade pointing to sector and sentiment pressures.
새로운 내러티브 • Apr 19
Autodesk Could Reach $330–$378 Over the Next Five Years
Autodesk (ADSK) has a credible path to $330–$378 over the next five years because it remains the dominant software platform for architecture, engineering, construction, and product design, with a strong shift toward subscriptions and recurring revenue. That transition gives earnings higher visibility and improves capital efficiency, which can support a premium valuation if growth continues.내러티브 업데이트 • Apr 10
ADSK: Margin Expansion And Software Multiple Reset Will Drive Future Rebound
Narrative Update The analyst price target for Autodesk is now set at $331, with recent revisions clustering in the $285 to $350 range as analysts balance solid recent results, FY27 guidance commentary, and sector wide software multiple compression when framing upside and risk. Analyst Commentary Recent research paints a mixed picture for Autodesk, with most firms trimming price targets yet keeping positive ratings, and a later downgrade at Citi underscoring growing debate around risk and reward at current levels.내러티브 업데이트 • Mar 27
ADSK: Margin Expansion And Limited AI Risk Will Support Multiple Rebound
Autodesk's updated analyst price target edges slightly lower to about $331.62. This reflects analysts' mixed target revisions that weigh recent Q4 beats, FY27 guidance commentary and sector-wide multiple compression against company specific views on margin expansion, resilient demand and limited perceived AI risk.내러티브 업데이트 • Mar 12
ADSK: Margin Expansion And AI Adoption Will Support Future Multiple Rebound
Our updated analyst price target for Autodesk moves slightly lower to about $332 from roughly $343, as analysts balance softer assumed revenue growth and a lower future P/E multiple with firm commentary that highlights solid recent results, resilient software valuations, and ongoing margin progress. Analyst Commentary Recent research on Autodesk reflects a mix of optimism around execution and margins, set against more cautious expectations for future growth and valuation multiples.새로운 내러티브 • Mar 10
Cloud Platforms And AI Models Will Redefine Long Term Potential Here
Catalysts About Autodesk Autodesk provides software platforms that connect design, make and operate workflows across architecture, engineering, construction, manufacturing and media. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 25
ADSK: AI Integration And Margin Expansion Will Support Future Multiple Rebound
Autodesk's fair value estimate has been revised down from about $363 to $343 as analysts trim price targets across the sector, citing software multiple compression and weaker sentiment, while also pointing to solid Q4 expectations, margin potential, and AI integration as key supports for the business model. Analyst Commentary Recent research on Autodesk reflects a mixed backdrop, with price targets moving lower across the board while many firms still highlight solid execution, Q4 expectations and the role of AI as key supports for the story.새로운 내러티브 • Feb 24
Cloud Workflow Friction And AI Monetization Delays Will Eventually Support Stronger Fundamentals
Catalysts About Autodesk Autodesk provides software platforms that connect design and make workflows for architecture, engineering, construction, manufacturing and related industries. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 10
ADSK: AI And Converged Workflows Will Support Multi Year Margin Expansion
Narrative Update Introduction Our updated analyst price target for Autodesk edges slightly lower to about US$363 from roughly US$366, as analysts balance only modest tweaks to growth and discount rate assumptions with firmer profit margin expectations and a slightly reduced future P/E multiple, supported by recent upgrades and higher external targets. Analyst Commentary Recent research on Autodesk skews more constructive, with several banks lifting ratings and price targets after what they describe as consistent execution and steady demand.내러티브 업데이트 • Jan 25
ADSK: AI Execution And Converged Workflows Will Support Multi Year Outperformance
Analysts have made a slight downward adjustment to their fair value estimate for Autodesk to about US$365.58 from US$365.71, reflecting updated views on its growth, margins and future P/E as they respond to recent target moves and supportive research on the company's execution and product demand. Analyst Commentary Recent research points to a generally constructive tone on Autodesk, with several firms adjusting price targets and ratings as they reassess growth, execution and valuation.내러티브 업데이트 • Jan 10
ADSK: AI And Execution Will Support Multi Year Outperformance Versus Core Industries
Analysts have made a slight adjustment to the Autodesk fair value estimate to about $365.71 per share. The change reflects recent price target increases on the Street, renewed confidence in execution and AI and go to market plans, and expectations that the company can grow several points faster than its core industries over the next few years.분석 기사 • Jan 02
Shareholders Should Be Pleased With Autodesk, Inc.'s (NASDAQ:ADSK) Price
Autodesk, Inc.'s ( NASDAQ:ADSK ) price-to-earnings (or "P/E") ratio of 56.4x might make it look like a strong sell...내러티브 업데이트 • Dec 25
ADSK: AI Execution Will Drive Margins And Support Multi Year Upside
Our fair value estimate for Autodesk has inched up by about $1 to approximately $366 per share, as analysts point to steady low teens revenue growth, improving margins, and increased confidence in execution, AI strategy, and multi year growth durability, which is reflected in a series of upward price target revisions across the Street. Analyst Commentary Street research remains broadly constructive on Autodesk, with several firms lifting price targets and, in at least one case, upgrading the stock, as confidence improves in the company’s growth trajectory, margin profile, and execution consistency.내러티브 업데이트 • Dec 11
ADSK: AI And Execution Will Drive Margin Expansion And Share Gains
Analysts have nudged our Autodesk fair value estimate slightly higher to approximately $365 per share, up from about $365 previously. This reflects increased confidence in the durability of low teens revenue growth, AI and go to market execution, and consistently strong quarterly results that have supported a series of upward price target revisions on the Street.분석 기사 • Nov 28
Autodesk, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
A week ago, Autodesk, Inc. ( NASDAQ:ADSK ) came out with a strong set of quarterly numbers that could potentially lead...내러티브 업데이트 • Nov 27
ADSK: Future Operating Margin Expansion Will Drive Shares Higher This Cycle
Autodesk's average analyst price target has increased modestly to approximately $373. This reflects analyst optimism around improving revenue growth, expanded profit margins, and consistent execution in recent quarters.내러티브 업데이트 • Nov 05
ADSK: Future Margin Expansion Will Fuel Share Price Momentum
Autodesk's analyst price target has been raised, with most estimates climbing by $15 to $38 per share, as analysts cite better-than-expected quarterly results and increased confidence in long-term margin and revenue growth targets. Analyst Commentary Bullish analysts responded to Autodesk’s quarterly results by significantly raising their price targets.내러티브 업데이트 • Oct 22
Analysts Raise Price Targets on Autodesk Following Strong Results and Improved Margin Guidance
Autodesk's analyst price target has increased significantly, rising by $17 to $393. Analysts point to stronger-than-expected quarterly results and raised long-term margin guidance as key drivers behind their optimism.내러티브 업데이트 • Oct 08
Cloud Adoption And AEC Investment Will Open New Markets
Autodesk’s analyst price target has been revised upward by $4.75 to $363.71. Analysts cite stronger than expected quarterly performance and improved long-term growth and margin outlooks as key drivers of the change.내러티브 업데이트 • Aug 30
Investments In Cloud And AI Will Expand Future Customer Ecosystem
Driven by Autodesk’s stronger-than-expected Q2 results, upgraded guidance, long-term margin expansion targets, and improved revenue prospects—partially offset by macro and margin model concerns—the consensus analyst price target has increased from $342.07 to $356.55. Analyst Commentary Stronger-than-expected fiscal Q2 results and upgraded full-year (FY26) guidance, with revenue growth accelerating and beats across key operating metrics.Seeking Alpha • Apr 09
Autodesk: Solid Business Trading At The Low End Of Its Trading Band
Summary Despite macro challenges, Autodesk's strong product stickiness, network effects, and low valuation make it a compelling buy. Exposure to growing markets like AEC, manufacturing, and AI infrastructure, coupled with secular tailwinds, supports long-term growth potential. High switching costs and strong network effects, especially in AutoCAD, ensure ADSK's market leadership and user retention. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Autodesk: Chinese Solutions Pose Risks
Summary Autodesk excels in engineering efficiency and AI-driven generative design, enhancing collaboration and reducing project time, but struggles in the competitive Chinese market. Despite strong financials and cloud-based advantages, Autodesk's valuation appears overvalued, with moderate growth expectations and significant risks from global trade wars. Given the current market conditions and competitive landscape, I rate Autodesk a hold, with potential for reevaluation if growth accelerates in China. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Autodesk Is A Great Company But I Do Not Like Its Current Valuation
Summary Autodesk is a strong company with a diversified revenue stream and a robust software suite. Its current valuation appears stretched, leading me to rate it as a HOLD. Autodesk's transition to a subscription model has improved revenue predictability and margins, yet high stock-based compensation and a moderate balance sheet pose concerns. My investment philosophy focuses on great fundamentals, a strong moat, and reasonable valuation. Autodesk excels in fundamentals and moat but lacks a margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Autodesk: Stretched Valuation And Fading Tailwinds Will Continue To Create Problems
Summary Autodesk's share price dropped post-Q3 earnings, despite results that were broadly in line with expectations. Autodesk continues to benefit from infrastructure spending growth, and the company's strategy is expanding its footprint. Autodesk will need to generate strong growth going forward to maintain its current valuation, which will be difficult when current tailwinds begin to fade. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Autodesk Q3: Strong Billing Growth Supporting Future Growth
Summary I reiterate a 'Buy' rating on Autodesk with a fair value of $310 per share due to strong billing growth and strategic subscription transition. ADSK reported 11% revenue growth and 28% billings growth, driven by a shift to annual subscriptions, early renewals, and a new transaction business model. The company’s major platforms, including AEC, AutoCAD, MFG, and M&E, experienced robust revenue growth, supported by effective go-to-market efforts and cloud infrastructure leverage. Despite high stock-based compensation and potential market slowdowns, Autodesk's strategic shift and billing growth provide a solid foundation for future growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Autodesk: Free Cash Flow Uncertainty And Activist Investor Involvement Creates Opportunity
Summary Autodesk's transition to a subscription model and recent billing changes have caused confusion and impacted short term cash flow, but offer long-term stability and growth potential. Activist investor Starboard Value is pressuring Autodesk to improve operations, reduce costs, and enhance shareholder value, highlighting management's past underperformance. Despite short-term cash flow uncertainties, Autodesk's strong market position, recurring revenue model, and potential in generative AI make it an attractive long-term investment. I anticipate operational improvements and value creation from Starboard's involvement and recommend adding to positions during stock price pullbacks. Read the full article on Seeking Alpha재무 상태 분석
단기부채: ADSK 의 단기 자산 ( $4.4B )은 단기 부채( $5.2B ).
장기 부채: ADSK의 단기 자산($4.4B)이 장기 부채($3.5B)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: ADSK 총 부채보다 더 많은 현금을 보유하고 있습니다.
부채 감소: ADSK의 부채 대비 자본 비율은 지난 5년 동안 145.2%에서 77.9%로 감소했습니다.
부채 범위: ADSK 의 부채는 영업 현금 흐름 ( 112% )에 의해 잘 충당되었습니다.
이자 보장: ADSK 지불하는 것보다 더 많은 이자를 벌기 때문에 이자 지불 보장은 문제가 되지 않습니다.
대차대조표
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/07 07:24 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/04/30 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
Autodesk, Inc.는 58명의 분석가가 다루고 있습니다. 이 중 33명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Joseph Vruwink | Baird |