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Held by 1,251 of 5,944 reporting institutions (99th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $228.93 today, the market must believe free cash flow compounds 12.2%/yr for a decade (off $1.8B normalized FCF).
The market's 12.2% is more conservative than its 9-yr track record.
2-stage DCF · 0.21B shares · net debt $251M
mean 33.9% · volatility σ 139% · implied rate exceeded in 4/8 yrs
Central path = implied 12.2%/yr growth; shaded band = ±1σ (139%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $1.4B buybacks = $1.4B returned on $2.4B FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 20%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $2.2B covers the $0 due within a year 2249000000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2026-01-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~3.2% on $2.5B of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-14
Nothing notable to watch.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 11.1 | 9.9 | 8.9 | 9.5 | 9.6 | 9.3 | 9.4 | 9.0 |
| Gross Profit | 88.9 | 90.1 | 91.1 | 90.5 | 90.4 | 90.7 | 90.6 | 91.0 |
| R&D | 28.2 | 26.0 | 24.6 | 25.4 | 24.4 | 25.0 | 24.2 | 22.8 |
| SG&A | 13.2 | 12.4 | 10.9 | 13.0 | 10.6 | 11.3 | 10.6 | 9.6 |
| Operating Income | -1.0 | 10.5 | 16.6 | 14.1 | 19.8 | 20.5 | 22.1 | 21.9 |
| Income Tax | 1.5 | 2.5 | -17.4 | 1.6 | 2.5 | 4.2 | 4.4 | 6.6 |
| Net Income | -3.1 | 6.6 | 31.9 | 11.3 | 16.4 | 16.5 | 18.1 | 15.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ADSK: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-14
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.21B 100.0% | $6.13B 100.0% | $5.50B 100.0% | $5.00B 100.0% | $4.39B 100.0% | $3.79B 100.0% | $3.27B 100.0% | $2.57B 100.0% | $2.06B 100.0% | $2.03B 100.0% |
| Cost of Revenue | $650.0M 9.0% | $578.0M 9.4% | $511.0M 9.3% | $480.0M 9.6% | $418.0M 9.5% | $337.0M 8.9% | $324.9M 9.9% | $285.9M 11.1% | $303.4M 14.8% | $341.9M 16.8% |
| Gross Profit | $6.56B 91.0% | $5.55B 90.6% | $4.99B 90.7% | $4.53B 90.4% | $3.97B 90.5% | $3.45B 91.1% | $2.95B 90.1% | $2.28B 88.9% | $1.75B 85.2% | $1.69B 83.2% |
| Research & Development | $1.64B 22.8% | $1.49B 24.2% | $1.37B 25.0% | $1.22B 24.4% | $1.11B 25.4% | $932.0M 24.6% | $851.1M 26.0% | $725.0M 28.2% | $755.5M 36.7% | $766.1M 37.7% |
| Selling, General & Admin | $693.0M 9.6% | $650.0M 10.6% | $620.0M 11.3% | $532.0M 10.6% | $572.0M 13.0% | $414.0M 10.9% | $405.6M 12.4% | $340.1M 13.2% | $305.2M 14.8% | $287.8M 14.2% |
| Total Operating Expenses | $4.98B 69.1% | $4.20B 68.5% | $3.86B 70.2% | $3.54B 70.6% | $3.35B 76.4% | $2.82B 74.5% | $2.61B 79.6% | $2.31B 89.8% | $2.26B 110.0% | $2.19B 107.8% |
| Operating Income | $1.58B 21.9% | $1.35B 22.1% | $1.13B 20.5% | $989.0M 19.8% | $618.0M 14.1% | $629.0M 16.6% | $343.0M 10.5% | -$25.0M -1.0% | -$509.1M -24.8% | -$499.6M -24.6% |
| Interest Expense | $80.0M 1.1% | $71.0M 1.2% | $71.0M 1.3% | $83.0M 1.7% | — | — | — | — | — | — |
| Other Income (Expense), net | $7.0M 0.1% | $6.0M 0.1% | $4.0M 0.1% | $12.0M 0.2% | $8.0M 0.2% | $7.0M 0.2% | $5.2M 0.2% | $16.8M 0.7% | $6.0M 0.3% | $8.5M 0.4% |
| Pretax Income | $1.60B 22.2% | $1.38B 22.6% | $1.14B 20.7% | $946.0M 18.9% | $565.0M 12.9% | $547.0M 14.4% | $294.8M 9.0% | -$42.7M -1.7% | -$557.3M -27.1% | -$523.8M -25.8% |
| Income Tax Expense | $479.0M 6.6% | $272.0M 4.4% | $230.0M 4.2% | $123.0M 2.5% | $68.0M 1.6% | -$661.0M -17.4% | $80.3M 2.5% | $38.1M 1.5% | $9.6M 0.5% | $58.3M 2.9% |
| Net Income | $1.12B 15.6% | $1.11B 18.1% | $906.0M 16.5% | $823.0M 16.4% | $497.0M 11.3% | $1.21B 31.9% | $214.5M 6.6% | -$80.8M -3.1% | -$566.9M -27.6% | -$582.1M -28.7% |
| Per Share | ||||||||||
| EPS (Basic) | $5.28 | $5.17 | $4.23 | $3.81 | $2.26 | $5.52 | $0.98 | $-0.37 | $-2.58 | $-2.61 |
| EPS (Diluted) | $5.23 | $5.12 | $4.19 | $3.78 | $2.24 | $5.44 | $0.96 | $-0.37 | $-2.58 | $-2.61 |
| Weighted Avg Shares (Basic) | 213.0M | 215.0M | 214.0M | 216.0M | 220.0M | 219.0M | 219.7M | 218.9M | 219.5M | 222.7M |
| Weighted Avg Shares (Diluted) | 215.0M | 217.0M | 216.0M | 218.0M | 222.0M | 222.0M | 222.5M | 218.9M | 219.5M | 222.7M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 743 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $10.84T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.13T | 43.0× | 38.5× | 23.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.92T | 44.6× | 34.4× | 11.8× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.75T | 28.2× | 19.9× | 11.3× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.63T | 72.3× | 64.6× | 25.6× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.04T | 121.7× | 57.4× | 27.7× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $804.3B | 186.2× | 190.3× | 23.2× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $485.4B | — | 60.6× | 9.2× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $435.8B | 43.2× | 36.6× | 7.7× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $414.4B | 275.1× | 286.8× | 92.6× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $348.4B | 61.5× | 33.0× | 3.1× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $347.0B | 65.9× | 55.4× | 18.8× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| AMAT | $336.4B | 49.0× | 38.7× | 11.9× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| RPAY | $316.6B | — | — | 1023.6× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| UMC | $275.1B | — | — | — | — | — | — | — | — | — | 302 |
| SAP | $268.2B | — | — | — | — | — | — | — | — | — | 794 |
| ARM | $254.3B | 281.2× | 218.9× | 51.7× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| PANW | $249.8B | 233.7× | 156.0× | 27.1× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| CRM | $241.0B | 33.3× | 26.0× | 5.8× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| TXN | $239.4B | 48.3× | 31.5× | 13.5× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| ANET | $236.0B | 68.3× | 59.6× | 26.2× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| IBM | $233.4B | 22.3× | — | 3.5× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| SNDK | $226.6B | — | — | 30.8× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| QCOM | $193.5B | 36.0× | 14.5× | 4.4× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| MRVL | $185.4B | 71.3× | 121.2× | 22.6× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| ADSK | $48.5B | 43.8× | 30.1× | 6.7× | 17.5% | 91.0% | 15.6% | 36.9% | 20.3% | 1.5× | 1,251 |
Peers = companies sharing ADSK's sector (Technology) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.