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ADSK vs AVPT
Which Stock Would AI Choose? Autodesk (ADSK) vs. AvePoint (AVPT) Stock Comparison
Key Takeaways
- Scale contrast: ADSK is a $63-billion market-cap design-software giant with approximately $7.2 billion in annual revenue, while AVPT is a $3-billion market-cap data-security specialist with roughly $419 million in annual revenue.
- Growth dynamics: AVPT delivered 27% total revenue growth and 38% SaaS (Software as a Service) revenue growth in its most recent fiscal year, outpacing ADSK's still-strong 18% revenue expansion in the same period.
- Profitability profile: ADSK generates non-GAAP (Generally Accepted Accounting Principles, adjusted) operating margins of approximately 37–38%, while AVPT is in an earlier stage of margin expansion, reaching roughly 19% non-GAAP operating margin with GAAP profitability now achieved.
- AI positioning: Both companies are anchored to artificial intelligence tailwinds—ADSK is embedding generative AI into design and engineering workflows, while AVPT is focused on AI data governance, security, and resilience.
- Sentiment divergence: Analyst price targets imply meaningful upside for both names, but market sentiment indicators show a more bullish options-market posture toward AVPT than ADSK in recent months.
Introduction
Investors searching for exposure to the rapidly evolving intersection of software and artificial intelligence frequently encounter two very different types of opportunities: the established market leader and the fast-growing challenger. ADSK — Autodesk — represents the former, a decades-old design-software powerhouse deeply embedded in global architecture, engineering, construction, and manufacturing. AVPT — AvePoint — represents the latter, a comparatively young but rapidly scaling company focused on AI-driven data protection, governance, and resilience. This stock comparison examines how these two technology companies stack up across key dimensions including recent performance, growth drivers, risk profiles, and market positioning, offering a clear picture for traders and investors evaluating relative opportunity in the current market environment.
ADSK Overview and Recent Performance
Autodesk is a global provider of 3D design, engineering, and entertainment software, with product families spanning Architecture, Engineering, Construction, and Operations (AECO), AutoCAD and AutoCAD LT, Manufacturing (MFG), and Media and Entertainment (M&E). The company has successfully transitioned to a subscription-first business model, with recurring revenue now representing 97% of its total. In its most recent quarterly results, ADSK reported revenue of $1.85 billion, an 18% year-over-year increase, with the AECO segment leading growth at 23% on the back of sustained demand from data centers, infrastructure, and industrial construction. Non-GAAP earnings per share (EPS) came in at $2.67, handily beating consensus estimates.
Over recent months, sentiment around ADSK has been shaped by several forces. The company raised its full-year guidance, projecting non-GAAP EPS of $10.18 to $10.25 and free cash flow of $2.26 billion to $2.29 billion, reflecting confidence in underlying business momentum. Additionally, the SEC closed its previously disclosed investigation into the company's free cash flow and non-GAAP operating margin practices in August 2025, removing a regulatory overhang. On the analyst front, firms such as Macquarie and BTIG have maintained or initiated bullish recommendations, though Bank of America has stayed neutral. ADSK's options market put/call ratio has trended elevated in recent weeks, signaling a degree of near-term caution among derivatives traders despite the solid operational performance.
AVPT Overview and Recent Performance
AvePoint is a global leader in AI data protection, unifying security, governance, and resilience for enterprises. The company's platform-driven approach helps organizations manage the increasingly complex data environments associated with cloud collaboration tools and the deployment of AI agents. In its most recent fiscal year, AVPT reported total revenue of $419.5 million, a 27% year-over-year increase, with SaaS revenue growing 38% to $319.2 million. Annual recurring revenue (ARR) reached $416.8 million, also climbing 27%, marking the eleventh consecutive quarter of double-digit net new ARR growth.
Several developments have influenced AVPT's market positioning in recent months. The company achieved double-digit GAAP operating margins for the first time in the fourth quarter, reaching 12.7%, a milestone that underscored its path toward sustained GAAP profitability after years of investment-led growth. It also completed a dual listing on the Singapore Exchange (SGX-ST), becoming the first B2B SaaS (Business-to-Business Software as a Service) company to trade on both Nasdaq and the SGX, which broadened its international investor base. Product innovation has continued apace, including the launch of the AgentPulse Command Center for agentic AI visibility and new data protection solutions spanning platforms such as Monday.com, Docusign, and Okta. Looking ahead, management guided for fiscal 2026 ARR of $525 million to $531 million, representing approximately 27% growth, while acknowledging that increased go-to-market investments may moderate near-term operating margins. Scotiabank and other analysts have maintained Outperform ratings, with consensus price targets implying substantial upside relative to recent trading levels.
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Head-to-Head Comparison
When placed side by side, ADSK and AVPT present a study in contrast across nearly every meaningful investment dimension. Autodesk is a mature, large-cap software franchise with dominant market share in computer-aided design, building information modeling, and related engineering workflows. Its competitive moat is deep, reinforced by decades of industry-specific expertise, a massive installed base of loyal users, and high switching costs. AvePoint, by contrast, operates in the still-fragmented but rapidly consolidating data governance and AI-security space, where it competes on innovation velocity, platform breadth, and integration depth with ecosystems like Microsoft 365.
On the growth front, AVPT's 27% revenue expansion outpaces ADSK's 18%, reflecting the smaller company's ability to capture share in a fast-expanding addressable market. However, ADSK's growth is built on a far larger revenue base, making each percentage point proportionally more meaningful in absolute dollars. Profitability tells a similar story: ADSK's non-GAAP operating margins of roughly 37–38% are nearly double AVPT's 18–19%, reflecting economies of scale, pricing power, and a fully matured subscription model.
Risk profiles also diverge. ADSK's elevated put/call ratio of approximately 1.4–1.5 suggests options-market participants are hedging against potential downside, possibly reflecting concerns about macroeconomic uncertainty and the impact of tariff or trade policy on construction and manufacturing end markets. AVPT's put/call ratio of 0.15 indicates a strongly bullish skew in options positioning. Yet AVPT carries its own risks: a dollar-based gross retention rate of 88% signals some level of customer churn, and the company's planned increase in marketing spend in 2026 could pressure margins if revenue growth does not fully offset the investment. ADSK's net revenue retention rate of 100–110% and AVPT's net retention rate of 110% both indicate healthy expansion within existing customer accounts.
Tickeron AI Verdict
Based on observable trend consistency, relative stability of catalysts, and the balance of growth and profitability, Tickeron's AI-driven analytical framework would likely find merit in both names but for different portfolio roles. ADSK presents a higher-confidence profile for risk-aware investors seeking established profitability, strong free cash flow generation, and a proven business model with secular tailwinds from AI-enhanced design and infrastructure spending. AVPT would likely appeal to growth-oriented strategies that prioritize revenue momentum, expanding addressable markets, and emerging leadership in AI governance — a theme that is gaining structural importance as enterprises deploy AI agents at scale. In probabilistic terms, ADSK appears better positioned for consistent risk-adjusted returns over a multi-quarter horizon, while AVPT offers a higher-beta exposure to the AI software theme that may produce more volatile but potentially larger gains. Neither stock is universally superior; the favorable outcome depends on alignment between an investor's specific objectives and each company's distinct risk-return profile.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ADSK is a Buy and AVPT is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ADSK’s FA Score shows that 1 FA rating(s) are green whileAVPT’s FA Score has 0 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- AVPT’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ADSK’s TA Score shows that 6 TA indicator(s) are bullish while AVPT’s TA Score has 3 bullish TA indicator(s).
- ADSK’s TA Score: 6 bullish, 4 bearish.
- AVPT’s TA Score: 3 bullish, 6 bearish.
Price Growth
ADSK (@Packaged Software) experienced а +11.66% price change this week, while AVPT (@Computer Communications) price change was +6.45% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +3.35%. For the same industry, the average monthly price growth was -4.23%, and the average quarterly price growth was -5.33%.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.92%. For the same industry, the average monthly price growth was -8.66%, and the average quarterly price growth was +4.23%.
Reported Earning Dates
ADSK is expected to report earnings on Aug 27, 2026.
AVPT is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Packaged Software (+3.35% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Computer Communications (+0.92% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| ADSK | AVPT | ADSK / AVPT | |
| Capitalization | 49.5B | 2.76B | 1,792% |
| EBITDA | 2.33B | 48.8M | 4,768% |
| Gain YTD | -20.881 | -6.192 | 337% |
| P/E Ratio | 34.19 | 65.15 | 52% |
| Revenue | 7.51B | 444M | 1,691% |
| Total Cash | 2.92B | 444M | 659% |
| Total Debt | 2.72B | 13.3M | 20,481% |
ADSK | AVPT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 48 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 61 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 92 | |
SMR RATING 1..100 | 20 | 66 | |
PRICE GROWTH RATING 1..100 | 50 | 43 | |
P/E GROWTH RATING 1..100 | 94 | 65 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AVPT's Valuation (61) in the null industry is in the same range as ADSK (77) in the Packaged Software industry. This means that AVPT’s stock grew similarly to ADSK’s over the last 12 months.
AVPT's Profit vs Risk Rating (92) in the null industry is in the same range as ADSK (100) in the Packaged Software industry. This means that AVPT’s stock grew similarly to ADSK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is somewhat better than the same rating for AVPT (66) in the null industry. This means that ADSK’s stock grew somewhat faster than AVPT’s over the last 12 months.
AVPT's Price Growth Rating (43) in the null industry is in the same range as ADSK (50) in the Packaged Software industry. This means that AVPT’s stock grew similarly to ADSK’s over the last 12 months.
AVPT's P/E Growth Rating (65) in the null industry is in the same range as ADSK (94) in the Packaged Software industry. This means that AVPT’s stock grew similarly to ADSK’s over the last 12 months.
| ADSK | AVPT | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 58% | 4 days ago 77% |
| Stochastic ODDS (%) | 4 days ago 73% | 4 days ago 67% |
| Momentum ODDS (%) | 4 days ago 71% | 4 days ago 68% |
| MACD ODDS (%) | 4 days ago 67% | 4 days ago 73% |
| TrendWeek ODDS (%) | 4 days ago 62% | 4 days ago 74% |
| TrendMonth ODDS (%) | 4 days ago 61% | 4 days ago 72% |
| Advances ODDS (%) | 6 days ago 62% | 6 days ago 76% |
| Declines ODDS (%) | 4 days ago 68% | 12 days ago 75% |
| BollingerBands ODDS (%) | 4 days ago 71% | 4 days ago 59% |
| Aroon ODDS (%) | 4 days ago 64% | 4 days ago 66% |
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ADSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADSK has been closely correlated with BSY. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADSK jumps, then BSY could also see price increases.
| Ticker / NAME | Correlation To ADSK | 1D Price Change % | ||
|---|---|---|---|---|
| ADSK | 100% | -0.33% | ||
| BSY - ADSK | 71% Closely correlated | +0.65% | ||
| PTC - ADSK | 66% Loosely correlated | +0.66% | ||
| CLSK - ADSK | 63% Loosely correlated | -5.36% | ||
| CRWD - ADSK | 63% Loosely correlated | +3.05% | ||
| PCTY - ADSK | 63% Loosely correlated | +0.87% | ||
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AVPT and
Correlation & Price change
A.I.dvisor indicates that over the last year, AVPT has been loosely correlated with ADSK. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if AVPT jumps, then ADSK could also see price increases.
| Ticker / NAME | Correlation To AVPT | 1D Price Change % | ||
|---|---|---|---|---|
| AVPT | 100% | +1.64% | ||
| ADSK - AVPT | 61% Loosely correlated | -0.33% | ||
| TWLO - AVPT | 58% Loosely correlated | +3.36% | ||
| CRM - AVPT | 57% Loosely correlated | +1.83% | ||
| FIVN - AVPT | 56% Loosely correlated | -0.54% | ||
| NOW - AVPT | 56% Loosely correlated | +1.05% | ||
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