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ADSK vs BSY
Which Stock Would AI Choose? Autodesk (ADSK) vs. Bentley Systems (BSY) Stock Comparison
Key Takeaways
- Autodesk (ADSK) reported stronger year-over-year revenue growth of 18.4% in its most recent quarter compared to Bentley Systems (BSY)’s 12.8% increase, reflecting differences in scale and market exposure.
- Both companies delivered earnings beats in recent quarters, with Autodesk guiding fiscal 2027 EPS of $12.40–$12.65 and Bentley maintaining its full-year free cash flow outlook of $500–$570 million.
- Autodesk’s larger market capitalization of approximately $53.6 billion contrasts with Bentley Systems’ roughly $11 billion, highlighting divergent business sizes within the application software sector.
- Recurring revenue stability remains a strength for both, evidenced by Bentley’s 109% net revenue retention rate and Autodesk’s subscription-driven model supporting consistent cash generation.
- Recent market activity shows Autodesk integrating a significant acquisition (MaintainX) while Bentley emphasizes infrastructure-focused growth and AI integration in its earnings communications.
- Analyst sentiment for both remains constructive, with average price targets suggesting potential upside from recent trading levels around $254 for Autodesk and $37 for Bentley Systems.
Introduction
Autodesk (ADSK) and Bentley Systems (BSY) operate in the application software industry, providing specialized design and engineering tools primarily for architecture, engineering, and construction sectors. This comparison examines their relative performance, business models, and recent developments to assist institutional and individual investors evaluating technology stocks with exposure to infrastructure and design software markets. Traders monitoring sector rotation or growth-oriented software names may find the analysis relevant for assessing competitive positioning and momentum factors in the current environment.
ADSK Overview and Recent Performance
Autodesk, Inc. develops design and make software used across architecture, engineering, construction, and manufacturing industries. In recent weeks, the company reported fiscal first-quarter 2027 results with revenue reaching $1.93 billion, an 18.4% year-over-year increase, and earnings per share of $2.99, exceeding estimates. Management provided fiscal 2027 EPS guidance of $12.40–$12.65. The completion of the MaintainX acquisition, described as its largest to date, aims to expand into connected operations and maintenance workflows. Stock price action has reflected volatility around earnings, with shares trading near $254 amid broader market movements and a 52-week range between $185.50 and $329.09. Institutional ownership stands near 90%, and consensus analyst ratings remain in the Moderate Buy to Strong Buy category.
BSY Overview and Recent Performance
Bentley Systems, Incorporated specializes in infrastructure engineering software for owner-operators of physical assets in sectors such as utilities, resources, and transportation. The company’s second-quarter 2026 results showed revenue of $410.7 million, up 12.8% year-over-year, with adjusted earnings per share of $0.35 beating estimates. Annualized recurring revenue reached $1.536 billion, reflecting 12% constant-currency growth, supported by a 109% last-twelve-month net revenue retention rate. Management reiterated full-year free cash flow guidance of $500–$570 million. Recent market activity has featured steady execution emphasis in earnings communications, with shares trading around $37 within a 52-week range of $28.08 to $57.25. Analyst coverage indicates a generally positive outlook with price targets implying upside from current levels.
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Head-to-Head Comparison
Autodesk operates with broader exposure across design and manufacturing verticals, while Bentley Systems maintains a more concentrated focus on infrastructure engineering applications. Revenue scale differs substantially, with Autodesk generating over $7.5 billion in trailing twelve-month revenue compared to Bentley’s approximately $1.6 billion. Growth drivers for Autodesk include subscription expansion and the recent MaintainX integration, whereas Bentley highlights durable recurring revenue and AI-enhanced offerings in its core markets. Recent momentum shows Autodesk posting higher percentage revenue growth in its latest quarter, though Bentley demonstrates consistent net retention above 100%. Risk factors include integration challenges for Autodesk’s acquisition and competitive pressures for both in overlapping AEC software segments. Market sentiment reflects constructive analyst views for each, with differences in valuation multiples and balance-sheet profiles influencing relative positioning.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, recurring revenue stability, and relative growth trajectories, Tickeron’s AI models would currently assign a modestly higher probabilistic preference to Autodesk (ADSK). The larger revenue base, stronger recent percentage growth, and expanded platform initiatives through acquisition provide a broader set of catalysts compared with Bentley Systems’ more stable but slower-expanding profile. This assessment remains probabilistic and subject to shifts in trend consistency or new market data.
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 StrongBuy and BSY is a StrongBuy.
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 whileBSY’s FA Score has 1 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- BSY’s FA Score: 1 green, 4 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 5 TA indicator(s) are bullish while BSY’s TA Score has 4 bullish TA indicator(s).
- ADSK’s TA Score: 5 bullish, 4 bearish.
- BSY’s TA Score: 4 bullish, 4 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -16.40% price change this week, while BSY (@Packaged Software) price change was -9.62% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
Reported Earning Dates
ADSK is expected to report earnings on Dec 01, 2026.
BSY is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Packaged Software (-3.96% 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.
| ADSK | BSY | ADSK / BSY | |
| Capitalization | 45.5B | 10.2B | 446% |
| EBITDA | 2.38B | 467M | 509% |
| Gain YTD | -26.388 | -11.343 | 233% |
| P/E Ratio | 28.23 | 37.44 | 75% |
| Revenue | 7.79B | 1.6B | 486% |
| Total Cash | 4.16B | 147M | 2,827% |
| Total Debt | 3.71B | 1.27B | 292% |
ADSK | BSY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 16 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 20 | 39 | |
PRICE GROWTH RATING 1..100 | 64 | 63 | |
P/E GROWTH RATING 1..100 | 96 | 91 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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.
BSY's Valuation (16) in the null industry is somewhat better than the same rating for ADSK (75) in the Packaged Software industry. This means that BSY’s stock grew somewhat faster than ADSK’s over the last 12 months.
BSY's Profit vs Risk Rating (100) in the null industry is in the same range as ADSK (100) in the Packaged Software industry. This means that BSY’s stock grew similarly to ADSK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is in the same range as BSY (39) in the null industry. This means that ADSK’s stock grew similarly to BSY’s over the last 12 months.
BSY's Price Growth Rating (63) in the null industry is in the same range as ADSK (64) in the Packaged Software industry. This means that BSY’s stock grew similarly to ADSK’s over the last 12 months.
BSY's P/E Growth Rating (91) in the null industry is in the same range as ADSK (96) in the Packaged Software industry. This means that BSY’s stock grew similarly to ADSK’s over the last 12 months.
| ADSK | BSY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 81% | N/A |
| Stochastic ODDS (%) | 4 days ago 77% | 4 days ago 68% |
| Momentum ODDS (%) | 4 days ago 70% | 4 days ago 79% |
| MACD ODDS (%) | 4 days ago 63% | 4 days ago 70% |
| TrendWeek ODDS (%) | 4 days ago 67% | 4 days ago 71% |
| TrendMonth ODDS (%) | 4 days ago 68% | 4 days ago 75% |
| Advances ODDS (%) | 12 days ago 64% | 12 days ago 59% |
| Declines ODDS (%) | 4 days ago 67% | 6 days ago 73% |
| BollingerBands ODDS (%) | 4 days ago 74% | 4 days ago 64% |
| Aroon ODDS (%) | 4 days ago 65% | 4 days ago 63% |
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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% | -8.26% | ||
| BSY - ADSK | 71% Closely correlated | -5.28% | ||
| PTC - ADSK | 67% Closely correlated | -6.04% | ||
| GWRE - ADSK | 67% Closely correlated | -19.93% | ||
| PCOR - ADSK | 67% Closely correlated | -4.26% | ||
| ASAN - ADSK | 64% Loosely correlated | -12.69% | ||
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