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ADSK vs BSY
Which Stock Would AI Choose? Autodesk (ADSK) vs. Bentley Systems (BSY) Stock Comparison
Key Takeaways
- Autodesk (ADSK) is a larger, more diversified design-software franchise, while Bentley Systems (BSY) is a focused infrastructure-engineering specialist with a smaller market footprint.
- Both companies have delivered double-digit revenue growth in recent quarters, but their share prices remain below 52-week highs after a volatile stretch for software stocks.
- Autodesk generates far greater absolute revenue and free cash flow, while Bentley shows comparatively faster sector-level momentum in its resources and infrastructure businesses.
- AI integration is a central theme for both, with Autodesk emphasizing connected design-to-operations workflows and Bentley pushing AI agents and API-based consumption.
- Relative performance has diverged on a one-year basis, with both names rebuilding momentum from depressed levels.
Introduction
Autodesk and Bentley Systems operate in overlapping yet distinct corners of the design and engineering software market, making them a natural stock comparison for investors evaluating software exposure to construction, manufacturing, and infrastructure. Autodesk is a broad-based leader in computer-aided design and building information modeling, while Bentley concentrates on infrastructure assets such as roads, bridges, utilities, and mining. This comparison is relevant for growth-oriented and technology investors seeking to weigh a diversified incumbent against a more specialized challenger. Understanding how each company's business model, growth drivers, and recent market positioning differ can help traders and longer-term investors form a clearer view of relative performance and risk.
ADSK Overview and Recent Performance
ADSK (Autodesk, Inc.) provides 3D design, engineering, construction, and entertainment software, with products spanning architecture, engineering, construction and operations (AECO), AutoCAD, manufacturing, and media. The company has transitioned its business toward a subscription and cloud-centric model, which supports a large base of recurring revenue. In recent quarters, Autodesk reported accelerating normalized revenue growth, aided by strength in construction, emerging markets, and its Fusion manufacturing platform, alongside double-digit growth in total revenue and remaining performance obligations. Management has also guided to continued low-teens revenue growth while expanding margins.
Sentiment has been shaped by an ongoing push to integrate AI across design, construction, and operations workflows, including partnerships and leadership changes in its AEC segment. Notably, recent market activity saw Autodesk's shares re-rate higher after a peer was acquired at a substantial premium, signaling renewed investor interest in engineering-software valuations. Despite this, the stock has traded well below its prior highs over the past year, reflecting broader software-sector volatility and questions about how quickly AI features will translate into pricing power.
BSY Overview and Recent Performance
BSY (Bentley Systems, Incorporated) develops software for designing, building, and operating infrastructure, including roads, rail, utilities, industrial facilities, and mining. A pioneer in infrastructure "digital twins," Bentley generates the bulk of its revenue from subscriptions and has emphasized annual recurring revenue (ARR), which has grown at a low-teens pace in recent periods. Its dollar-based net revenue retention has held near 109%, indicating that existing customers continue to expand their spending.
Recent performance has been supported by strength in the resources sector, driven by the Seequent subsurface-modeling business and demand tied to mining and energy projects, as well as steady demand from public works and utilities. Bentley has also advanced AI initiatives, including application programming interfaces (APIs) and Model Context Protocol (MCP) servers that let AI agents interact directly with tools such as its STAAD structural-analysis software. In recent weeks, the stock has posted a notable rebound, and analysts have turned more constructive, though its one-year total return remains negative and its valuation trades at a premium earnings multiple.
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Head-to-Head Comparison
The two companies diverge meaningfully across several dimensions. In terms of business model, Autodesk offers a broader product portfolio spanning design, manufacturing, construction, and media, while Bentley is narrowly focused on infrastructure and subsurface modeling. On scale, Autodesk's revenue and market capitalization are several times larger than Bentley's, giving it greater resources but also exposing it to a wider array of end markets. Bentley, by contrast, benefits from a concentrated, sticky customer base with high retention, though its smaller size makes it more sensitive to sector-specific demand shifts.
Growth drivers also differ. Autodesk leans on construction, manufacturing, and its evolving AI and operations data strategy, while Bentley is riding infrastructure digitization, mining and resources tailwinds, and early AI-agent monetization. On risk factors, Autodesk faces competitive pressure from AI-native design tools and a transitional business-model shift, whereas Bentley contends with concentration risk, currency exposure, and a premium valuation. Sentiment toward both has improved recently, but from a weaker base, and each stock's market positioning reflects a different balance of diversification versus specialization.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor the stock demonstrating more consistent trend stability and clearer near-term catalysts. Both ADSK and BSY are rebuilding momentum after extended drawdowns, but Bentley's comparatively stronger relative momentum in recent weeks, improving analyst sentiment, and accelerating resources-sector growth give it a modest edge in trend-based evaluation. Autodesk's scale, diversified revenue, and superior cash generation support a more defensive profile, which may appeal when broader software volatility is elevated. Ultimately, the verdict is probabilistic rather than definitive: the AI would lean toward the name whose trend consistency and catalyst visibility are strongest at the time of evaluation, while monitoring both for changes in relative strength.
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 BSY is a Hold.
Momentum Indicator for ADSK turns positive, indicating new upward trend
ADSK saw its Momentum Indicator move above the 0 level on October 30, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 84 similar instances where the indicator turned positive. In 61 of the 84 cases, the stock moved higher in the following days. The odds of a move higher are at 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for ADSK just turned positive on October 05, 2026. Looking at past instances where ADSK's MACD turned positive, the stock continued to rise in 33 of 50 cases over the following month. The odds of a continued upward trend are 66%.
ADSK moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for ADSK crossed bullishly above the 50-day moving average on October 16, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 53%.
Following a +6.69% 3-day Advance, the price is estimated to grow further. Considering data from situations where ADSK advanced for three days, in 207 of 326 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
The Aroon Indicator entered an Uptrend today. In 139 of 198 cases where ADSK Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 70%.
Bearish Trend Analysis
The RSI Oscillator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where ADSK declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
ADSK broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 19 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. ADSK’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 84 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (16.629) is normal, around the industry mean (-2.611). P/E Ratio (34.641) is within average values for comparable stocks, (15.348). Projected Growth (PEG Ratio) (0.797) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.067) among similar stocks. P/S Ratio (6.024) is also within normal values, averaging (70.854).
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. ADSK’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
BSY sees its 50-day moving average cross bullishly above its 200-day moving average
The 50-day moving average for BSY moved above the 200-day moving average on October 15, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 05, 2026. You may want to consider a long position or call options on BSY as a result. In 64 of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 67%.
The Moving Average Convergence Divergence (MACD) for BSY just turned positive on September 30, 2026. Looking at past instances where BSY's MACD turned positive, the stock continued to rise in 34 of 54 cases over the following month. The odds of a continued upward trend are 63%.
BSY moved above its 50-day moving average on October 05, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BSY crossed bullishly above the 50-day moving average on October 13, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 61%.
Following a +6.92% 3-day Advance, the price is estimated to grow further. Considering data from situations where BSY advanced for three days, in 167 of 284 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 124 of 198 cases where BSY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 63%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 11 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 22 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BSY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 73%.
BSY broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 38 (best 1 - 100 worst), indicating steady price growth. BSY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 39 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 77 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (11.294) is normal, around the industry mean (-2.611). P/E Ratio (48.323) is within average values for comparable stocks, (15.348). Projected Growth (PEG Ratio) (1.204) is also within normal values, averaging (2.824). Dividend Yield (0.006) settles around the average of (0.067) among similar stocks. P/S Ratio (6.341) is also within normal values, averaging (70.854).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BSY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
ADSK | BSY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 45 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 19 | 39 | |
PRICE GROWTH RATING 1..100 | 44 | 38 | |
P/E GROWTH RATING 1..100 | 88 | 77 | |
SEASONALITY SCORE 1..100 | 18 | 25 |
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.
ADSK's Valuation (84) in the Packaged Software industry is in the same range as BSY (86) in the null industry. This means that ADSK’s stock grew similarly to BSY’s over the last 12 months.
ADSK's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as BSY (100) in the null industry. This means that ADSK’s stock grew similarly to BSY’s over the last 12 months.
ADSK's SMR Rating (19) 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 (38) in the null industry is in the same range as ADSK (44) 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 (77) in the null industry is in the same range as ADSK (88) 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 (%) | 2 days ago 58% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 80% | 3 days ago 65% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 66% | 7 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 63% |
| Advances ODDS (%) | 4 days ago 63% | 4 days ago 59% |
| Declines ODDS (%) | 10 days ago 68% | 29 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 63% |
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 overvalued. 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 while BSY’s FA Score has 0 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- BSY’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 BSY’s TA Score has 7 bullish TA indicator(s).
- ADSK’s TA Score: 6 bullish, 4 bearish.
- BSY’s TA Score: 7 bullish, 4 bearish.
Price Growth
ADSK (@Packaged Software) experienced а +11.43% price change this week, while BSY (@Packaged Software) price change was +10.68% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.53%. For the same industry, the average monthly price growth was -5.90%, and the average quarterly price growth was -4.60%.
Reported Earning Dates
ADSK is expected to report earnings on Nov 24, 2026.
BSY is expected to report earnings on Mar 02, 2027.
Industries' Descriptions
@Packaged Software (-4.53% 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.
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BSY and
Correlation & Price change
A.I.dvisor indicates that over the last year, BSY has been closely correlated with ADSK. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSY jumps, then ADSK could also see price increases.
| Ticker / NAME | Correlation To BSY | 1D Price Change % | ||
|---|---|---|---|---|
| BSY | 100% | +3.58% | ||
| ADSK - BSY | 71% Closely correlated | +7.04% | ||
| APPF - BSY | 67% Closely correlated | +5.86% | ||
| MANH - BSY | 66% Loosely correlated | +2.07% | ||
| COIN - BSY | 66% Loosely correlated | +4.16% | ||
| VERX - BSY | 65% Loosely correlated | +4.33% | ||
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