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ADSK vs CRWD
Which Stock Would AI Choose? Autodesk (ADSK) vs. CrowdStrike (CRWD) Stock Comparison
Key Takeaways
- Autodesk (ADSK) is a dominant force in design and engineering software, with trailing twelve-month revenue of $7.51 billion and approximately 18% year-over-year growth, yet its stock has declined roughly 26% year-to-date amid broader tech sector pressure.
- CrowdStrike (CRWD) remains a cybersecurity powerhouse with annual recurring revenue (ARR) exceeding $4.9 billion and revenue growth above 22%, though premium valuation has raised questions about near-term upside potential.
- Both companies operate subscription-heavy business models with strong recurring revenue streams, but they serve fundamentally different markets — design-and-make software versus cloud-native cybersecurity.
- ADSK trades at a forward P/E (price-to-earnings ratio) near 17 with a consensus analyst price target implying approximately 45% upside, while CRWD's valuation premium leaves narrower room for multiple expansion.
- Institutional sentiment has been mixed for both stocks, with some funds rotating out of high-multiple tech names while others maintain conviction in long-term secular growth stories.
- The contrast between ADSK's discounted valuation and CRWD's premium pricing makes this a particularly instructive comparison for investors weighing growth against value in the current market environment.
Introduction
ADSK and CRWD occupy distinct corners of the technology landscape — one powering how the world designs and builds, the other protecting how enterprises operate securely in the cloud. Despite their different end markets, both stocks attract similar investor profiles: those seeking exposure to durable software franchises with recurring revenue, high customer retention, and secular growth tailwinds. This comparison examines how Autodesk and CrowdStrike stack up across business fundamentals, recent stock performance, growth drivers, and market positioning. For traders and long-term investors alike, understanding the trade-offs between a value-oriented software incumbent and a premium-priced cybersecurity leader offers a useful lens on broader market dynamics.
ADSK Overview and Recent Performance
ADSK, headquartered in San Francisco, is a multinational software corporation best known for its flagship AutoCAD product and a broad portfolio spanning architecture, engineering, construction, and operations (AECO), manufacturing (MFG), and media and entertainment (M&E). With over 4 million paid subscribers across 180 countries, Autodesk has successfully transitioned its business to a subscription-based model, with recurring revenue now representing approximately 97% of total sales.
In recent months, Autodesk has delivered solid operational results. The company's most recent quarterly report showed revenue of $1.85 billion, representing 18% year-over-year growth, while non-GAAP (non-Generally Accepted Accounting Principles) operating margin reached 38%. Its AECO segment has been a standout performer, benefiting from sustained investment in data centers, infrastructure, and industrial construction. The company has also been integrating AI capabilities across its platform, building industry-specific foundation models capable of reasoning about 2D and 3D geometry and design data.
Despite these operational strengths, ADSK shares have faced considerable selling pressure in 2026. The stock has declined approximately 26% year-to-date, trading near $218 after reaching a 52-week high above $329 in late 2025. The 52-week low of $185.50 was reached in late June 2026. This disconnect between fundamental performance and share price reflects broader market headwinds for software stocks, macroeconomic uncertainty, and some investor caution around the pace of AI monetization. Analyst sentiment, however, remains constructive: the consensus rating is a Strong Buy with an average price target of approximately $318, suggesting potential upside of roughly 45%.
CRWD Overview and Recent Performance
CRWD, based in Austin, Texas, is a global leader in cloud-native cybersecurity. Its Falcon platform provides endpoint protection, cloud workload security, identity protection, threat intelligence, and extended detection and response (XDR) — a unified security approach that correlates threat data across multiple layers of an organization's technology environment. The company gained widespread recognition for detecting the SolarWinds breach in 2020 and has since cemented its position as one of the most trusted names in enterprise security.
CrowdStrike's business momentum has been impressive. In its most recently reported quarter, revenue grew 22% year-over-year to $1.23 billion, while ARR reached $4.92 billion — up 23% from the prior year. Notably, net new ARR hit a record $265 million in the quarter, signaling that customer expansion remains robust. Platform consolidation has been a central theme: approximately 66% of customers now use at least five or more CrowdStrike modules, demonstrating the stickiness and cross-sell success of the Falcon ecosystem.
The company has also earned significant industry recognition, including top honors in the 2025 Frost Radar for SaaS (Software as a Service) Security Posture Management for a second consecutive year. However, CRWD's valuation has become a central point of debate. The stock trades at a substantial premium to the broader software group on both forward revenue and earnings multiples. Some institutional investors, including Sands Capital and TimesSquare Capital, have trimmed or exited positions citing market-cap considerations and a more balanced risk-reward profile elsewhere. The stock's strong long-term performance — shares gained roughly 47% over a recent 52-week period — has pulled forward significant expectations, making the stock more sensitive to any deviation from flawless execution.
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Head-to-Head Comparison
Business Model and End Markets. Autodesk serves industries tied to physical design and construction — architecture, engineering, manufacturing, and media. Its revenue is closely linked to global construction spending, infrastructure investment, and manufacturing activity. CrowdStrike, by contrast, operates in cybersecurity, where demand is driven by threat proliferation, regulatory mandates, and enterprise digital transformation. While both benefit from subscription-based recurring revenue, Autodesk's growth is more cyclical and macro-sensitive, whereas CrowdStrike's demand profile is more defensive and necessity-driven.
Growth Trajectory. Both companies are growing at a similar pace — roughly 18–22% annually — but from different base sizes. Autodesk's $7.5 billion revenue base is substantially larger than CrowdStrike's approximately $4.8 billion run rate, making Autodesk's sustained double-digit growth arguably more impressive given maturity. CrowdStrike's ARR acceleration, however, suggests its growth runway may be longer, fueled by module adoption and platform consolidation.
Valuation. This is where the two stocks diverge most sharply. ADSK trades at a forward P/E below 17, well beneath many software peers, reflecting the market's current skepticism toward its end-market exposure and the pace of AI monetization. CRWD, meanwhile, commands a premium valuation that prices in years of robust growth. For value-conscious investors, ADSK's discount may appear compelling; for growth-oriented investors, CRWD's premium may be justified by its leadership position and expansive total addressable market.
Risk Factors. Autodesk faces risks from macroeconomic softening in construction and manufacturing, geopolitical uncertainty affecting international markets, and the challenge of converting AI investment into revenue growth. CrowdStrike's risks center on valuation sensitivity, intense competition from rivals like Palo Alto Networks and Microsoft, and the lingering reputational impact of the July 2024 platform outage, though customer retention metrics suggest the company has largely rebuilt trust.
Tickeron AI Verdict
Based on observable market data and trend analysis, Tickeron's AI-driven framework would likely find a more favorable near-term setup in ADSK. The stock's significant year-to-date decline has brought its valuation to levels that, historically, have attracted institutional accumulation. With a forward P/E below 17, a Strong Buy analyst consensus, and a price target implying roughly 45% upside, the risk-reward profile appears asymmetric — particularly for investors with a multi-quarter time horizon. While CRWD continues to demonstrate superior business momentum and competitive positioning, its premium valuation leaves less margin for error and may limit upside until earnings growth catches up with market expectations. That said, CRWD's trend consistency and recurring revenue quality remain exceptional, and in a risk-off environment its defensive cybersecurity exposure could prove more resilient. The AI verdict tilts toward ADSK on valuation and mean-reversion potential, while acknowledging CRWD's stronger near-term operational momentum and secular tailwinds.
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 Hold and CRWD 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 whileCRWD’s FA Score has 1 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- CRWD’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 4 TA indicator(s) are bullish while CRWD’s TA Score has 3 bullish TA indicator(s).
- ADSK’s TA Score: 4 bullish, 4 bearish.
- CRWD’s TA Score: 3 bullish, 5 bearish.
Price Growth
ADSK (@Packaged Software) experienced а -5.44% price change this week, while CRWD (@Computer Communications) price change was -9.98% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.90%. For the same industry, the average monthly price growth was -0.31%, and the average quarterly price growth was -13.02%.
The average weekly price growth across all stocks in the @Computer Communications industry was -5.04%. For the same industry, the average monthly price growth was -3.63%, and the average quarterly price growth was -4.37%.
Reported Earning Dates
ADSK is expected to report earnings on Aug 27, 2026.
CRWD is expected to report earnings on Sep 02, 2026.
Industries' Descriptions
@Packaged Software (-4.90% 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 (-5.04% 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 | CRWD | ADSK / CRWD | |
| Capitalization | 43.3B | 187B | 23% |
| EBITDA | 2.33B | 329M | 707% |
| Gain YTD | -30.658 | 56.515 | -54% |
| P/E Ratio | 29.96 | 765.02 | 4% |
| Revenue | 7.51B | 5.09B | 147% |
| Total Cash | 2.92B | 4.55B | 64% |
| Total Debt | 2.72B | 821M | 332% |
ADSK | CRWD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 71 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 18 | |
SMR RATING 1..100 | 20 | 92 | |
PRICE GROWTH RATING 1..100 | 61 | 36 | |
P/E GROWTH RATING 1..100 | 94 | 64 | |
SEASONALITY SCORE 1..100 | 75 | 85 |
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 (74) in the Packaged Software industry is in the same range as CRWD (100) in the null industry. This means that ADSK’s stock grew similarly to CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (18) in the null industry is significantly better than the same rating for ADSK (100) in the Packaged Software industry. This means that CRWD’s stock grew significantly faster than ADSK’s over the last 12 months.
ADSK's SMR Rating (20) in the Packaged Software industry is significantly better than the same rating for CRWD (92) in the null industry. This means that ADSK’s stock grew significantly faster than CRWD’s over the last 12 months.
CRWD's Price Growth Rating (36) in the null industry is in the same range as ADSK (61) in the Packaged Software industry. This means that CRWD’s stock grew similarly to ADSK’s over the last 12 months.
CRWD's P/E Growth Rating (64) in the null industry is in the same range as ADSK (94) in the Packaged Software industry. This means that CRWD’s stock grew similarly to ADSK’s over the last 12 months.
| ADSK | CRWD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 83% |
| Advances ODDS (%) | 8 days ago 63% | 11 days ago 81% |
| Declines ODDS (%) | 3 days ago 68% | 2 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 74% | 2 days ago 66% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 83% |
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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 68% 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% | +0.86% | ||
| BSY - ADSK | 68% Closely correlated | +1.28% | ||
| PTC - ADSK | 66% Loosely correlated | -0.05% | ||
| CLSK - ADSK | 63% Loosely correlated | +1.86% | ||
| CRWD - ADSK | 63% Loosely correlated | -2.65% | ||
| PANW - ADSK | 62% Loosely correlated | -2.88% | ||
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CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with PANW. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then PANW could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | -2.65% | ||
| PANW - CRWD | 77% Closely correlated | -2.88% | ||
| OKTA - CRWD | 70% Closely correlated | -0.43% | ||
| NOW - CRWD | 68% Closely correlated | -3.69% | ||
| TENB - CRWD | 66% Closely correlated | -3.69% | ||
| ZS - CRWD | 66% Loosely correlated | -1.80% | ||
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