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ADSK vs MSFT
Which Stock Would AI Choose? Autodesk (ADSK) vs. Microsoft (MSFT) Stock Comparison
Key Takeaways
- Autodesk (ADSK) shares have shown resilience with a 2-3% gain in recent weeks amid acquisitions like Rhumbix and a new small business initiative, though year-to-date returns stand at around -17%.
- Microsoft (MSFT) reported strong Q3 earnings with 18% quarterly revenue growth to $82.9 billion and AI revenue surging 123% year-over-year, but shares dipped post-earnings due to high capex concerns.
- ADSK trades at a higher trailing P/E of 47.6 versus MSFT's 24.5, reflecting Autodesk's specialized design software focus against Microsoft's diversified cloud and AI dominance.
- Both stocks exhibit volatility in recent market activity, with MSFT benefiting from Azure's 34-40% growth while ADSK advances AI integrations in architecture, engineering, and construction (AEC).
- Market caps differ starkly: MSFT at $3.07 trillion dwarfs ADSK's $52 billion, highlighting scale advantages in cloud infrastructure investments.
- Recent sentiment shifts favor stability in large-cap tech like MSFT, though ADSK shows undervaluation potential per forward P/E metrics.
Introduction
Autodesk (ADSK) and Microsoft (MSFT) represent key players in software and technology, with Autodesk specializing in design and engineering tools for architecture, manufacturing, and media, while Microsoft dominates in cloud computing, productivity suites, and AI services. This stock comparison is relevant for traders eyeing sector rotation in tech amid AI-driven transformations and investors assessing relative performance in a volatile market. Both have navigated recent earnings beats and macroeconomic pressures, offering insights into growth potential, valuation trade-offs, and market positioning in the ongoing shift toward cloud and intelligent automation.
ADSK Overview and Recent Performance
Autodesk (ADSK), a leader in 3D design, engineering, and entertainment software, powers industries like architecture, engineering, construction (AEC), and manufacturing through its subscription-based Design and Make Platform. The company has transitioned to a cloud-enabled model, emphasizing AI integrations for real-time data capture and automation. In recent market activity, ADSK shares have climbed about 2-3% over the past month, outperforming broader indices on select days despite year-to-date declines near 17%. Key influences include the completion of the Rhumbix acquisition to boost jobsite data capabilities and the launch of Autodesk for Small Business, targeting faster-growing design firms. Q4 FY2026 revenue hit $1.96 billion, up 19% year-over-year, with strong billings linearity supporting sentiment amid sales optimization efforts. Risks like analyst downgrades and restructuring charges have tempered gains, yet forward P/E of 19.9 suggests undervaluation relative to growth prospects.
MSFT Overview and Recent Performance
Microsoft (MSFT) is a technology powerhouse spanning productivity tools (Microsoft 365), intelligent cloud (Azure), and personal computing, with accelerating focus on AI via Copilot and OpenAI integrations. Its diversified revenue streams—cloud at over 50% of total—drive scale in enterprise solutions. Recent weeks saw MSFT shares fluctuate post-Q3 earnings, dipping despite beats, with year-to-date returns around -15% amid broader tech pullbacks. Q3 FY2026 revenue reached $82.9 billion, up 18% year-over-year, fueled by Azure's 34% growth and AI revenue jumping 123%. Elevated capital expenditures nearing $190 billion for FY2026, primarily for AI data centers, have raised margin concerns, influencing sentiment. Partnerships in manufacturing AI and strong analyst targets (average $560) underscore catalysts, balanced against supply chain constraints for GPUs.
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Head-to-Head Comparison
Autodesk (ADSK) focuses on niche design software with AEC and manufacturing exposure, boasting 19% quarterly revenue growth but higher risk from sales restructuring and competition in specialized tools. Microsoft (MSFT) offers broader diversification across cloud (Azure), productivity, and AI, with massive scale enabling $190 billion capex for infrastructure—though this pressures short-term margins. Recent momentum favors MSFT's AI catalysts like 123% growth, versus ADSK's acquisitions; however, ADSK's lower forward P/E (19.9 vs. 21.5) highlights valuation appeal. Sector risks include AI disruption to legacy software seats for both, but MSFT's market sentiment benefits from enterprise adoption, while ADSK faces analyst caution. Trade-offs: MSFT for stability and growth drivers, ADSK for specialized upside.
Tickeron AI Verdict
Tickeron’s AI currently leans toward Microsoft (MSFT) based on superior trend consistency in cloud/AI revenue (18% growth, 123% AI surge), greater stability from diversification, and stronger catalysts like Azure expansion amid high demand. Autodesk (ADSK) shows promise in design niches but trails in relative positioning due to restructuring risks and softer momentum. Probabilistic edge favors MSFT for near-term outperformance, though ADSK could rebound on execution.
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 Disclaimers and Limitations.
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 MSFT 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 whileMSFT’s FA Score has 1 green FA rating(s).
- ADSK’s FA Score: 1 green, 4 red.
- MSFT’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 MSFT’s TA Score has 5 bullish TA indicator(s).
- ADSK’s TA Score: 5 bullish, 3 bearish.
- MSFT’s TA Score: 5 bullish, 4 bearish.
Price Growth
ADSK (@Packaged Software) experienced а +3.96% price change this week, while MSFT (@Computer Communications) price change was +2.37% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.16%. For the same industry, the average monthly price growth was -3.74%, and the average quarterly price growth was +24.56%.
The average weekly price growth across all stocks in the @Computer Communications industry was -0.34%. For the same industry, the average monthly price growth was +2.06%, and the average quarterly price growth was +21.97%.
Reported Earning Dates
ADSK is expected to report earnings on May 28, 2026.
MSFT is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Packaged Software (-2.16% 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 (-0.34% 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 | MSFT | ADSK / MSFT | |
| Capitalization | 51.6B | 3.1T | 2% |
| EBITDA | 1.99B | 199B | 1% |
| Gain YTD | -17.516 | -13.491 | 130% |
| P/E Ratio | 46.68 | 24.86 | 188% |
| Revenue | 7.21B | 318B | 2% |
| Total Cash | 2.6B | 78.2B | 3% |
| Total Debt | 2.73B | 57B | 5% |
ADSK | MSFT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 51 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 51 | |
SMR RATING 1..100 | 23 | 28 | |
PRICE GROWTH RATING 1..100 | 59 | 57 | |
P/E GROWTH RATING 1..100 | 70 | 80 | |
SEASONALITY SCORE 1..100 | 50 | 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.
MSFT's Valuation (51) in the Packaged Software industry is in the same range as ADSK (81). This means that MSFT’s stock grew similarly to ADSK’s over the last 12 months.
MSFT's Profit vs Risk Rating (51) in the Packaged Software industry is somewhat better than the same rating for ADSK (100). This means that MSFT’s stock grew somewhat faster than ADSK’s over the last 12 months.
ADSK's SMR Rating (23) in the Packaged Software industry is in the same range as MSFT (28). This means that ADSK’s stock grew similarly to MSFT’s over the last 12 months.
MSFT's Price Growth Rating (57) in the Packaged Software industry is in the same range as ADSK (59). This means that MSFT’s stock grew similarly to ADSK’s over the last 12 months.
ADSK's P/E Growth Rating (70) in the Packaged Software industry is in the same range as MSFT (80). This means that ADSK’s stock grew similarly to MSFT’s over the last 12 months.
| ADSK | MSFT | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 32% |
| Stochastic ODDS (%) | 1 day ago 73% | 1 day ago 53% |
| Momentum ODDS (%) | 1 day ago 63% | 1 day ago 66% |
| MACD ODDS (%) | 1 day ago 66% | 1 day ago 51% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 60% |
| Advances ODDS (%) | 1 day ago 64% | 3 days ago 65% |
| Declines ODDS (%) | 8 days ago 65% | 8 days ago 54% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 64% |
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ADSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, ADSK has been loosely correlated with INTU. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if ADSK jumps, then INTU could also see price increases.
| Ticker / NAME | Correlation To ADSK | 1D Price Change % | ||
|---|---|---|---|---|
| ADSK | 100% | +0.28% | ||
| INTU - ADSK | 64% Loosely correlated | -0.86% | ||
| CLSK - ADSK | 63% Loosely correlated | +9.30% | ||
| CRWD - ADSK | 63% Loosely correlated | -0.32% | ||
| DT - ADSK | 63% Loosely correlated | +0.28% | ||
| CRM - ADSK | 62% Loosely correlated | -0.03% | ||
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MSFT and
Correlation & Price change
A.I.dvisor indicates that over the last year, MSFT has been loosely correlated with NOW. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if MSFT jumps, then NOW could also see price increases.
| Ticker / NAME | Correlation To MSFT | 1D Price Change % | ||
|---|---|---|---|---|
| MSFT | 100% | -1.44% | ||
| NOW - MSFT | 61% Loosely correlated | -1.54% | ||
| CDNS - MSFT | 56% Loosely correlated | -2.27% | ||
| COIN - MSFT | 56% Loosely correlated | +2.12% | ||
| CLSK - MSFT | 54% Loosely correlated | +9.30% | ||
| ADSK - MSFT | 54% Loosely correlated | +0.28% | ||
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