Autodesk, Inc. (ADSK)
Vertical SaaSSaaS Metrics & Investor Data — Q2 2026
analyticsEditorial Financial Analysis
Financial Performance & Trajectory
Autodesk demonstrates a robust financial trajectory characterized by accelerating revenue growth and exceptional profitability. Over the trailing twelve months (TTM) ending April 2026, revenue reached $7.18B, with YoY growth expanding from 11.2% in Q4 2025 to 17.2% in Q2 2026. This re-acceleration, following a period of mid-teens growth, signals successful execution of its subscription and enterprise business model. Gross margins remain structurally high and stable at 90.8%–91.0%, reflecting Autodesk’s dominant position in design software with low variable costs. Critically, free cash flow (FCF) margins have improved markedly, rising from 31.9% in Q4 2025 to 36.7% in Q2 2026, indicating strong cash conversion and pricing power.
Operational & Go-to-Market (GTM) Efficiency
The company’s GTM efficiency is best captured by the Rule of 40 score, which has surged from 43.2 to 53.8 over the observed period. This leap, driven by both higher growth and expanding margins, places Autodesk firmly in elite SaaS territory. While net revenue retention (NRR) and CAC payback data are unavailable, the sustained improvement in FCF margins alongside top-line acceleration suggests that reinvestments in R&D and sales are yielding superior unit economics. The combination of 17%+ growth with a 36%+ FCF margin implies a highly efficient operating model where incremental revenue flows through to cash flow at an accelerating rate.
Market Valuation & Sentiment
Despite operational excellence, Autodesk’s valuation multiple has compressed. The EV/Revenue ratio fell from 7.5x in Q4 2025 to 6.9x in Q2 2026, even as growth and margins improved. This compression likely reflects broader market rotation or skepticism about sustaining the growth acceleration. Insider activity is notably absent, with zero buys and net selling of $7.6M over the last ten filings, signaling a neutral-to-cautious internal outlook. Conversely, Wall Street sentiment remains bullish: the consensus is a Buy (38 Buys, 9 Holds, 4 Sells) with an average price target of $322.45, implying approximately 10% upside from current levels. This divergence between insider caution and analyst optimism warrants monitoring, though the fundamental trajectory remains strong.
Disclaimer: The editorial financial analysis above is generated using data sourced from SEC EDGAR filings and Wall Street consensus ratings. This analysis is provided for informational and educational purposes only and does not constitute financial, investment, or professional advice. Readers should conduct their own research or consult with a registered financial advisor before making any investment decisions.
Autodesk, Inc. (ADSK) is a Vertical SaaS SaaS company with a market cap of N/A as of Q2 2026. The company trades at N/A EV/Revenue and has delivered +17.2% revenue growth year-over-year. With a gross margin of 91% and FCF margin of 36.7%, Autodesk, Inc. scores 54 on the Rule of 40 — placing it in the top quartile of public SaaS companies tracked by SaaSDB.
compare_arrowsSector Benchmarking
Latest company metrics compared to the Vertical SaaS sector medians
Rule of 40 is 53.8% (sector median: 30.2%) — outperforming peers by 23.6%.
Revenue Growth is 17.2% (sector median: 15.5%) — in-line with peers.
Gross Margin is 90.8% (sector median: 74.1%) — outperforming peers by 16.7%.
FCF Margin is 36.7% (sector median: 11.9%) — outperforming peers by 24.8%.
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rocket_launchFounder & Operator Metrics
Not publicly disclosed by this company: Net Revenue Retention·Gross Retention·ARR·ARR Growth·CAC Payback
trending_upEfficiency & Investment Trends
biotechR&D Intensity Trend
R&D expense as % of revenue over time
insightsOperating Leverage Trend
Operating leverage ratio (margin expansion vs growth)
Growing efficiently. Operating income is expanding faster than revenue growth, indicating positive operating leverage.
Insider Trading Activity
90-Day Insider Sentiment: Bullish / Net Buying. Insiders executed 3 buy transactions (totaling $1.2M) with zero sells. Last activity on Jun 16, 2026.
Analyst Ratings
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