Autodesk
ADSK · Application Software
$252.20
1.1%Workday
WDAY · Application Software
$209.99
0.0%The short version
- Workday is the larger business, with $9.6B of revenue in fiscal 2026 against $7.2B for Autodesk.
- Autodesk grew revenue faster (17.5%, against 13.1%).
- Autodesk kept more of each dollar of sales as operating profit (21.9% operating margin, against 7.6% operating margin).
- Autodesk turned more of its sales into free cash flow (33.4% FCF margin, against 29.1% FCF margin).
- Autodesk earned a higher return on the capital invested in it (37.0%, against 10.6%).
- Investors pay more for each dollar of Workday’s earnings: a P/E of 42.5x against 32.7x for Autodesk.
| Latest fiscal year | ADSK · FY26 | WDAY · FY26 |
|---|---|---|
| Size | ||
| Market cap | $53.2B | $51.7B |
| Revenue | $7.2B | $9.6B |
| Free cash flow | $2.4B | $2.8B |
| Net income | $1.1B | $693M |
| Growth | ||
| Revenue growth | 17.5% | 13.1% |
| 5-year growth | 13.7% | 17.2% |
| Share count change | −0.9% | −0.4% |
| Profitability | ||
| Gross margin | 91.0% | — |
| Operating margin | 21.9% | 7.6% |
| Net margin | 15.6% | 7.3% |
| FCF margin | 33.4% | 29.1% |
| Return on capital | 37.0% | 10.6% |
| Return on equity | 39.7% | 8.2% |
| Balance sheet | ||
| Net debt | −$97.0M | −$2.5B |
| Net debt / EBITDA | −0.1x | −2.6x |
| Dividends and buybacks | $1.4B | $2.9B |
| Valuation & quality | ||
| P/E | 32.7x | 42.5x |
| Piotroski F-score | 8 | 7 |
FY17
ADSK $2.0B
WDAY $1.6B
FY18
ADSK $2.1B
WDAY $2.1B
FY19
ADSK $2.6B
WDAY $2.8B
FY20
ADSK $3.3B
WDAY $3.6B
FY21
ADSK $3.8B
WDAY $4.3B
FY22
ADSK $4.4B
WDAY $5.1B
FY23
ADSK $5.0B
WDAY $6.2B
FY24
ADSK $5.5B
WDAY $7.3B
FY25
ADSK $6.1B
WDAY $8.4B
FY26
ADSK $7.2B
WDAY $9.6B
ADSK
WDAY
FY17
ADSK −24.6%
WDAY −22.4%
FY18
ADSK −24.8%
WDAY −14.2%
FY19
ADSK −1.0%
WDAY −16.4%
FY20
ADSK 10.5%
WDAY −13.9%
FY21
ADSK 16.6%
WDAY −5.8%
FY22
ADSK 14.1%
WDAY −2.3%
FY23
ADSK 19.8%
WDAY −3.6%
FY24
ADSK 20.5%
WDAY 2.5%
FY25
ADSK 22.1%
WDAY 4.9%
FY26
ADSK 21.9%
WDAY 7.6%
ADSK
WDAY
FY17
ADSK $93.7M
WDAY $230M
FY18
ADSK −$49.8M
WDAY $324M
FY19
ADSK $310M
WDAY $404M
FY20
ADSK $1.4B
WDAY $621M
FY21
ADSK $1.3B
WDAY $1.0B
FY22
ADSK $1.5B
WDAY $1.4B
FY23
ADSK $2.0B
WDAY $1.3B
FY24
ADSK $1.3B
WDAY $1.9B
FY25
ADSK $1.6B
WDAY $2.2B
FY26
ADSK $2.4B
WDAY $2.8B
ADSK
WDAY
FY17
ADSK —
WDAY —
FY18
ADSK —
WDAY —
FY19
ADSK −4.3%
WDAY −16.4%
FY20
ADSK —
WDAY −18.3%
FY21
ADSK —
WDAY −11.8%
FY22
ADSK 42.2%
WDAY −5.4%
FY23
ADSK 55.4%
WDAY −6.8%
FY24
ADSK 54.8%
WDAY 6.4%
FY25
ADSK 44.0%
WDAY 9.4%
FY26
ADSK 37.0%
WDAY 10.6%
ADSK
WDAY
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.