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Ticker UpdateThursday, July 2, 2026

$ADSK Score Jumps +16 to 80 as Quality and Growth Shine

Autodesk's ACCE composite score rose from 64 to 80. Here's what the data shows about growth, quality, and where the caution flags still sit.

Adrien Chantreuil
Adrien Chantreuil
Founder, ACCE Investments

What changed

Autodesk's ($ADSK) ACCE composite score moved from 64 to 80, a delta of +16. That is a meaningful single-step move, and the underlying breakdown explains why: Growth scores 88/100, Quality scores 88/100, and Value scores 64/100. The two high-scoring pillars are doing the heavy lifting here.

On the growth side, the data is hard to ignore. Year-over-year revenue is up 18.4%, and year-over-year earnings growth came in at +231.4%. That kind of earnings acceleration, even if it reflects a low prior-year base, is exactly what pushes a Growth subscore toward the top of the range. $ADSK also beat Q2 FY2026 earnings estimates, though only by 0.1%, so the beat itself is narrow.

Quality metrics back up the 88/100 Quality subscore. Return on equity sits at 50.4%, net margin at 19.5%, FCF yield at 5.9%, and earnings quality is flagged as strong. A business generating free cash flow at nearly 6% of its price while maintaining margins above 19% is running efficiently. The ROE figure in particular signals that management is extracting strong returns from the equity base.

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What it means

A score of 80 puts $ADSK in clearly positive territory on the ACCE composite, but the breakdown tells a more nuanced story. The Value subscore of 64 is the weakest of the three, and that is worth paying attention to. The trailing P/E sits at 29.2, while the forward P/E drops to 15.5, which suggests the market is pricing in continued earnings growth. If that growth materialises, the forward multiple looks reasonable. If it slows, the valuation cushion is thin.

The 6-model fair value estimate of $250.64 implies roughly 24.0% upside from the current price of $202.19. The analyst consensus target of $318.53 sits considerably higher. Neither figure is a guarantee, but both point in the same direction relative to where the stock trades today.

The one number that demands context is the 1-year return of -35.1%. The score improvement to 80 reflects current fundamentals, not recent price performance. A stock can have strong quality and growth metrics while still being in a drawdown, and that is precisely the situation here. The score move suggests the underlying business has strengthened, but the price history is a reminder that sentiment and fundamentals can diverge for extended periods.

For the full current price and live data, visit acceinvestments.com/stocks/ADSK.

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