ADSKQueued from the May 25, 2026 S&P 500 market-cap snapshot ranks 201-225; market data refreshed on 2026-06-02.

Autodesk

Autodesk develops design, engineering, construction, manufacturing, and media software for professionals and enterprises.

CompaniesMarketCap Product analyses

Metadata

Where this company sits

Ticker: ADSK
Rank snapshot: ≈ 225
Sector: Information Technology
Industry: Software & Cloud Platforms
Region: United States
Index: S&P 500 · Top 225 by market cap

Metrics

Scoring view

Every metric is paired with a short rationale. The numbers are deliberate, not divine.

Moat

8.0/10

Autodesk controls widely adopted professional CAD and BIM workflows, has deep product breadth, and benefits from switching costs around files, training, extensions, and cross-firm collaboration.

Decentralizability

5.0/10

Design software can be decentralized through open formats, open-source modeling tools, and federated project repositories, but enterprise CAD and BIM workflows still require high reliability, interoperability, training, and support.

Profitability

8.0/10

Autodesk reported substantial recurring software revenue and positive net income in its fiscal 2025 annual report, consistent with a profitable scaled software franchise.

Price / Earnings

44.9x

CompaniesMarketCap reported Autodesk's trailing P/E ratio at about 44.9 as of June 2026.

Market cap

$50.2B

CompaniesMarketCap reported Autodesk's market capitalization at about $50.24 billion as of June 2026.

Freed-up capital potential

$8.0B

Derived from market cap, moat resistance, decentralizability, and profitability. It is a directional estimate of value capture that could come under pressure if open alternatives compound.

Narrative

Why the company matters

A short editorial overview plus the current thesis on moat strength and decentralization pressure.

Business

Autodesk sells software used by architects, engineers, builders, manufacturers, infrastructure firms, and media creators, with flagship products including AutoCAD and Revit.

The business has shifted toward recurring subscriptions and cloud-connected workflows, which raises switching costs for professional teams that depend on shared file formats, standards, training, and project history.

Registry relevance

Autodesk is a strong fit for the registry because CAD and BIM tools sit upstream of physical production: drawings, building models, fabrication files, and construction coordination can all become chokepoints.

Open-source CAD, openBIM, IFC tooling, and local fabrication workflows create credible pressure on closed design stacks even when incumbents remain stronger for enterprise support and mature workflows.

Moat reading

Autodesk's moat comes from professional workflow lock-in, ecosystem depth, file-format gravity, training familiarity, enterprise procurement, and tight integration across design and construction disciplines.

AutoCAD's DWG-centered workflows and Revit's BIM collaboration patterns make migration difficult for firms that coordinate across many contractors, consultants, regulators, and legacy projects.

Decentralization reading

Autodesk is not inherently decentralized: its commercial model depends on proprietary software, subscription licensing, and Autodesk-controlled product roadmaps.

The decentralization opportunity is strongest where open standards and open tools can let designers, fabricators, and owners keep project knowledge in portable formats such as DXF, STEP, and IFC, reducing dependence on one vendor for long-lived physical assets.

Products

Where the moat actually touches users

These pages zoom into the products and services that matter most to each company, the alternatives already nibbling at them, and 2 structured disruption concepts across the current product set.

2 disruption concepts tracked0 documented exceptions

AutoCAD

Computer-aided design software

1 concept

AutoCAD is Autodesk's 2D and 3D drafting platform for CAD workflows across architecture, engineering, construction, manufacturing, and related technical fields.

Open analysis

Revit

Building information modeling software

1 concept

Revit is Autodesk's BIM software for architecture, engineering, and construction teams designing and documenting buildings and infrastructure.

Open analysis

Technology waves

Strategic lenses

These are the repo's explicit bias terms: the technologies expected to keep making incumbents less inevitable over time.

Additive manufacturing

3D plastic and metal printing keep collapsing the minimum viable factory into something much smaller, cheaper, and more local.

• Hardware moats tied to long-tail spare parts and custom enclosures should weaken over time.
• Localized production improves resilience for niche components and repair ecosystems.
• Software plus design-file control can become as important as physical inventory control.

Microfactories and automated mini-home production

Small, software-defined manufacturing cells could make localized production less eccentric and more default.

• Products with heavy branding but generic bill-of-materials profiles look increasingly vulnerable.
• Logistics moats still matter, but their margin for arrogance should narrow.
• Open-source production recipes can pressure both price and product differentiation.

Paper trail