Autodesk

Methodology

Autodesk's subscription transition created predictable recurring revenue making earnings projections reliable. Dominant CAD positioning provides stable growth tied to construction and industrial activity. The calculation works well for this subscription model, though cyclical construction exposure creates temporary volatility.

Methodology

Autodesk commands premium PEG ratios reflecting sticky subscription software with high switching costs in professional markets. The subscription transition now supports consistent expansion. Compare to design software peers and broader SaaS to assess whether competitive moats justify valuation premiums.

Methodology

Autodesk doesn't pay dividends and prioritizes growth investments and buybacks, making PEGY identical to PEG. Management focuses on product development and market expansion over shareholder yield. Investors concentrate on renewal rates, pricing power, and vertical penetration rather than income.