ADSK vs BLDR vs BSY Stock Comparison

Autodesk, Builders FirstSource and Bentley Systems Prices as of Oct 28, 2026 Peers: Industry group
ADSK Autodesk, Inc.
$242.38 +17.0% 1M -22.1% 1Y
Market cap
$50.07B
P/E
30.5x
Revenue (TTM)
$7.79B
Div. yield
–
Creative Software Technology
9 wins
BSY Bentley Systems Inc
$39.43 +26.0% 1M -23.6% 1Y
Market cap
$12.13B
P/E
41.8x
Revenue (TTM)
$1.60B
Div. yield
–
Construction Software Technology

Head to Head

11 decided of 12

Autodesk leads on 9 of the 12 questions below (Autodesk 9, Builders FirstSource 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionADSKBLDRBSYLeader
Larger companyMarket capitalisation $50.07B $6.48B $12.13B ADSK
Cheaper on earningsLower P/E, profitable companies only 30.5x 63.2x 41.8x ADSK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.8x 18.0x 27.2x BLDR
Faster revenue growthRevenue growth, trailing twelve months +17.9% -9.4% +12.8% ADSK
More profitableNet margin, trailing twelve months 21.1% 0.7% 18.1% ADSK
Better return on capitalReturn on invested capital 26.5% 3.5% 12.3% ADSK
Less leveragedLower net debt / EBITDA -0.4x 4.4x 2.4x ADSK
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -22.1% -53.2% -23.6% ADSK
Better 5-year returnAnnualised price return, 5 years -5.3%/yr -0.8%/yr -7.8%/yr BLDR
Less volatileAnnualised volatility, 1 year 39.8% 50.1% 41.1% ADSK
Higher overall scoreMean of the five percentile scores vs peers 54/100 45/100 49/100 ADSK

Percentile Scorecard

ADSKBLDRBSY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisADSKBLDRBSY
Valuation 32 #20 of 29 82 #11 of 55 41 #53 of 89
Growth 62 #11 of 27 2 #50 of 51 51 #40 of 81
Profitability 88 #4 of 26 34 #32 of 48 91 #8 of 76
Financial Health 47 #17 of 31 15 #46 of 54 22 #74 of 94
Shareholder Returns 44 #10 of 17 90 #5 of 41 43 #30 of 52
Overall 54 45 49
  • ADSK ranked among 32 companies in Workplace Software
  • BLDR ranked among 59 companies in Construction Products
  • BSY ranked among 98 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodADSKBLDRBSYSPY
1 month +17.0%-3.6%+26.0% +0.9%
3 months -1.2%-17.5%+6.7% +5.9%
6 months +2.8%-33.0%+20.1% +8.5%
Year to date -18.1%-45.7%+3.3% +13.3%
1 year -22.1%-53.2%-23.6% +12.4%
3 years +24.2%-47.4%-18.4% +88.1%
3 years, per year +7.5%-19.3%-6.6% +23.5%
5 years -23.7%-4.1%-33.3% +68.2%
5 years, per year -5.3%-0.8%-7.8% +11.0%
10 years +237.3%+484.1%— +263.4%
10 years, per year +12.9%+19.3%— +13.8%

Risk

MeasureADSKBLDRBSYSPY
Volatility, 1Y 39.8%50.1%41.1% 12.7%
Downside volatility, 1Y 42.8%44.4%39.7% 12.7%
Beta vs S&P 500, 1Y 0.431.620.41 1.00
Return / volatility, 1Y -0.55-1.06-0.57 0.98
Max drawdown, 5Y -50.8%-76.1%-54.2% -25.4%
From 52-week high -22.1%-56.7%-23.6% -0.9%
52-week high $311.08$128.96$51.61 $779.14
52-week low $187.72$50.53$28.42 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleADSKBLDRBSY
P/E now vs peer median 31.0xmedian 31.0x 58.6xmedian 20.0x 42.4xmedian 40.6x
P/S now vs peer median 6.5xmedian 2.5x 0.4xmedian 1.5x 7.4xmedian 2.4x
EV/EBITDA now vs peer median 17.0xmedian 11.2x 10.2xmedian 11.3x 28.8xmedian 18.3x
P/FCF now vs peer median 17.8xmedian 15.6x 9.4xmedian 15.3x 23.9xmedian 20.5x
P/B now vs peer median 15.0xmedian 3.2x 1.5xmedian 2.8x 9.9xmedian 1.8x
PEG now vs peer median 1.28median 0.74 -0.98median 0.99 1.74median 1.74

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsADSKBLDRBSY
Revenue $7.79B $14.45B $1.60B
Gross profit $7.11B $4.22B $1.31B
Operating income $2.04B $435.57M $377.88M
Net income $1.64B $102.55M $289.97M
Free cash flow $2.84B $639.32M $498.50M
R&D $1.72B – $324.84M
EPS (diluted) $7.78 $0.95 $0.91
Cash & equivalents $4.10B $65.65M $146.98M
Total debt $10.43B $4.59B $1.22B
Shares (diluted) 211.00M 107.56M 318.96M
Enterprise value $38.10B $5.84B $11.58B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricADSKBLDRBSY
P/E 31.0x 58.6x 42.4x
P/FCF 17.8x 9.4x 23.9x
P/Operating cash flow 17.5x 6.7x 22.8x
P/S 6.5x 0.4x 7.4x
P/B 15.0x 1.5x 9.9x
P/Tangible book 17.1x 2.0x 11.5x
EV/EBITDA 17.0x 10.2x 28.8x
EV/EBIT 24.2x 24.2x 34.3x
EV/Revenue 6.4x 0.7x 8.1x
EV/FCF 17.4x 16.5x 26.0x
EV/Operating cash flow 17.1x 11.7x 24.8x
PEG (3Y EPS CAGR) 1.28 -0.98 1.74

Growth

14 metrics
MetricADSKBLDRBSY
Revenue growth (1Y) 17.9% -9.4% 12.8%
Revenue CAGR (3Y) 14.3% -8.0% 11.2%
Gross profit growth (1Y) 18.8% -16.2% 13.8%
Gross profit CAGR (3Y) 14.7% -13.3% 12.9%
Operating income growth (1Y) 46.9% -64.5% 14.6%
Operating income CAGR (3Y) 26.3% -44.8% 20.6%
Net income growth (1Y) 57.4% -86.4% 14.0%
Net income CAGR (3Y) 23.4% -61.9% 22.7%
EPS growth (1Y) 60.4% -86.0% 19.0%
EPS CAGR (3Y) 24.2% -59.7% 24.4%
Operating cash flow growth (1Y) 50.4% -43.0% 16.7%
Operating cash flow CAGR (3Y) 9.0% -36.6% 13.0%
Free cash flow growth (1Y) 50.7% -46.2% 14.9%
Free cash flow CAGR (3Y) 8.8% -40.7% 13.7%

Profitability

14 metrics
MetricADSKBLDRBSY
Gross margin 91.2% 29.2% 81.8%
EBITDA margin 37.3% 7.1% 28.1%
Operating margin 26.2% 3.0% 23.6%
Pretax margin 27.0% 1.0% 23.3%
Net margin 21.1% 0.7% 18.1%
FCF margin 36.4% 4.4% 31.1%
Operating cash flow margin 37.2% 6.2% 32.6%
Return on equity 49.9% 2.6% 23.9%
Return on assets 13.2% 0.9% 8.2%
Return on invested capital 26.5% 3.5% 12.3%
Return on capital employed 35.0% 4.6% 14.7%
Asset turnover 0.6x 1.3x 0.5x
Cash conversion (OCF / net income) 1.8x 8.8x 1.8x
Stock comp / revenue 9.1% 0.3% 4.9%

Financial Health

11 metrics
MetricADSKBLDRBSY
Debt / assets 22.9% 40.5% 34.0%
Debt / equity 0.9x 1.1x 1.0x
Net debt / EBITDA -0.4x 4.4x 2.4x
Debt / FCF 1.0x 7.2x 2.4x
Liabilities / assets 73.9% 64.6% 66.5%
Equity / assets 26.1% 35.4% 33.5%
Interest coverage – – –
Current ratio 0.9x 1.8x 0.6x
Quick ratio 0.7x 0.9x 0.1x
Cash ratio 0.6x 0.0x 0.1x
Altman Z-score 4.06 2.05 3.64

Shareholder Returns

7 metrics
MetricADSKBLDRBSY
Dividend yield – – 0.7%
Net buyback yield 2.9% 5.0% 1.6%
Shareholder yield 2.9% 5.0% 2.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusADSKBLDRBSY
Forward P/E 19.8xFY2026 18.0xFY2026 27.2xFY2026
EPS, next fiscal year $12.24FY2026 $3.11FY2026 $1.45FY2026
EPS growth, next FY +17.4%FY2026 -54.9%FY2026 +19.8%FY2026
EPS growth, the year after +13.2% +30.2% +3.4%
Revenue, next fiscal year $8.49BFY2026 $13.77BFY2026 $1.79BFY2026
Revenue growth, next FY +17.8%FY2026 -9.4%FY2026 +19.2%FY2026
Revenue growth, the year after +4.7% -0.1% +10.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersADSKBLDRBSY
Held by institutions 96.0% 99.7% 53.9%
Institutions holding 1,195 667 396
Change in shares held, QoQ +6.6% +1.3% +3.8%
Institutions buying 501 334 195
Institutions selling 535 259 160
Buyers to sellers 0.94 1.29 1.22

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ADSKBLDRBSY
ADSK 1.00 0.07 0.71
BLDR 0.07 1.00 0.16
BSY 0.71 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ADSK, BLDR and BSY?

Autodesk (ADSK) is the largest by market capitalisation: Autodesk (ADSK) $50.07B, Builders FirstSource (BLDR) $6.48B, Bentley Systems (BSY) $12.13B.

Which stock is cheaper, ADSK, BLDR and BSY?

Autodesk (ADSK) trades on the lowest price-to-earnings ratio (Autodesk (ADSK) 30.5x, Builders FirstSource (BLDR) 63.2x, Bentley Systems (BSY) 41.8x). On next year's consensus earnings, Builders FirstSource (BLDR) is cheapest (Autodesk (ADSK) 19.8x, Builders FirstSource (BLDR) 18.0x, Bentley Systems (BSY) 27.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Autodesk (ADSK) grew revenue fastest over the trailing twelve months: Autodesk (ADSK) +17.9%, Builders FirstSource (BLDR) -9.4%, Bentley Systems (BSY) +12.8%.

Which company is more profitable?

Autodesk (ADSK) has the highest net margin (Autodesk (ADSK) 21.1%, Builders FirstSource (BLDR) 0.7%, Bentley Systems (BSY) 18.1%). On return on invested capital, Autodesk (ADSK) leads (Autodesk (ADSK) 26.5%, Builders FirstSource (BLDR) 3.5%, Bentley Systems (BSY) 12.3%).

Which stock has performed better?

Over the past year Autodesk (ADSK) returned the most: Autodesk (ADSK) -22.1%, Builders FirstSource (BLDR) -53.2%, Bentley Systems (BSY) -23.6%. Over five years, Builders FirstSource (BLDR) compounded fastest (Autodesk (ADSK) -5.3%/yr, Builders FirstSource (BLDR) -0.8%/yr, Bentley Systems (BSY) -7.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Autodesk (ADSK) has been the steadiest (Autodesk (ADSK) 39.8%, Builders FirstSource (BLDR) 50.1%, Bentley Systems (BSY) 41.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ADSK, BLDR and BSY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Autodesk (ADSK) leads on 9. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.