ADSK vs KARO vs SPSC Stock Comparison

Autodesk, Karooooo and Sps Commerce Prices as of Oct 26, 2026 Peers: Industry group
ADSK Autodesk, Inc.
$249.45 +19.1% 1M -20.3% 1Y
Market cap
$50.80B
P/E
30.9x
Revenue (TTM)
$7.79B
Div. yield
–
Creative Software Technology
3 wins
KARO Karooooo Ltd.
$64.73 +5.0% 1M +39.5% 1Y
Market cap
$1.99B
P/E
31.1x
Revenue (TTM)
$364.50M
Div. yield
–
Supply Chain Software Technology
5 wins
SPSC Sps Commerce Inc
$90.56 +11.4% 1M -19.3% 1Y
Market cap
$3.15B
P/E
40.4x
Revenue (TTM)
$772.49M
Div. yield
–
Supply Chain Software Technology
2 wins

Head to Head

10 decided of 12

Karooooo leads on 5 of the 12 questions below (Karooooo 5, Autodesk 3, Sps Commerce 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionADSKKAROSPSCLeader
Larger companyMarket capitalisation $50.80B $1.99B $3.15B ADSK
Cheaper on earningsLower P/E, profitable companies only 30.9x 31.1x 40.4x ADSK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.4x 26.3x 18.9x SPSC
Faster revenue growthRevenue growth, trailing twelve months +17.9% +31.4% +9.8% KARO
More profitableNet margin, trailing twelve months 21.1% 17.6% 10.1% ADSK
Better return on capitalReturn on invested capital 26.5% 34.9% — KARO
Less leveragedLower net debt / EBITDA -0.4x — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -20.3% +39.5% -19.3% KARO
Better 5-year returnAnnualised price return, 5 years -4.2%/yr +12.7%/yr -11.6%/yr KARO
Less volatileAnnualised volatility, 1 year 39.8% 36.5% 47.8% KARO
Higher overall scoreMean of the five percentile scores vs peers 54/100 70/100 70/100 SPSC

Percentile Scorecard

ADSKKAROSPSC

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

AxisADSKKAROSPSC
Valuation 29 #21 of 29 58 #38 of 90 64 #33 of 90
Growth 62 #11 of 27 82 #16 of 82 54 #38 of 82
Profitability 88 #4 of 26 100 #1 of 77 83 #14 of 77
Financial Health 47 #17 of 31 57 #42 of 96 76 #24 of 96
Shareholder Returns 44 #10 of 17 51 #27 of 54 72 #16 of 54
Overall 54 70 70
  • ADSK ranked among 32 companies in Workplace Software
  • KARO ranked among 99 companies in Vertical Software
  • SPSC ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodADSKKAROSPSCSPY
1 month +19.1%+5.0%+11.4% -0.8%
3 months +10.4%+2.0%+37.9% +3.5%
6 months +6.1%+29.9%+65.0% +7.0%
Year to date -15.7%+42.3%+1.6% +12.2%
1 year -20.3%+39.5%-19.3% +13.0%
3 years +27.8%+194.6%-41.3% +86.3%
3 years, per year +8.5%+43.4%-16.3% +23.1%
5 years -19.1%+81.5%-46.1% +68.6%
5 years, per year -4.2%+12.7%-11.6% +11.0%
10 years +253.0%—+160.2% +258.0%
10 years, per year +13.4%—+10.0% +13.6%

Risk

MeasureADSKKAROSPSCSPY
Volatility, 1Y 39.8%36.5%47.8% 12.7%
Downside volatility, 1Y 42.6%32.2%55.1% 12.7%
Beta vs S&P 500, 1Y 0.440.920.37 1.00
Return / volatility, 1Y -0.511.08-0.40 1.02
Max drawdown, 5Y -50.8%-54.4%-76.8% -25.4%
From 52-week high -20.4%-5.8%-18.4% -1.8%
52-week high $313.53$68.71$111.00 $779.14
52-week low $187.72$41.60$49.91 $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.

MultipleADSKKAROSPSC
P/E now vs peer median 31.9xmedian 31.9x 31.2xmedian 42.4x 42.4xmedian 42.4x
P/S now vs peer median 6.7xmedian 2.4x 5.5xmedian 2.7x 4.2xmedian 2.7x
EV/EBITDA now vs peer median 17.5xmedian 11.5x —median 19.0x 19.4xmedian 19.0x
P/FCF now vs peer median 18.4xmedian 14.2x 15.5xmedian 19.4x 16.5xmedian 19.4x
P/B now vs peer median 15.4xmedian 3.0x 10.4xmedian 1.8x 3.5xmedian 1.8x
PEG now vs peer median 1.32median 0.77 —median 1.75 4.75median 1.75

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 monthsADSKKAROSPSC
Revenue $7.79B $364.50M $772.49M
Gross profit $7.11B $245.35M $539.36M
Operating income $2.04B $92.48M $98.85M
Net income $1.64B $65.09M $78.00M
Free cash flow $2.84B $129.31M $198.70M
R&D $1.72B $16.89M $68.84M
EPS (diluted) $7.78 – $2.13
Cash & equivalents $4.10B $40.11M $173.17M
Total debt $10.43B $171.74M –
Shares (diluted) 211.00M – 36.58M
Enterprise value $38.83B $1.65B $2.54B

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
MetricADSKKAROSPSC
P/E 31.9x 31.2x 42.4x
P/FCF 18.4x 15.5x 16.5x
P/Operating cash flow 18.0x 15.5x 14.4x
P/S 6.7x 5.5x 4.2x
P/B 15.4x 10.4x 3.5x
P/Tangible book 17.6x 10.4x 4.3x
EV/EBITDA 17.5x – 19.4x
EV/EBIT 25.0x 21.5x 31.4x
EV/Revenue 6.5x 5.5x 4.0x
EV/FCF 17.9x 15.4x 15.6x
EV/Operating cash flow 17.6x 15.4x 13.6x
PEG (3Y EPS CAGR) 1.32 – 4.75

Growth

14 metrics
MetricADSKKAROSPSC
Revenue growth (1Y) 17.9% 31.4% 9.8%
Revenue CAGR (3Y) 14.3% 19.1% 16.2%
Gross profit growth (1Y) 18.8% 27.8% 12.5%
Gross profit CAGR (3Y) 14.7% 21.6% 18.4%
Operating income growth (1Y) 46.9% 17.7% -3.8%
Operating income CAGR (3Y) 26.3% 21.9% 10.9%
Net income growth (1Y) 57.4% 15.9% -6.0%
Net income CAGR (3Y) 23.4% 22.6% 8.1%
EPS growth (1Y) 60.4% – -2.0%
EPS CAGR (3Y) 24.2% – 8.9%
Operating cash flow growth (1Y) 50.4% 45.0% 37.3%
Operating cash flow CAGR (3Y) 9.0% 24.4% 24.3%
Free cash flow growth (1Y) 50.7% 45.0% 40.0%
Free cash flow CAGR (3Y) 8.8% 31.7% 26.8%

Profitability

14 metrics
MetricADSKKAROSPSC
Gross margin 91.2% 67.3% 69.8%
EBITDA margin 37.3% – 20.7%
Operating margin 26.2% 25.4% 12.8%
Pretax margin 27.0% 24.2% 13.6%
Net margin 21.1% 17.6% 10.1%
FCF margin 36.4% 35.5% 25.7%
Operating cash flow margin 37.2% 35.5% 29.5%
Return on equity 49.9% 31.3% 8.2%
Return on assets 13.2% 16.8% 6.8%
Return on invested capital 26.5% 34.9% –
Return on capital employed 35.0% 38.5% 9.9%
Asset turnover 0.6x 0.9x 0.7x
Cash conversion (OCF / net income) 1.8x 2.0x 2.9x
Stock comp / revenue 9.1% – 8.0%

Financial Health

11 metrics
MetricADSKKAROSPSC
Debt / assets 22.9% 17.4% –
Debt / equity 0.9x 0.3x –
Net debt / EBITDA -0.4x – –
Debt / FCF 1.0x 0.5x –
Liabilities / assets 73.9% 50.2% 16.6%
Equity / assets 26.1% 49.8% 83.4%
Interest coverage – 14.9x –
Current ratio 0.9x 0.6x 2.3x
Quick ratio 0.7x 0.9x 1.6x
Cash ratio 0.6x 0.5x 1.2x
Altman Z-score 4.16 8.23 12.26

Shareholder Returns

7 metrics
MetricADSKKAROSPSC
Dividend yield – 2.3% –
Net buyback yield 2.8% – 4.3%
Shareholder yield 2.8% 2.3% 4.3%
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.

ConsensusADSKKAROSPSC
Forward P/E 20.4xFY2026 26.3xFY2026 18.9xFY2026
EPS, next fiscal year $12.24FY2026 $2.46FY2026 $4.79FY2026
EPS growth, next FY +17.4%FY2026 +21.2%FY2026 +12.2%FY2026
EPS growth, the year after +13.2% +16.7% +5.0%
Revenue, next fiscal year $8.49BFY2026 $418.13MFY2026 $743.49MFY2026
Revenue growth, next FY +17.8%FY2026 +22.3%FY2026 -1.1%FY2026
Revenue growth, the year after +4.7% +3.1% +8.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersADSKKAROSPSC
Held by institutions 96.0% 14.4% 100.0%
Institutions holding 1,195 83 319
Change in shares held, QoQ +6.6% +18.4% +2.3%
Institutions buying 501 54 178
Institutions selling 535 13 109
Buyers to sellers 0.94 4.15 1.63

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.

ADSKKAROSPSC
ADSK 1.00 0.39 0.47
KARO 0.39 1.00 0.27
SPSC 0.47 0.27 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, ADSK, KARO and SPSC?

Autodesk (ADSK) is the largest by market capitalisation: Autodesk (ADSK) $50.80B, Karooooo (KARO) $1.99B, Sps Commerce (SPSC) $3.15B.

Which stock is cheaper, ADSK, KARO and SPSC?

Autodesk (ADSK) trades on the lowest price-to-earnings ratio (Autodesk (ADSK) 30.9x, Karooooo (KARO) 31.1x, Sps Commerce (SPSC) 40.4x). On next year's consensus earnings, Sps Commerce (SPSC) is cheapest (Autodesk (ADSK) 20.4x, Karooooo (KARO) 26.3x, Sps Commerce (SPSC) 18.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Karooooo (KARO) grew revenue fastest over the trailing twelve months: Autodesk (ADSK) +17.9%, Karooooo (KARO) +31.4%, Sps Commerce (SPSC) +9.8%.

Which company is more profitable?

Autodesk (ADSK) has the highest net margin (Autodesk (ADSK) 21.1%, Karooooo (KARO) 17.6%, Sps Commerce (SPSC) 10.1%). On return on invested capital, Karooooo (KARO) leads (Autodesk (ADSK) 26.5%, Karooooo (KARO) 34.9%).

Which stock has performed better?

Over the past year Karooooo (KARO) returned the most: Autodesk (ADSK) -20.3%, Karooooo (KARO) +39.5%, Sps Commerce (SPSC) -19.3%. Over five years, Karooooo (KARO) compounded fastest (Autodesk (ADSK) -4.2%/yr, Karooooo (KARO) +12.7%/yr, Sps Commerce (SPSC) -11.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Karooooo (KARO) has been the steadiest (Autodesk (ADSK) 39.8%, Karooooo (KARO) 36.5%, Sps Commerce (SPSC) 47.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ADSK, KARO and SPSC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Karooooo (KARO) leads on 5. 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.