Mulya.ai
Ticker
ADSK
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.467
Beta (levered) ?1.519
Terminal OM% ?38.7%
Segment conc. ?50% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

ADSK · Autodesk, Inc.

$238.082026-05-17
Sector: Technology; Industry: Software - Application; Sub-Industry: Application Software

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$306
+28.4% vs market
Base · active
$263
+10.5% vs market
Bear
$203
-14.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $203
Market $238
Base $263
Bull $306
Median $350
Market Price $238
Mulya.ai Base $263
Analysts Median $350
Mulya.ai IV range ($203 · $306)
Analysts Range ($279 · $380)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q4$4.4B20.4%12.0%$791MM−$1.4B−$571MM8.3%16.6%$4.8B$2.32
2023.Q4$4.9B12.4%27.3%13.0%$1.2B$252MM$1.4B10.2%24.9%$4.7B$3.85
2024.Q4$5.4B10.0%27.8%20.2%$1.2B−$798MM$409MM10.1%23.5%$5.6B$4.23
2025.Q4$6.1B12.7%30.0%19.7%$1.5B−$1.2B$298MM11.4%23.4%$7.0B$5.20
2026.Q4$7.2B17.5%31.8%29.9%$1.6B−$1.6B−$17MM11.0%22.3%$7.3B$5.2522.3
italics below = DCF projection · 10yr Rev CAGR: 8.5%
2027.Q4$8.2B+13.1%34.0%28.9%$2.0B−$981MM$993MM10.4%$899MM25.2%$8.3B$6.7835.1
2028.Q4$9.0B+10.4%35.1%27.9%$2.3B−$896MM$1.4B10.2%$1.1B26.0%$9.2B$7.8330.4
2029.Q4$9.9B+10.5%35.2%26.9%$2.6B−$1.0B$1.5B10.1%$1.1B26.3%$10.2B$8.7927.1
2030.Q4$11.0B+10.9%35.2%25.9%$2.9B−$1.2B$1.7B9.9%$1.1B26.6%$11.4B$9.8924.1
2031.Q4$12.1B+9.4%35.2%24.9%$3.2B−$1.2B$2.0B9.7%$1.3B26.6%$12.6B$10.9621.7
Term. Yr+$17.0B4.1%38.7%20.0%$5.3B−$915MM$4.4B8.6%$38.6B23.6%
Active scenario IV: $263 (+10.5% vs market)