ADSK

Autodesk Inc

TMT


Presented:11/10/2017
Price:$123.11
Cap:$27.02B
Current Price:$286.48
Cap:$61.59B

Presented

Date11/10/2017
Price$123.11
Market Cap$27.02B
Ent Value$24.20B
P/E RatioN/A
Book Value$1.44
Div Yield0%
Shares O/S219.50M
Ave Daily Vol1,721,403
Short Int2.04%

Current

Price$286.48
Market Cap$61.59B
Autodesk, Inc. engages in the designing and developing multimedia software products. It includes Autodesk 360 cloud services, AutoCAD civil 3D and LT, 3Ds Max, Maya, and Revit. The company was founded by John Walker in April 1982 and is headquartered in San Rafael, CA.

Please note, this idea was updated on 5/17/2018 and can be read here: Long - Autodesk Inc (ADSK).

Publicly traded companies mentioned herein: Autodesk Inc (ADSK)

Highlights

The presenter is long shares of Autodesk (ADSK), targeting a tripling of share price in five years’ time, on the back of a mid-teens FCF per share estimate and a low-20x EV/FCF multiple. He believes this will be driven by a combination of subscriber growth from 3.3 million today to over 7.5 million exiting calendar 2022/fiscal 2023, and 5% ARPU CAGR over the same period. Subscriber growth will largely come from increased efforts on combating piracy and unlicensed users.

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Idea Discussion

Commentor 1 - 2 weeks ago

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