Autodesk (ADSK) vs Strategy (MSTR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Autodesk (ADSK) has outperformed Strategy (MSTR) over the past year, losing 25.2% versus a loss of 53.3%. Over five years, MSTR leads with a +104.5% price change compared with -19.3% for ADSK. Strategy is the larger company by market cap ($61.16 billion vs $49.13 billion), about 1.2 times the size, while Autodesk is growing revenue faster (+17.5% vs +3.0%).
On valuation, Strategy trades at a lower forward P/E (3.1x vs 16.6x for Autodesk). Autodesk converts more of its revenue into profit, with a net margin of 15.6% versus -806.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ADSK | MSTR |
|---|---|---|
| Share price | $235.05 | $153.37 |
| Market cap | $49.13B | $61.16B |
| 1-day change | +1.63% | -6.79% |
| YTD return | -20.59% | +0.93% |
| 1-year return | -25.19% | -53.30% |
| 5-year return | -19.28% | +104.53% |
| P/E ratio (TTM) | 29.98 | — |
| Forward P/E | 16.55 | 3.10 |
| EPS (TTM) | $7.84 | $-92.35 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $7.21B | $477.23M |
| Revenue growth (YoY) | +17.53% | +2.97% |
| Net income (latest FY) | $1.12B | $-3.85B |
| Gross margin | 90.98% | 68.69% |
| Operating margin | 21.90% | -1140.82% |
| Net margin | 15.60% | -806.35% |
| 52-week high | $320.00 | $328.99 |
| 52-week low | $185.50 | $81.81 |
| Distance from 52-week high | -26.55% | -53.38% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +30.84% | +54.40% |
| Average volume | 2.14M | 21.60M |
| Shares outstanding | 209.00M | 379.11M |
| Employees | 14,300 | 1,539 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ADSK has outperformed MSTR by 28.1 percentage points over the past year.
- Autodesk is more profitable, keeping 15.6 cents of every revenue dollar as net income versus -806.3 cents for Strategy.
- Autodesk grew revenue faster in its latest fiscal year (+17.53% vs +2.97%).
About Autodesk
ADSK stock →Autodesk, Inc. engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.
Technology · Computer Software: Prepackaged Software · 14,300 employees
About Strategy
MSTR stock →Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.
Technology · Computer Software: Prepackaged Software · 1,539 employees
ADSK vs MSTR FAQ
Which is bigger, Autodesk or Strategy?
Strategy (MSTR) is larger, with a market capitalization of $61.16B compared with $49.13B for Autodesk (ADSK).
Which stock has performed better over the past year, ADSK or MSTR?
ADSK returned -25.19% over the past 12 months, compared with -53.30% for MSTR (price return, excluding dividends). Past performance does not predict future results.
Are Autodesk and Strategy in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.