ADSK - Autodesk, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$338.23
DETAILS
HIGH:
$380.00
LOW:
$279.00
MEDIAN:
$341.00
CONSENSUS:
$338.23
UPSIDE:
40.35%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
80% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
14.1%
12.0%
3.0%
Key Value Driver
FCF growth rate (14% base case)
Terminal Value % of EV
38%
Implied Market Multiple
28.1x
Plain-Language Summary
Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $338.23 from 51 analysts, using a 35% weight on analyst consensus. That produces an estimated intrinsic value of $260.56 per share.
Warnings
Stock-based employee pay equals 70% of profits. This dilutes existing shareholders, so cash flow alone overstates what owners really earn.
Wall Street's average price target is $338.23 (from 51 analysts). Our estimate is 35% below the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions