Autodesk, Inc. (ADSK)
Autodesk makes design and engineering software such as AutoCAD and Revit used in architecture, construction, and manufacturing.
Information Technology stock comparison
ADSK vs AMD: which business are you actually underwriting?
Compare Autodesk, Inc. with Advanced Micro Devices, Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Different SIC
- Shared themes
- 1
- Updated
- 2026-03-03
ADSK vs AMD: quick comparison
| Company fact | ADSK | AMD |
|---|---|---|
| Company | Autodesk, Inc. | Advanced Micro Devices, Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | — | Santa Clara, California |
| Founded | — | 1969 |
| SEC industry | Services-Prepackaged Software | Semiconductors & Related Devices |
| Fiscal year-end | January 31 | December 26 |
| Latest annual filing | 10-K · 2026-03-03 | 10-K/A · 2026-02-04 |
ADSK vs AMD: audited financials
AMD reported about 4.8× the revenue of ADSK in the latest audited fiscal year. On profitability, ADSK converted a larger share of revenue into net income (15.6% versus 12.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | ADSK | AMD |
|---|---|---|
| Revenue | $7.2B | $34.6B |
| Net income | $1.1B | $4.3B |
| Operating cash flow | $2.5B | $7.7B |
| Diluted EPS | $5.23 | $2.65 |
| Net margin | 15.6% | 12.5% |
ADSK: FY ending 2026-01-31 · AMD: FY ending 2025-12-27. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
ADSK and AMD have different SEC industry classifications, but both map to the maintained Artificial intelligence research theme inside the Information Technology sector. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Advanced Micro Devices, Inc. (AMD)
AMD designs CPUs and GPUs for PCs, servers, and gaming consoles, positioning itself as the primary challenger to both Intel and NVIDIA. Its data-center accelerators are central to its ambitions in the AI compute market.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. ADSK is classified by the SEC as Services-Prepackaged Software, while AMD is classified as Semiconductors & Related Devices. The different industry codes are a warning against treating sector membership as proof of identical economics.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study ADSK when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study AMD when…
- Data Center revenue from EPYC server CPUs and Instinct GPU accelerators
- Execution on the OpenAI 6-gigawatt deployment agreement and MI450 ramp
- Client and Gaming demand for Ryzen processors and semi-custom console chips
- U.S. export controls on MI308 shipments to China
Shared research themes
Artificial intelligence
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.ADSK's fiscal year ends January 31, while AMD's ends December 26. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 9matched transaction rows for ADSKand 50 for AMD. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
ADSK primary filings
AMD primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
ADSK vs AMD FAQs
Are ADSK and AMD direct competitors?
Autodesk, Inc. and Advanced Micro Devices, Inc. sit in the same Information Technology sector but have different SEC industry classifications. The comparison is most useful for portfolio role and sector exposure, not as a claim that every product competes directly.
Which is better, ADSK or AMD?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this ADSK vs AMD comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Autodesk, Inc. and Advanced Micro Devices, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-26. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-26. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
ADSK vs AMD shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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