Autodesk vs Toast
Autodesk is the larger business, with $7.21bn of revenue in fiscal 2026 against $6.15bn for Toast (1.2 times as much). Toast grew faster (24.1% against 17.5%). Autodesk kept more of each dollar of sales as profit: a net margin of 15.6% against 5.6%.
| Latest fiscal year | AutodeskADSK, 2026 | ToastTOST, 2025 |
|---|---|---|
| Revenue | $7.21bn | $6.15bn |
| Revenue growth | 17.5% | 24.1% |
| Net income | $1.12bn | $342m |
| Operating margin | — | — |
| Net margin | 15.6% | 5.6% |
| Return on equity | 39.7% | 18.6% |
| Free cash flow | $2.41bn | $608m |
| Cash | $2.25bn | $1.35bn |
| Total debt | $2.50bn | $0 |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.40bn | $107m |
| Employees | 14,300 | 6,500 |
| Market value | $53.69bn | $20.05bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 55 (Moderate) | 36 (Weak) |
| Insider trades, 12 months | 5 buys, 0 sales | 0 buys, 57 sales |