Autodesk vs Workday
Workday is the larger business, with $9.55bn of revenue in fiscal 2026 against $7.21bn for Autodesk (1.3 times as much). Autodesk grew faster (17.5% against 13.1%). Autodesk kept more of each dollar of sales as profit: a net margin of 15.6% against 7.3%.
| Latest fiscal year | AutodeskADSK, 2026 | WorkdayWDAY, 2026 |
|---|---|---|
| Revenue | $7.21bn | $9.55bn |
| Revenue growth | 17.5% | 13.1% |
| Net income | $1.12bn | $693m |
| Operating margin | — | 7.5% |
| Net margin | 15.6% | 7.3% |
| Return on equity | 39.7% | 8.2% |
| Free cash flow | $2.41bn | $2.78bn |
| Cash | $2.25bn | $1.50bn |
| Total debt | $2.50bn | $2.99bn |
| Debt to equity | — | 38.3% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.40bn | $2.90bn |
| Employees | 14,300 | 21,000 |
| Market value | $53.69bn | $48.97bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 55 (Moderate) | 22 (Weak) |
| Insider trades, 12 months | 5 buys, 0 sales | 0 buys, 276 sales |