Quick verdict: ADSK vs FTNT in 2026

In an ADSK vs FTNT stock comparison for 2026, Autodesk (ADSK) holds a slight edge overall, primarily driven by its stronger revenue growth and robust analyst sentiment. ADSK emerges as the growth leader with superior revenue expansion, while Fortinet (FTNT) stands out as the clear value and margin leader, offering a more attractive P/E ratio and higher profitability. Analysts favor ADSK with a ‘Buy’ consensus, indicating a significant price target upside compared to FTNT’s ‘Hold’ rating and more modest upside. This is not investment advice.

ADSK vs FTNT: key metrics side by side

Full side-by-side comparison of ADSK and FTNT across valuation, profitability, growth and analyst sentiment. Data updated 2026-04-02.

ADSK vs FTNT valuation comparison

When assessing ADSK vs FTNT valuation in 2026, Fortinet (FTNT) presents a more conservative valuation multiple on a price-to-earnings basis. FTNT trades at a P/E ratio of 32.54x, which is considerably lower than Autodesk’s (ADSK) P/E of 44.87x, suggesting that investors are paying less for each dollar of earnings with Fortinet. This difference positions FTNT as potentially more attractive for value-oriented investors seeking a lower earnings multiple in the technology sector, especially given its strong profitability.

However, the picture shifts when considering the price-to-book (P/B) ratio, where ADSK is valued at 16.56x compared to FTNT’s significantly higher 48.73x. Furthermore, a discounted cash flow (DCF) analysis paints a divergent future outlook; FTNT indicates a positive upside of +9.5%, suggesting it is currently undervalued relative to its intrinsic value by this metric. In stark contrast, ADSK’s DCF shows a substantial negative upside of -46.7%, implying it is currently significantly overvalued based on its projected future cash flows. Therefore, while ADSK boasts a lower P/B, FTNT appears to offer better value from an earnings and intrinsic valuation perspective.

ADSK vs FTNT growth comparison

In terms of growth, Autodesk (ADSK) demonstrates a slightly stronger top-line expansion compared to Fortinet (FTNT). ADSK reported a revenue growth of +17.5% year-over-year, outpacing FTNT’s +14.2% revenue growth. This indicates that Autodesk is currently experiencing a more accelerated pace in growing its sales, leveraging its dominant position in design and make software for various industries. Its higher growth rate signals robust demand for its comprehensive suite of products and services, which include AutoCAD, Revit, and Fusion 360, catering to architecture, engineering, construction, and manufacturing sectors.

Despite both companies operating in high-demand technology sectors – design software for ADSK and cybersecurity for FTNT – ADSK’s slightly higher revenue growth rate suggests a stronger momentum in capturing market share or expanding its user base. With ADSK’s current trailing twelve-month revenue at $7.21B slightly ahead of FTNT’s $6.80B, this stronger growth trajectory could lead to a widening gap in total revenue over the coming years if these trends persist. For investors prioritizing top-line expansion and market penetration, particularly for those analyzing adsk vs ftnt fundamentals and valuation, ADSK currently presents the more dynamic growth profile.

ADSK vs FTNT profitability

Fortinet (FTNT) clearly leads in profitability metrics, showcasing a significantly higher net margin and EBITDA margin compared to Autodesk (ADSK). FTNT recorded an impressive net margin of 27.26%, which is substantially higher than ADSK’s 15.6%. This indicates that Fortinet is more efficient at converting its revenue into net income, a critical measure of operational effectiveness and cost management in the competitive cybersecurity landscape. Similarly, FTNT’s EBITDA margin stands at 36.09%, far exceeding ADSK’s 24.23%, further solidifying Fortinet’s superior operating profitability before interest, taxes, depreciation, and amortization.

Despite Fortinet’s superior margins, Autodesk (ADSK) demonstrates a better free cash flow (FCF) yield at 4.76%, surpassing FTNT’s 3.69%. This suggests that while FTNT captures a larger percentage of revenue as profit, ADSK generates more cash flow relative to its market capitalization, which can be attractive for certain investors. Both companies report N/A% for Return on Equity (ROE), preventing a direct comparison on this specific metric. However, considering the direct profitability of sales, Fortinet is the more efficient cash-generating machine on a per-revenue basis, indicating strong control over its cost structure and strong pricing power within its market.

Analyst ratings: ADSK vs FTNT

The analyst community demonstrates a clear preference for Autodesk (ADSK) over Fortinet (FTNT), as reflected in their consensus ratings and price targets for this adsk vs ftnt stock comparison 2026. A significant 76.5% of the 51 analysts covering ADSK recommend a ‘Buy’ rating, leading to an overall ‘Buy’ consensus. Their average price target for ADSK is $341.45, which implies a substantial upside of +43.5% from its current price of $237.87. This strong endorsement suggests that analysts anticipate considerable upward movement for ADSK stock in the near to medium term, driven by its market position and growth prospects.

In contrast, Fortinet (FTNT) receives a more cautious reception from analysts. Only 44.1% of the 68 analysts covering FTNT issue a ‘Buy’ rating, resulting in a ‘Hold’ consensus. The average price target for FTNT is $85.67, which represents a modest upside of just +5.6% from its current price of $81.15. While still indicating some potential for appreciation, the less enthusiastic sentiment and lower projected upside for FTNT suggest that analysts see fewer catalysts for significant price growth compared to ADSK, making ADSK the analyst favorite.

Should I buy ADSK or FTNT stock in 2026?

For growth-oriented investors considering whether should I buy adsk or ftnt stock 2026, Autodesk (ADSK) appears to offer a compelling narrative. With its revenue growth rate of +17.5% year-over-year surpassing Fortinet’s (FTNT) +14.2%, ADSK shows stronger momentum in expanding its top line. Furthermore, the consensus analyst ‘Buy’ rating and a significant price target upside of +43.5% for ADSK suggests a positive outlook for future appreciation, reflecting confidence in its continued market leadership and innovation in design and engineering software.

Conversely, value investors might find Fortinet (FTNT) to be the more attractive option. FTNT boasts a more favorable P/E ratio of 32.54x compared to ADSK’s 44.87x, indicating a more reasonable valuation relative to its earnings. Crucially, its discounted cash flow (DCF) analysis suggests a positive upside of +9.5%, implying it is currently undervalued. Fortinet’s superior net margin of 27.26% also points to greater operational efficiency and profitability, which are key indicators for those prioritizing intrinsic value and strong financial health.

Regarding income, neither ADSK nor FTNT currently offers a dividend, with both companies maintaining a 0% dividend yield. Therefore, investors seeking regular income streams would need to look elsewhere. The choice between ADSK and FTNT ultimately depends on an investor’s primary objectives: growth potential and analyst sentiment might steer you towards ADSK, while valuation, profitability, and intrinsic value indicators could point to FTNT. This is not investment advice; please conduct your own thorough due diligence before making any investment decisions.

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FAQ: ADSK vs FTNT