Quick verdict: ADSK vs FTNT in 2026

In this ADSK vs FTNT stock comparison for 2026, Autodesk (ADSK) demonstrates a stronger growth trajectory and more favorable analyst sentiment, while Fortinet (FTNT) showcases superior profitability margins and a more attractive valuation based on its P/E multiple. ADSK leads in revenue growth, analyst “Buy” ratings, and significant price target upside, suggesting it’s the preferred choice for growth-oriented investors. Conversely, FTNT exhibits better net and EBITDA margins, along with a lower P/E, indicating its strong operational efficiency and potentially more conservative valuation. 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 2026-05-07.

ADSK vs FTNT valuation comparison

When considering the ADSK vs FTNT valuation, Fortinet appears to be the more attractively valued stock based on its P/E ratio. FTNT trades at a P/E of 34.0x, significantly lower than ADSK’s P/E of 45.85x. This suggests that investors are paying less for each dollar of earnings with Fortinet compared to Autodesk. Furthermore, Fortinet shows a positive discounted cash flow (DCF) upside of +11.3%, indicating that its current price is below its intrinsic value as per this model. In contrast, Autodesk’s DCF suggests a considerable downside of -46.7%, implying it may be overvalued by this metric.

While Fortinet presents a more appealing P/E, its Price-to-Book (P/B) ratio is substantially higher at 67.15x compared to Autodesk’s 16.92x. This high P/B for FTNT could reflect its asset-light business model and strong brand equity in the cybersecurity space, or it might signal an stretched valuation relative to its book assets. Autodesk’s lower P/B, while still elevated, suggests a more moderate valuation on an asset basis. Both companies share a similar FMP rating of B+, suggesting overall sound fundamental health despite their valuation differences. Investors conducting an ADSK vs FTNT fundamentals and valuation analysis should weigh these factors carefully depending on their valuation philosophy.

ADSK vs FTNT growth comparison

In terms of growth, Autodesk (ADSK) currently holds an edge over Fortinet (FTNT). ADSK reported a revenue growth rate of +17.5% year-over-year, outpacing FTNT’s +14.2% over the same period. This stronger top-line expansion for Autodesk, driven by its diverse portfolio of design and make software, suggests a more robust market momentum and ability to capture new business opportunities in its core industries like architecture, engineering, construction, and media and entertainment. With higher revenue and a faster growth rate, ADSK demonstrates a compelling narrative for growth-focused investors in this adsk vs ftnt stock comparison 2026.

Despite Fortinet’s slightly slower revenue growth, its total revenue of $6.80B is close to Autodesk’s $7.21B, indicating both are substantial players in their respective markets. Fortinet’s growth, while a few percentage points behind ADSK, is still commendable given its position in the highly competitive cybersecurity landscape. However, for investors prioritizing revenue acceleration, Autodesk clearly exhibits stronger momentum. The sustained demand for Autodesk’s subscription-based software and cloud solutions appears to be driving its superior growth performance.

ADSK vs FTNT profitability

Fortinet (FTNT) demonstrates significantly stronger profitability metrics compared to Autodesk (ADSK). FTNT boasts an impressive net margin of 27.49%, nearly double that of ADSK’s 15.6%. This indicates that Fortinet is far more efficient at converting its revenue into actual profit, highlighting its operational discipline and potentially stronger pricing power or cost management. Similarly, Fortinet’s EBITDA margin stands at 34.8%, substantially higher than Autodesk’s 24.23%, further underscoring its superior profitability at the operational level before accounting for interest, taxes, depreciation, and amortization.

However, when it comes to Free Cash Flow (FCF) yield, Autodesk takes the lead with 4.68% compared to Fortinet’s 3.66%. A higher FCF yield often suggests that ADSK is generating more cash relative to its market capitalization, which can be a positive sign for investors seeking companies with strong cash-generating abilities to reinvest, pay down debt, or potentially return capital to shareholders. Both companies show “N/A%” for Return on Equity (ROE) in the provided data, meaning a direct comparison on this specific metric is not possible at this time. Despite ADSK’s FCF yield advantage, FTNT’s superior net and EBITDA margins mark it as the more profitable enterprise overall.

Analyst ratings: ADSK vs FTNT

Analyst sentiment heavily favors Autodesk (ADSK) in this adsk vs ftnt stock comparison. A significant 74.5% of the 51 analysts covering ADSK have a “Buy” rating on the stock, leading to a strong consensus of “Buy.” This widespread positive sentiment is reinforced by an ambitious average price target of $338, which represents a substantial upside of +39.0% from its current price of $243.08. Such a strong endorsement from a large group of analysts often signals confidence in the company’s future performance, growth prospects, and ability to meet or exceed expectations.

In contrast, Fortinet (FTNT) receives a more mixed reception from analysts. Out of 68 analysts, only 44.1% have a “Buy” rating, resulting in a consensus of “Hold.” Furthermore, the average analyst price target for FTNT is $87.59, which actually implies a slight downside of -2.6% from its current price of $89.95. This less enthusiastic view suggests that analysts see limited immediate upside potential for Fortinet based on current market conditions and company fundamentals, or perhaps that the stock is already trading close to its fair value.

Should I buy ADSK or FTNT stock in 2026?

Deciding whether should I buy ADSK or FTNT stock in 2026 depends heavily on an investor’s individual priorities and risk tolerance. For growth-oriented investors, Autodesk (ADSK) presents a more compelling case. With a higher revenue growth rate of +17.5% and a very strong analyst “Buy” consensus (74.5% of analysts), ADSK exhibits robust momentum and significant projected upside of +39.0% to its analyst price target of $338. Its dominant position in design software and successful transition to a subscription model continue to fuel its expansion.

For investors prioritizing value and operational efficiency, Fortinet (FTNT) might be the more appealing option. FTNT trades at a lower P/E ratio of 34.0x compared to ADSK’s 45.85x, suggesting a more favorable entry point based on current earnings. Crucially, Fortinet also boasts superior net (27.49%) and EBITDA (34.8%) margins, indicating excellent profitability and cost management. Furthermore, its DCF valuation shows a positive upside of +11.3%, hinting at intrinsic value potential.

When considering income, neither ADSK nor FTNT stock currently pays a dividend, with both companies having a 0% dividend yield. Therefore, neither is suitable for investors seeking passive income. The choice between these two technology giants ultimately boils down to whether you prioritize stronger growth potential and analyst optimism (ADSK) or a more conservative valuation combined with superior profitability and cash flow conversion (FTNT). This is not investment advice.

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FAQ: ADSK vs FTNT