ADSK vs. APP: Autodesk vs. AppLovin Stock Comparison
How do Autodesk (ADSK) and AppLovin (APP) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Autodesk (ADSK) and AppLovin (APP) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
Autodesk (ADSK) has more than two decades of public-market history since June 28, 1985, whereas AppLovin (APP) listed on April 15, 2021 and has a much shorter record to draw on.
| Profile Item | ADSK | APP |
|---|---|---|
| Name | Autodesk Inc. | AppLovin Corporation Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 54.70 billion USD | 129.62 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | June 28, 1985 | April 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ADSK | APP |
|---|---|---|
| Total Return (1Y) | -11.86% | -34.71% |
| Total Return (3Y, Annualized) | 8.57% | 116.87% |
| Total Return (5Y, Annualized) | -4.48% | 31.34% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
AppLovin (APP) carries a highly aggressive beta of 2.25, indicating much higher sensitivity to broad-market moves, whereas Autodesk (ADSK) is closer to market-like at 1.22 — a noticeable difference in market-sensitivity profile.
| Metric | ADSK | APP |
|---|---|---|
| Volatility (1Y, Annualized) | 40.23% | 80.36% |
| Beta (5Y) | 1.22 | 2.25 |
| Max Drawdown (5Y) | -50.75% | -91.90% |
| Avg. Volume (3M) | 2.05M | 5.33M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ADSK | APP |
|---|---|---|
| Sharpe Ratio (1Y) | -0.40 | -0.49 |
| Sortino Ratio (1Y) | -0.57 | -0.69 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but AppLovin (APP) at 210.09% is the standout with ROE above its industry range; Autodesk (ADSK) at 53.85% also sits in the top quartile.
ADSK
Software & Services industry group
53.85%
- ADSK
- 53.85%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
APP
Software & Services industry group
210.09%
- APP
- 210.09%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
AppLovin (APP) at 65.89% keeps the most of each sales dollar — above its industry’s net margin range — and Autodesk (ADSK) at 21.08% also retains a top-quartile share.
ADSK
Software & Services industry group
21.08%
- Max
- 41.17%
- ADSK
- 21.08%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
APP
Software & Services industry group
65.89%
- APP
- 65.89%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
AppLovin (APP) at 78.22% shows unusually strong operating efficiency — above its industry’s operating margin range — and Autodesk (ADSK) at 29.23% also operates in the top quartile.
ADSK
Software & Services industry group
29.23%
- Max
- 46.89%
- ADSK
- 29.23%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
APP
Software & Services industry group
78.22%
- APP
- 78.22%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | ADSK | APP |
|---|---|---|
| ROE (TTM) | 53.85% | 210.09% |
| ROA (TTM) | 11.47% | 49.57% |
| Net Margin (TTM) | 21.08% | 65.89% |
| Operating Margin (TTM) | 29.23% | 78.22% |
| Gross Margin (TTM) | 92.50% | 88.78% |
Growth
Revenue Growth
AppLovin (APP) at 69.99% clears its industry range for revenue growth, far stronger top-line momentum than Autodesk (ADSK) at 17.53%, which is closer to a typical peer reading.
EPS Growth
AppLovin (APP) at 115.23% sits in the top EPS growth quartile, while Autodesk (ADSK) at 2.15% is closer to the peer norm — faster per-share earnings growth for APP.
Growth Metrics
| Metric | ADSK | APP |
|---|---|---|
| Revenue Growth (YoY) | 17.53% | 69.99% |
| Revenue Growth (3Y CAGR) | 12.92% | 24.84% |
| EPS Growth (YoY) | 2.15% | 115.23% |
| EPS Growth (3Y CAGR) | 11.43% | -- |
Financial Strength
Current Ratio (MRQ)
AppLovin (APP) at 3.81 carries current ratio above its industry’s typical mid-range, while Autodesk (ADSK) at 0.86 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
ADSK
Software & Services industry group
0.86
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- ADSK
- 0.86
- Min
- 0.03
APP
Software & Services industry group
3.81
- Max
- 5.11
- APP
- 3.81
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both Autodesk (ADSK) at 1.10 and AppLovin (APP) at 1.07 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
ADSK
Software & Services industry group
1.10
- Max
- 2.52
- Q3
- 1.13
- ADSK
- 1.10
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
APP
Software & Services industry group
1.07
- Max
- 2.52
- Q3
- 1.13
- APP
- 1.07
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | ADSK | APP |
|---|---|---|
| Current Ratio (MRQ) | 0.86 | 3.81 |
| Debt / Equity (MRQ) | 1.10 | 1.07 |
| Net Debt / EBITDA | -0.20 | 0.06 |
Dividends
Dividend Yield (TTM)
Neither Autodesk (ADSK) nor AppLovin (APP) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
ADSK
Software & Services industry group
0.00%
- ADSK
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Autodesk (ADSK) nor AppLovin (APP) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
ADSK
Software & Services industry group
0.00%
- ADSK
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ADSK | APP |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Autodesk (ADSK) at 33.95 and AppLovin (APP) at 26.34 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
ADSK
Software & Services industry group
33.95
- Max
- 112.94
- Q3
- 60.32
- ADSK
- 33.95
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
APP
Software & Services industry group
26.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- APP
- 26.34
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Autodesk (ADSK) at 7.02 is priced about in line with its industry on P/S ratio, while AppLovin (APP) at 17.04 sits in the pricier quartile — APP costs more per dollar of sales.
ADSK
Software & Services industry group
7.02
- Max
- 17.91
- Q3
- 8.78
- ADSK
- 7.02
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
APP
Software & Services industry group
17.04
- Max
- 17.91
- APP
- 17.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Autodesk (ADSK) at 16.17 sits in the upper P/B ratio quartile, and AppLovin (APP) at 39.29 prices even higher, above its industry range.
ADSK
Software & Services industry group
16.17
- Max
- 16.63
- ADSK
- 16.17
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
APP
Software & Services industry group
39.29
- APP
- 39.29
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | ADSK | APP |
|---|---|---|
| P/E Ratio (TTM) | 33.95 | 26.34 |
| P/S Ratio (TTM) | 7.02 | 17.04 |
| P/B Ratio (MRQ) | 16.17 | 39.29 |
| Free Cash Flow Yield (TTM) | 5.77% | 2.87% |