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ADSK vs. FOUR: A Head-to-Head Stock Comparison

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Here’s a clear look at ADSK and FOUR, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Overview

ADSK’s market capitalization of 67.75 billion USD is substantially larger than FOUR’s 9.04 billion USD, indicating a significant difference in their market valuations.

With betas of 1.45 for ADSK and 1.82 for FOUR, both stocks show similar sensitivity to overall market movements.

SymbolADSKFOUR
Company NameAutodesk, Inc.Shift4 Payments, Inc.
CountryUSUS
SectorTechnologyTechnology
IndustrySoftware - ApplicationSoftware - Infrastructure
CEOAndrew AnagnostJared Isaacman
Price316.66 USD101.8 USD
Market Cap67.75 billion USD9.04 billion USD
Beta1.451.82
ExchangeNASDAQNYSE
IPO DateJune 28, 1985June 5, 2020
ADRNoNo

Historical Performance

This chart compares the performance of ADSK and FOUR by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.

Data is adjusted for dividends and splits.

ADSK vs. FOUR: Growth of a $10,000 investment over the past one year.

Profitability

Return on Equity

ADSK

45.55%

Software - Application Industry

Max
59.01%
Q3
17.85%
Median
4.73%
Q1
-10.56%
Min
-52.94%

In the upper quartile for the Software - Application industry, ADSK’s Return on Equity of 45.55% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

FOUR

27.95%

Software - Infrastructure Industry

Max
80.61%
Q3
29.97%
Median
2.84%
Q1
-8.35%
Min
-56.26%

FOUR’s Return on Equity of 27.95% is on par with the norm for the Software - Infrastructure industry, indicating its profitability relative to shareholder equity is typical for the sector.

ADSK vs. FOUR: A comparison of their ROE against their respective Software - Application and Software - Infrastructure industry benchmarks.

Return on Invested Capital

ADSK

16.53%

Software - Application Industry

Max
35.07%
Q3
9.72%
Median
0.76%
Q1
-8.68%
Min
-34.12%

In the upper quartile for the Software - Application industry, ADSK’s Return on Invested Capital of 16.53% signifies a highly effective use of its capital to generate profits when compared to its peers.

FOUR

-82.03%

Software - Infrastructure Industry

Max
39.31%
Q3
11.97%
Median
1.67%
Q1
-7.10%
Min
-34.29%

FOUR has a negative Return on Invested Capital of -82.03%. This indicates that its operations are failing to generate a profit on the total capital invested, signaling significant inefficiency or value destruction.

ADSK vs. FOUR: A comparison of their ROIC against their respective Software - Application and Software - Infrastructure industry benchmarks.

Net Profit Margin

ADSK

18.53%

Software - Application Industry

Max
48.14%
Q3
16.07%
Median
1.83%
Q1
-9.60%
Min
-45.64%

A Net Profit Margin of 18.53% places ADSK in the upper quartile for the Software - Application industry, signifying strong profitability and more effective cost management than most of its peers.

FOUR

6.29%

Software - Infrastructure Industry

Max
46.46%
Q3
14.65%
Median
2.66%
Q1
-7.70%
Min
-35.45%

FOUR’s Net Profit Margin of 6.29% is aligned with the median group of its peers in the Software - Infrastructure industry. This indicates its ability to convert revenue into profit is typical for the sector.

ADSK vs. FOUR: A comparison of their Net Profit Margin against their respective Software - Application and Software - Infrastructure industry benchmarks.

Operating Profit Margin

ADSK

20.29%

Software - Application Industry

Max
51.67%
Q3
15.35%
Median
1.79%
Q1
-12.42%
Min
-45.17%

An Operating Profit Margin of 20.29% places ADSK in the upper quartile for the Software - Application industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

FOUR

7.23%

Software - Infrastructure Industry

Max
48.51%
Q3
16.56%
Median
4.48%
Q1
-6.43%
Min
-40.18%

FOUR’s Operating Profit Margin of 7.23% is around the midpoint for the Software - Infrastructure industry, indicating that its efficiency in managing core business operations is typical for the sector.

ADSK vs. FOUR: A comparison of their Operating Margin against their respective Software - Application and Software - Infrastructure industry benchmarks.

Profitability at a Glance

SymbolADSKFOUR
Return on Equity (TTM)45.55%27.95%
Return on Assets (TTM)11.11%4.36%
Return on Invested Capital (TTM)16.53%-82.03%
Net Profit Margin (TTM)18.53%6.29%
Operating Profit Margin (TTM)20.29%7.23%
Gross Profit Margin (TTM)90.53%27.07%

Financial Strength

Current Ratio

ADSK

0.65

Software - Application Industry

Max
5.09
Q3
2.84
Median
1.70
Q1
1.12
Min
0.04

ADSK’s Current Ratio of 0.65 falls into the lower quartile for the Software - Application industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

FOUR

1.36

Software - Infrastructure Industry

Max
3.80
Q3
2.25
Median
1.51
Q1
1.10
Min
0.23

FOUR’s Current Ratio of 1.36 aligns with the median group of the Software - Infrastructure industry, indicating that its short-term liquidity is in line with its sector peers.

ADSK vs. FOUR: A comparison of their Current Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Debt-to-Equity Ratio

ADSK

0.90

Software - Application Industry

Max
1.85
Q3
0.77
Median
0.18
Q1
0.05
Min
0.00

ADSK’s leverage is in the upper quartile of the Software - Application industry, with a Debt-to-Equity Ratio of 0.90. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.

FOUR

3.58

Software - Infrastructure Industry

Max
2.56
Q3
1.12
Median
0.33
Q1
0.05
Min
0.00

With a Debt-to-Equity Ratio of 3.58, FOUR operates with exceptionally high leverage compared to the Software - Infrastructure industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

ADSK vs. FOUR: A comparison of their D/E Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Interest Coverage Ratio

ADSK

184.00

Software - Application Industry

Max
39.23
Q3
8.55
Median
1.48
Q1
-14.59
Min
-39.97

With an Interest Coverage Ratio of 184.00, ADSK demonstrates a superior capacity to service its debt, placing it well above the typical range for the Software - Application industry. This stems from either robust earnings or a conservative debt load.

FOUR

3.05

Software - Infrastructure Industry

Max
32.21
Q3
5.24
Median
0.95
Q1
-17.99
Min
-50.82

FOUR’s Interest Coverage Ratio of 3.05 is positioned comfortably within the norm for the Software - Infrastructure industry, indicating a standard and healthy capacity to cover its interest payments.

ADSK vs. FOUR: A comparison of their Interest Coverage against their respective Software - Application and Software - Infrastructure industry benchmarks.

Financial Strength at a Glance

SymbolADSKFOUR
Current Ratio (TTM)0.651.36
Quick Ratio (TTM)0.651.36
Debt-to-Equity Ratio (TTM)0.903.58
Debt-to-Asset Ratio (TTM)0.220.58
Net Debt-to-EBITDA Ratio (TTM)0.35-4.69
Interest Coverage Ratio (TTM)184.003.05

Growth

The following charts compare key year-over-year (YoY) growth metrics for ADSK and FOUR. These metrics are based on the companies’ annual financial reports.

Revenue Growth

ADSK vs. FOUR: A comparison of their annual year-over-year Revenue Growth.

Earnings Per Share (EPS) Growth

ADSK vs. FOUR: A comparison of their annual year-over-year Earnings Per Share (EPS) Growth.

Free Cash Flow Growth

ADSK vs. FOUR: A comparison of their annual year-over-year Free Cash Flow Growth.

Dividend

Dividend Yield

ADSK

0.00%

Software - Application Industry

Max
3.66%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

ADSK currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

FOUR

0.00%

Software - Infrastructure Industry

Max
4.07%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

FOUR currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

ADSK vs. FOUR: A comparison of their Dividend Yield against their respective Software - Application and Software - Infrastructure industry benchmarks.

Dividend Payout Ratio

ADSK

0.00%

Software - Application Industry

Max
81.09%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

ADSK has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

FOUR

0.00%

Software - Infrastructure Industry

Max
48.68%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

FOUR has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

ADSK vs. FOUR: A comparison of their Payout Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Dividend at a Glance

SymbolADSKFOUR
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

Price-to-Earnings Ratio

ADSK

57.62

Software - Application Industry

Max
194.31
Q3
98.56
Median
51.87
Q1
22.76
Min
1.02

ADSK’s P/E Ratio of 57.62 is within the middle range for the Software - Application industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

FOUR

31.56

Software - Infrastructure Industry

Max
107.77
Q3
54.40
Median
28.10
Q1
18.03
Min
5.32

FOUR’s P/E Ratio of 31.56 is within the middle range for the Software - Infrastructure industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

ADSK vs. FOUR: A comparison of their P/E Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Forward P/E to Growth Ratio

ADSK

4.33

Software - Application Industry

Max
15.44
Q3
6.57
Median
2.78
Q1
0.55
Min
0.00

ADSK’s Forward PEG Ratio of 4.33 is within the middle range of its peers in the Software - Application industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.

FOUR

1.96

Software - Infrastructure Industry

Max
8.12
Q3
3.94
Median
2.13
Q1
0.94
Min
0.01

FOUR’s Forward PEG Ratio of 1.96 is within the middle range of its peers in the Software - Infrastructure industry. This suggests a reasonable balance between the stock’s price and its expected growth, aligning with sector valuation norms.

ADSK vs. FOUR: A comparison of their Forward PEG Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Price-to-Sales Ratio

ADSK

10.67

Software - Application Industry

Max
23.49
Q3
11.14
Median
5.62
Q1
2.84
Min
0.33

ADSK’s P/S Ratio of 10.67 aligns with the market consensus for the Software - Application industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

FOUR

3.43

Software - Infrastructure Industry

Max
18.25
Q3
9.05
Median
4.77
Q1
2.30
Min
0.11

FOUR’s P/S Ratio of 3.43 aligns with the market consensus for the Software - Infrastructure industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

ADSK vs. FOUR: A comparison of their P/S Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Price-to-Book Ratio

ADSK

25.89

Software - Application Industry

Max
21.03
Q3
10.49
Median
6.36
Q1
2.89
Min
0.12

The P/B Ratio is often not a primary valuation metric for the Software - Application industry.

FOUR

8.56

Software - Infrastructure Industry

Max
19.94
Q3
10.91
Median
6.33
Q1
2.95
Min
0.51

The P/B Ratio is often not a primary valuation metric for the Software - Infrastructure industry.

ADSK vs. FOUR: A comparison of their P/B Ratio against their respective Software - Application and Software - Infrastructure industry benchmarks.

Valuation at a Glance

SymbolADSKFOUR
Price-to-Earnings Ratio (P/E, TTM)57.6231.56
Forward PEG Ratio (TTM)4.331.96
Price-to-Sales Ratio (P/S, TTM)10.673.43
Price-to-Book Ratio (P/B, TTM)25.898.56
Price-to-Free Cash Flow Ratio (P/FCF, TTM)42.1825.19
EV-to-EBITDA (TTM)45.70-37.24
EV-to-Sales (TTM)10.763.92