ADSK vs FISV
Autodesk vs Fiserv — AI-powered side-by-side comparison
| Metric | ADSK | FISV |
|---|
| AI Score |
65
|
58
|
| Price |
$251.67
|
$52.67
|
| P/E Ratio |
36.87×
|
10.15×
|
| ROE |
36.9%
|
13.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
91.1%
|
47.2%
|
| Debt / Equity |
0.85×
|
1.04×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
62.8
|
51.9
|
| Beta |
1.298
|
0.798
|
| Expected Upside |
+0.2%
|
+21.8%
|
AI Committee View
Current Innellis committee reasoning for ADSK versus FISV.
ADSK leads by 7 points.
ADSK scores 65/100 (Buy) versus FISV at 58/100 (Buy).
ADSK Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
FISV Committee View
40% agreement
5 analysts
The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 10.0 is inexpensive for the broad market. Growth Analyst remains cautious — revenue declining -1.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 10.0 is inexpensive for the broad market — Value
- Price-to-book of 1.4x is a discount to asset value — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Revenue declining -1.2% YoY -- this is not a growth story right now — Growth
- EPS declining -12.9% YoY despite any revenue growth — Growth
- Price structure making lower highs and lower lows — Technical