With that in mind, let's take a closer look at Autodesk's business and see what CAPS investors are saying about the stock right now.
Autodesk facts
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Headquarters (Founded)
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San Rafael, Calif. (1982)
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Market Cap
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$5.8 billion
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Industry
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Application software
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Trailing-12-Month Revenue
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$1.94 billion
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Management
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CEO Carl Bass (since May 2006)
CFO Mark Hawkins (since April 2009)
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Return on Capital (Average, Past 3 Years)
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20.1%
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Cash / Debt
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$936.4 million / $0
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Competitors
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Parametric Technology (Nasdaq: PMTC)
Apple (Nasdaq: AAPL)
Google (Nasdaq: GOOG)
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CAPS Members Bullish on ADSK Also Bullish on
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General Electric (NYSE: GE)
Johnson & Johnson (NYSE: JNJ)
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|
CAPS Members Bearish on ADSK Also Bearish on
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Capital One Financial (NYSE: COF)
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Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 93% of the 781 members who have rated Autodesk believe the
stock will outperform the S&P 500 going forward. These bulls
include desmondvernon and NollierCapMgmt.
A few months
ago desmondvernon offered some firsthand insight into Autodesk's
advantages: "I use AutoCAD on a daily basis at work in the heavy
construction business. In my opinion no other software comes close to
providing the flexibility and functionality that I need from
drafting/design application."
In an earlier pitch, NollierCapMgmt also advised Fools to profit by design:
[Autodesk] is a cash cow which generates a ton of
[free cash flow]. Additionally, it sports no debt. Its competitive
advantage or moat is its [Computer Aided Design] software which helps
to promote high switching costs. [Autodesk] is very good at annuitizing
its business. However, it is not immune or insulated from the global
recession but will weather the storm far better than its competitors.
© 2009 UCLICK L.L.C.
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