WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Adobe Inc. vs Autodesk, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Adobe Inc.

ADBE · NASDAQ

Market cap (USD)$105.9B
Gross margin (TTM)89.1%
Operating margin (TTM)36.1%
Net margin (TTM)28.7%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
70/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Adobe Inc.'s moat claims, evidence, and risks.

View ADBE analysis

Autodesk, Inc.

ADSK · NASDAQ

Market cap (USD)$48.3B
Gross margin (TTM)91.2%
Operating margin (TTM)26.2%
Net margin (TTM)21.1%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
61/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Autodesk, Inc.'s moat claims, evidence, and risks.

View ADSK analysis

Comparison highlights

  • Moat score gap: Adobe Inc. leads (70 / 100 vs 61 / 100 for Autodesk, Inc.).
  • Segment focus: Adobe Inc. has 3 segments (68.6% in Creative & Marketing Professionals); Autodesk, Inc. has 5 segments (49.7% in Architecture, Engineering, Construction and Operations (AECO)).
  • Moat breadth: Adobe Inc. has 4 moat types across 2 domains; Autodesk, Inc. has 4 across 2.

Primary market context

Adobe Inc.

Creative & Marketing Professionals

Market

Software for creating content, managing its production and delivery, and managing customer experiences

Geography

Global

Customer

Creators, creative professionals, marketers, agencies, and enterprises

Role

Subscription software platform spanning ideation, creation, production, activation, and measurement

Revenue share

68.6%

Autodesk, Inc.

Architecture, Engineering, Construction and Operations (AECO)

Market

Architecture, engineering, construction & operations (AECO) software (BIM, civil design, construction management)

Geography

Global

Customer

B2B / professional

Role

Software vendor (design + construction workflow platform)

Revenue share

49.7%

Side-by-side metrics

Adobe Inc.
Autodesk, Inc.
Ticker / Exchange
ADBE - NASDAQ
ADSK - NASDAQ
Market cap (USD)
$105.9B
$48.3B
Gross margin (TTM)
89.1%
91.2%
Operating margin (TTM)
36.1%
26.2%
Net margin (TTM)
28.7%
21.1%
Sector
Technology
Technology
Industry
Application software
Application software
HQ country
US
US
Primary segment
Creative & Marketing Professionals
Architecture, Engineering, Construction and Operations (AECO)
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
61 / 100
Moat domains
Demand, Network
Demand, Network
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Suite BundlingEcosystem ComplementsData Workflow Lockin

Adobe Inc. strengths

De Facto Standard

Autodesk, Inc. strengths

Training Org Change Costs

Segment mix

Adobe Inc. segments

Full profile >

Creative & Marketing Professionals

Competitive

68.6%

Business Professionals & Consumers

Competitive

28%

Other subscription, product, and services revenue

Competitive

3.4%

Autodesk, Inc. segments

Full profile >

Architecture, Engineering, Construction and Operations (AECO)

Competitive

49.7%

AutoCAD and AutoCAD LT

Competitive

24.8%

Manufacturing (MFG)

Oligopoly

19.1%

Media and Entertainment (M&E)

Competitive

4.6%

Other (Consulting and other products/services)

Competitive

1.7%

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.