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The YouTuber notes Autodesk's strong historical performance and consistent 17% annual revenue growth, with recent acceleration. However, he finds its current valuation of 27.5 times free cash flow not necessarily cheap, especially with volatile cash flows and a moderate AI disruption risk due to its generative AI capabilities and shift to usage-based pricing.
“Its price to free cash flow is now sitting at 27.5, which is not necessarily cheap in my opinion.” — ▶ 28:50