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ADSK vs. SHOP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ADSK vs. SHOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Autodesk, Inc. (ADSK) and Shopify Inc. (SHOP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ADSK achieves a -22.44% return, which is significantly higher than SHOP's -29.84% return. Over the past 10 years, ADSK has underperformed SHOP with an annualized return of 14.69%, while SHOP has yielded a comparatively higher 43.94% annualized return.


ADSK

1D
-2.98%
1M
-7.25%
YTD
-22.44%
6M
-25.27%
1Y
-23.34%
3Y*
3.98%
5Y*
-4.22%
10Y*
14.69%

SHOP

1D
-3.48%
1M
-11.45%
YTD
-29.84%
6M
-29.41%
1Y
7.45%
3Y*
24.67%
5Y*
-1.30%
10Y*
43.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ADSK vs. SHOP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADSK
Autodesk, Inc.
-22.44%0.15%21.39%30.29%-33.54%-7.91%66.43%42.65%22.68%41.64%
SHOP
Shopify Inc.
-29.84%51.39%36.50%124.43%-74.80%21.68%184.71%187.17%37.08%135.60%

Correlation

The correlation between ADSK and SHOP is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.59

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since May 22, 2015

0.52

The correlation between ADSK and SHOP shifts across timeframes, from 0.46 (1 year) to 0.59 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ADSK:

$48.68B

SHOP:

$147.20B

EPS

ADSK:

$6.84

SHOP:

$1.02

PE Ratio

ADSK:

33.58

SHOP:

110.87

PEG Ratio

ADSK:

1.29

SHOP:

0.21

PS Ratio

ADSK:

6.55

SHOP:

16.06

PB Ratio

ADSK:

15.26

SHOP:

11.78

Total Revenue (TTM)

ADSK:

$7.51B

SHOP:

$9.20B

Gross Profit (TTM)

ADSK:

$6.84B

SHOP:

$5.93B

EBITDA (TTM)

ADSK:

$2.14B

SHOP:

$1.60B

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Return for Risk

ADSK vs. SHOP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADSK
ADSK Risk / Return Rank: 1212
Overall Rank
ADSK Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
ADSK Sortino Ratio Rank: 1313
Sortino Ratio Rank
ADSK Omega Ratio Rank: 1313
Omega Ratio Rank
ADSK Calmar Ratio Rank: 1414
Calmar Ratio Rank
ADSK Martin Ratio Rank: 88
Martin Ratio Rank

SHOP
SHOP Risk / Return Rank: 4444
Overall Rank
SHOP Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
SHOP Sortino Ratio Rank: 4444
Sortino Ratio Rank
SHOP Omega Ratio Rank: 4343
Omega Ratio Rank
SHOP Calmar Ratio Rank: 4444
Calmar Ratio Rank
SHOP Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADSK vs. SHOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Autodesk, Inc. (ADSK) and Shopify Inc. (SHOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ADSKSHOPDifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.48

Omega ratioGain probability vs. loss probability

0.89

1.07

-0.19

Calmar ratioReturn relative to maximum drawdown

-0.71

0.16

-0.87

Martin ratioReturn relative to average drawdown

-1.37

0.35

-1.72

ADSK vs. SHOP - Sharpe Ratio Comparison

The current ADSK Sharpe Ratio is -0.72, which is lower than the SHOP Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of ADSK and SHOP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ADSKSHOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.72

0.13

-0.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

-0.02

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.75

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.69

-0.36

Drawdowns

ADSK vs. SHOP - Drawdown Comparison

The maximum ADSK drawdown since its inception was -76.92%, smaller than the maximum SHOP drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for ADSK and SHOP.


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Drawdown Indicators


ADSKSHOPDifference

Max Drawdown

Largest peak-to-trough decline

-76.92%

-84.82%

+7.90%

Max Drawdown (1Y)

Largest decline over 1 year

-33.15%

-46.71%

+13.56%

Max Drawdown (3Y)

Largest decline over 3 years

-33.15%

-46.71%

+13.56%

Max Drawdown (5Y)

Largest decline over 5 years

-51.99%

-84.82%

+32.83%

Max Drawdown (10Y)

Largest decline over 10 years

-51.99%

-84.82%

+32.83%

Current Drawdown

Current decline from peak

-32.92%

-36.91%

+3.99%

Average Drawdown

Average peak-to-trough decline

-22.62%

-28.21%

+5.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.01%

21.36%

-4.35%

Volatility

ADSK vs. SHOP - Volatility Comparison

The current volatility for Autodesk, Inc. (ADSK) is 12.66%, while Shopify Inc. (SHOP) has a volatility of 24.71%. This indicates that ADSK experiences smaller price fluctuations and is considered to be less risky than SHOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADSKSHOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.66%

24.71%

-12.05%

Volatility (6M)

Calculated over the trailing 6-month period

26.80%

43.60%

-16.80%

Volatility (1Y)

Calculated over the trailing 1-year period

32.66%

57.17%

-24.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.08%

65.51%

-30.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.42%

59.05%

-22.63%

Dividends

ADSK vs. SHOP - Dividend Comparison

Neither ADSK nor SHOP has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ADSK vs. SHOP - Financials Comparison

This section allows you to compare key financial metrics between Autodesk, Inc. and Shopify Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
1.93B
0
(ADSK) Total Revenue
(SHOP) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ADSK and SHOP have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SHOP has higher volatility (24.71%) compared to ADSK (12.66%). In terms of maximum drawdown, ADSK dropped -76.92% vs SHOP's -84.82%.

SHOP currently has the higher Sharpe Ratio (0.13 vs -0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ADSK and SHOP

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