The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk. Shares of Autodesk (ADSK), the software firm behind the tools used by architects and engineers, trade around $234.97, having fallen 23% over the last year while the S&P 500 climbed. Yet for every dollar an investor parks in the company today, Autodesk generates 5.4% in annual free cash. That compares to a 4.2% median for the S&P 500. The company doesn’t currently pay this out as a dividend; it retains the cash, but the yield still measures the underlying business’s cash-generating power relative to its price.

The market is offering a premium cash yield on a business it is simultaneously marking down. The question for an investor is simple: is this a bargain, or is the market right to be cautious? How durable is the machine printing this cash? A 5-Day Winning Streak Has CACI International Stock Up 31% 5 Green Days In A Row: Everpure Stock Is Up 33% 8 Green Days In A Row: Agnico Eagle Mines Stock Is Up 27% A 10-Day Winning Streak Has Kratos Defense & Security Solutions Stock Up 45% 8 Green Days In A Row: Unity Software Stock Is Up 40%