INTU Intuit Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Software - Application · Mountain View, CA · 18,600 employees · intuit.com
Intuit develops financial management, tax preparation, and business automation software for individual consumers and commercial clients. It earns revenue through software subscriptions and associated financial services across platforms such as QuickBooks, TurboTax, Credit Karma, and Mailchimp.
Bull case
The business converts a substantial share of its revenue into free cash flow after stock-based compensation, supported by returns on capital that consistently exceed its financing costs. It is also positioned to benefit from artificial intelligence because its platforms house the core operational and consumer data required to automate financial tasks.
- Trades at the 5th percentile of its own valuation history.
- The price assumes about +1% a year cash-flow growth; it delivered +28% a year over three years.
- Turns 31% of revenue into free cash after stock pay.
- Returns on capital run well above its cost of capital.
Bear case
The measurements do not currently make a case against the business.
- The share price trend is still falling.
Features
- V-DEEP-VALUE Deep value The price is 73% below its own-history reference value.
- V-WIDE-MOAT Wide moat Returns on capital run well above its cost of capital.
- F-UPSIDE Analyst upside Analysts' average target is 34% above the price.
AI impact
Sells AI to its customers Tailwind
The company sells tax filing and financial management software that integrates artificial intelligence to automate customer tasks. Its key advantage lies in its scale of proprietary financial data used within everyday workflows, while its main risk is that competing and general-purpose artificial intelligence tools could lower barriers to entry and solve the same customer needs.
Where AI helps it
- Holds customer and operational data that AI products need
- Its software sits where AI agents would do the work
Where AI could hurt it
- AI tools could do part of what it sells (minor)
- AI makes it cheaper for rivals to build what it sells (minor)
In the company's words
Our powerful combination of proprietary data, domain-specific AI platform capabilities, and AI-powered human expertise helps customers make high-stakes financial decisions with confidence.
Advances in new and evolving technologies, including AI, may further accelerate these changes by lowering barriers to entry and enabling existing competitors, new entrants, and providers of general-purpose AI technologies to develop features, products, and services, including as add-ons to existing…
Assessed by AI from the company's own annual report filed 9 Sep 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
INTU is at the 5th percentile of its own valuation history. Depending on how far back you look, it ranges from the 2nd to the 8th percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Re-underwrite zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
Conflict: the price has reached the lowest zone, but no break condition is active.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
What the price assumes
The measured price implies roughly +0.9% annual cash-flow growth, between -4.8% and +5.2% under other reasonable assumptions. Over the last three years it delivered +28.4% a year.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not available — Margin break
- Not triggered — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.