Added to YB: 2025-10-15
Pitch date: 2025-10-13
INTU [neutral]
Intuit Inc.
+3.89%
current return
Author Info
Cosmic Capital is a former equity analyst at billion dollar long-only funds which outperformed their benchmarks by 4-5% annually who shares research on the world's best companies. Sign up for the newsletter.
Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$184.3B
Pitch Price
$645.82
Price Target
736.00 (+10%)
Dividend
0.72%
EV/EBITDA
31.39
P/E
45.45
EV/Sales
9.65
Sector
Software
Category
growth
Intuit - Business Breakdown
INTU (deep dive): Market-leading SME accounting software (80% US share) & tax prep (60% DIY share) with strong moats - network effects, switching costs, scale economies. Growing 13-14% revenue via mid-market expansion, services uptake, AI integration. Well-positioned vs AI disruption w/ data advantage & human-assisted model. Price target $736 (~low-teens returns).
Read full article (38 min)