Added to YB: 2026-02-19
Pitch date: 2026-02-17
INTU [bullish]
Intuit Inc.
+0.34%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$105.5B
Pitch Price
$380.25
Price Target
625.00 (+64%)
Dividend
1.27%
EV/EBITDA
18.19
P/E
26.02
EV/Sales
5.59
Sector
Software
Category
value
Long Intuit
INTU (added to position): AI fears overdone - tax prep has high cost of failure, TurboTax Live 41% of rev (+47% YoY), SMBs can't afford custom software. Mission-critical platform w/ QuickBooks dominance, 625k data points/biz. ARPC +16% CAGR on pricing power. Trading at decade-low valuation despite 13% organic growth, 40% op margin, 5.7% FCF yield. FV $625 (56% upside) or $475 conservative (19% upside). Risk: AI disruption, tax code simplification, high SBC dilution.
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