Added to YB: 2026-03-12
Pitch date: 2026-03-10
INTU [neutral]
Intuit Inc.
-5.01%
current return
Author Info
No bio for this author
Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$125.5B
Pitch Price
$458.10
Price Target
N/A
Dividend
1.06%
EV/EBITDA
20.73
P/E
29.49
EV/Sales
6.43
Sector
Software
Category
growth
Intuit Stock Breakdown: Business Eroding or Rare Discount?
INTU (overview): $20.1B rev (+15% 10yr CAGR), 81% gross margin, 27% op margin, 20% ROIC. QuickBooks dominates w/ ~65% US share, TurboTax ~60%. AI risk: native apps undercutting prices or AGI agents replacing software entirely. Bull: AI agents automate 93% of taxes, 3M users, 85% repeat rate; 'done for you' upsells + mid-market expansion via Intuit Enterprise. Trading 31x EV/NOPAT (26x fwd), guided 12-13% rev growth, 17-19% op income growth. Success hinges on AI execution vs disruption.
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