Added to YB: 2026-04-20
Pitch date: 2026-04-16
INTU [bullish]
Intuit Inc.
-0.76%
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
$108.8B
Pitch Price
$396.25
Price Target
625.00 (+61%)
Dividend
1.22%
EV/EBITDA
18.04
P/E
25.54
EV/Sales
5.60
Sector
Software
Category
growth
Q1 2026: Portfolio Update + Investable Universe - Adding to Intuit
INTU (new position): Ultimate SMB platform via QuickBooks dominance, enabling vendor consolidation & data insights. $3.6B rev from payroll/HCM/payments (+24% growth). TurboTax Live disrupting assisted tax category, 41% of TurboTax rev (+47%). 600 US offices boost conversion 5x. FV $475-$625 vs current price = 20-60% upside.
Read full article (1 min)