Added to YB: 2026-06-04
Pitch date: 2026-06-02
INTU [bullish]
Intuit Inc.
-2.53%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. 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
$96.8B
Pitch Price
$319.52
Price Target
N/A
Dividend
1.36%
EV/EBITDA
14.78
P/E
21.64
EV/Sales
N/A
Sector
Software
Category
value
Intuit - the market is not that INTU*
INTU: SaaS fintech (TurboTax, QuickBooks, Mailchimp, Credit Karma) down 60% YoY on 'AI destroys software' mantra; author sees mispricing at ~10x earnings vs 13-14% rev growth, 18% non-GAAP EPS growth FY26. AI profit-enhancer via data moat, 36% TurboTax Live growth, ARPU +7%. $8bn buybacks 2026, fortress B/S. Bear: TurboTax units -2%, Credit Karma cyclical.
Read full article (8 min)