Added to YB: 2026-06-16
Pitch date: 2026-06-13
INTU [neutral]
Intuit Inc.
+1.44%
current return
Author Info
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Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$75.7B
Pitch Price
$277.76
Price Target
387.00 (+37%)
Dividend
1.73%
EV/EBITDA
N/A
P/E
16.92
EV/Sales
3.62
Sector
Software
Category
value
Deep dive into Intuit
INTU (overview): Worst S&P500 performer 2026 (-56%), mkt fearing AI disruption of TurboTax/QuickBooks. Bull thesis: high-retention ecosystem benefits from AI; TurboTax Live +47% to $2B offsets <9% unit decline; ~$5.5B FCF (7.5% yield). 17% layoffs boost rev/employee to $1.2M. FV $387/share (~40% upside). Risks: poor capital allocation (Mailchimp $12B flop, overpriced buybacks), IRS Direct File, securities-fraud probes. No position.
Read full article (6 min)