Added to YB: 2026-08-28
Pitch date: 2026-08-27
INTU [neutral]
Intuit Inc.
Author Info
Global Outperformers is an investment research newsletter by Jenga Investment Partners. I publish articles on listed companies monthly and share my perspectives on markets. 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
$94.6B
Pitch Price
N/A
Price Target
N/A
Dividend
1.60%
EV/EBITDA
13.68
P/E
21.01
EV/Sales
4.46
Sector
Software
Category
growth
Intuit FY2026 Earnings Review
INTU (hold): FY2026 beat estimates across key metrics, with QuickBooks Accounting revenue up 22.6%, mid-market and Enterprise Suite up 28%, and payments volume up 30% to more than $225B. Paying customers grew only 3%, however, and TurboTax DIY faces rising competition and churn. Management increased Mailchimp accountability, retreated from its aspirational 20% revenue-growth goal and will include SBC in non-GAAP results; FY2027 EPS growth guidance is ~23% on that revised basis. The five-year target remains ~20% IRR from a $269.10 entry, with AI displacement the key long-term risk.
Read full article (6 min)