Added to YB: 2026-09-03
Pitch date: 2026-08-31
INTU [bullish]
Intuit Inc.
-2.88%
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
$98.3B
Pitch Price
$353.10
Price Target
N/A
Dividend
1.54%
EV/EBITDA
14.20
P/E
21.83
EV/Sales
4.64
Sector
Software
Category
value
The Monday Morning Briefing - Intuit Inc.
INTU (quick overview): Intuit’s retreat from its unrealistic 20% growth aspiration, planned inclusion of stock-based compensation in non-GAAP figures, and fuller Mailchimp disclosure signal greater accountability for past capital allocation. FY26 beat the analyst’s cost estimates despite restructuring, mid-market growth was 28%, and QuickBooks pricing supports a path near a 12% revenue CAGR and 20% IRR. At ~22x trailing earnings and a 7.9% free-cash-flow yield, valuation looks undemanding, though TurboTax’s DIY tier faces intensifying price competition.
Read full article (1 min)