Added to YB: 2026-09-25
Pitch date: 2026-09-22
INTU [neutral]
Intuit Inc.
-5%
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
$78.1B
Pitch Price
$291.71
Price Target
N/A
Dividend
1.89%
EV/EBITDA
11.32
P/E
17.76
EV/Sales
3.70
Sector
Software
Category
growth
Intuit Investor Day: rebuilding customer growth without giving up earnings growth
INTU (update): Intuit has credible ways to sustain high-teens earnings growth through margin expansion and fast-growing mid-market and money services, with FY2027 adjusted EPS guided up 23–24%. Yet customer acquisition remains the key test: Online Ecosystem paid customers grew only 4%, and TurboTax lost one point of e-file share. Management reported ~80% customer incrementality in the Credit Karma Tax pilot, but Intuit must restore customer growth without sacrificing monetization amid cheaper alternatives and AI-driven competition.
Read full article (5 min)