INTU
Intuit
Information Technology · Application Software · US
$396.36
Close 2026-05-15
✓ ETHICAL PASS

STRONG MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$110.3B
Trailing P/E
25.80
Forward P/E
14.97
Rev Growth
+17.4%
Profit Margin
21.6%
ROE
23.5%
Analyst Target
$594.11
Recommendation
STRONG BUY
About Intuit

Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. The Global Business Solutions segment provides QuickBooks services, which include financial and business management online services, desktop software, payroll solutions, time tracking, merchant payment processing and bill pay solutions, checking accounts, and financing services for small and mid-market businesses; and Mailchimp, a marketing automation and customer relationship management. This segment also offers QuickBooks online services and desktop software solutions comprising QuickBooks Online, QuickBooks Live, QuickBooks Online Advanced, QuickBooks Self-Employed, QuickBooks Solopreneur financial and business management offerings, QuickBooks Online Payroll, QuickBooks Checking, QuickBooks Desktop software subscriptions, and QuickBooks Assisted Payroll. The Consumer segment provides do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment offers consumers with a personal finance platform that provides recommendations for credit card, home, auto, and personal loan, and insurance products; online savings and checking accounts; and access to its credit scores and reports, credit and identity monitoring, credit report dispute, credit building tools, and tools. The ProTax segment provides Lacerte, ProSeries, and ProFile desktop tax-preparation software products; and ProConnect Tax Online bill pay tax products, electronic tax filing service, and bank products and related services. It sells products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels. Intuit Inc. was founded in 1983 and is headquartered in Mountain View, California.

Opportunity Summary
Trading at $396 against a fair value of $461, a 14% discount. Strong competitive moat. 22% profit margins. Passes all ethical screens. Ranks better than 99% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.18%)PASS
Cash Ratio (0.00%)PASS
Receivables Ratio (0.09%)PASS
Revenue Ratio (0.01%)PASS
OverallPASS
Score Ethical: 88.5
Score Valuation: 77.5
Score Quality: 80.2
Score Combined: 67.6
Fair Value Est: $460.81 · Margin of Safety: +14.0% · Tier: OPPORTUNITY

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation93.0
Quality100.0
Cash Flow60.0
Moat100.0
Balance Sheet93.0
Debt Purity45.6
Liquid Purity99.2
Rev Purity81.4
Compliance71.9
Tier: GOLD · Score: 79.9 · Rank: #74
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-203.54Pending--
2026-05-2012.5712.80+1.8%
2026-02-263.684.15+12.7%
2025-11-203.093.34+8.0%
2025-08-212.662.75+3.4%
2025-05-2210.9111.65+6.8%
2025-02-252.583.32+28.9%
2024-11-212.362.50+6.0%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-04-30$8.6B$3.1B$4.3B$7.2B$4.0B11.10
2026-01-31$4.7B$693.0M$1.1B$3.6B$855.0M2.49
2025-10-31$3.9B$446.0M$828.0M$3.0B$534.0M1.60
2025-07-31$3.8B$381.0M$633.0M$2.9B$340.0M1.36
2025-04-30$7.8B$2.8B$4.0B$6.6B$3.7B10.09
2025-01-31
Insider Transactions
DateNameRoleSharesValue
2026-05-07SZKUTAK THOMAS JDirector63$25.3K
2026-05-07DALZELL RICHARD LDirector77$30.9K
2026-05-01BURTON EVE BDirector118$29.4K
2026-04-01HILLIARD CARYL LYNOfficer469--
2026-04-01HANEBRINK ANTONOfficer824--
2026-04-01GOODARZI SASAN KChief Executive Officer3,242--
2026-04-01HOTZ LAUREN DALEOfficer330--
2026-04-01AUJLA SANDEEP SChief Financial Officer3,360--
2026-04-01MCLEAN KERRY JEANGeneral Counsel849--
2026-03-12DALZELL RICHARD LDirector999$457.0K
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.25.5M$8.2B0.1%
Vanguard Capital Management LLC18.1M$5.8B0.1%
JPMORGAN CHASE & CO13.1M$4.2B0.0%
State Street Corporation13.0M$4.1B0.0%
Vanguard Portfolio Management LLC8.3M$2.6B0.0%
Geode Capital Management, LLC6.8M$2.2B0.0%
Morgan Stanley5.7M$1.8B0.0%
Price (T.Rowe) Associates Inc5.4M$1.7B0.0%
Invesco Ltd.4.5M$1.5B0.0%
Arrowstreet Capital, Limited Partnership3.9M$1.2B0.0%
Analyst Recommendations
3 Months Ago
6
23
5
34 analysts
2 Months Ago
5
23
7
35 analysts
Last Month
6
21
7
35 analysts
Current
6
22
6
34 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$87.6B
Price/Book
4.66
Beta
1.035
Analysts
32
Total Revenue (TTM)
$20.1B
Total Debt
$6.9B
Earnings Growth
+10.7%
Dividend Yield
1.2%
Rec. Mean
1.53
Short Ratio
3.10
Short % Float
0.0%
Employees
18,200

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 67.6 (P100 — top 0.5% of scored tickers). Strong Moat. Ethical PASS. 32 analysts at Buy.
Price: $396.36 | Target: $522.02 (+32%) | Fair Value: $460.81 (+16%)
Score
68
Moat
STRONG
Conviction
Standard
Upside
+32%
The Fundamentals
Revenue Growth+17.4%
Profit Margin21.6%
ROE23.5%
Forward P/E15.0
Market Cap$110.3B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-20$3.54Pending
2026-05-20$12.57$12.80+1.8%
2026-02-26$3.68$4.15+12.7%
2025-11-20$3.09$3.34+8.0%
2025-08-21$2.66$2.75+3.4%
2025-05-22$10.91$11.65+6.8%
Position Sizing Scenarios
Stop: $336.91 (-15%) | Entry: $396.36
SharesCostProfit to TargetR:R
To Consensus ($522.02, 32 analysts)
10$3,963.60+$1,256.60 (32%)2.1R
50$19,818.00+$6,283.00 (32%)2.1R
100$39,636.00+$12,566.00 (32%)2.1R
To Fair Value ($460.81)
10$3,963.60+$644.50 (16%)1.1R
50$19,818.00+$3,222.50 (16%)1.1R
100$39,636.00+$6,445.00 (16%)1.1R
Risk Factors
  • Elevated short interest (3.10 days to cover)
The Verdict
Intuit passes all ethical screens and holds a strong competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
23.6
Risk Grade
LOW_RISK
Layers
8
Quality: HMM_CRISIS,CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.2%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.99
above 1.0 is good
Max Drawdown
-62.0%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
BELOW_LOWER
Beta
Relative Volume
1.9x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
100.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
NOW0.582
ADSK0.565
WDAY0.560
CRM0.546
DSGX0.497
Inverse Correlated
TickerCorrelation
WOLF-0.232
066570.KS-0.231
012330.KS-0.214
NG.L-0.192
FXLV-0.192
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Tuesday
Best Month
Jun
Worst Month
Jan
Fri-Mon Effect
0.24371624148619073
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+4.5%
Beat Drift Positive %
57.1%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-23.1%
3M Return
-14.9%
6M Return
-52.0%
12M Return
-53.9%
Momentum Rank
#4340
Momentum Signal
STRONG_DOWN

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