INTU
Intuit Inc.

Intuit Inc.INTU

Technology · Software - Application
325.15USD
-1.52%
Oct 19, 2026
INTU overview ready
Intuit is a direct software-platform beneficiary and workflow enabler: it embeds AI agents into QuickBooks and Intuit Enterprise Suite to automate accounting, payments, finance, payroll, projects, and business insight workflows for SMBs and accounting professionals.
Narrative is still early
Exposed to the Agentic AI Adoption in Business Workflows narrative through AI-Enabled SMB Financial Operations Automation — enabling supplier.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Competition from other financial software providers.
Market Oct 16Filing Jul 31Price action Oct 18Research Oct 12

Conviction Level

NarrativeHeat6.6ThemeHeat6.4PriceAction6.6Valuation7.5CompanyPosition9.3BusinessQuality8.9
Price
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Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$86.9B
Avg Volume (60D)
3.9M
60 sessions
Revenue Growth YoY
+13.9%
FY2026 vs FY2025
Gross Margin
+81.0%
Operating Margin
+27.4%
Trailing twelve months
Free Cash Flow Yield
+10.0%
Distance from 200DMA
-12.6%
Next Earnings
2026-11-19
P/E
19.0x
EV / Sales
4.1x
Market metrics as of Oct 16, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap.
Intuit Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces. It trades at a 10.0% free-cash-flow yield and 4.1x revenue, which the underlying economics comfortably support.

Company Research

Thesis
Intuit is a direct software-platform beneficiary and workflow enabler: it embeds AI agents into QuickBooks and Intuit Enterprise Suite to automate accounting, payments, finance, payroll, projects, and business insight workflows for SMBs and accounting professionals.
Opportunity
Moderate opportunity
Deployment of AI agents and embedded automation to perform small- and mid-sized business accounting, payments, payroll, cash-flow, compliance, and related back-office workflows.
Key risk
Competition from other financial software providers.

Narrative & Theme

Agentic AI Adoption in Business Workflows
Part of AI-Enabled SMB Financial Operations Automation, with moderate fit.
INTU has a real, specific exposure to agentic automation of SMB financial operations, rather than a generic adjacency to AI.
Narrative HeatNeutral6.6 / 10
Theme HeatNeutral6.4 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

Intuit Inc. provides financial management, payments, compliance, and marketing software and services primarily in the United States, operating through four segments including Global Business Solutions, Consumer, Credit Karma, and ProTax.

How it earns

The company generates revenue mainly through subscription and transactional fees for its software and services.

Products & services
QuickBooks financial and business management software
Mailchimp marketing automation
Credit Karma credit and financial tools
ProTax tax preparation software
Customers & end markets
Small and mid-market businesses
Individual consumers
Tax professionals
Market position

Leader in financial management software for small businesses and tax preparation in the U.S.

Demand drivers
Low cyclicality

Demand for financial management and tax software remains relatively stable regardless of economic cycles.