A Business at a Glance
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INTUIT INC.
INTU
$83.9B
Mkt Cap
$296.33
+5.26%
INTUIT INC. (INTU) has a current P/E ratio of 19.3, compared to its historical median P/E of 52.2. The stock is currently considered Cheap based on its historical valuation range.
INTUIT INC. (INTU) has a 5-year average return on invested capital (ROIC) of 21.4%. This indicates strong capital allocation and a potential competitive advantage.
INTUIT INC. (INTU) has a market capitalization of $82.7B. It is classified as a large-cap stock.
Yes, INTUIT INC. (INTU) pays a dividend with a trailing twelve-month yield of 1.59%. The company also returns capital through share buybacks, with a buyback yield of 4.94%.
Based on historical P/E analysis, INTUIT INC. (INTU) appears cheap. The current P/E of 19.3 is 63% below its historical median of 52.2. The estimated fair value CAGR (P/E method) is 11.5%.
INTUIT INC. (INTU) operates in the Services-Prepackaged Software industry, within the Technology sector.
INTUIT INC. (INTU) reported annual revenue of $18.8 billion in its most recent fiscal year, based on SEC EDGAR filings.
Intuit is a global financial technology platform serving approximately 100 million consumers, small and mid-market businesses, and accountants worldwide through four reportable segments: Global Business Solutions (59% of revenue), which provides QuickBooks accounting software, Mailchimp marketing automation, payroll and workforce solutions, payment processing, capital financing, and bookkeeping services; Consumer (26% of revenue), which delivers TurboTax tax preparation products and services in the U.S. and Canada; Credit Karma (12% of revenue), a personal finance platform offering credit monitoring, financial product recommendations, and banking services; and ProTax (3% of revenue), serving professional accountants with tax preparation tools. The company's business model combines AI agents and AI-enabled human experts to deliver "done-for-you" experiences that automate workflows, provide actionable insights, and connect customers with expert support when needed, generating revenue through subscription-based software, transaction-based services such as payment processing, and assisted service offerings. Intuit's competitive advantages include its proprietary Generative AI Operating System (GenOS), large-scale customer data, ecosystem of integrated applications, and network of thousands of AI-enabled financial and tax experts, with approximately 8% of consolidated revenue derived from international operations.
【AI-driven platform acceleration】 Management expects continued momentum across the company driven by AI agent adoption and assisted service expansion. In the Consumer segment, TurboTax Live is expected to grow 38% in customers and 36% in revenue, representing over half of TurboTax revenue and disrupting the $37 billion assisted tax category, while overall TurboTax is expected to grow 7% for the full year despite a 30 basis point decline in total IRS filers. Global Business Solutions Group is expected to grow approximately 16% with AI agents powering recommendations across millions of transactions weekly and delivering value through expanded functionality and consumption-based pricing models. Credit Karma is expected to grow approximately 19%, and the company expects to deliver margin expansion at the company level while growing earnings per share north of 15% through disciplined cost management and operational efficiencies.
| Metric | Target | Period |
|---|---|---|
| Total company revenue | $21.341 billion–$21.374 billion | FY2026 |
| Global Business Solutions Group revenue growth | approximately 16% | FY2026 |
| Consumer Group revenue growth | approximately 10% | FY2026 |
| TurboTax revenue growth | approximately 7% | FY2026 |
| Credit Karma revenue growth | approximately 19% | FY2026 |
| ProTax revenue growth | approximately 4% | FY2026 |
| GAAP diluted earnings per share | $15.79–$15.84 | FY2026 |
| Non-GAAP diluted earnings per share | $23.80–$23.85 | FY2026 |
| TurboTax Live customer growth | 38% | FY2026 |
| TurboTax Live revenue growth | 36% | FY2026 |
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2026 Earnings Call, Q3 FY2026 Earnings Call, Q2 FY2026 Earnings Call, Q1 FY2026 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 20.9B | 18.8B | 16.3B | 14.4B | 12.7B | 9.6B |
| Net Income | 4.6B | 3.9B | 3.0B | 2.4B | 2.1B | 2.1B |
| EPS | $16.40 | $13.67 | $10.43 | $8.42 | $7.28 | $7.56 |
| Free Cash Flow | 7.8B | 6.1B | 4.7B | 4.8B | 3.7B | 3.2B |
| ROIC | 20.4% | 18.3% | 14.6% | 12.3% | 14.3% | 47.3% |
| Gross Margin | - | 55.0% | 53.3% | 54.8% | 55.5% | 57.1% |
| Debt/Equity | 0.30 | 0.30 | 0.33 | 0.35 | 0.42 | 0.21 |
| Dividends/Share | $4.72 | $4.16 | $3.60 | $3.12 | $2.72 | $2.36 |
| Operating Income | 5.7B | 4.9B | 3.6B | 3.1B | 2.6B | 2.5B |
| Operating Margin | 27.5% | 26.1% | 22.3% | 21.9% | 20.2% | 26.0% |
| ROE | 22.2% | 20.3% | 16.6% | 14.1% | 15.7% | 27.5% |
| Shares Outstanding | 279M | 283M | 284M | 283M | 284M | 273M |
INTUIT INC. passes 8 of 9 quality checks, indicating strong fundamentals.
INTUIT INC. trades at 19.3x trailing earnings, compared to its 15-year median P/E of 52.2x, suggesting it is currently Cheap relative to its historical range. On a free-cash-flow basis, the stock trades at 11.9x vs a median of 32.0x. The company's 5-year average ROIC is 21.4% with a gross margin of 55.1%. Total shareholder yield (dividends + buybacks) is 6.5%. At current prices, the estimated annualized return to fair value is +16.1%.
INTUIT INC. (INTU) has a net profit margin of 20.5%. This is a strong margin indicating high profitability.
INTUIT INC. (INTU) generated $6.1 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
INTUIT INC. (INTU) has a debt-to-equity ratio of 0.30. This indicates a conservatively financed balance sheet.
INTUIT INC. (INTU) reported earnings per share (EPS) of $13.67 in its most recent fiscal year.
INTUIT INC. (INTU) has a return on equity (ROE) of 20.3%. This indicates the company generates strong returns for shareholders.
INTUIT INC. (INTU) has a 5-year average gross margin of 55.1%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 18 years of financial data for INTUIT INC. (INTU), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
INTUIT INC. (INTU) has a book value per share of $69.64, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects continued momentum across the company driven by AI agent adoption and assisted service expansion. In the Consumer segment, TurboTax Live is expected to grow 38% in customers and 36% in revenue, representing over half of TurboTax revenue and disrupting the $37 billion assisted tax category, while overall TurboTax is expected to grow 7% for the full year despite a 30 basis point decline in total IRS filers. Global Business Solutions Group is expected to grow approximately 16% with AI agents powering recommendations across millions of transactions weekly and delivering value through expanded functionality and consumption-based pricing models. Credit Karma is expected to grow approximately 19%, and the company expects to deliver margin expansion at the company level while growing earnings per share north of 15% through disciplined cost management and operational efficiencies.
Based on recent SEC filings and earnings calls, INTUIT INC. (INTU) has provided the following forward guidance: Total company revenue: $21.341 billion–$21.374 billion (FY2026); Global Business Solutions Group revenue growth: approximately 16% (FY2026); Consumer Group revenue growth: approximately 10% (FY2026); TurboTax revenue growth: approximately 7% (FY2026); Credit Karma revenue growth: approximately 19% (FY2026), plus 8 additional metrics.
| TurboTax Online paying units growth |
| 2% |
| FY2026 |
| TurboTax ARPU growth | 11% | FY2026 |
| Consumer money portfolio revenue growth | 26% | FY2026 |
Total company revenue (FY2026): “Guidance includes total company revenue of $21.341 billion-$21.374 billion, growth of 13%-14%.”
Global Business Solutions Group revenue growth (FY2026): “Our guidance includes Global Business Solutions Group revenue growth of approximately 16%, with Desktop revenue growth in the mid-single digits.”
Consumer Group revenue growth (FY2026): “Overall, Consumer Group revenue growth of approximately 10%.”
TurboTax revenue growth (FY2026): “The Consumer Group outlook is supported by TurboTax growth of approximately 7%”
Credit Karma revenue growth (FY2026): “Credit Karma growth of approximately 19%”
ProTax revenue growth (FY2026): “Pro Tax group revenue growth of approximately 4%”
GAAP diluted earnings per share (FY2026): “GAAP diluted earnings per share of $15.79-$15.84, growth of approximately 16%”
Non-GAAP diluted earnings per share (FY2026): “non-GAAP diluted earnings per share of $23.80-$23.85, growth of approximately 18%”