Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI Summary - About
Intuit Inc(INTU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for INTU
10/06/2026: INTU (1-star) is currently NOT-A-BUY. Pass it for now.
Intuit is a leading provider of software platforms that simplify financial tasks for small businesses and consumers, anchored by its QuickBooks and TurboTax brands. The company maintains a strong position through a subscription-based model that generates recurring revenue, high margins, and valuable customer data. Its primary growth story revolves around integrating AI across its platform and expanding its financial offerings through acquisitions like Credit Karma. Risks include increasing regulatory oversight in the tax sector and competition from fintech disruptors. Given its valuation, Intuit is primarily suited for long-term growth-oriented investors, while its dividend remains secondary to its focus on reinvestment and product scaling.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Intuit's platform-based business model and expansion into adjacent financial services offer consistent growth potential. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends upward with consistent execution on cloud-platform growth targets. |
| Value investor | Weak fit | Intuit typically trades at a premium valuation reflecting its high quality and growth prospects. |
| Dividend investor | Mixed fit | While Intuit pays a dividend, it is primarily a growth-focused stock with a low yield. |
| Low-risk investor | Mixed fit | Intuit is a mature, profitable leader, but its valuation and sector volatility can lead to price swings. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Technology stocks often experience swings driven by market sentiment and valuation adjustments. |
| Valuation risk | High | The stock's premium multiple requires sustained high growth to justify current pricing. |
| Competition risk (AI competition) | Medium | New AI-native startups could potentially disrupt Intuit's established product workflows. |
| Business quality | Strong | Intuit's wide moat and high switching costs provide a stable foundation. |
| Dividend income | Low | This is not primarily an income-generating investment for dividend seekers. |
| Execution risk | Medium | Successful integration of massive acquisitions like Mailchimp is critical for long-term platform value. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -19.01% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 76.08B USD | Price to earnings Ratio 17.3 | 1Y Target Price 405.6 |
Price to earnings Ratio 17.3 | 1Y Target Price 405.6 | ||
Volume (30-day avg) 4.0M shares | Beta 1.01 | 52 Weeks Range 251.72 - 682.76 | Updated Date 10/05/2026 |
52 Weeks Range 251.72 - 682.76 | Updated Date 10/05/2026 | ||
Dividends yield (FY) 1.71% | Basic EPS (TTM) 16.46 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Small Business & Self-Employed | QuickBooks Online, payroll, and payments. | The largest part of Intuit's business, which recurringly generates high-margin revenue from small businesses. |
| Consumer | TurboTax and Credit Karma. | Highly seasonal but massive segment; benefits from tax season demand and personalized financial recommendations. |
| ProConnect | Professional tax software for accountants. | Provides stable, professional-grade software for tax preparers who are key influencers for small businesses. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 17.3 | Forward PE 12.66 | Enterprise Value 79.35B | Price to Sales(TTM) 3.55 |
Enterprise Value 79.35B | Price to Sales(TTM) 3.55 | ||
Enterprise Value to Revenue 3.7 | Enterprise Value to EBITDA 11.15 | Shares Outstanding 267.24M | Shares Floating 260.87M |
Shares Outstanding 267.24M | Shares Floating 260.87M | ||
Percent Insiders 2.41 | Percent Institutions 93.59 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Intuit Inc
Exchange NASDAQ | Headquarters Mountain View, CA, United States | ||
IPO Launch date 1993-03-12 | CEO, President & Chairman Mr. Sasan K. Goodarzi | ||
Sector Technology | Industry Software - Application | Full time employees 18600 | Website https://www.intuit.com |
Full time employees 18600 | Website https://www.intuit.com | ||
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in two segments: Global Business Solutions and Consumer. Its 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. The Consumer segment provides TurboTax, a do-it-yourself and assisted income tax preparation products and services; Credit Karma, a personal finance solution 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, debt pay-down assistance, credit card rewards optimization, and connected account capabilities. This segment also offers ProTax offerings which include Lacerte, ProSeries, and ProFile desktop tax-preparation software products; and ProConnect Tax Online, electronic tax filing service, and bank products and related services. It sells products and services through direct sales channels, multichannel shop-and-buy experiences, online application stores, and partner and other channels. Intuit Inc. was founded in 1983 and is headquartered in Mountain View, California.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.