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Upturn AI SWOT - About
INTU 
Intuit Inc (INTU)
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Upturn Advisory Summary
10/15/2025: INTU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
34 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $811.78
1 Year Target Price $811.78
| 18 | Strong Buy |
| 10 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.22% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 181.97B USD | Price to earnings Ratio 47.75 | 1Y Target Price 811.78 |
Price to earnings Ratio 47.75 | 1Y Target Price 811.78 | ||
Volume (30-day avg) 34 | Beta 1.25 | 52 Weeks Range 530.03 - 812.22 | Updated Date 10/15/2025 |
52 Weeks Range 530.03 - 812.22 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 0.63% | Basic EPS (TTM) 13.67 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.55% | Operating Margin (TTM) 15.7% |
Management Effectiveness
Return on Assets (TTM) 8.93% | Return on Equity (TTM) 20.29% |
Valuation
Trailing PE 47.75 | Forward PE 29.5 | Enterprise Value 192192977300 | Price to Sales(TTM) 9.66 |
Enterprise Value 192192977300 | Price to Sales(TTM) 9.66 | ||
Enterprise Value to Revenue 10.21 | Enterprise Value to EBITDA 32.63 | Shares Outstanding 278805000 | Shares Floating 272024462 |
Shares Outstanding 278805000 | Shares Floating 272024462 | ||
Percent Insiders 2.57 | Percent Institutions 90.11 |
Upturn AI SWOT
Intuit Inc
Company Overview
History and Background
Intuit Inc. was founded in 1983 by Scott Cook and Tom Proulx. Initially focused on personal finance software, it has grown through acquisitions and product development to become a leader in financial management and tax preparation software.
Core Business Areas
- Small Business & Self-Employed Group (SBSEG): Provides solutions for small businesses and self-employed individuals, including QuickBooks accounting software, payroll services, and payment processing.
- Consumer Group: Offers tax preparation solutions for individuals, primarily through TurboTax.
- ProConnect Group: Focuses on solutions for accounting professionals, including ProConnect Tax Online and Lacerte tax software.
- Credit Karma: Provides personal finance services, including credit scores, reports, and monitoring, as well as access to credit cards and loans.
Leadership and Structure
Sasan Goodarzi is the current CEO. The company has a typical corporate structure with various departments reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Market Share (%): 38
- QuickBooks: Accounting software for small businesses. Holds a significant market share in the small business accounting software market. Competitors include Xero (XRO.ASX), Sage (SGE.L), and FreshBooks.
- Market Share (%): 65
- TurboTax: Tax preparation software for individuals. It is the market leader in the DIY tax preparation software segment. Competitors include H&R Block (HRB), TaxAct, and TaxSlayer.
- Credit Karma: Personal finance platform providing free credit scores and reports, along with personalized recommendations for financial products. Competitors include Credit Sesame, Experian (EXPN.L), and TransUnion (TRU).
Market Dynamics
Industry Overview
The financial software industry is driven by increasing digitalization and the need for efficient financial management solutions. Trends include cloud-based solutions, AI-powered automation, and mobile accessibility.
Positioning
Intuit Inc. is a dominant player in the financial software market, particularly for small businesses and individual tax preparation. Its competitive advantages include brand recognition, extensive product portfolio, and a large user base.
Total Addressable Market (TAM)
The global accounting software market is expected to reach approximately $20.4 billion by 2028. Intuit is well-positioned to capture a significant portion of this market through its established product line and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large user base
- Extensive product portfolio
- Established distribution channels
- High customer retention rates
Weaknesses
- High dependence on the US tax season
- Integration challenges with acquired companies
- Competition from emerging fintech companies
- Potential for data breaches and security vulnerabilities
Opportunities
- Expansion into new geographic markets
- Development of AI-powered financial solutions
- Partnerships with financial institutions
- Increased adoption of cloud-based accounting software
Threats
- Increased competition from established players and new entrants
- Changes in tax regulations
- Economic downturns affecting small businesses
- Data security breaches and privacy concerns
Competitors and Market Share
Key Competitors
- HRB
- ADP
- XRO.ASX
Competitive Landscape
Intuit Inc. has a strong competitive position due to its brand recognition, extensive product portfolio, and large user base. However, it faces competition from established players like H&R Block and ADP, as well as emerging fintech companies.
Major Acquisitions
Mailchimp
- Year: 2021
- Acquisition Price (USD millions): 12000
- Strategic Rationale: To accelerate Intuit's vision to provide an end-to-end customer growth platform for small businesses, combining Mailchimp's marketing automation with QuickBooks' financial management capabilities.
Credit Karma
- Year: 2020
- Acquisition Price (USD millions): 7100
- Strategic Rationale: To expand Intuit's reach into personal finance and provide consumers with a more comprehensive financial management solution.
Growth Trajectory and Initiatives
Historical Growth: Intuit Inc. has experienced significant growth over the past decade, driven by acquisitions and organic growth in its core businesses.
Future Projections: Analysts project continued growth for Intuit Inc., driven by its leading market positions and expansion into new markets. Revenue growth is expected to be in the double digits.
Recent Initiatives: Recent strategic initiatives include investments in AI and machine learning, expansion of its platform ecosystem, and acquisitions to strengthen its product portfolio.
Summary
Intuit is a strong company with dominant market positions in tax and accounting software, underpinned by a wide range of features. Its brand recognition and established user base provide a significant advantage. Challenges include navigating competition and integrating acquired businesses to expand their offerings. Monitoring the effects of evolving technologies like AI, as well as consumer behavior will be important to see how Intuit evolves its value offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports
- Market Research Reports
- Company Press Releases
- Intuit Investor Relations Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and due diligence. Market conditions and company performance are subject to change.
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.
About Intuit Inc
Exchange NASDAQ | Headquaters Mountain View, CA, United States | ||
IPO Launch date 1993-03-12 | CEO, President & Director Mr. Sasan K. Goodarzi | ||
Sector Technology | Industry Software - Application | Full time employees 18200 | Website https://www.intuit.com |
Full time employees 18200 | 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 four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. The SGlobal 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.
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