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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
11/03/2026: INTU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Intuit Inc is a software company that provides financial platforms for small businesses, accountants, and consumers, notably through its QuickBooks and TurboTax offerings. The company has a leading position in small business accounting and consumer tax preparation, benefiting from a sticky, subscription-based ecosystem. Its primary growth strategy centers on integrating AI-driven insights and scaling its platforms like Credit Karma and Mailchimp. Investors should monitor risks related to regulatory developments in tax filing and the intense competitive landscape in fintech. While Intuit has historically delivered strong margins and growth, its premium valuation necessitates consistent execution to meet high investor expectations.
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 has a track record of consistent revenue growth and platform expansion. |
| Momentum investor | Mixed fit | Momentum depends on market sentiment and the successful execution of AI and cross-platform strategies. |
| Value investor | Weak fit | Intuit typically trades at a premium valuation relative to broader market averages. |
| Dividend investor | Mixed fit | Intuit pays a dividend, but it is primarily a growth-oriented investment rather than an income-focused one. |
| Low-risk investor | Mixed fit | While the company has a strong market position, its valuation and growth reliance introduce higher volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Growth-oriented software stocks often experience significant price swings based on earnings reports and market sentiment. |
| Valuation risk | Medium / high | The premium valuation leaves little room for error in meeting high analyst expectations. |
| Competition risk (AI competition) | Medium | As AI changes the landscape, incumbents like Intuit must constantly innovate to prevent market share erosion by new entrants. |
| Business quality | Strong | The company benefits from strong recurring revenue models and a highly sticky ecosystem of users. |
| Dividend income | Low | Dividends are not the primary reason to hold the stock and yield is generally low. |
| Execution risk | Medium | Successful integration of massive acquisitions like Mailchimp is critical for realizing long-term synergy targets. |
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 -13.53% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/03/2026 |
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 94.09B USD | Price to earnings Ratio 20.72 | 1Y Target Price 407.76 |
Price to earnings Ratio 20.72 | 1Y Target Price 407.76 | ||
Volume (30-day avg) 3.3M shares | Beta 0.92 | 52 Weeks Range 250.56 - 672.79 | Updated Date 11/02/2026 |
52 Weeks Range 250.56 - 672.79 | Updated Date 11/02/2026 | ||
Dividends yield (FY) 1.41% | Basic EPS (TTM) 16.99 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Small Business & Self-Employed | QuickBooks online and desktop, payroll, and merchant services. | This is the company's primary profit engine driven by recurring subscription revenue. |
| Consumer | TurboTax and associated professional tax services. | This segment is highly profitable but inherently seasonal, peaking during tax season. |
| Credit Karma | Consumer financial tools and marketplace advertising for financial products. | This offers significant data-driven cross-selling opportunities for financial products. |
| ProConnect | Professional tax software for accountants. | This segment keeps the accounting professional community loyal to the Intuit ecosystem. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 20.72 | Forward PE 14.77 | Enterprise Value 92.37B | Price to Sales(TTM) 4.39 |
Enterprise Value 92.37B | Price to Sales(TTM) 4.39 | ||
Enterprise Value to Revenue 4.31 | Enterprise Value to EBITDA 12.98 | Shares Outstanding 267.24M | Shares Floating 260.87M |
Shares Outstanding 267.24M | Shares Floating 260.87M | ||
Percent Insiders 2.41 | Percent Institutions 93.24 |
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.
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