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Upturn AI SWOT - About
INTU 
Intuit Inc (INTU)
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Upturn Advisory Summary
07/11/2025: INTU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $788.83
1 Year Target Price $788.83
| 18 | Strong Buy |
| 10 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.66% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 208.62B USD | Price to earnings Ratio 60.95 | 1Y Target Price 788.83 |
Price to earnings Ratio 60.95 | 1Y Target Price 788.83 | ||
Volume (30-day avg) 34 | Beta 1.28 | 52 Weeks Range 531.00 - 789.53 | Updated Date 07/13/2025 |
52 Weeks Range 531.00 - 789.53 | Updated Date 07/13/2025 | ||
Dividends yield (FY) 0.53% | Basic EPS (TTM) 12.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 19.07% | Operating Margin (TTM) 15.7% |
Management Effectiveness
Return on Assets (TTM) 8.57% | Return on Equity (TTM) 17.84% |
Valuation
Trailing PE 60.95 | Forward PE 33.22 | Enterprise Value 209537461300 | Price to Sales(TTM) 11.47 |
Enterprise Value 209537461300 | Price to Sales(TTM) 11.47 | ||
Enterprise Value to Revenue 11.52 | Enterprise Value to EBITDA 38.91 | Shares Outstanding 278947008 | Shares Floating 272277377 |
Shares Outstanding 278947008 | Shares Floating 272277377 | ||
Percent Insiders 2.54 | Percent Institutions 88.13 |
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 evolved into a leading provider of financial management and tax preparation solutions for consumers, small businesses, and self-employed individuals. Key milestones include the launch of Quicken, QuickBooks, and TurboTax, along with strategic acquisitions to expand its product offerings and market reach.
Core Business Areas
- Small Business & Self-Employed Group (SBSEG): Provides QuickBooks accounting software, payroll solutions, payment processing, and related services to small businesses and self-employed individuals.
- Consumer Group: Offers TurboTax tax preparation software and related services for consumers.
- Credit Karma: Provides credit scores, reports, and related personal finance products.
Leadership and Structure
Sasan Goodarzi serves as the CEO. The organizational structure includes distinct business segments, each headed by senior vice presidents, reporting to the CEO. A board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- QuickBooks: QuickBooks is a leading accounting software for small businesses, offering features such as invoicing, expense tracking, and financial reporting. As of 2023, QuickBooks holds around 67% market share in small business accounting software. Competitors include Xero (XRO.ASX) and Sage (SGE.L).
- TurboTax: TurboTax is a popular tax preparation software for consumers, offering guided tax filing and expert assistance. TurboTax is estimated to hold about 63% of the US tax preparation software market. Competitors include H&R Block (HRB) and TaxAct.
- Credit Karma: Credit Karma provides free credit scores, reports, and monitoring services, along with personalized financial recommendations. Credit Karma has approximately 130 million users in North America. Competitors include Experian (EXPGY) and Equifax (EFX).
Market Dynamics
Industry Overview
The financial management and tax preparation software industry is experiencing growth driven by increasing adoption of cloud-based solutions, automation, and data analytics. The market is highly competitive, with established players and emerging startups vying for market share.
Positioning
Intuit Inc. holds a dominant position in the small business accounting and consumer tax preparation software markets, leveraging its strong brand recognition, extensive customer base, and comprehensive product offerings. Its competitive advantages include a user-friendly interface, robust feature set, and integration capabilities.
Total Addressable Market (TAM)
The estimated TAM for Intuitu2019s market is approximately $300 billion. Intuit is well-positioned to capture a significant portion of this market through its existing products and strategic expansion efforts.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large customer base
- Extensive product offerings
- Recurring revenue model
- Dominant market share
Weaknesses
- Dependence on tax season revenue
- Customer service challenges
- Potential for data breaches
- Complexity of product offerings
Opportunities
- Expansion into new markets
- Development of new products and services
- Strategic acquisitions
- Increased adoption of cloud-based solutions
- Leveraging AI and machine learning
Threats
- Increased competition
- Changes in tax regulations
- Economic downturn
- Cybersecurity threats
- Emergence of disruptive technologies
Competitors and Market Share
Key Competitors
- ADP
- XRO.ASX
- HRB
- SQ
Competitive Landscape
Intuit Inc. has a strong competitive advantage due to its established brand, extensive customer base, and comprehensive product offerings. However, it faces increasing competition from established players and emerging startups. To maintain its leadership position, Intuit must continue to innovate and adapt to changing market conditions.
Major Acquisitions
Mailchimp
- Year: 2021
- Acquisition Price (USD millions): 12000
- Strategic Rationale: To expand its small business offerings and provide a comprehensive platform for managing customer relationships and marketing campaigns.
Growth Trajectory and Initiatives
Historical Growth: Intuit has experienced consistent revenue and earnings growth over the past several years, driven by the increasing adoption of its cloud-based solutions and strategic acquisitions.
Future Projections: Analysts project continued revenue growth in the range of 10-15% annually over the next few years, driven by the increasing demand for financial management and tax preparation software. EPS growth is expected to be slightly higher due to operating leverage.
Recent Initiatives: Recent initiatives include the expansion of QuickBooks Online, the integration of Credit Karma, and the development of AI-powered features for its products.
Summary
Intuit Inc. is a strong company with a dominant position in the financial management and tax preparation software markets. Its core products like QuickBooks and TurboTax generate significant revenue and boast high market share. The company's growth is driven by strategic acquisitions and the increasing adoption of cloud-based solutions. However, Intuit should remain vigilant about competition, cybersecurity threats, and adapting to evolving tax regulations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Analyst Reports, Market Research Reports, Intuit Investor Relations
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is 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 18800 | Website https://www.intuit.com |
Full time employees 18800 | Website https://www.intuit.com | ||
Intuit Inc. provides financial management, compliance, and marketing products and services in the United States. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business & Self-Employed segment provides QuickBooks services, that includes 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, QuickBooks Basic Payroll, QuickBooks Assisted Payroll, and QuickBooks Enhanced 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 personalized recommendations of credit card, home, auto, and personal loan, and insurance product; 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, multi-channel shop-and-buy experiences, mobile application stores, and partner and other channels. The company was incorporated in 1984 and is headquartered in Mountain View, California.
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