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US financial software company making TurboTax, QuickBooks, Credit Karma and Mailchimp for consumers and small businesses.
US financial software company making TurboTax, QuickBooks, Credit Karma and Mailchimp for consumers and small businesses.
Sells by subscription and per-use fees: TurboTax is paid by the return and peaks in the January to April tax season, QuickBooks is subscribed monthly and attached to payroll and payments, and Credit Karma is free to users but paid by lenders for referrals.
Moat: wide (switching costs, brand, network effects). QuickBooks' accountant ecosystem and TurboTax's brand trust create high switching costs and referral network effects.
Headquarters: Mountain View, California, US · Founded: 1983 · Employees: 18,600
Size Intuit (INTU) is a United States Information Technology company (Packaged Software) with a market value of $91.3B, the 142nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $341.50 on 6 Nov 2026.
Performance Over six months the shares fell 13.8%, against +9.4% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 13.9% over the last twelve months (peer median +23.1%); the operating margin is 28.8% (peer median 12.3%).
Valuation It trades at 14.8× forward earnings against a peer median of 25.6× (4th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.1 points above its cost of capital (9.1% WACC).
Credit Intuit has 7 bonds outstanding ($6.00B), rated A by the agencies and trading like BBB at a weighted spread of 100 bp.
Short interest Short interest is 3.0% of the free float (15 Oct 2026).
Next results Next results expected around 19 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $21.4B | $21.4B | $18.8B | $16.3B | $14.4B |
| Revenue growth | — | +14% | +16% | +13% | — |
| Gross profit | $16.7B | $16.7B | $14.5B | $12.3B | $10.7B |
| EBITDA | $7.02B | $7.02B | $5.75B | $4.64B | $3.95B |
| Net income | $4.57B | $4.57B | $3.87B | $2.96B | $2.38B |
| Free cash flow | $8.62B | $8.62B | $6.08B | $4.63B | $4.79B |
| Capital expenditure | $221M | $221M | $124M | $250M | $260M |
| Total debt | $8.42B | $8.42B | $6.64B | $6.57B | $6.69B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Intuit INTU | $91.3B | -14% | +14% | 29% | 14.8× | 3.1% |
| H&R Block HRB | $6.45B | +43% | +5% | 24% | 8.4× | -15.4% |
| Xero XRO.AX | $8.36B | -13% | +27% | 13% | 66.7× | 25.9% |
| Sage SGE.L | $14.1B | +33% | +9% | 23% | 23.1× | 3.1% |
| BILL BILL | $4.50B | +25% | +13% | 1% | 13.7× | 36.5% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | INTU | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.4% | -7.2% | 7th highest of 21 |
| 6-month return | -13.8% | +9.4% | 2nd lowest of 21 |
| Distance from 52-week high | -49.7% | -27.8% | 2nd lowest of 21 |
| Revenue growth (TTM) | +13.9% | +23.1% | 6th lowest of 21 |
| Operating margin | 28.8% | 12.3% | 4th highest of 21 |
| Forward P/E | 14.8× | 25.6× | 4th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 3.1% | 28.2% | 2nd least demanding of 18 |
| Growth delivered (Del g) | +17.4% | +14.6% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | -14.3 pp | +4.4 pp | 2nd least demanding of 18 |
| ROIC minus cost of capital | +15.1 pp | -0.8 pp | 4th highest of 21 |
| EV / EBITDA | 13.2× | 24.1× | 2nd cheapest of 14 |
| Net debt / EBITDA | 0.2× | 0.1× | 9th most indebted of 20 |
| Bond spread | 100 bp | 91 bp | 5th widest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Intuit INTU | United States | $91.3B | -14% | +14% | 29% | 14.8× | 3.1% | +17.4% |
| Adobe ADBE | United States | $93.1B | -5% | +12% | 36% | 8.9× | 0.9% | +13.1% |
| Cadence Design Systems CDNS | United States | $87.8B | -12% | +18% | 30% | 34.0× | 29.9% | +14.6% |
| Synopsys SNPS | United States | $86.3B | -13% | +46% | 12% | 25.6× | 39.2% | +13.9% |
| SNOW SNOW | United States | $97.3B | +81% | +32% | -22% | 108.4× | 41.3% | +51.2% |
| Prosus PRX.AS | Netherlands | $83.9B | -3% | +45% | 3% | 10.1× | 55.8% | +13.8% |
| ServiceNow NOW | United States | $106B | +12% | +22% | 13% | 22.4× | 29.5% | +24.1% |
| Datadog DDOG | United States | $64.3B | -11% | +33% | 2% | 61.0× | n/a | n/a |
| AppLovin APP | United States | $131B | -16% | +29% | 78% | 20.0× | 28.2% | +30.4% |
| Autodesk ADSK | United States | $54.7B | +7% | +19% | 23% | 20.1× | 18.1% | +13.7% |
| Constellation Software CSU.TO | Canada | $53.3B | +37% | +17% | 16% | 19.7× | 11.2% | +25.0% |
| Salesforce CRM | United States | $176B | +18% | +11% | 22% | 14.6× | 13.7% | +14.3% |
| Roper Technologies ROP | United States | $47.2B | +39% | +9% | 28% | 19.7× | 12.7% | +10.2% |
| Dassault Systemes DSY.PA | France | $39.0B | +32% | 0% | 26% | 19.2× | 8.3% | +7.0% |
| Atlassian TEAM | United States | $38.7B | +5% | +26% | 4% | 28.7× | 44.7% | +25.8% |
| CrowdStrike CRWD | United States | $222B | +64% | +24% | -1% | 153.6× | 52.4% | +40.6% |
| NBIS NBIS | United States | $35.2B | -8% | +461% | -49% | n/a | n/a | n/a |
| Palo Alto Networks PANW | United States | $257B | +51% | +24% | 5% | 75.0× | n/a | n/a |
| Zscaler ZS | United States | $32.2B | +30% | +25% | -4% | 40.5× | 20.7% | +37.9% |
| Twilio TWLO | United States | $31.3B | 0% | +19% | 8% | 30.7× | 38.2% | +23.5% |
| Sap SAP.DE | Germany | $276B | +49% | +8% | 29% | 29.8× | 14.9% | +6.1% |
Intuit has 7 bonds outstanding with $6.00B face value. The agencies rate it A; its bonds trade like BBB. Weighted yield 5.79%, a spread of 100 bp over government bonds.