Intuit Inc. intensifies AI investments to potentially drive the next growth phase. Intuit's AI push marks a major strategic move likely to alter its trajectory and investor sentiment.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | 1 | — | — | — | — |
| Sell | 1 | — | 9 | 2 | — | 1 | — | — | 3 | — | 1 | 1 |
| total | individual payouts | |
|---|---|---|
| 2029 | ‡‡‡‡‡ |
|
| 2028 | ‡‡‡‡‡ |
|
| 2027 | ‡‡‡‡‡ |
|
| 2026 | 4.98 |
—
—
—
—
|
| 2025 | 4.32 |
—
—
—
—
|
| 2024 | 3.74 |
—
—
—
—
|
| 2023 | 3.24 |
—
—
—
—
|
| 2022 | 2.82 |
—
—
—
—
|
| 2021 | 2.45 |
—
—
—
—
|
| 2020 | 2.18 |
—
—
—
—
|
| 2019 | 1.94 |
—
—
—
—
|
| 2018 | 1.64 |
—
—
—
—
|
| 2017 | 1.41 |
—
—
—
—
|
| 2016 | 1.24 |
—
—
—
—
|
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| Cash | 3,662.00 | 4,074.00 | 4,552.00 | 7,200.00 |
| Receivables | 434.00 | 535.00 | 580.00 | 749.00 |
| Inventory | — | — | — | — |
| Other | 420.00 | 3,921.00 | 7,076.00 | 5,038.00 |
| 5,557.00 | 9,678.00 | 14,107.00 | 15,311.00 |
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| Payables | 638.00 | 721.00 | 792.00 | 873.00 |
| ST’ Debt | 89.00 | — | — | — |
| Other | 868.00 | 4,478.00 | 7,701.00 | 5,901.00 |
| 3,790.00 | 7,491.00 | 10,370.00 | 10,163.00 |
| 10y | 5y | 3y | |
| Sales | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Book Value | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Oct | Jan | Apr | Jul | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 3,885.00 | 4,651.00 | 8,558.00 | 4,354.00 |
21,448.00
|
| ’25 | 3,283.00 | 3,963.00 | 7,754.00 | 3,831.00 |
18,831.00
|
| ’24 | 2,978.00 | 3,386.00 | 6,737.00 | 3,184.00 |
16,285.00
|
| ’23 | 2,597.00 | 3,041.00 | 6,018.00 | 2,712.00 |
14,368.00
|
| ’22 | 2,007.00 | 2,673.00 | 5,632.00 | 2,414.00 |
12,726.00
|
| ’21 | 1,323.00 | 1,576.00 | 4,173.00 | 2,561.00 |
9,633.00
|
| Oct | Jan | Apr | Jul | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 637.00 | 1,570.00 | 5,300.00 | 1,331.00 |
8,838.00
|
| ’25 | 362.00 | 1,069.00 | 4,395.00 | 381.00 |
6,207.00
|
| ’24 | (97.00) | 613.00 | 3,951.00 | 417.00 |
4,884.00
|
| ’23 | 328.00 | 284.00 | 3,592.00 | 842.00 |
5,046.00
|
| ’22 | 145.00 | 85.00 | 3,320.00 | 339.00 |
3,889.00
|
| ’21 | 45.00 | 279.00 | 2,384.00 | 542.00 |
3,250.00
|
| Oct | Jan | Apr | Jul | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 599.00 | 1,524.00 | 5,236.00 | 1,258.00 |
8,617.00
|
| ’25 | 329.00 | 1,038.00 | 4,360.00 | 356.00 |
6,083.00
|
| ’24 | (181.00) | 550.00 | 3,890.00 | 375.00 |
4,634.00
|
| ’23 | 251.00 | 229.00 | 3,504.00 | 802.00 |
4,786.00
|
| ’22 | 103.00 | 20.00 | 3,259.00 | 278.00 |
3,660.00
|
| ’21 | 7.00 | 246.00 | 2,354.00 | 518.00 |
3,125.00
|
| Oct | Jan | Apr | Jul | Year | |
|---|---|---|---|---|---|
| ’26 | — | — | — | — |
—
|
| ’26 | 1.59 | 2.48 | 11.09 | 1.34 |
16.46
|
| ’25 | 0.70 | 1.67 | 10.02 | 1.35 |
13.67
|
| ’24 | 0.85 | 1.25 | 8.42 | (0.07) |
10.43
|
| ’23 | 0.14 | 0.60 | 7.38 | 0.32 |
8.42
|
| ’22 | 0.82 | 0.35 | 6.28 | (0.20) |
7.28
|
| ’21 | 0.75 | 0.07 | 5.30 | 1.37 |
7.56
|
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 339.36 | 370.62 | 557.29 | 532.65 | 252.84 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 645.61 | 631.07 | 714.78 | 813.70 | 661.99 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 17,300 | 18,200 | 18,800 | 18,200 | 18,600 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.74 | 0.79 | 0.87 | 1.03 | 1.15 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 12,726.00 | 14,368.00 | 16,285.00 | 18,831.00 | 21,448.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 81.09% | 78.13% | 78.72% | 79.57% | 80.17% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,542.00 | 2,989.00 | 3,550.00 | 4,834.00 | 6,017.00 | — | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 19.97% | 20.80% | 21.80% | 25.67% | 28.05% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,066.00 | 2,384.00 | 2,963.00 | 3,869.00 | 4,566.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 746.00 | 806.00 | 789.00 | 809.00 | 846.00 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 45.45 | 51.13 | 58.16 | 67.25 | 77.71 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | 7.38 | 8.49 | 10.58 | 13.82 | 16.53 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 13.89 | 17.96 | 17.44 | 22.17 | 32.02 | — | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (0.82) | (0.93) | (0.89) | (0.44) | (0.80) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 13.07 | 17.03 | 16.55 | 21.73 | 31.22 | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 58.72 | 61.46 | 65.84 | 70.39 | 68.81 | — | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 280.00 | 281.00 | 280.00 | 280.00 | 276.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 61.10 | 60.20 | 61.19 | 56.77 | 19.12 | ‡‡‡‡ | ‡‡‡‡ | — |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 9.87 | 10.01 | 11.13 | 11.67 | 4.07 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7.64 | 8.33 | 9.83 | 11.15 | 4.59 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 10.16 | 10.18 | 11.23 | 11.75 | 4.03 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 35.32 | 30.58 | 39.45 | 36.39 | 10.04 | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3,889.00 | 5,046.00 | 4,884.00 | 6,207.00 | 8,838.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (229.00) | (260.00) | (250.00) | (124.00) | (221.00) | ‡‡‡‡‡ | — | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3,660.00 | 4,786.00 | 4,634.00 | 6,083.00 | 8,617.00 | — | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,417.00 | 1,767.00 | 2,187.00 | 3,737.00 | 5,148.00 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 6,998.00 | 6,209.00 | 5,539.00 | 5,973.00 | 6,420.00 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3,717.00 | 2,547.00 | 1,465.00 | 1,421.00 | (780.00) | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 16,441.00 | 17,269.00 | 18,436.00 | 19,710.00 | 18,992.00 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 9.55% | 8.59% | 9.89% | 11.20% | 12.38% | — | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7.97% | 9.91% | 11.40% | 14.56% | 20.19% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 15.71% | 14.14% | 16.60% | 20.29% | 23.60% | — | — | — |
ROE
|
Intuit Inc. (INTU) has evolved into a dominant financial management platform, propelled by acquisitions like Credit Karma and Mailchimp, driving revenue from $4.69 billion in 2016 to $16.29 billion in 2024—a 21% CAGR—with projections reaching $26.90 billion by 2028. Subscription models in QuickBooks and TurboTax fuel scalability, evidenced by soaring revenue per employee, stable 78-80% gross margins, and robust free cash flow per share up 362%. Earnings per share have surged 184%, supported by a pristine balance sheet featuring low net debt and ROE above 16%, positioning Intuit for AI-driven expansion amid SMB digitalization.
Despite stellar fundamentals, the stock trades 44% below 2024 highs, at discounted valuations (PE 61x, EV/FCF 39x) versus historical peaks, amid macro caution like softening consumer spending and high rates. Insider selling ($628 million, no buys) under 10b5-1 plans tempers optimism, yet analysts forecast 50-143% upside, tied to 30%+ EPS CAGR and catalysts like generative AI in tax prep and Fed rate cuts boosting SMB lending.
In a high-tax-complexity U.S. environment, Intuit benefits from inflation-fueled payroll demand and geopolitical insulation, outperforming fintech peers. Risks include recessions hitting 70% SMB exposure or tax code simplification, but execution on 14% revenue CAGR could spark ROE rebound to 20%+ and significant re-rating—making current weakness a potential entry point.
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