Intuit Inc.
- Open
- 291.66
- Day high
- 302.07
- Day low
- 290.01
- Prev close
- 294.79
- Volume
- 3.6M
- Mkt cap
- $80.5B
- P/E (TTM)
- 17.6
- EPS (TTM)
- $16.55
- P/B
- 3.9
- P/S
- 3.8
- Yield
- 1.65%
- Per share
- $4.80
- ▲Insiders net buying $193K over the last 3 months (2 open-market buys, 4 sales)
- 🏛Institutions mixed (13F)
Intuit Inc. (INTU) is a Technology company listed on NASDAQ. The stock is down 61% over the past year. Over the trailing 3 months, insiders filed 2 open-market buys and 4 sales (SEC Form 4). Drillr has 3 published research articles covering INTU.
Intuit Inc. (INTU) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 17 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
INTU earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 20, 2026 | $12.57 | $12.80 | +1.8% | $8.6B | +0.2% |
| Nov 20, 2025 | $3.09 | $3.34 | +8.1% | $3.9B | +3.4% |
| Aug 21, 2025 | $2.66 | $2.75 | +3.4% | $3.8B | +2.3% |
| May 22, 2025 | $10.93 | $11.65 | +6.6% | $7.8B | +2.5% |
| Nov 21, 2024 | $2.35 | $2.50 | +6.4% | $3.3B | +4.6% |
| Aug 22, 2024 | $1.85 | $1.99 | +7.6% | $3.2B | +3.2% |
| May 23, 2024 | $9.37 | $9.88 | +5.4% | $6.7B | +1.3% |
| Feb 22, 2024 | $2.30 | $2.63 | +14.3% | $3.4B | -0.0% |
| Nov 28, 2023 | $1.98 | $2.47 | +24.7% | $3.0B | +3.5% |
| Aug 24, 2023 | $1.38 | $1.65 | +19.6% | $2.7B | -7.6% |
| May 23, 2023 | $8.48 | $8.92 | +5.2% | $6.0B | -1.3% |
| Feb 23, 2023 | $1.43 | $2.20 | +53.8% | $3.0B | +4.5% |
INTU insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 6, 2026 | Hanebrink Antonofficer: EVP, Corp Strategy and Dev | Option | 761 | — |
| Jul 6, 2026 | McLean Kerry Jofficer: EVP, Gen. Counsel & Corp. Sec. | Option | 170 | — |
| Jul 6, 2026 | Hotz Lauren Dofficer: SVP, Chief Accounting Officer | Option | 97 | — |
| Jul 6, 2026 | Hanebrink Antonofficer: EVP, Corp Strategy and Dev | Tax | 791 | $261.00 |
| Jul 6, 2026 | Hanebrink Antonofficer: EVP, Corp Strategy and Dev | Option | 349 | — |
| Jul 6, 2026 | McLean Kerry Jofficer: EVP, Gen. Counsel & Corp. Sec. | Option | 200 | — |
| Jul 6, 2026 | Goodarzi Sasan Kdirector, officer: Chairman and CEO | Option | 654 | — |
| Jul 6, 2026 | Aujla Sandeepofficer: EVP and CFO | Option | 350 | — |
| Jul 6, 2026 | Hilliard Caryl Lynofficer: EVP, People and Places | Option | 150 | — |
| Jul 6, 2026 | Hanebrink Antonofficer: EVP, Corp Strategy and Dev | Option | 252 | — |
| Jul 6, 2026 | McLean Kerry Jofficer: EVP, Gen. Counsel & Corp. Sec. | Option | 236 | — |
| Jul 6, 2026 | Aujla Sandeepofficer: EVP and CFO | Option | 1,161 | — |
| Jul 6, 2026 | Hilliard Caryl Lynofficer: EVP, People and Places | Tax | 209 | $261.00 |
| Jul 6, 2026 | Goodarzi Sasan Kdirector, officer: Chairman and CEO | Option | 889 | — |
| Jul 6, 2026 | Aujla Sandeepofficer: EVP and CFO | Tax | 954 | $261.00 |
Source: INTU SEC Form 4 filings, latest Jul 6, 2026. For informational purposes only — not investment advice.
See the full INTU insider & 13F page →INTU research & analysis
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Intuit Inc. company profile
Overview
Intuit Inc. (NASDAQ:INTU) is a leading financial technology company founded in 1983 and headquartered in Mountain View, California. The company went public in 1993 and has evolved from a desktop software provider into a comprehensive AI-driven financial platform serving consumers, small businesses, and accounting professionals across the United States, Canada, and internationally. Intuit operates through four primary business segments and has established itself as a dominant player in the financial management software industry through strategic acquisitions and continuous innovation in artificial intelligence and cloud-based solutions.
Business
Intuit operates in the financial management software industry, providing digital solutions that help individuals and businesses manage their finances, taxes, and business operations. The company's ecosystem revolves around several flagship products that address different market segments. QuickBooks represents the company's largest business segment, serving small and medium-sized businesses with accounting and financial management software. QuickBooks Online is a cloud-based platform that handles bookkeeping, invoicing, payroll processing, payment acceptance, and business banking services. The desktop version, QuickBooks Enterprise, serves larger small businesses with more complex needs. This segment also includes Mailchimp, acquired in 2021, which provides email marketing and customer relationship management tools. TurboTax dominates the consumer tax preparation market, offering both do-it-yourself software and TurboTax Live, a full-service option where customers work with tax experts. The platform guides users through tax preparation with interview-style questions and provides audit support and expert advice. Credit Karma, acquired in 2020, operates as a personal finance platform that provides free credit scores and reports while recommending financial products like credit cards, loans, and insurance. The platform monetizes through affiliate commissions when users are approved for recommended financial products. ProConnect serves accounting professionals with tax preparation software including Lacerte, ProSeries, and ProFile, along with electronic filing services and practice management tools. The Global Business Solutions Group (primarily QuickBooks and Mailchimp) generates approximately 60% of total revenue, the Consumer Group (TurboTax) accounts for about 25%, Credit Karma contributes roughly 10%, and ProConnect represents the remaining 5% of revenues.
Revenue model
Intuit operates multiple revenue models across its business segments, primarily generating income through subscription fees, transaction-based services, and affiliate commissions. The subscription model forms the core of Intuit's revenue stream, particularly from QuickBooks Online, TurboTax Live, and Mailchimp. Customers pay monthly or annual fees for access to software platforms and services. QuickBooks Online pricing tiers range from basic bookkeeping to advanced enterprise solutions, with higher-tier plans including additional features like advanced reporting, inventory management, and multi-user access. Transaction-based revenue comes from payment processing services, payroll processing, and financial services integrated within the QuickBooks ecosystem. When small businesses process customer payments through QuickBooks Payments, Intuit earns interchange fees. Similarly, payroll services generate per-employee, per-pay-period fees. Affiliate commission revenue primarily drives Credit Karma's business model. The platform earns commissions when users are approved for financial products like credit cards, personal loans, auto loans, and insurance policies recommended through the platform. This creates a performance-based revenue stream tied to successful customer acquisitions for financial services partners. Professional services revenue includes TurboTax Live expert consultations, QuickBooks Live bookkeeping services, and various support offerings where customers pay for human expert assistance. Factors that positively impact margins include increased adoption of higher-tier subscription plans, growth in payment processing volumes, successful cross-selling of additional services, and AI-driven automation reducing customer service costs. Margin pressures can arise from increased customer acquisition costs, competitive pricing pressure in tax preparation, economic downturns affecting small business formation and spending, and investments in AI technology and expert services that require significant upfront costs before generating returns.
Risks & safety
Intuit demonstrates a strong margin of safety with robust financial health and reasonable valuation metrics, though some concerns exist around current trading multiples. Financial Strength: 1. Strong cash position with $5.4 billion in cash and short-term investments as of Q3 2025 2. Positive free cash flow of $4.4 billion annually, indicating strong cash generation 3. Current ratio of 1.45 shows adequate liquidity to meet short-term obligations 4. Debt-to-equity ratio of 0.36 represents manageable leverage levels 5. 90% recurring revenue base provides predictable cash flows and business stability Valuation Metrics: 1. Price-to-earnings ratio of 15.6 appears reasonable for a growing technology company 2. EV/EBITDA of 11.9 suggests fair valuation relative to cash flow generation 3. Price-to-book ratio of 8.7 reflects premium valuation typical of asset-light software businesses 4. Strong return on equity of 14% indicates efficient capital utilization Other Considerations: 1. Seasonal business model creates quarterly volatility but annual predictability 2. Market leadership positions provide defensive characteristics during economic downturns 3. Significant investments in AI and platform development may pressure near-term margins but support long-term competitiveness 4. Exposure to small business health and consumer spending patterns creates some cyclical risk
Recent development
Over the past few years, Intuit has undergone a significant strategic transformation focused on becoming an AI-driven expert platform that provides "done-for-you" experiences rather than traditional do-it-yourself software. The company has made substantial investments in artificial intelligence, culminating in the launch of Intuit Assist, an AI-powered financial assistant that spans across all major platforms. The mid-market expansion strategy represents a major growth initiative, with Intuit launching the Intuit Enterprise Suite to serve businesses with $2.5 million to $100 million in annual revenue. This segment offers significantly higher average revenue per customer and addresses a $89 billion total addressable market opportunity. The company has restructured its sales organization and enhanced partnerships with accounting firms to capture this opportunity. TurboTax Live transformation has been particularly successful, with the assisted tax service showing 47% revenue growth and 24% customer growth in the most recent quarter. This shift toward human expert services, supported by AI automation, allows Intuit to disrupt the traditional $35 billion assisted tax preparation market dominated by physical tax preparation offices. The Credit Karma integration has deepened significantly, with the platform now embedded within the TurboTax experience and showing 31% revenue growth. The company has enhanced Credit Karma's AI-driven product recommendation capabilities and expanded into new verticals like auto insurance. Mailchimp integration continues to progress, with the platform being connected to QuickBooks data to create comprehensive customer growth solutions. The company is leveraging this integration to expand internationally and target mid-market customers with sophisticated marketing automation needs. Organizationally, Intuit has implemented leadership changes across small business, mid-market, and services segments while maintaining focus on AI-driven platform development and operational efficiency improvements.
INTU company profile · for informational purposes only — not investment advice.
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