Intuit Inc

Intuit Inc

INTU

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Market Cap$90.69B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Intuit IncIntuit Inc201.4%22%4.20.4

Earnings Call Q3 2026

May 20, 2026 - AI Summary

Strong Q3 performance + raised full-year guidance (good) - Revenue $8.6B (+10% YoY); GAAP op income $4.0B vs $3.7B; non-GAAP op income $4.7B vs $4.3B. - GAAP diluted EPS $11.09 vs $10.02; non-GAAP diluted EPS $12.80 vs $11.65. - Full-year guidance raised: revenue $21.341B–$21.374B (+13% to +14%); GAAP EPS $15.79–$15.84 (~+16%); non-GAAP EPS $23.80–$23.85 (~+18%). - Q4 outlook: total company revenue growth 11%–12%; GAAP EPS $0.73–$0.79; non-GAAP EPS $3.56–$3.62. - Includes $300M restructuring charges in GAAP guidance.
Tax “assisted” momentum is the main positive offsetting DIY weakness (good + opportunity) - TurboTax overall growing slightly off 2024 season expectations, but company emphasized assisted tax disruption. - Assisted category acceleration: new assisted customer growth +29%; total assisted customer growth +38% with TurboTax revenue +36% (as cited for the Live mix shift). - TurboTax Live forecast (key investor datapoint): - Customers +38% for the year - TurboTax Live revenue +36% - Live becomes ~53% of total TurboTax revenue (up 11 points vs last year) - Longer-term target cited: 15%–20% revenue growth, but current trajectory is well above that. - TurboTax Online paying units forecast: +2% for the year, despite category headwinds, driven by share gains among higher ARPU filers and faster refunds.
DIY TurboTax is the major drag—management’s “fix” is model evolution, not just pricing (bad / risk) - Management described being “constructively dissatisfied” with the DIY performance. - Headwind: most price-sensitive DIY filers earning <$50k (company said it lost on price in that segment). - Expectations (forward-looking): - Management targets keeping DIY revenue share in the category for the year (rather than growth). - Plan: evolve DIY business model with better low-end lineups/price points for simple filers, and monetize beyond tax using the broader Consumer platform. - Framing from CEO: shift from complexity-based SKU logic to value-based pricing—customers may still have free/low-cost options for basic cases, but will pay when “value” drivers apply (example given: adding charity donation). - Risk implied: if price competition intensifies (including emerging competitors / GenAI-assisted substitutes), the DIY segment could remain a persistent headwind.

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$503.00

Target Price by Analysts

61.5% upsideIntuit Target Price DetailsTarget Price
$555.91

Current Fair Value

78.5% upside

Undervalued by 78.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$90.69 Billion
Enterprise Value$93.96 Billion
Dividend Yield$4.80 (1.40%)
Earnings per Share$13.82
Beta1.04
Outstanding Shares276,000,000

Return

Return on Equity22.22%ROE
Return on Assets11.66%
Return on Invested Capital22.62%

Valuation & Multiples

P/E Ratio19.96P/E Ratio
PEG230.7PEG
Price to Sales4.15Price to Sales
Price to Book Ratio4.21Price to Book Ratio
Enterprise Value to Revenue4.49
Enterprise Value to EBIT15.36
Enterprise Value to Net Income20
Total Debt to Enterprise0.08
Debt to Equity0.39Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 28, 2026
EPS Estimate
$12.54
Average shareholder expectation
Revenue Estimate
$8.53 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 20, 2026
EPS Estimate
$3.52
Average shareholder expectation
Revenue Estimate
$4.27 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8844 29.63%
Total Calls4,408,047 12.13%
Total Puts3,898,286 16.01%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %83.89% 1.12%
Total Invested$101.23B 35.50%
Investors Holding2,084 254.00%

ESG Score

No data

About Intuit Inc

9,400 employees
CEO: Sasan Goodarzi

Intuit’s mission is to power prosperity around the world. The Company is a mission-driven, global financial platform company with products including TurboTax, QuickBooks, and Mint, designed to empower consumers, self-employed and small b...

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in assisting tax-writing committees and providing official revenue estimates for tax legislation is critically important. Its reports and technical expertise directly influence the tax policies that are central to Intuit's TurboTax business, offering insights into future regulatory changes.

Finance

This is a highly relevant committee for Intuit. Its control over taxation directly impacts Intuit's TurboTax product, which is designed for tax preparation. Changes in corporate and individual tax policy directly affect the demand, features, and complexity of Intuit's core offerings, providing potential for non-public material information.

Judiciary

As a major technology company, Intuit is directly impacted by this committee's oversight of antitrust laws, intellectual property rights (e.g., software patents), and the legal environment for mergers and acquisitions, which are critical for its competitive landscape.

Banking, Housing, and Urban Affairs

This committee regulates the entire financial system, including the Fed, SEC, and HUD. As a financial platform company, Intuit is directly affected by regulations concerning banking, consumer financial protection, data sharing standards, and emerging areas like cryptocurrency, all of which fall under this committee's purview.

Small Business and Entrepreneurship

Intuit's QuickBooks is specifically designed for small businesses, making this committee highly relevant. Its oversight of the SBA and policies affecting capital flow, loans, and grants directly impacts the financial health and operating environment of Intuit's core customer base.

Commerce, Science, and Transportation

Intuit, as a 'Big Tech' software publisher and digital platform, falls under the vast jurisdiction of this committee. It directly impacts Intuit through privacy laws (FTC), consumer protection, and regulations concerning interstate commerce and technology platforms.