Intuit Inc
INTU - Insider Information
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+ FollowMarket Cap$91.15B
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Earnings Call Q4 2026
August 25, 2026 - AI Summary
FY26 strong profitability + “Big Bets” momentum (what’s good):
- Full-year revenue +14%; operating margin expanded; GAAP & non-GAAP diluted EPS both +20%.
- Big Bets (assisted tax, money, mid-market) +34%, now ~30% of full-year revenue.
- Early AI impact: customers using AI-native experiences get paid ~4 days faster and reduce manual work by ~30%; >75% of more complex Intuit Enterprise Suite customers use AI agents monthly.
Key strategic pivot in FY27: accelerate customer acquisition while scaling platforms (what to expect):
- Management says FY27 is about growing new-to-the-franchise customers faster and increasing adoption of platform services (higher ARPC).
- FY27 guidance assumes revenue growth decelerates: Total revenue $23.279B–$23.512B (+9% to +10%).
- Why decel: desktop ecosystem, TurboTax, and Credit Karma decelerate year-over-year.
- Segment expectations:
- GBS +13% to +14%.
- Consumer +4% to +6% (TurboTax +2% to +3%).
- Desktop ecosystem low-single-digit decline (migration to online/QBO Advanced).
Commercial growth: shifting from upgrades to new customers; widening “front door” (opportunities):
- Online ecosystem ARPC continues to grow (~15% in FY26, accelerating).
- “Front door” strategy for small business: QuickBooks Free + QuickBooks Lite to acquire earlier; as of last month: >20,000 customers either actively using QuickBooks Free or converting to paid.
- Mid-market: mid-market customers +28% in FY26; ~3/4 of additions from upgrades/migrations.
- FY27 plan: increase direct new-to-franchise acquisition; proof points include mid-market new-to-franchise >30% growth and Intuit Enterprise Suite annualized revenue >$145M in Q4 (~4x YoY).
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$785.49
120.2% upside
Current Fair Value
120.2% upsideUndervalued by 120.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $91.15 Billion |
|---|---|
| Enterprise Value | $96.16 Billion |
| Annual dividend | $4.98 |
| Dividend yield | 1.46% |
| Earnings per Share | $16.53 |
| Beta | 1.01 |
| Outstanding Shares | 272,000,000 |
Return
| Return on Equity | 24.04% |
|---|---|
| Return on Assets | 12.41% |
| Return on Invested Capital | 23.17% |
Valuation & Multiples
| P/E Ratio | 20.63 |
|---|---|
| PEG | -436.77 |
| Price to Sales | 4.57 |
| Price to Book Ratio | 5.17 |
| Enterprise Value to Revenue | 4.48 |
| Enterprise Value to EBIT | 15.59 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | 0.51 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 25, 2026
EPS Estimate
$3.58
Consensus analyst estimateRevenue Estimate
$4.27 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 19, 2026
EPS Estimate
$2.46
Consensus analyst estimateRevenue Estimate
$4.31 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.18, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.1808▼ 59.47% |
|---|---|
| Total Calls | 59,719▼ 99.21% |
| Total Puts | 10,800▼ 99.82% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.77%▼ 84.10% |
|---|---|
| Total Invested | $3.56B▼ 94.45% |
| Investors Holding | 662▼ 1191.00% |
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...