NASDAQ · INTU
Intuit Inc.
Technology · Software - Application
$348.31▼ 1.08% ($3.79)today
As of 12:56 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 2.9% revenue growth a year for 10 years. Our scenarios assume 6.4–11.0%.
That's below its past 4-year pace of 13.9%.
Value per share
Base case
$566.33
Price used $348.31 is 38% below this
USD · TTM ending Jul 31, 2026 · Price Nov 3, 5:56 PM UTC
Revenue each value needs
Revenue today $21.4B. The price needs $28.4B by 2036. Base case: $50B. At its recent pace: $79.1B. Bear to Bull: $39.7B to $61B.
Revenue today $21.4B. The price needs $28.4B by 2036. Base case: $50B. At its recent pace: $79.1B. Bear to Bull: $39.7B to $61B.
Revenue in 2036
today $21.4B
−$21.5Bless than the Base case
Value per share · Base case
$566.33
Price $348.31
38% below this
- 10-yr revenue CAGR
- 8.8%
- Ending operating margin
- 30.0%
- Discount rate
- 8.8%
USD · TTM ending Jul 31, 2026 · Price Nov 3, 5:56 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 48.51% over the last year. Revenue grew 13.9% in FY2026 versus FY2025. Operating margin moved from 26.22% to 28.8% (FY2026 versus FY2025). Free cash flow grew 41.66% in FY2026 versus FY2025.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 3rd percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 28.8%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 3
Every 1 shares became 2
Profitability & growth
Analyst consensus
27
Buy
13
Hold
5
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 19, 2026
Q1 FY27 · EPS est $2.46 · Revenue est $4.3B
Same quarter, year over year
FY26 Full year +20.3%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q4 combined $24.32 vs $20.22 · all 4 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
—
FY26
FY25
FY24
Fiscal year totals
- FY26
- $24.32
- +20.3%
- FY25
- $20.22
- +19.2%
- FY24
- $16.97
- —
Q4 FY26
Reported Aug 25, 2026 · Latest
HoverTap a cell to inspect
Actual
$4.03
Estimate
$3.58
Year over year
+46.5%
Vs prior quarter
-68.5%
Institutional Sentiment
Intuit Inc. · INTU
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.