Added to YB: 2026-09-02
Pitch date: 2026-08-31
INTU [neutral]
Intuit Inc.
-2.31%
current return
Author Info
ShowMeTheValue is an independent equity research platform. It covers small and mid-cap companies, all interpreted through the lens of value. Sign up for the newsletter.
Company Info
Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.
Market Cap
$97.9B
Pitch Price
$353.10
Price Target
400.00 (+11%)
Dividend
1.54%
EV/EBITDA
14.15
P/E
21.75
EV/Sales
4.62
Sector
Software
Category
value
Intuit: Opportunity Cost?(26Q4)
INTU (earnings): Intuit’s FY2026 results leave a roughly $300 fair value justifiable, with a route to $400 under moderate assumptions, but the recovery to $358 largely closed the post-earnings opportunity. Revenue rose 13.9% to $21.4B and EBITDA margin excluding SBC was about 22%; FY2027 guides to 9-10% revenue growth and roughly $20 EPS. Sluggish TurboTax, flat-to-declining Mailchimp and substantial SBC-related buybacks remain concerns.
Read full article (7 min)