StockOrNot
Open the deck

Intuit (INTU)

Information Technology · $90.4B market cap · SEC CIK 0000896878

$340.44 ▲+0.65% on the day close of Nov 10, 2026
84 Screens strongly
ahead of 84% of the S&P 500 · #14 of 73 in Information Technology

Next reports on Nov 19, 2026, with analysts expecting $2.71 in earnings per share.

52-week range $252.84 to $682.27. 50% below its 52-week high and 35% above its low.

The case for INTU

The case against

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Information Technology companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

Valuewhat you pay for the earnings and cash, against the growth you get85
Growthhow fast revenue and earnings are moving, this year and over five71
Profitabilityhow much of the revenue becomes profit, and how much of that is cash71
Momentumhow the price has behaved lately26
Stabilityhow violently it moves, what it owes and what it pays you68

The financials

Revenue growth

Is the business growing? Yes

Last 12 months+13.9%
Over 5 years+17.4% a year
FY2026 revenue$21.4B (+14%)

Free cash flow

Is it generating real cash? Yes, plenty

FY2026 free cash flow$8.7B
Of revenue40%
Of profit190%

Profit margins

Is profitability improving? Holding steady

Gross margin80%
Operating margin27%
Net margin, FY25 → FY26 → now20.5% → 21.3% → 21.3%

Debt vs. cash

Is the balance sheet healthy? Yes, the debt is manageable

Cash$4.7B
Long-term debt$6.4B
Net debt$1.7B
Years to repay0.7 yrs

Valuation

Is the stock price reasonable? Yes, it looks cheap

P/E19.8×
Fair P/E for its growth33×
P/FCF10.4×
Forward P/E13.9×
EV / EBITDA14.7×

At 19.8× earnings it trades well below the 33× that 16% a year of growth plus a 0.6% dividend would justify. At 10.4× free cash flow it trades well below that same mark.

The financials, five years deep

Pulled from Intuit's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

FY2026FY2025FY2024FY2023FY2022
Revenue growth
Revenue$21.4B$18.8B$16.3B$14.4B$12.7B
Change on the year+14%+16%+13%+13%—
Free cash flow
Free cash flow$8.7B$6.1B$4.7B$4.8B$3.7B
Of revenue40%33%29%34%29%
Profit margins
Operating margin27.4%26.1%22.3%21.9%20.2%
Net margin21.3%20.5%18.2%16.6%16.2%
Debt vs. cash
Cash$4.7B$2.9B$3.6B$2.8B$2.8B
Long-term debt$6.4B$6.0B$5.5B$6.1B$6.4B
Net cash (debt)−$1.7B−$3.1B−$1.9B−$3.3B−$3.6B

What Intuit says it does

BACKGROUND Overview and Mission Intuit is a global financial technology platform with a mission to power prosperity around the world. Serving approximately 93 million consumers, small and mid-market businesses, and accountants worldwide, Intuit’s platform brings the power of artificial intelligence (AI) and human intelligence together to fuel customers’ success. With TurboTax, Credit Karma, QuickBooks, Mailchimp, Intuit Enterprise Suite, and Intuit Accountant Suite, we help put more money in customers’ pockets, save them time by eliminating work, and help ensure that they have complete confidence in every financial decision they make. Our strategy is to be an AI-driven expert platform that brings together data, AI, and human tax and financial experts into a single system of intelligence that does the work for customers. We are creating done-for-you experiences by automating everyday tasks, managing complex workflows and processes, and…

Risk factors INTU lists in its 10-K

Filings

Open INTU in the deck

Other Information Technology companies

AAPLAppleNVDANvidiaMSFTMicrosoftAVGOBroadcomAMDAdvanced Micro DevicesMUMicron TechnologyPLTRPalantir TechnologiesCSCOCiscoORCLOracle CorporationINTCIntelAMATApplied MaterialsLRCXLam Research