IN
Intuit Inc
INTU—
Intuit Inc AI Insights
Informational only. Not investment advice.Snapshot
- Goodwill of 14.0B is 72% of equity (19.3B) - acquisition-heavy model creates impairment risk if Credit Karma or Mailchimp underperform.[Goodwill]
- EPS 3Y CAGR of 120% vs industry median 16% - margin expansion and buybacks driving earnings far faster than revenue.[EPS Growth 3Y]
- FCF TTM of 6.4B on just 129M capex (0.7% of revenue) - asset-light model converts 33% of revenue to free cash.[Free Cash Flow TTM]
Watch Triggers
- Operating Margin TTM: Falls below 24% — Would signal AI investments not translating to efficiency or competitive pressure on pricing.
- EPS Growth 3Y: Decelerates below 15% — Current valuation requires sustained earnings growth - deceleration compresses multiple.
- Goodwill: Any impairment charge — Credit Karma or Mailchimp writedown would signal acquisition strategy failure.
Bull Case
Dominant franchise in tax/SMB accounting with 80% gross margins and 27% operating margins - regulatory moat and switching costs protect pricing.
Gross Margin TTMOperating Margin TTMROE TTM
Capital-light model (capex <1% revenue) generates 6.4B FCF annually, funding 3.4B buybacks while maintaining 0.35x debt/equity.
Free Cash Flow TTMCapital Expenditure TTMDebt to Equity
Bear Case
P/E of 46x and P/S of 9.5x are 1.5x and 2.4x industry medians - priced for perfection with limited margin of safety.
PE RatioPS Ratio
Goodwill/intangibles of 19.1B (58% of assets) from Credit Karma/Mailchimp - tangible book value only 206M.
GoodwillGoodwill and Other Intangible AssetsTangible Book Value
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
AI integration in TurboTax and QuickBooks should sustain 20%+ EPS growth through pricing power and automation.
1-3ymed
- R&D spend of 3.1B TTM (16% of revenue) focused on AI
- Subscription model enables annual price increases
- Operating leverage from 80% gross margins
Operating margin TTM 26.7% vs industry median 0%EPS 3Y CAGR 120% demonstrates executionFCF margin 33% funds continued investment
Valuation Context
Caveats
Public Strategies Rankings
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INTU Fundamentals
Information → Software Publishers
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$153.23B | — | ||
$156.58B | — | ||
38 | — | ||
$19.43B | +17.1% | — | |
$14.36 | +29.6% | — | |
26.7% | +3.4% | — | |
21.2% | +3.6% | — | |
$6.35B | +23.5% | — | |
0.22 | +5.4% | — | |
Beta 5Y (Monthly) | unknown | — |
INTU Dividend History
58 dividends
2026
$1.200001/09/26$1.2000
2025
$4.320010/09/25$1.2000
07/10/25$1.0400
04/10/25$1.0400
01/10/25$1.0400
2024
$3.740010/10/24$1.0400
07/10/24$0.9000
04/09/24$0.9000
01/09/24$0.9000
2023
$3.240010/05/23$0.9000
07/07/23$0.7800
04/06/23$0.7800
01/09/23$0.7800
2022
$2.820010/06/22$0.7800
07/08/22$0.6800
04/08/22$0.6800
01/07/22$0.6800
2021
$2.450010/07/21$0.6800
07/09/21$0.5900
04/09/21$0.5900
01/08/21$0.5900
2020
$2.180010/08/20$0.5900
07/09/20$0.5300
04/09/20$0.5300
01/09/20$0.5300
2019
$1.940010/09/19$0.5300
07/09/19$0.4700
04/09/19$0.4700
01/09/19$0.4700
2018
$1.640010/09/18$0.4700
07/09/18$0.3900
04/09/18$0.3900
01/09/18$0.3900
2017
$1.410010/06/17$0.3900
07/06/17$0.3400
04/06/17$0.3400
01/06/17$0.3400
2016
$1.240010/05/16$0.3400
07/08/16$0.3000
04/07/16$0.3000
01/07/16$0.3000
2015
$1.050010/07/15$0.3000
07/08/15$0.2500
04/08/15$0.2500
01/07/15$0.2500
2014
$0.820010/08/14$0.2500
07/08/14$0.1900
04/08/14$0.1900
01/08/14$0.1900
2013
$0.700010/08/13$0.1900
07/08/13$0.1700
04/08/13$0.1700
01/08/13$0.1700
2012
$0.620010/05/12$0.1700
07/06/12$0.1500
04/05/12$0.1500
01/06/12$0.1500
2011
$0.150010/05/11$0.1500
INTU Stock Splits
1 stock split
07/07/060.5:1 split
INTU SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/20/25 | 10/31/25 | 10-Q | |
09/03/25 | 07/31/25 | 10-K | |
05/22/25 | 04/30/25 | 10-Q | |
02/25/25 | 01/31/25 | 10-Q | |
11/21/24 | 10/31/24 | 10-Q | |
09/04/24 | 07/31/24 | 10-K | |
05/23/24 | 04/30/24 | 10-Q | |
02/22/24 | 01/31/24 | 10-Q | |
11/28/23 | 10/31/23 | 10-Q | |
09/01/23 | 07/31/23 | 10-K | |
05/23/23 | 04/30/23 | 10-Q | |
02/23/23 | 01/31/23 | 10-Q | |
11/29/22 | 10/31/22 | 10-Q | |
09/02/22 | 07/31/22 | 10-K | |
05/24/22 | 04/30/22 | 10-Q | |
03/02/22 | 01/31/22 | 10-Q | |
11/18/21 | 10/31/21 | 10-Q | |
09/08/21 | 07/31/21 | 10-K | |
05/25/21 | 04/30/21 | 10-Q | |
02/23/21 | 01/31/21 | 10-Q | |
11/19/20 | 10/31/20 | 10-Q | |
08/31/20 | 07/31/20 | 10-K | |
05/21/20 | 04/30/20 | 10-Q | |
02/24/20 | 01/31/20 | 10-Q | |
11/21/19 | 10/31/19 | 10-Q | |
08/30/19 | 07/31/19 | 10-K | |
05/23/19 | 04/30/19 | 10-Q | |
02/22/19 | 01/31/19 | 10-Q | |
11/20/18 | 10/31/18 | 10-Q | |
08/31/18 | 07/31/18 | 10-K | |
05/22/18 | 04/30/18 | 10-Q | |
02/22/18 | 01/31/18 | 10-Q | |
11/20/17 | 10/31/17 | 10-Q | |
09/01/17 | 07/31/17 | 10-K | |
05/23/17 | 04/30/17 | 10-Q | |
02/23/17 | 01/31/17 | 10-Q | |
11/18/16 | 10/31/16 | 10-Q | |
09/01/16 | 07/31/16 | 10-K | |
05/24/16 | 04/30/16 | 10-Q | |
02/25/16 | 01/31/16 | 10-Q | |
11/20/15 | 10/31/15 | 10-Q | |
09/01/15 | 07/31/15 | 10-K | |
05/22/15 | 04/30/15 | 10-Q | |
02/19/15 | 01/31/15 | 10-Q | |
11/21/14 | 10/31/14 | 10-Q | |
09/12/14 | 07/31/14 | 10-K | |
05/21/14 | 04/30/14 | 10-Q | |
02/21/14 | 01/31/14 | 10-Q | |
11/22/13 | 10/31/13 | 10-Q | |
09/13/13 | 07/31/13 | 10-K | |
05/30/13 | 04/30/13 | 10-Q | |
03/01/13 | 01/31/13 | 10-Q | |
11/29/12 | 10/31/12 | 10-Q | |
09/13/12 | 07/31/12 | 10-K | |
05/25/12 | 04/30/12 | 10-Q | |
02/29/12 | 01/31/12 | 10-Q | |
12/01/11 | 10/31/11 | 10-Q | |
09/14/11 | 07/31/11 | 10-K | |
06/01/11 | 04/30/11 | 10-Q | |
03/01/11 | 01/31/11 | 10-Q | |
12/06/10 | 10/31/10 | 10-Q | |
09/16/10 | 07/31/10 | 10-K | |
05/28/10 | 04/30/10 | 10-Q | |
03/01/10 | 01/31/10 | 10-Q | |
12/04/09 | 10/31/09 | 10-Q | |
09/15/09 | 07/31/09 | 10-K | |
05/29/09 | 04/30/09 | 10-Q | |
03/02/09 | 01/31/09 | 10-Q | |
12/04/08 | 10/30/08 | Unknown | -- |
09/12/08 | 07/31/08 | 10-K | |
05/30/08 | 04/30/08 | 10-Q | |
02/29/08 | 01/29/08 | Unknown | -- |
11/30/07 | 10/30/07 | Unknown | -- |
09/14/07 | 07/31/07 | 10-K | |
05/30/07 | 04/30/07 | 10-Q | |
03/02/07 | 01/28/07 | Unknown | -- |
12/01/06 | 10/31/06 | 8-K | |
09/15/06 | 07/31/06 | 10-K | |
06/09/06 | 04/30/06 | 10-Q | |
03/09/06 | 01/28/06 | Unknown | -- |
12/05/05 | 10/30/05 | Unknown | -- |
09/26/05 | 07/31/05 | 10-K | |
06/07/05 | 04/30/05 | 10-Q | |
03/08/05 | 01/28/05 | Unknown | -- |
12/10/04 | 10/30/04 | Unknown | -- |
09/24/04 | 07/31/04 | 10-K | |
06/14/04 | 04/30/04 | 10-Q | |
03/09/04 | 01/29/04 | Unknown | -- |
12/05/03 | 10/31/03 | DEF 14A | |
09/19/03 | 07/31/03 | 10-K | |
05/30/03 | 04/30/03 | 10-Q | |
02/28/03 | 01/28/03 | Unknown | -- |
12/05/02 | 10/30/02 | Unknown | -- |
09/25/02 | 07/31/02 | 8-K | |
05/31/02 | 04/30/02 | 10-Q | |
02/28/02 | 01/28/02 | Unknown | -- |
12/07/01 | 10/30/01 | Unknown | -- |
10/05/01 | 07/31/01 | 10-K405 | |
06/13/01 | 04/30/01 | 10-Q | |
03/14/01 | 01/28/01 | Unknown | -- |
12/13/00 | 10/30/00 | Unknown | -- |
10/13/00 | 07/31/00 | 10-K405 | |
06/14/00 | 04/30/00 | 10-Q | |
03/16/00 | 01/29/00 | Unknown | -- |