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Added to YB: 2026-07-06

Pitch date: 2026-07-02

INTU [bullish]

Intuit Inc.

+22.52%

current return

Author Info

Company Info

Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States.

Market Cap

$81.8B

Pitch Price

$269.47

Price Target

370.45 (+12%)

Dividend

1.80%

EV/EBITDA

11.84

P/E

18.59

EV/Sales

3.87

Sector

Software

Category

value

Show full summary:
Intuit Inc. - $INTU

INTU: Fintech monopoly (QuickBooks, TurboTax, Credit Karma, Mailchimp) w/ high switching costs, 16x PE, 1.8% yield, $8B buyback +15% div hike. Bull: AI monetization via Intuit Assist drives ARPU. Bear: agentic AI disruption, TurboTax DIY pricing missteps, only 2% unit growth. DCF fair value $370 vs $261 price.

Read full article (8 min)