IN
Intuit Inc.
INTU · Software - Application
Company brief
IN
INTUSoftware - Application$180B

Intuit Inc.

Provider of business and financial management solutions for small businesses, consumers, and accounting professionals

Moat score
85/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$309
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-41%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
15.5x

Forward P/E around 15.5x means investors pay about $15.5 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
25.0x

A P/E around 25.0x means investors pay about $25.0 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$15.41
Market Cap
$108.7B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

INTU continues to turn its small-business and tax ecosystem into steady growth, with valuation anchored by forward P/E rather than hype.

Watch signal

Forward P/E around 15.5x remains supported by continued double-digit revenue growth.

What you own

Intuit Inc. is exposure to software - application operating model with high switching costs and 108% net revenue retention.

Base thesis

27M+ QuickBooks subscribers create massive data network effects and switching costs

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

Pro access unlocks the workflow simulator for this company brief.

Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
85Moat Score
Net Revenue Retention108%
Retention RiskLow
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • 27M+ QuickBooks subscribers create massive data network effects and switching costs
  • Tax compliance workflows lock in annual renewal cycles with regulatory dependencies
  • Small business financial data becomes more valuable over time, creating compounding retention
  • AI-powered features like receipt scanning and expense categorization increase daily engagement
  • Ecosystem integrations with banks, payroll, payments create multi-product stickiness
  • Professional accountant channel (ProAdvisor program) drives B2B2C retention multiplier effect