INTU Down 17% in One Month: Is It Outperforming Its Rivals?

INTU: Intuit logo
INTU
Intuit

Here is how Intuit (INTU) stacks up against its peers in size, valuation, growth and margin.

  • INTU’s operating margin of 25.8% is high, higher than most peers though lower than ADBE (36.4%).
  • INTU’s revenue growth of 15.0% in the last 12 months is strong, outpacing FIS, PYPL, CRM, ADBE but lagging VERX.
  • INTU gained 7.6% in the past year and trades at a PE of 53.3, outperforming its peers.

As a quick background, Intuit provides financial management, tax preparation, and loan recommendation products and services for consumers, small businesses, self-employed individuals, and accounting professionals globally.

  INTU VERX FIS PYPL CRM ADBE
Market Cap ($ Bil) 184.7 4.0 36.8 68.0 234.0 151.9
Revenue ($ Bil) 18.2 0.7 10.3 32.3 38.6 22.6
PE Ratio 53.3 -78.4 328.1 14.5 37.7 22.1
LTM Revenue Growth 15.0% 15.0% 3.6% 4.1% 8.0% 10.6%
LTM Operating Margin 25.8% -0.3% 17.2% 19.1% 20.5% 36.4%
LTM FCF Margin 33.6% 6.1% 18.7% 16.4% 32.8% 41.8%
12M Market Return 7.6% -33.8% -11.2% -2.6% -7.6% -36.6%

Why does this matter? INTU just went down -17.4% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell INTU Stock to see if Intuit is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through INTU Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2025 2024 2023 2022
INTU 15.0% 13.3% 12.9% 32.1%
VERX 15.0% 16.5% 16.4% 15.5%
FIS 3.6% 3.0% 1.1% 4.1%
PYPL 4.1% 6.8% 8.2% 8.5%
CRM 8.0% 8.7% 11.2% 18.3%  
ADBE 10.6% 10.8% 10.2% 11.5%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
INTU 25.8% 23.8% 21.9% 20.1%
VERX -0.3% 2.3% -3.1% -1.6%
FIS 17.2% 17.4% 15.9% 13.2%
PYPL 19.1% 18.1% 16.6% 14.7%
CRM 20.5% 20.2% 17.2% 5.9%  
ADBE 36.4% 36.0% 34.3% 34.6%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
INTU 53.3 59.4 73.7 52.8
VERX -78.4 -157.1 -312.5 -176.5
FIS 328.1 30.8 -5.3 -2.4
PYPL 14.5 21.2 16.0 34.0
CRM 37.7 51.9 62.0 632.4  
ADBE 22.1 35.8 50.2 33.2

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.