How Does Intuit Stock Compare With Peers?
Intuit‘s stock has underperformed over the past year, but how does it truly measure up against peers like Microsoft, Oracle, and ADP in the financial software space? As of February 25, 2026, a closer look reveals robust revenue growth and strong free cash flow. Intuit‘s LTM revenue growth was approximately 17.1%, outpacing several peers, and its LTM free cash flow margin stood at a healthy 32.5%. However, operating profitability is mixed, with an LTM operating margin of about 26.1%, lower than Microsoft’s 45.6% and Oracle’s 30.8%, and its PE ratio of roughly 25.8 indicates a moderate valuation compared to Microsoft’s 26.09 and Oracle’s 27.46. Sustaining innovation is crucial for further upside.
- INTU’s 26.7% operating margin is solid from its software solutions, yet trails MSFT’s 46.7% efficiency from its massive cloud ecosystem scale.
- INTU’s 17.1% revenue growth, fueled by its AI-driven platform and online ecosystem, outpaces peers MSFT, ORCL, ADP, HRB, TRI.
- INTU’s stock is down 30.9% (1-year), underperforming peers due to AI disruption fears, despite solid growth, now at a 25.8 PE (multiple compression).
Here’s how Intuit stacks up across size, valuation, and profitability versus key peers.
| INTU | MSFT | ORCL | ADP | HRB | TRI | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 106.4 | 2,976.9 | 423.6 | 86.5 | 3.9 | 44.7 |
| Revenue ($ Bil) | 19.4 | 305.5 | 61.0 | 21.2 | 3.8 | 7.4 |
| PE Ratio | 25.8 | 25.0 | 27.5 | 20.4 | 6.3 | 25.4 |
| LTM Revenue Growth | 17.1% | 16.7% | 11.1% | 6.6% | 4.7% | 3.0% |
| LTM Operating Margin | 26.7% | 46.7% | 31.9% | 26.3% | 22.3% | 28.9% |
| LTM FCF Margin | 32.7% | 25.3% | -21.6% | 19.7% | 13.8% | 24.7% |
| 12M Market Return | -30.9% | 1.4% | -11.4% | -30.1% | -41.8% | -43.5% |
For more details on Intuit, read Buy or Sell INTU Stock. Below we compare INTU’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| INTU | 17.1% | 15.6% | 13.3% | 12.9% | |
| MSFT | 16.7% | 14.9% | 15.7% | 6.9% | |
| ORCL | 11.1% | 8.4% | 6.0% | 17.7% | |
| ADP | 6.6% | 7.1% | 6.6% | 9.2% | |
| HRB | 4.7% | 4.2% | 4.0% | 0.3% | |
| TRI | 3.0% | – | 6.8% | 2.5% | 4.4% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| INTU | 26.7% | 26.2% | 23.7% | 21.9% | |
| MSFT | 46.7% | 45.6% | 44.6% | 41.8% | |
| ORCL | 31.9% | 31.5% | 30.3% | 27.6% | |
| ADP | 26.3% | 26.3% | 25.8% | 25.0% | |
| HRB | 22.3% | 22.0% | 22.3% | 21.6% | |
| TRI | 28.9% | – | 26.1% | 28.7% | 27.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| INTU | 25.8 | 47.9 | 59.4 | 73.7 | |
| MSFT | 25.0 | 35.3 | 35.5 | 38.7 | |
| ORCL | 27.5 | 43.7 | 43.7 | 33.4 | |
| ADP | 20.4 | 25.7 | 32.0 | 28.2 | |
| HRB | 6.3 | 9.8 | 12.6 | 13.5 | |
| TRI | 25.4 | – | 26.9 | 27.6 | 52.9 |
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