Intuit Stock vs Competition: Who Wins?
Intuit‘s stock has underperformed over the past year, currently trading near a 52-week low, but how does it truly measure up against its software and fintech peers? A closer look reveals robust revenue growth and exceptional free cash flow margins. Yet, a higher P/E ratio, around 36x, signals a premium valuation, suggesting limited upside potential versus more moderately valued rivals despite its strong fundamentals.
- INTU’s 26.7% operating margin, strong from recurring tax/accounting software, trails MSFT’s 46.3% fueled by its higher-margin cloud/AI services.
- INTU’s 17.1% revenue growth from AI-powered ecosystem and QuickBooks outpaces MSFT (15.6%) cloud/AI, ORCL (11.1%) OCI, ADP (7.1%) payroll, HRB (4.2%) tax, TRI (3.0%) data.
- INTU’s 11.9% stock drop trails MSFT/ORCL’s AI-cloud strength; its 35.8 PE reflects growth expectations amidst market shifts and competition.
Here’s how Intuit stacks up across size, valuation, and profitability versus key peers.
| INTU | MSFT | ORCL | ADP | HRB | TRI | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 147.6 | 3,378.4 | 515.3 | 103.3 | 5.3 | 54.4 |
| Revenue ($ Bil) | 19.4 | 293.8 | 61.0 | 20.9 | 3.8 | 7.4 |
| PE Ratio | 35.8 | 32.2 | 33.4 | 25.0 | 8.6 | 31.0 |
| LTM Revenue Growth | 17.1% | 15.6% | 11.1% | 7.1% | 4.2% | 3.0% |
| LTM Operating Margin | 26.7% | 46.3% | 31.9% | 26.2% | 22.5% | 28.9% |
| LTM FCF Margin | 32.7% | 26.6% | -21.6% | 20.1% | 15.3% | 24.7% |
| 12M Market Return | -11.9% | 6.7% | 12.9% | -12.0% | -24.8% | -22.9% |
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 | 15.6% | 14.9% | 15.7% | 6.9% | |
| ORCL | 11.1% | 8.4% | 6.0% | 17.7% | |
| ADP | 7.1% | 7.1% | 6.6% | 9.2% | |
| HRB | 4.2% | 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 | 46.3% | 45.6% | 44.6% | 41.8% | |
| ORCL | 31.9% | 31.5% | 30.3% | 27.6% | |
| ADP | 26.2% | 26.3% | 25.8% | 25.0% | |
| HRB | 22.5% | 22.0% | 22.3% | 21.6% | |
| TRI | 28.9% | – | 26.1% | 28.7% | 27.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| INTU | 35.8 | 47.9 | 59.4 | 73.7 | |
| MSFT | 32.2 | 35.3 | 35.5 | 38.7 | |
| ORCL | 33.4 | 43.7 | 43.7 | 33.4 | |
| ADP | 25.0 | 25.7 | 32.0 | 28.2 | |
| HRB | 8.6 | 9.8 | 12.6 | 13.5 | |
| TRI | 31.0 | – | 26.9 | 27.6 | 52.9 |
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