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Intuit (INTU)

Market Price (10/16/2025): $654.09 | Market Cap: $183.1 Bil
Sector: Information Technology | Industry: Application Software

Intuit (INTU)

Market Price (10/16/2025): $654.09
Market Cap: $183.1 Bil
Sector: Information Technology
Industry: Application Software

Investment Highlights

0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26%		 Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -13%		 
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 33%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 32%, CFO LTM is 6.2 Bil, FCF LTM is 6.1 Bil		  
2 Low stock price volatility
Vol 12M is 32%		  
0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 33%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 32%, CFO LTM is 6.2 Bil, FCF LTM is 6.1 Bil
2 Low stock price volatility
Vol 12M is 32%
3 Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -13%

Market Valuation & Key Metrics

INTUS&P 500
REVENUE GROWTHVERY GOOD
Rev LTM ($ Bil)18.8
Rev Chg Q20.3%6.2%
Rev Chg LTM15.6%5.2%
Rev Chg 3Y Avg14.0%5.4%
PROFITABILITYVERY GOOD
Op Inc LTM ($ Bil)4.9
Op Mgn LTM26.2%18.6%
CFO LTM ($ Bil)6.2
CFO/Rev LTM33.0%20.3%
Net Inc LTM ($ Bil)3.9
Net Inc Mgn20.5%12.7%
VALUATIONVERY HIGH
P/S9.73.3
P/CFO29.515.9
P/FCF30.120.8
P/E47.324.0
STABILITYVERY GOOD
Debt/Equity0.040.21
Cash/Assets0.120.07

INTU Stock

Return vs. Risk

Price Returns Compared

 202020212022202320242025Total [1]
Returns
INTU Return46%70%-39%62%1%5%155%
Peers Return42%-14%-39%48%35%-29%6%
S&P 500 Return16%27%-19%24%23%13%103%

Monthly Win Rates [3]
INTU Win Rate67%67%25%58%33%67% 
Peers Win Rate64%48%33%58%55%40% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
INTU Max Drawdown-26%-5%-45%-3%-10%-13% 
Peers Max Drawdown-17%-26%-50%-16%-13%-33% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 

[1] Cumulative total returns since the beginning of 2020
[2] Peers: CRM, ADBE, PYPL, FIS, VERX. See INTU Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/15/2025 (YTD)

Downturns Compared

Unique KeyEventINTUS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-49.1%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven96.6%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven908 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-36.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven56.9%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven105 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-21.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven26.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven53 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-38.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven62.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven445 days1480 days


How Low Can It Go?

Intuit's stock fell -49.1% during the 2022 Inflation Shock from a high on 11/29/2021. A -49.1% loss requires a 96.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Better Bets than Intuit (INTU)

 INTUBetter Performance than INTU
MetricValueIndustry (Application Software)
Rev Chg LTM15.6%PLTR (38.8%), SHOP (29.0%), CDNS (22.3%), SNOW (28.4%), DDOG (26.0%)
Rev Chg 3Y Avg14.0%PLTR (25.7%), SHOP (26.0%), CDNS (15.8%), SNOW (36.3%), WDAY (16.5%)
Op Mgn LTM26.2%ORCL (31.6%), ADBE (36.2%), CDNS (30.7%), FICO (44.2%), PTC (27.0%)
CFO/Rev LTM33.0%ORCL (36.5%), PLTR (50.3%), CRM (33.3%), ADBE (42.2%), CDNS (33.7%)
FCF/Rev LTM32.3%PLTR (49.7%), ADBE (41.4%), FICO (36.8%), PTC (34.8%), ZM (38.8%)
Total Yield2.8%CRM (3.5%), ADBE (5.0%), MSTR (5.9%), SNPS (2.9%), ZM (5.0%)
 INTUBetter Performance than INTU
MetricValueAll Other Sectors
Rev Chg LTM15.6%META (19.4%), LLY (36.8%), MS (16.7%), RY (16.4%), APP (48.2%)
Rev Chg 3Y Avg14.0%LLY (23.4%), TM (15.2%), APP (23.7%), UBER (23.2%), NEE (16.7%)
Op Mgn LTM26.2%GOOGL (32.7%), META (42.9%), LLY (43.0%), V (66.5%), MA (58.0%)
CFO/Rev LTM33.0%GOOGL (36.0%), META (56.4%), V (60.4%), MA (53.3%), ABBV (33.1%)
FCF/Rev LTM32.3%V (56.8%), MA (49.2%), RY (131.7%), APP (53.7%), SCHW (79.4%)
Total Yield2.8%GOOGL (4.1%), AMZN (3.1%), META (4.0%), WMT (3.3%), JPM (6.6%)

Latest Trefis Analyses

TitleTopicDate
0DASHBOARDS  
1Intuit Earnings Notes  
2INTU Drops 17% In A Month: How Does It Stack Against Peers?  
3Day 5 of Loss Streak for Intuit Stock with -8.4% Return (vs. 5% YTD) [8/25/2025]Notification 
4Wait For A Dip To Buy Intuit StockBuy or Fear 
5Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From YOU Actionable 
6Will You Be Comfortable Buying Intuit Stock?Return 
7Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From APH, RMBS   
8Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From DAVE, SPSC   
9Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From SPSC, YOU Actionable 
10Day 8 of Gains Streak for Intuit Stock with 7.3% Return (vs. 29% YTD) [7/30/2025]Notification 
11ARTICLES  
12Better Bet Than Oracle Stock: Pay Less To Get More From INTU October 8th, 2025
13Better Bet Than Fair Isaac Stock: Pay Less To Get More From INTU October 3rd, 2025
14Better Bet Than Autodesk Stock: Pay Less To Get More From INTU October 1st, 2025
15Better Bet Than Oracle Stock: Pay Less To Get More From INTU September 27th, 2025
16Big Move for WDAY, but Do INTU’s Margins and Growth Give It the Edge? September 18th, 2025
Title
0DASHBOARDS
1Better Bet Than Oracle Stock: Pay Less To Get More From INTU
2Better Bet Than Fair Isaac Stock: Pay Less To Get More From INTU
3Better Bet Than Autodesk Stock: Pay Less To Get More From INTU
4Better Bet Than Oracle Stock: Pay Less To Get More From INTU
5Big Move for WDAY, but Do INTU’s Margins and Growth Give It the Edge?
6ARTICLES
7Intuit Earnings Notes
8INTU Drops 17% In A Month: How Does It Stack Against Peers?
9Day 5 of Loss Streak for Intuit Stock with -8.4% Return (vs. 5% YTD) [8/25/2025]
10Wait For A Dip To Buy Intuit Stock
11Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From YOU 
12Will You Be Comfortable Buying Intuit Stock?
13Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From APH, RMBS 
14Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From DAVE, SPSC 
15Better Bet Than INTU Stock: Pay Less Than Intuit To Get More From SPSC, YOU 
16Day 8 of Gains Streak for Intuit Stock with 7.3% Return (vs. 29% YTD) [7/30/2025]

Trade Ideas

Select past ideas related to INTU. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADBE_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025ADBEAdobeMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		-6.3%-6.3%-6.3%
CRM_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025CRMSalesforceMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		-0.2%-0.2%-0.6%
MPWR_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025MPWRMonolithic Power SystemsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		9.5%9.5%-1.8%
POWI_9262025_Dip_Buyer_High_CFO_Margins_ExInd_DE09262025POWIPower IntegrationsDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap		22.0%22.0%-13.4%
ROP_9262025_Monopoly_xInd_xCD_Getting_Cheaper09262025ROPRoper TechnologiesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.3%0.3%-0.3%
INTU_10312022_Monopoly_xInd_xCD_Getting_Cheaper10312022INTUIntuitMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		3.9%16.6%-15.5%
INTU_4302022_Monopoly_xInd_xCD_Getting_Cheaper04302022INTUIntuitMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		3.5%6.8%-15.6%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADBE_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025ADBEAdobeMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		-6.3%-6.3%-6.3%
CRM_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025CRMSalesforceMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		-0.2%-0.2%-0.6%
MPWR_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025MPWRMonolithic Power SystemsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		9.5%9.5%-1.8%
POWI_9262025_Dip_Buyer_High_CFO_Margins_ExInd_DE09262025POWIPower IntegrationsDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap		22.0%22.0%-13.4%
ROP_9262025_Monopoly_xInd_xCD_Getting_Cheaper09262025ROPRoper TechnologiesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.3%0.3%-0.3%
INTU_10312022_Monopoly_xInd_xCD_Getting_Cheaper10312022INTUIntuitMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		3.9%16.6%-15.5%
INTU_4302022_Monopoly_xInd_xCD_Getting_Cheaper04302022INTUIntuitMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		3.5%6.8%-15.6%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1NVTSNavitas Semiconductor95.9%324.6%
2BITFBitfarms61.7%334.2%
3UAMYUnited States Antimony44.5%677.4%
4GLUEMonte Rosa Therapeutics44.1%60.1%
5FLNCFluence Energy43.3%35.0%
6SMRNuScale Power39.9%198.0%
7UUUUEnergy Fuels38.8%387.1%
8ASPIASP Isotopes38.5%178.6%
9MVSTMicrovast38.3%201.9%
10TNGXTango Therapeutics37.8%208.1%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1BNTBrookfield Wealth Solutions-33.6%18.5%
2BNBrookfield-33.4%18.9%
3VGVenture Global-29.9% 
4SOCSable Offshore-29.1%-38.3%
5HELEHelen Of Troy-28.5%-67.0%
6ALABAstera Labs-26.4%21.9%
7AIVApartment Investment & Management-26.1%-33.8%
8BBBYBed Bath & Beyond-25.7% 
9USNAUsana Health Sciences-22.6%-42.9%
10FWRDForward Air-18.0%-38.0%

1 Month Top Gainers

#TickerCompany1M RtnYTD Rtn
1WOLFWolfspeed1213.0%386.9%
2QUREuniQure334.2%255.8%
3LACLithium Americas193.2%217.8%
4FLNCFluence Energy185.9%35.0%
5RGTIRigetti Computing181.7%269.2%
6SESSES AI176.6%61.6%
7UAMYUnited States Antimony158.6%677.4%
8NVTSNavitas Semiconductor157.4%324.6%
9ASTSAST SpaceMobile136.7%353.5%
10QBTSD-Wave Quantum135.9%433.1%

1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1ANGXAngel Studios-46.4% 
2SOCSable Offshore-37.0%-38.3%
3VGVenture Global-35.1% 
4USNAUsana Health Sciences-32.9%-42.9%
5FLYFirefly Aerospace-32.5% 
6ALABAstera Labs-32.4%21.9%
7FWRDForward Air-31.7%-38.0%
8LDIloanDepot-29.5%53.4%
9AIVApartment Investment & Management-28.4%-33.8%
10PGYPagaya Technologies-28.1%222.0%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1NVTSNavitas Semiconductor95.9%324.6%
2BITFBitfarms61.7%334.2%
3UAMYUnited States Antimony44.5%677.4%
4GLUEMonte Rosa Therapeutics44.1%60.1%
5FLNCFluence Energy43.3%35.0%
6SMRNuScale Power39.9%198.0%
7UUUUEnergy Fuels38.8%387.1%
8ASPIASP Isotopes38.5%178.6%
9MVSTMicrovast38.3%201.9%
10TNGXTango Therapeutics37.8%208.1%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1BNTBrookfield Wealth Solutions-33.6%18.5%
2BNBrookfield-33.4%18.9%
3VGVenture Global-29.9% 
4SOCSable Offshore-29.1%-38.3%
5HELEHelen Of Troy-28.5%-67.0%
6ALABAstera Labs-26.4%21.9%
7AIVApartment Investment & Management-26.1%-33.8%
8BBBYBed Bath & Beyond-25.7% 
9USNAUsana Health Sciences-22.6%-42.9%
10FWRDForward Air-18.0%-38.0%

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Intuit

Financials

INTUCRMADBEPYPLFISVERXMedian
NameIntuit Salesfor.Adobe PayPal Fidelity.Vertex  
Mkt Price652.69236.58330.6367.9866.5624.71152.28
Mkt Cap182.8226.2139.965.934.93.9102.9
Rev LTM18,83139,50223,18132,29210,31771121,006
Op Inc LTM4,9428,3818,4026,1611,775-25,552
FCF LTM6,08312,4979,5995,2921,932445,688
FCF 3Y Avg5,16810,5067,9255,216772385,192
CFO LTM6,20713,1699,7926,0662,8151436,136
CFO 3Y Avg5,37911,2148,1855,8991,6671185,639

Growth & Margins

INTUCRMADBEPYPLFISVERXMedian
NameIntuit Salesfor.Adobe PayPal Fidelity.Vertex  
Rev Chg LTM15.6%8.3%10.7%4.1%3.6%15.0%9.5%
Rev Chg 3Y Avg14.0%10.5%10.5%7.0%1.6%15.9%10.5%
Rev Chg Q20.3%9.8%10.7%5.1%5.1%14.6%10.2%
QoQ Delta Rev Chg LTM3.6%2.4%2.6%1.3%1.2%3.4%2.5%
Op Mgn LTM26.2%21.2%36.2%19.1%17.2%-0.3%20.1%
Op Mgn 3Y Avg23.9%17.8%35.4%17.8%16.1%-1.1%17.8%
QoQ Delta Op Mgn LTM0.5%0.7%-0.1%0.3%0.1%-1.3%0.2%
CFO/Rev LTM33.0%33.3%42.2%18.8%27.3%20.2%30.1%
CFO/Rev 3Y Avg32.7%30.6%39.0%19.2%16.4%18.6%24.9%
FCF/Rev LTM32.3%31.6%41.4%16.4%18.7%6.1%25.2%
FCF/Rev 3Y Avg31.4%28.6%37.7%16.9%7.5%5.7%22.8%

Valuation

INTUCRMADBEPYPLFISVERXMedian
NameIntuit Salesfor.Adobe PayPal Fidelity.Vertex  
Mkt Cap182.8226.2139.965.934.93.9102.9
P/S9.75.76.02.03.45.55.6
P/EBIT36.027.016.110.521.0-1,579.618.5
P/E47.233.920.114.1312.0-77.927.0
P/CFO29.417.214.310.912.427.415.7
Total Yield2.8%3.5%5.0%7.1%2.7%-1.3%3.1%
Dividend Yield0.7%0.5%0.0%0.0%2.4%0.0%0.3%
FCF Yield 3Y Avg3.0%4.4%4.0%7.8%1.7%0.6%3.5%
D/E0.00.00.00.20.40.10.1
Net D/E0.0-0.00.00.00.40.00.0

Returns

INTUCRMADBEPYPLFISVERXMedian
NameIntuit Salesfor.Adobe PayPal Fidelity.Vertex  
1M Rtn0.4%-2.4%-4.7%1.3%-0.6%3.1%-0.1%
3M Rtn-12.9%-8.1%-8.6%-6.8%-15.6%-30.3%-10.8%
6M Rtn11.3%-5.0%-3.9%12.8%-2.0%-36.5%-3.0%
12M Rtn6.3%-17.5%-34.9%-14.5%-23.7%-40.1%-20.6%
3Y Rtn75.1%68.1%14.8%-15.5%-5.5%69.0%41.5%
1M Excs Rtn-0.6%-2.1%-7.2%0.7%-0.8%-4.1%-1.5%
3M Excs Rtn-19.4%-14.7%-15.7%-13.9%-23.0%-36.2%-17.5%
6M Excs Rtn-13.4%-30.5%-29.3%-14.0%-27.6%-61.4%-28.4%
12M Excs Rtn-8.2%-32.1%-48.0%-30.3%-36.4%-53.5%-34.3%
3Y Excs Rtn-12.9%-20.5%-69.0%-104.2%-89.7%-17.4%-44.7%

Comparison Analyses

Title
0Intuit vs. Adobe: With Return Forecast Of 38%-38%, Both Seem Like Good Bets
1Intuit vs. Salesforce: With Return Forecast Of 38%, Intuit Is A Better Bet
2Intuit vs. Vertex: With Return Forecast Of 37%-38%, Both Seem Like Good Bets
3Intuit vs. Stryker: With Return Forecast Of 40%, Intuit Is A Better Bet
4Intuit vs. Automatic Data Processing: With Return Forecast Of 40%, Intuit Is A Better Bet
5Intuit vs. Carnival: With Return Forecast Of 38%-40%, Both Seem Like Good Bets
6Intuit vs. Texas Instruments: With Return Forecast Of 41%, Intuit Is A Better Bet
7Intuit vs. Boston Scientific: With Return Forecast Of 41%, Intuit Is A Better Bet
8Intuit vs. EchoStar: With Return Forecast Of 41%, Intuit Is A Better Bet
9Intuit vs. Thermo Fisher Scientific: With Return Forecast Of 43%, Intuit Is A Better Bet

Financials

$ Mil | FY: 7/312025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Period End7/31/20254/30/20251/31/202510/31/20247/31/20244/30/20241/31/202410/31/20237/31/20234/30/20231/31/202310/31/2022
Filing Date9/3/20255/22/20252/25/202511/21/20249/4/20245/23/20242/22/202411/28/20239/1/20235/23/20232/23/202311/29/2022
Key Financials Quarterly            
Total Revenue3,8317,7543,9633,2833,1846,7373,3862,9782,7126,0183,0412,597
Ebitda6333,9538304741283,3306035202582,993502290
Operating Income3403,721597284723,105369293172,77827066
Net Income3812,820471197-202,389353241892,08716840
EPS1.3610.091.680.70-0.078.531.260.860.327.440.600.14
Key Financials TTM            
Total Revenue TTM18,83118,18417,16716,59016,28515,81315,09414,74914,36814,07013,68413,316
Ebitda TTM5,8905,3854,7624,5354,5814,7114,3744,2734,0433,9263,5373,301
Operating Income TTM4,9424,6744,0583,8303,8393,7843,4573,3583,1313,0382,6442,430
Net Income TTM3,8693,4683,0372,9192,9633,0722,7702,5852,3842,2391,9461,878
Growth Rates Quarterly            
Total Revenue Growth20.3%15.1%17.0%10.2%17.4%11.9%11.3%14.7%12.3%6.9%13.8%29.4%
EBITDA Growth394.5%18.7%37.6%-8.8%-50.4%11.3%20.1%79.3%83.0%14.9%88.7%-19.2%
Operating Income Growth372.2%19.8%61.8%-3.1%323.5%11.8%36.7%343.9%122.4%16.5%382.1%-66.8%
Net Income Growth2005.0%18.0%33.4%-18.3%-122.5%14.5%110.1%502.5%258.9%16.3%68.0%-82.5%
Margins Quarterly            
EBITDA Margin16.5%51.0%20.9%14.4%4.0%49.4%17.8%17.5%9.5%49.7%16.5%11.2%
Operating Income Margin8.9%48.0%15.1%8.7%2.3%46.1%10.9%9.8%0.6%46.2%8.9%2.5%
Net Income Margin9.9%36.4%11.9%6.0%-0.6%35.5%10.4%8.1%3.3%34.7%5.5%1.5%
Cash & Debt            
Total Cash4,5526,1742,4593,3584,0744,6781,4892,2713,6624,2682,0712,724
Total Debt6,6397,0876,8926,7816,5676,4986,5046,4376,6897,1967,6777,601
Net Debt / (Cash)2,0879134,4333,4232,4931,8205,0154,1663,0272,9285,6064,877
Cash Flows Quarterly            
FCF from Operations3814,3951,0693624173,951613-978423,592284328
Cash Flows TTM            
FCF from Operations TTM6,2076,2435,7995,3434,8845,3094,9504,6215,0464,5434,2714,072
Returns to Shareholders Quarterly            
Dividends301292300296261257256260222221224222
Share Repurchases746752717557281572551584472478507510
Return on Invested Capital (ROIC) Quarterly            
ROIC65.2%1247.9%44.4%30.7%1.7%530.7%29.3%25.7%2.2%289.7%14.2%5.4%
Return on Invested Capital (ROIC) TTM            
ROIC TTM189.5%410.2%74.8%93.3%128.5%173.3%57.0%64.7%82.5%80.2%36.2%40.1%

Segment Financials

Revenue by Segment

$ Mil20252024202320222021
Global Business Solutions8,0386,4604,6884,0503,533
Consumer4,1353,9153,5633,1362,775
Credit Karma1,6341,805865  
ProTax561546517493476
Total14,36812,7269,6337,6796,784


Operating Income by Segment
$ Mil20252024202320222021
Global Business Solutions4,5813,5202,5902,0911,549
Consumer2,8752,6332,2372,0631,742
ProTax455447372346318
Credit Karma428531182  
Restructuring00   
Amortization of acquired technology-163-140-50-22-20
Amortization of other acquired intangible assets-483-416-146-6-6
Share-based compensation expense-1,712-1,308-753-435-401
Other corporate expenses-2,840-2,696-1,932-1,861-1,328
Total3,1412,5712,5002,1761,854


Price Behavior

INTU Betas & Captures as of 9/30/2025

 1M2M3M6M1Y3Y
Beta0.780.410.430.860.931.25
Up Beta1.37-0.99-0.750.890.871.20
Down Beta0.410.140.430.820.901.12
Up Capture72%16%23%75%98%242%
Bmk +ve Days13233574144420
Stock +ve Days9173066128387
Down Capture72%204%176%90%104%106%
Bmk -ve Days8192952107330
Stock -ve Days12253359122362

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date9302025
Short Interest: Shares Quantity4,536,322
Short Interest: % Change Since 9152025-2.6%
Average Daily Volume2,205,069
Days-to-Cover Short Interest2.06
Basic Shares Quantity280,000,000
Short % of Basic Shares1.6%

Returns Analyses

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/21/2025-5.0%-4.2%0.6%
5/22/20258.1%13.1%14.0%
2/25/202512.6%7.6%10.7%
11/21/2024-5.7%-5.4%-6.0%
11/28/20232.2%1.2%11.1%
8/24/20234.1%8.7%2.0%
5/23/2023-7.5%-6.8%0.6%
2/23/20231.9%-2.8%4.3%
...
SUMMARY STATS   
# Positive121013
# Negative9118
Median Positive2.9%6.8%4.4%
Median Negative-3.8%-3.6%-7.1%
Max Positive12.6%13.8%19.3%
Max Negative-7.5%-8.7%-18.4%

SEC Filings

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Report DateFiling DateFiling
7312025903202510-K 7/31/2025
4302025522202510-Q 4/30/2025
1312025225202510-Q 1/31/2025
103120241121202410-Q 10/31/2024
7312024904202410-K 7/31/2024
4302024523202410-Q 4/30/2024
1312024222202410-Q 1/31/2024
103120231128202310-Q 10/31/2023
7312023901202310-K 7/31/2023
4302023523202310-Q 4/30/2023
1312023223202310-Q 1/31/2023
103120221129202210-Q 10/31/2022
7312022902202210-K 7/31/2022
4302022524202210-Q 4/30/2022
1312022302202210-Q 1/31/2022
103120211118202110-Q 10/31/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0DALZELL RICHARD L9112025Sell669.31333222,88010,134,023Form
1COOK SCOTT D8262025Sell664.99529351,7804,098,032,130Form
2Aujla SandeepEVP and CFO8262025Sell664.994227,930552,303Form
3DALZELL RICHARD L7102025Sell768.43333255,88711,890,686Form
4Hotz Lauren DSVP, Chief Accounting Officer6272025Sell784.091,7381,363,015356,403Form

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