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Intuit Inc.
INTUTechnologyGenerated Aug 19, 2026, 11:15 PM UTC
INTU (Intuit Inc.) analytical snapshot. Revenue grew +15.6% YoY to $18.83B. 5-year revenue CAGR +14.3%; 10y CAGR +16.7%. Net margin at 20.55% (expanding ▲). Market cap $99.15B at $362.47 per share. Trailing P/E 26.52, P/S 5.27, P/B 4.81. EV/Operating income ≈ 20.44 (EV $100.63B). Risk: Low. Macro: Risk-on · Supportive. Composite analytical score 28 (data confidence 83%). Descriptive analytics from public filings — not investment advice.
Market cap
$99.15B
273.54M shares
Price
$362.47
NMS
P/E (ttm)
26.52
Revenue (FY)
$18.83B
YoY +15.6%
Net margin
20.55%
▲ 4.31pp
Free cash flow
$6.12B
32.52% margin
Risk level
Low
Free SEC analysis
— computed from SEC filings, free to readFree previewRegulatory Analyst
Filings & Ownership
Regulatory Analyst
score 25Improving
80% conf
Latest quarterly report (10-Q) filed May 20, 2026. 10 recent 8-K material-event filings in the index. Recent insider Form 4s: 0 buy vs 0 sell transactions.
- Latest quarterly report (10-Q) filed May 20, 2026.
- 10 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Intuit Inc.; broad institutional reporting.
- Recent filers include ACHARNE FUND MANAGEMENT LLC, GLENS FALLS NATIONAL BANK & TRUST CO /NY, ACHARNE GLOBAL LLC.
- 3 recent 13D activist/beneficial-ownership filings — potential catalyst.
- 17 recent 13G passive institutional ownership notices.
Latest 10-K
—
Latest 10-Q
May 20, 2026
8-K (recent)
10
Insider net
—
0B/0S
13F filers
10k+
Activist 13D
3
Recent 13F institutional filers (SEC EDGAR full-text)
| Filer | Form | Filed |
|---|---|---|
| ACHARNE FUND MANAGEMENT LLC | 13F-HR | May 9, 2003 |
| GLENS FALLS NATIONAL BANK & TRUST CO /NY | 13F-HR | Apr 7, 2003 |
| ACHARNE GLOBAL LLC | 13F-HR | May 9, 2003 |
| GLENS FALLS NATIONAL BANK & TRUST CO /NY | 13F-HR | Jan 9, 2003 |
| GLENS FALLS NATIONAL BANK & TRUST CO /NY | 13F-HR | Jul 21, 2003 |
Recent 8-K material events
| Date | Form | Description |
|---|---|---|
| Jun 11, 2026 | 8-K | 8-K |
| May 20, 2026 | 8-K | 8-K |
| Apr 28, 2026 | 8-K | 8-K |
| Mar 16, 2026 | 8-K | 8-K |
| Feb 26, 2026 | 8-K | 8-K |
| Jan 30, 2026 | 8-K | 8-K |
| Jan 27, 2026 | 8-K | 8-K |
| Jan 12, 2026 | 8-K | 8-K |
Free previewSEC Filing Analyst
SEC Filing Deep-Analysis
SEC Filing Analyst
score -10Stable
66% conf
2 positive signal(s), 4 watch item(s) detected from XBRL filing diff analysis. Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
- Operating cash flow exceeds net income: OCF is 1.60x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Deferred revenue growing — future revenue visibility: Deferred revenue grew +16.9% to $1.02B, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
- Goodwill is 36% of total assets: Goodwill of $13.98B represents a large share of the balance sheet. If acquired businesses underperform, a non-cash impairment charge could materially impact earnings. Monitor segment performance and acquisition integration metrics.
- R&D intensity declining: R&D as % of revenue fell from 16.9% to 15.5%. This may signal reduced innovation investment — potentially impacting long-term competitive position. Compare with peer R&D trends.
- NEW: Impairment charge: Impairment charge appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
- 5 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 2 new risk-language term(s) detected in filing text: Impairment charge, Off-balance sheet arrangements.
Revenue
$18.83B
+15.6% YoY
Operating income
$4.92B
+35.6% YoY
Net income
$3.87B
+30.6% YoY
Operating cash flow
$6.21B
+27.1% YoY
Capex
$84.0M
-56.0% YoY
Total assets
$36.96B
+15.0% YoY
Total liabilities
$17.25B
+25.9% YoY
Long-term debt
$5.97B
-1.1% YoY
Filing quality score
80/100
5 new disclosures
SEC XBRL metric changes (latest annual vs prior)
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | $16.29B | $18.83B | $2.55B | +15.6% |
| Operating income | $3.63B | $4.92B | $1.29B | +35.6% |
| Net income | $2.96B | $3.87B | $906.0M | +30.6% |
| Operating cash flow | $4.88B | $6.21B | $1.32B | +27.1% |
| Capex | $191.0M | $84.0M | $-107.0M | -56.0% |
| Total assets | $32.13B | $36.96B | $4.83B | +15.0% |
| Total liabilities | $13.70B | $17.25B | $3.55B | +25.9% |
| Long-term debt | $6.04B | $5.97B | $-65.0M | -1.1% |
| Cash & equivalents | $3.61B | $2.88B | $-725.0M | -20.1% |
| Stockholders equity | $18.44B | $19.71B | $1.27B | +6.9% |
| Accounts receivable | $457.0M | $530.0M | $73.0M | +16.0% |
| R&D expense | $2.75B | $2.93B | $174.0M | +6.3% |
| Interest expense | $242.0M | $247.0M | $5.0M | +2.1% |
XBRL disclosure changes (new vs dropped concepts)
| Type | Concepts |
|---|---|
| Added | DebtSecuritiesAvailableForSaleRestricted, OffBalanceSheetCreditLossLiability, OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent, OtherComprehensiveIncomeOtherNetOfTax, ProvisionForLoanLossesExpensed |
| Removed | AccountsReceivableNetCurrent, AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment, AdditionalPaidInCapitalCommonStock, AdvertisingExpense, AllocatedShareBasedCompensationExpenseNetOfTax, AllowanceForDoubtfulAccountsReceivableCurrent, BuildingsAndImprovementsGross, CapitalizedComputerSoftwareAdditions, CapitalizedComputerSoftwareGross, CapitalizedContractCostNet |
Risk language in filing text (EDGAR full-text search)
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Impairment charge | medium | 5 | 0 | NEW |
| Restructuring | medium | 5 | 1 | Ongoing |
| Off-balance sheet arrangements | medium | 5 | 0 | NEW |
| Related party transactions | low | 5 | 0 | NEW |
Filing signal breakdown
Red flags: 0
Positive: 2
Watch: 4
Red flags
Positive
Watch
Free previewFundamentals Analyst
Fundamentals
Fundamentals Analyst
score 80Improving
80% conf
Revenue grew +15.6% YoY to $18.83B. 5-year revenue CAGR +14.3%; 10y CAGR +16.7%. Net margin at 20.55% (expanding ▲).
- Revenue grew +15.6% YoY to $18.83B.
- 5-year revenue CAGR +14.3%; 10y CAGR +16.7%.
- Net margin at 20.55% (expanding ▲).
- Return on equity 19.63%, ROA 10.47%, ROIC 19.17%.
- Gross margin 0.00%, operating margin 26.14%.
- Free cash flow margin 32.52% ($6.12B).
- Net income up ▲ +30.6% YoY.
- Debt/equity 0.30, current ratio 1.45, net debt $1.48B.
- Asset turnover 0.48 — capital efficiency.
Revenue (FY)
$18.83B
YoY +15.6%
Net margin
20.55%
▲ 4.31pp
ROE
19.63%
ROA 10.47%
ROIC
19.17%
EPS (diluted)
$13.67
FY2025
Free cash flow
$6.12B
32.52% margin
Debt / equity
0.30
Cash $4.68B
Current ratio
1.45
Equity $20.63B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $16.29B | +13.3% | 0.00 | 22.29 | 18.19 | $4.69B | 16.07 |
| 2025 | $18.83B | +15.6% | 0.00 | 26.14 | 20.55 | $6.12B | 19.63 |
Quarterly revenue trend (last 6 quarters, SEC 10-Q)
| Quarter end | Revenue | YoY | QoQ | Net margin |
|---|---|---|---|---|
| Oct 31, 2024 | $3.28B | +10.2% | — | 6.00% |
| Jan 31, 2025 | $3.96B | +17.0% | +20.7% | 11.88% |
| Apr 30, 2025 | $7.75B | +15.1% | +95.7% | 36.37% |
| Oct 31, 2025 | $3.88B | +18.3% | -49.9% | 11.48% |
| Jan 31, 2026 | $4.65B | +17.4% | +19.7% | 14.90% |
| Apr 30, 2026 | $8.56B | +10.4% | +84.0% | 35.80% |
Sources:SEC EDGAR — Company Facts (XBRL)
+8 more years of history, charts & full breakdown Pro
Pro analysis — preview
— score, signals & key metrics shown; full reasoning lockedValuation
Valuation Analyst
score 20Improving
95% conf
Market cap $99.15B at $362.47 per share. Trailing P/E 26.52, P/S 5.27, P/B 4.81. EV/Operating income ≈ 20.44 (EV $100.63B).
- Market cap $99.15B at $362.47 per share.
Market cap
$99.15B
273.54M shares
P/E (ttm)
26.52
P/S
5.27
P/B
4.81
EV
$100.63B
Intrinsic (DCF)
$442.62
+22.1% vs price
ProFull breakdown & reasoning locked
Price & Technicals
Technical Analyst
score 0Stable
85% conf
Price $362.47 — downtrend (below 200-DMA); 1-month momentum positive. RSI(14) 71.77 (overbought).
- Price $362.47 — downtrend (below 200-DMA); 1-month momentum positive.
Price
$362.47
NMS
RSI(14)
71.77
50-DMA
$296.31
200-DMA
$445.54
Volatility (ann.)
49.52%
52w range
$252.84–$705.10
-48.6% from high
ProFull breakdown & reasoning locked
Macro & Rates
Macro Analyst
score 30Improving
80% conf
Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.
- Market regime: Risk-on · Supportive.
GDP growth
1.50%
CPI (YoY)
+3.3%
Fed funds
3.63%
10Y yield
4.71%
10Y−2Y
0.46pp
Unemployment
4.10%
ProFull breakdown & reasoning locked
Risk Scorecard
Risk Analyst
score 10Stable
90% conf
Composite risk Low. Leverage debt/equity 0.30 (low). Liquidity current ratio 1.45 (adequate).
- Composite risk: Low.
Risk level
Low
Debt / equity
0.30
Current ratio
1.45
Margin stdev
3.53pp
Cash / assets
11.90%
Liab / assets
47.55%
ProFull breakdown & reasoning locked
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Macro exposure
Cyclical / growth · High sensitivityMacro regime: Risk-on · Supportive. Intuit Inc. is a cyclical / growth name (high macro sensitivity) — risk appetite favors cyclical/growth names.
Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
15.84
Fed funds
3.63%
CPI YoY
+3.3%
Analytical read
deterministic previewRevenue grew **+15.6%** YoY to $18.83B..
Risk
Low
Macro regime
Risk-on · Supportive
Macro exposure
Supportive
Descriptive analytics from public filings and macro data — not investment advice.
Peer comparison
Cyclical / growth groupHow INTU stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
| Company | Score | Macro |
|---|---|---|
| CF Industries CF | 33 | Supportive |
| MercadoLibre Inc. MELI | 32 | Supportive |
| Newmont Corp. NEM | 32 | Supportive |
| Booking Holdings BKNG | 32 | Supportive |
| Uber Technologies UBER | 32 | Supportive |
| Shopify Inc. SHOP | 30 | Supportive |
| Alphabet Inc. GOOGL | 29 | Supportive |
| Intuit Inc. INTU● you | 28 | Supportive |
| Pinterest Inc. PINS | 28 | Supportive |
| Salesforce Inc. CRM | 27 | Supportive |
| Workday Inc. WDAY | 20 | Supportive |
| Microsoft Corp. MSFT | 19 | Supportive |
| Adobe Inc. ADBE | 18 | Supportive |
| NVIDIA Corp. NVDA | 17 | Supportive |
| Netflix Inc. NFLX | 17 | Supportive |
| Marvell Technology MRVL | 16 | Supportive |
| Roku Inc. ROKU | 15 | Supportive |
| Okta Inc. OKTA | 15 | Supportive |
| Comcast Corp. CMCSA | 15 | Supportive |
| Cloudflare Inc. NET | 14 | Supportive |
| Meta Platforms Inc. META | 14 | Supportive |
| T-Mobile US Inc. TMUS | 14 | Supportive |
| Datadog Inc. DDOG | 14 | Supportive |
| Amazon.com Inc. AMZN | 11 | Supportive |
| Airbnb Inc. ABNB | 10 | Supportive |
| Delta Air Lines DAL | 9 | Supportive |
| Eaton Corp. ETN | 9 | Supportive |
| Energy Transfer ET | 8 | Supportive |
| ConocoPhillips COP | 8 | Supportive |
| Spotify Technology SPOT | 8 | Supportive |
| Exxon Mobil Corp. XOM | 8 | Supportive |
| GE Aerospace GE | 7 | Supportive |
| Zscaler Inc. ZS | 7 | Supportive |
| Valero Energy VLO | 7 | Supportive |
| Snowflake Inc. SNOW | 7 | Supportive |
| IBM Corp. IBM | 6 | Supportive |
| General Dynamics GD | 6 | Supportive |
| United Airlines Holdings UAL | 5 | Supportive |
| Oracle Corp. ORCL | 5 | Supportive |
| Lam Research Corp. LRCX | 5 | Supportive |
| Qualcomm Inc. QCOM | 5 | Supportive |
| ASML Holding NV ASML | 4 | Supportive |
| Dollar General Corp. DG | 4 | Supportive |
| Boeing Co. BA | 4 | Supportive |
| Advanced Micro Devices AMD | 1 | Supportive |
| Alibaba Group BABA | 1 | Supportive |
| Ulta Beauty Inc. ULTA | 1 | Supportive |
| Devon Energy DVN | 1 | Supportive |
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