INTU
ACCE-researchedOverview
ACCE thesis
Intuit operates the dominant tax preparation software TurboTax alongside QuickBooks for small business accounting and Credit Karma for personal finance, creating a comprehensive financial ecosystem for consumers and SMBs. The company benefits from sticky, subscription-based revenue streams where switching costs remain prohibitively high once customers integrate these tools into their financial workflows. Management is executing a successful transformation from desktop software to cloud-based SaaS offerings, with online revenue now representing over 90% of total sales and driving accelerating growth rates. Trading at 14.6x forward earnings despite maintaining 80% gross margins and 17% revenue growth, the stock appears undervalued relative to the company's recurring revenue quality and expanding TAM as digitization of financial services accelerates post-pandemic.
- highMomentum score collapseACCE Momentum score is only 17/100, dragging overall score despite strong fundamentals; suggests poor near-term price action.
- moderateRevenue growth decelerationYoY revenue growth of 10.4% is well below the 5-year CAGR of 17.1%, indicating meaningful deceleration in the business.
- moderateElevated short interestShort interest at 6.1% is notable for a large-cap software name, suggesting meaningful bearish conviction among sophisticated investors.
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| DDOG | Datadog Inc. Class A Common Stock | $82.6B | 459.8 | 4.7% | 0.27 | 0.0% | - | Compare |
| CDNS | Cadence Design Systems Inc. Common Stock | $77.9B | 55.9 | 23.2% | 0.45 | 0.0% | - | Compare |
| ADBE | Adobe Inc. Common Stock | $98.9B | 14.1 | 61.9% | 0.54 | 0.0% | - | Compare |
| MSTR | Strategy Inc Common Stock Class A | $61.1B | - | -63.6% | 0.16 | 0.0% | - | Compare |
| ADP | Automatic Data Processing Inc. Common Stock | $107.7B | 24.8 | 72.2% | 0.82 | 2.4% | - | Compare |
| SNOW | Snowflake Inc. Common Stock | $117.3B | - | -48.1% | 1.21 | 0.0% | - | Compare |
Sector report card
Where INTU ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 17, 2026Intuit Hosts Investor Day, Reaffirms First-Quarter and Fiscal 2027 Guidance
- Business Wire•Sep 3, 2026Intuit CFO Sandeep Aujla to Present at the Goldman Sachs Communacopia + Technology Conference
- Business Wire•Sep 3, 2026Intuit to Host Annual Investor Day on September 17
Ask anything, Pro feature
Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.
Recent performance
SEC filings
Recent ACCE blog coverage
- $INTU Posts 17.4% Revenue Growth, EPS Surges 48.5%Intuit reported strong Q earnings with 17.4% revenue growth and 48.5% EPS growth year-over-year. ACCE score sits at 61/100. Here's what the numbers show.2026-05-20