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Intuit Inc.. (INTU) Fundamental Analysis & AI Grade 2026

INTU Nasdaq Services-Prepackaged Software DE CIK: 0000896878
Updated This Month • Analysis: May 22, 2026 • SEC Data: 2026-04-30
Combined AI Grade
A
82% Confidence
STRONG AGREEMENT
A
87% Conf
A
78% Conf

📊 INTU Key Takeaways

Revenue: $17.1B
Net Margin: 24.6%
Free Cash Flow: $7.4B
Current Ratio: 1.45x
Debt/Equity: 0.30x
EPS: $15.05
AI Grade: A with 87% confidence
Intuit Inc.. (INTU) receives a A fundamental grade with 82% confidence from our AI analysis based on SEC 10-K filings. With revenue of $17.1B, net profit margin of 24.6%, and return on equity (ROE) of 20.4%, Intuit Inc.. demonstrates strong fundamentals in the Technology sector. Below is our complete INTU stock analysis for 2026.

Is Intuit Inc.. (INTU) a Good Investment?

Claude

Intuit demonstrates exceptional fundamental strength with 31.6% operating margins, outstanding 43.1% free cash flow margin, and a fortress-like balance sheet with 0.30x leverage. Strong returns (ROE 20.4%, ROA 10.7%) and minimal capital intensity show efficient capital deployment, though lack of YoY growth visibility limits confidence in trajectory.

ChatGPT

Intuit shows strong fundamental quality through high free cash flow generation, double-digit operating profitability, and a conservative balance sheet with manageable leverage and solid interest coverage. The business converts revenue into cash efficiently, which supports resilience and reinvestment capacity, though the relatively modest ROE/ROA and lack of visible year-over-year growth data keep the outlook below the highest conviction tier.

Intuit Inc.. Key Strengths (INTU)

Claude
  • + Exceptional profitability: 31.6% operating margin and 24.6% net margin demonstrate strong pricing power and operational efficiency
  • + Outstanding cash generation: $7.4B free cash flow with 43.1% FCF margin indicates superior conversion of revenues to cash
  • + Conservative balance sheet: 0.30x debt-to-equity ratio and 29.1x interest coverage provide substantial financial flexibility
  • + Excellent capital returns: 20.4% ROE and 10.7% ROA show efficient deployment of shareholder and total capital
  • + Low capital intensity: $148M CapEx (0.87% of revenue) typical of software business with minimal reinvestment needs
ChatGPT
  • + Strong cash generation with approximately $2.12B of free cash flow and a 24.9% FCF margin
  • + Healthy profitability with 16.3% operating margin and 13.3% net margin
  • + Sound financial position with 1.32x liquidity, 0.32x debt-to-equity, and 12.0x interest coverage

INTU Stock Risks: Intuit Inc.. Investment Risks

Claude
  • ! Missing growth visibility: YoY revenue and earnings growth rates not available, preventing assessment of market expansion trajectory
  • ! Competitive intensity: Prepackaged software sector faces continuous innovation and customer retention pressures
  • ! Gross margin unknown: Absence of gross margin data limits understanding of product-level profitability and pricing power sustainability
  • ! Insider activity level: 14 Form 4 filings in 90 days warrants monitoring for potential insider sentiment shifts
  • ! Debt servicing obligation: $6.2B long-term debt requires ongoing cash management despite low leverage ratios
ChatGPT
  • ! ROE of 6.0% and ROA of 3.3% suggest capital efficiency is only moderate relative to the asset and equity base
  • ! Growth quality is harder to judge because year-over-year revenue, earnings, and margin trends are not provided
  • ! Margins could face pressure if operating expenses rise faster than revenue, especially in software competition and customer acquisition

Key Metrics to Watch

Claude
  • * Year-over-year revenue growth rate
  • * Gross profit margin trends
  • * Operating cash flow growth trajectory
  • * Customer acquisition cost and lifetime value
  • * Return on equity sustainability
  • * Long-term debt levels and refinancing activity
  • * Capital expenditure intensity changes
ChatGPT
  • * Year-over-year revenue growth and operating margin trend
  • * Free cash flow conversion and return on equity improvement

Intuit Inc.. (INTU) Financial Metrics & Key Ratios

Revenue
$17.1B
Net Income
$4.2B
EPS (Diluted)
$15.05
Free Cash Flow
$7.4B
Total Assets
$39.3B
Cash Position
$4.7B

💡 AI Analyst Insight

The 43.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

INTU Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 31.6%
Net Margin 24.6%
ROE 20.4%
ROA 10.7%
FCF Margin 43.1%

INTU vs Technology Sector: How Intuit Inc.. Compares

How Intuit Inc.. compares to Technology sector averages

Net Margin
INTU 24.6%
vs
Sector Avg 18.0%
INTU Sector
ROE
INTU 20.4%
vs
Sector Avg 22.0%
INTU Sector
Current Ratio
INTU 1.5x
vs
Sector Avg 2.5x
INTU Sector
Debt/Equity
INTU 0.3x
vs
Sector Avg 0.5x
INTU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Intuit Inc.. Stock Overvalued? INTU Valuation Analysis 2026

Based on fundamental analysis, Intuit Inc.. appears fundamentally strong relative to the Technology sector in 2026.

Return on Equity
20.4%
Sector avg: 22%
Net Profit Margin
24.6%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.30x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Intuit Inc.. Balance Sheet: INTU Debt, Cash & Liquidity

Current Ratio
1.45x
Quick Ratio
1.45x
Debt/Equity
0.30x
Debt/Assets
47.5%
Interest Coverage
29.08x
Long-term Debt
$6.2B

INTU Revenue & Earnings Growth: 5-Year Financial Trend

INTU 5-year financial data: Year 2021: Revenue $9.6B, Net Income $1.6B, EPS $5.89. Year 2022: Revenue $12.7B, Net Income $1.8B, EPS $6.92. Year 2023: Revenue $14.4B, Net Income $2.1B, EPS $7.56. Year 2024: Revenue $16.3B, Net Income $2.1B, EPS $7.28. Year 2025: Revenue $18.8B, Net Income $2.4B, EPS $8.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Intuit Inc..'s revenue has grown significantly by 95% over the 5-year period, indicating strong business expansion. The most recent EPS of $8.42 reflects profitable operations.

INTU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
43.1%
Free cash flow / Revenue

INTU Quarterly Earnings & Performance

Quarterly financial performance data for Intuit Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $7.8B $2.8B $10.02
Q2 2026 $4.0B $471.0M $1.67
Q1 2026 $3.3B $197.0M $0.70
Q3 2025 $6.7B $2.4B $8.42
Q2 2025 $3.4B $353.0M $1.25
Q1 2025 $3.0B $197.0M $0.70
Q3 2024 $6.0B $2.1B $7.38
Q2 2024 $3.0B $168.0M $0.60

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Intuit Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$7.5B
Cash generated from operations
Stock Buybacks
$3.3B
Shares repurchased (TTM)
Capital Expenditures
$148.0M
Investment in assets
Dividends Paid
$1.0B
Returned to shareholders

INTU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Intuit Inc.. (CIK: 0000896878)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/wk-form4_1779830291.xml View →
May 20, 2026 10-Q intu-20260430.htm View →
May 20, 2026 8-K intu-20260520.htm View →
May 11, 2026 4 xslF345X06/wk-form4_1778536419.xml View →
May 11, 2026 4 xslF345X06/wk-form4_1778536312.xml View →

Frequently Asked Questions about INTU

What is the AI rating for INTU?

Intuit Inc.. (INTU) has a Combined AI Grade of A from Claude (A) and ChatGPT (A) with 82% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are INTU's key strengths?

Claude: Exceptional profitability: 31.6% operating margin and 24.6% net margin demonstrate strong pricing power and operational efficiency. Outstanding cash generation: $7.4B free cash flow with 43.1% FCF margin indicates superior conversion of revenues to cash. ChatGPT: Strong cash generation with approximately $2.12B of free cash flow and a 24.9% FCF margin. Healthy profitability with 16.3% operating margin and 13.3% net margin.

What are the risks of investing in INTU?

Claude: Missing growth visibility: YoY revenue and earnings growth rates not available, preventing assessment of market expansion trajectory. Competitive intensity: Prepackaged software sector faces continuous innovation and customer retention pressures. ChatGPT: ROE of 6.0% and ROA of 3.3% suggest capital efficiency is only moderate relative to the asset and equity base. Growth quality is harder to judge because year-over-year revenue, earnings, and margin trends are not provided.

What is INTU's revenue and growth?

Intuit Inc.. reported revenue of $17.1B.

Does INTU pay dividends?

Intuit Inc.. pays dividends, with $1,015.0M distributed to shareholders in the trailing twelve months.

Where can I find INTU SEC filings?

Official SEC filings for Intuit Inc.. (CIK: 0000896878) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is INTU's EPS?

Intuit Inc.. has a diluted EPS of $15.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is INTU's fundamental grade?

Based on our AI fundamental analysis in June 2026, Intuit Inc.. has a A grade with 82% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is INTU stock overvalued or undervalued?

Valuation metrics for INTU: ROE of 20.4% (sector avg: 22%), net margin of 24.6% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is INTU's AI grade for 2026?

Our dual AI analysis gives Intuit Inc.. a combined A grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is INTU's free cash flow?

Intuit Inc..'s operating cash flow is $7.5B, with capital expenditures of $148.0M. FCF margin is 43.1%.

How does INTU compare to other Technology stocks?

Vs Technology sector averages: Net margin 24.6% (avg: 18%), ROE 20.4% (avg: 22%), current ratio 1.45 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 22, 2026 | Data as of: 2026-04-30 | Powered by Claude AI