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INTU Intuit

software · valued with glm-5.2 medium conviction · deep-dived 2026-09-21

STRONG BUY
Intrinsic value$343.32
Price (at call)$303.19
Margin of safety +13.2%
vs market (rating basis) +108.0%

Model unavailable; showing baseline valuation.

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The story

Value drivers

Revenue growth (Y1)14.3%
Terminal growth3.5%
Forecast horizon10y
Target operating margin29.2%
Years to target margin5
Sales-to-capital0.80
Beta0.98
Failure probability0.0%
Cost of capital (WACC)9.0%
Terminal WACC9.1%

Valuation bridge

PV of explicit FCFF28.18B
PV of terminal value66.54B
Equity value91.75B
÷ shares → per share$343.32

News

bullish +0.25 · 8 articles

  • Intuit Stock Analysis: Why Street Sees 34% Upside.
  • Intuit (INTU) Deepens Collision Repair Workflow Reach Through A New Accounting Link
  • CrowdStrike, HubSpot, Intuit, Cloudflare, and Okta Shares Plummet, What You Need To Know
  • INTU Doubles Down on AI: Can Intelligence Drive the Next Growth Wave?
  • Intuit Reaffirms Fiscal 2027 Outlook: Is INTU a Buy or Hold From Here?
  • Intuit Investor Day Puts AI at Center of Growth Reset After Customer Misses
  • Intuit's QuickBooks Free Push: Can This Lift Customer Growth?
  • Investors Heavily Search Intuit Inc. (INTU): Here is What You Need to Know

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 24.51B 14.3% 29.2% 5.44B 3.81B 1.63B 1.50B
2 27.72B 13.1% 29.2% 6.15B 3.99B 2.16B 1.82B
3 31.02B 11.9% 29.2% 6.88B 4.10B 2.79B 2.15B
4 34.33B 10.7% 29.2% 7.62B 4.12B 3.50B 2.48B
5 37.59B 9.5% 29.2% 8.34B 4.05B 4.29B 2.79B
6 40.71B 8.3% 29.2% 9.04B 3.88B 5.16B 3.08B
7 43.60B 7.1% 29.2% 9.68B 3.59B 6.09B 3.33B
8 46.17B 5.9% 29.2% 10.25B 3.20B 7.05B 3.54B
9 48.34B 4.7% 29.2% 10.73B 2.70B 8.03B 3.70B
10 50.03B 3.5% 29.2% 11.10B 2.10B 9.00B 3.80B

History

DatePriceIntrinsicMoSRating
2026-09-21$303.19 $343.32 +13.2% STRONG BUY
2026-08-18$335.60 $358.47 +6.8% STRONG BUY
2026-07-13$274.96 $329.24 +19.7% STRONG BUY
2026-06-23$258.05 $336.66 +30.5% STRONG BUY