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Upturn AI SWOT - About
INTU 
Intuit Inc (INTU)
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Upturn Advisory Summary
04/01/2025: INTU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -18.45% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 171.65B USD | Price to earnings Ratio 57.49 | 1Y Target Price 705.68 |
Price to earnings Ratio 57.49 | 1Y Target Price 705.68 | ||
Volume (30-day avg) 2017116 | Beta 1.27 | 52 Weeks Range 553.24 - 713.59 | Updated Date 04/1/2025 |
52 Weeks Range 553.24 - 713.59 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.68% | Basic EPS (TTM) 10.68 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17.69% | Operating Margin (TTM) 15.7% |
Management Effectiveness
Return on Assets (TTM) 8.26% | Return on Equity (TTM) 17.42% |
Valuation
Trailing PE 57.49 | Forward PE 33 | Enterprise Value 176081272380 | Price to Sales(TTM) 10 |
Enterprise Value 176081272380 | Price to Sales(TTM) 10 | ||
Enterprise Value to Revenue 10.26 | Enterprise Value to EBITDA 36.98 | Shares Outstanding 279561984 | Shares Floating 272754665 |
Shares Outstanding 279561984 | Shares Floating 272754665 | ||
Percent Insiders 2.54 | Percent Institutions 87.97 |
Analyst Ratings
Rating 4.22 | Target Price 728.08 | Buy 7 | Strong Buy 16 |
Buy 7 | Strong Buy 16 | ||
Hold 9 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Intuit Inc
Company Overview
History and Background
Intuit Inc. was founded in 1983 by Scott Cook and Tom Proulx. It started with Quicken and expanded to offer a range of financial, accounting, and tax preparation software and services for individuals, small businesses, and accounting professionals.
Core Business Areas
- Small Business & Self-Employed Group (SBSEG): Provides QuickBooks accounting software, payroll solutions, and payments processing services for small businesses and self-employed individuals.
- Consumer Group: Offers TurboTax tax preparation software and services for individuals.
- ProConnect Group: Focuses on serving accounting professionals with tax and accounting software, including Lacerte, ProSeries, and ProConnect Tax Online.
Leadership and Structure
Sasan Goodarzi is the current CEO. Intuit has a typical corporate structure with various departments and divisions, including engineering, marketing, finance, and sales, each led by senior executives.
Top Products and Market Share
Key Offerings
- QuickBooks: Accounting software for small businesses. Market share is estimated to be around 34% in the US small business accounting software market. Over 7 million users globally. Competitors include Xero, Sage, and FreshBooks. Estimated $7.9 Billion USD revenue in 2022.
- TurboTax: Tax preparation software for individuals. Market share is estimated to be over 65% in the US do-it-yourself tax preparation market. Over 40 million users. Competitors include H&R Block, TaxAct, and TaxSlayer. Estimated $3.6 Billion USD revenue in 2022.
- Credit Karma: Offers free credit scores, reports, and monitoring; also provides tools for tax preparation and filing through Credit Karma Tax. Over 110 million registered users in the US and Canada. Competitors include Experian, Equifax, and TransUnion.
Market Dynamics
Industry Overview
The financial software industry is characterized by increasing digitization, growing demand for cloud-based solutions, and intense competition. Key trends include automation, AI-powered solutions, and data analytics.
Positioning
Intuit Inc. is a market leader in the financial software industry, particularly in the small business accounting and consumer tax preparation segments. Its competitive advantages include a strong brand reputation, a large customer base, and a comprehensive suite of products and services.
Total Addressable Market (TAM)
The estimated TAM for Intuit is several hundred billion dollars, encompassing financial services, tax preparation, and accounting solutions globally. Intuit is positioned to capture a significant portion of this TAM by expanding its product offerings and targeting new customer segments.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large customer base
- Comprehensive suite of products and services
- Robust financial performance
- Extensive partner ecosystem
Weaknesses
- Dependence on the US market
- High customer acquisition costs
- Vulnerability to cybersecurity threats
- Integration challenges with acquired companies
Opportunities
- Expanding into new international markets
- Developing new AI-powered solutions
- Acquiring complementary businesses
- Leveraging data analytics to improve customer experiences
- Growth in the self-employed and small business sectors
Threats
- Increased competition from established players and new entrants
- Changes in tax regulations
- Economic downturns
- Data privacy concerns
- Cybersecurity breaches
Competitors and Market Share
Key Competitors
- XERO.NZ
- SQ
- ADSK
Competitive Landscape
Intuit's advantages include its strong brand, large customer base, and comprehensive suite of products. Its disadvantages include higher prices and greater complexity compared to some competitors.
Major Acquisitions
Mailchimp
- Year: 2021
- Acquisition Price (USD millions): 12000
- Strategic Rationale: Expanded Intuit's platform to include marketing automation capabilities, creating an end-to-end small business platform.
Credit Karma
- Year: 2020
- Acquisition Price (USD millions): 7100
- Strategic Rationale: Enhanced Intuit's consumer finance offerings and expanded its user base.
Growth Trajectory and Initiatives
Historical Growth: Intuit has experienced steady growth in revenue and earnings over the past decade, driven by its strong market position and successful product innovations.
Future Projections: Analysts project continued growth for Intuit, with revenue expected to increase by 12-15% annually over the next few years. Earnings are also projected to grow at a similar rate.
Recent Initiatives: Recent initiatives include expanding into new international markets, developing new AI-powered solutions, and acquiring complementary businesses.
Summary
Intuit is a strong company with a leading position in the financial software industry. Its revenue and market share are growing steadily, driven by its core products, QuickBooks and TurboTax. However, Intuit faces increasing competition and must continue to innovate and expand into new markets to maintain its growth. Potential challenges include integrating acquired companies and navigating changing tax regulations.
Similar Companies
- ADBE
- XERO.NZ
- NOW
- CRM
- SQ
Sources and Disclaimers
Data Sources:
- Intuit Inc. Annual Reports
- SEC Filings
- Market Research Reports (e.g., IBISWorld, Statista)
- Analyst Estimates (e.g., Yahoo Finance, Bloomberg)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Intuit Inc
Exchange NASDAQ | Headquaters Mountain View, CA, United States | ||
IPO Launch date 1993-03-12 | CEO, President & Director Mr. Sasan K. Goodarzi | ||
Sector Technology | Industry Software - Application | Full time employees 18800 | Website https://www.intuit.com |
Full time employees 18800 | Website https://www.intuit.com | ||
Intuit Inc. provides financial management, compliance, and marketing products and services in the United States. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business & Self-Employed segment provides QuickBooks services, that includes financial and business management online services, desktop software, payroll solutions, time tracking, merchant payment processing and bill pay solutions, checking accounts, and financing services for small and mid-market businesses; and Mailchimp, a marketing automation and customer relationship management. This segment also offers QuickBooks online services and desktop software solutions comprising QuickBooks Online, QuickBooks Live, QuickBooks Online Advanced, QuickBooks Self-Employed, QuickBooks Solopreneur financial and business management offerings, QuickBooks Online Payroll QuickBooks Checking, QuickBooks Desktop software subscriptions, QuickBooks Basic Payroll, QuickBooks Assisted Payroll, and QuickBooks Enhanced Payroll. The Consumer segment provides do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment offers consumers with a personal finance platform that provides personalized recommendations of credit card, home, auto, and personal loan, and insurance product; online savings and checking accounts; and access to its credit scores and reports, credit and identity monitoring, credit report dispute, credit building tools, and tools. The ProTax segment provides Lacerte, ProSeries, and ProFile desktop tax-preparation software products; and ProConnect Tax Online bill pay tax products, electronic tax filing service, and bank products and related services. It sells products and services through direct sales channels, multi-channel shop-and-buy experiences, mobile application stores, and partner and other channels. The company was incorporated in 1984 and is headquartered in Mountain View, California.
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