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Intuit Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals align: quality at a discount to the sector
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4 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Strong fundamentals
1 signal unavailable
Profitability
4/4
Debt & liquidity
3/3
Efficiency
1/2
Valuation tells the clearest story here: EV/EBITDA of 20.0× sits -40% below the sector median 33.2×, and P/B of 4.9× runs -52% below its median 10.1× — both pointing to a price that trails the quality the business has historically shown. An F-Score of 8/9 captures that underlying health, with profitability and leverage sub-scores both clean, though the efficiency component leaves one point on the table. FCF yield of 8.1% runs +325% above the sector median 1.9%, confirming that cash generation is real. ROE of 20.3% and ROIC of 17.3% both lag their respective sector medians, so capital returns are the softer side of the picture. Consensus, which historically skews optimistic, is here modeled conservatively — the realized three-year EPS CAGR per SEC filings has run ahead of what analysts had priced in, and the beat rate over eight quarters reinforces that track record.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AAPL | Apple | 8/9 | 171% | +6% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is weakening; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Intuit reports on 2026-11-18, track revenue growth year over year alongside ROIC and ROE trends. Both metrics currently sit below the sector median — 19.8% and 32.1% respectively — so watch whether management's discussion signals a narrowing gap or further pressure on capital efficiency.
Open Intuit's most recent 10-K and focus on the Management's Discussion section covering TurboTax and QuickBooks subscription retention rates. Then review the Risk Factors for any disclosures around competitive pricing pressure, which could bear on the current EV/EBITDA of 33.2x — already 40% below the sector median.
Pick two or three companies from the alphabetical same-sector table in section 06 and line up their ROIC figures against Intuit's 19.8%. This single metric sits 13% below the sector median, making it a useful lens for gauging where Intuit's capital returns stand relative to peers you find relevant to your own portfolio context.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +17%+30%-3%+30%
Over 4 years: 2.331.851.461.17
Over 4 years: +32%+13%+13%+16%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 32% |
| ACN | Accenture | 4/9 | 26% | +7% | 15% |
| ADBE | Adobe | 7/9 | 55% | +11% | 37% |
| AMAT | Applied Materials | 6/9 | 36% | +4% | 29% |
| AMD | Advanced Micro Devices | 7/9 | 7% | +34% | 11% |
| AVGO | Broadcom | 7/9 | 43% | +24% | 40% |
| CRM | Salesforce | 7/9 | 12% | +10% | 20% |
| CSCO | Cisco | 8/9 | 22% | +5% | 21% |
| IBM | IBM | 6/9 | 35% | +8% | — |
| INTC | Intel | 6/9 | -0% | -0% | -4% |
| INTU | Intuit Inc. | 8/9 | 20% | +16% | 26% |
| MSFT | Microsoft | 6/9 | 34% | +18% | 47% |
| NOW | ServiceNow | 4/9 | 15% | +21% | 14% |
| NVDA | NVIDIA | 3/9 | 101% | +65% | 60% |
| ORCL | Oracle | 5/9 | 54% | +17% | 31% |
| TXN | Texas Instruments | 7/9 | 30% | +13% | 34% |
A sample of 16 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.