---
title: Intuit (INTU) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/intu
ticker: INTU
as_of: 2026-10-17
sector: Technology
industry: Software - Application
---
# Intuit (INTU)

Intuit (INTU) closed at $325.15 on Oct 16, 2026, undervalued by 24% vs its model value of $427.11 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $325.15 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $427.11 |
| Price vs model | undervalued by 24% vs model |
| Range of that model | $280.59 – $950.35 |
| Market value | $86.9B |
| P/E (fiscal 2026) | 19.8 |
| Net margin (fiscal 2026) | 21.3% |
| Free cash flow (fiscal 2026) | $8.7B |
| Dividend yield (trailing twelve months) | 1.53% |
| Beta | 1.01 |
| Cost of capital (WACC) | 8.82% |
| Business classification | Profitable Growth (Moderate growth (~15% recent), High profitability (21% net margin), Pays dividends, Highly cyclical earnings, Strong FCF yield (10.0%)) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Highest free cash flow yield | #34 | 10.0% | https://sweetvaluelab.com/lists/highest-free-cash-flow-yield |
| Worst performing this year | #9 | −50.9% | https://sweetvaluelab.com/lists/worst-performing-this-year |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 1.53% |
| Dividends per share, last 12 months | $4.98 |
| Dividends / free cash flow (fiscal 2026) | 15.5% |
| Raised | 14+ years in a row |
| Growth over 5 years | 15.2% a year |
| Latest payment | $1.38, ex-date Oct 8, 2026, paid Oct 16, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Oct 7, 2021 | $2.45 |
| To Oct 6, 2022 | $2.82 |
| To Oct 5, 2023 | $3.24 |
| To Oct 10, 2024 | $3.74 |
| To Oct 9, 2025 | $4.32 |
| Trailing twelve months (to Oct 8, 2026) | $4.98 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $427.11 | $280.59 | $950.35 |
| DCF · Perpetuity growth · 10y | cross check | $476.28 | $319.81 | $1,026.13 |
| DCF · EBITDA exit · 5y | cross check | $361.12 | $248.08 | $494.41 |
| DCF · EBITDA exit · 10y | cross check | $417.79 | $293.48 | $583.85 |
| P/E · peers | cross check | $225.34 | $189.57 | $428.62 |
| P/E · own history | cross check | $972.50 | $840.13 | $1,104.64 |
| PEG | sanity check | $527.04 | $527.04 | $527.04 |
| EV/EBITDA · peers | cross check | $219.94 | $208.26 | $390.44 |
| EV/Revenue · peers | cross check | $211.03 | $188.06 | $334.28 |
| Earnings power value | cross check | $156.04 | $131.80 | $190.22 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 1, 2026 | Goodarzi Sasan K | Chairman and CEO | Option/RSU exercise | 30.831 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K | Chairman and CEO | Option/RSU exercise | 848.43 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K | Chairman and CEO | Option/RSU exercise | 801.997 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K | Chairman and CEO | Option/RSU exercise | 863.038 | $0 |
| Oct 1, 2026 | Goodarzi Sasan K | Chairman and CEO | Option/RSU exercise | 30.831 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Sep 9, 2026 | S-3ASR | Shelf registration (automatic) | https://www.sec.gov/Archives/edgar/data/896878/000119312526386562/d141696ds3asr.htm |
| Sep 9, 2026 | 10-K | Annual report | https://www.sec.gov/Archives/edgar/data/896878/000089687826000037/intu-20260731.htm |
| Aug 25, 2026 | 8-K | 2.02 Results of Operations (Earnings); 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/896878/000089687826000029/intu-20260825.htm |
| Jun 11, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/896878/000119312526267866/d159651d8k.htm |
| Jun 10, 2026 | 424B5 | Prospectus supplement | https://www.sec.gov/Archives/edgar/data/896878/000119312526264424/d73292d424b5.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Lindsell Train | 2026-06-30 | 666,883 | $174.1M |
| Yacktman | 2026-06-30 | 491,278 | $128.2M |
| First Pacific Advisors | 2026-06-30 | 331,964 | $86.6M |
| Valley Forge | 2026-06-30 | 189,072 | $49.3M |

7 tracked managers in all.

## About

Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. The Global Business Solutions segment provides QuickBooks services, which include 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 P…

---

Source: https://sweetvaluelab.com/stocks/intu (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.
