Independent equity research
Is Intuit (INTU) a Buy, Hold or Sell?
Intuit — our independent, AI-built valuation and rating, in brief.
BUY (accumulate)
12-mo fair value
$445.00
To fair value
+38%
By · report dated 2026-08-27 · fair value derived independently of the market price.
The thesis, in brief
Intuit's FY27 EPS guidance cut is mostly optical — SBC moved into non-GAAP, so the old-basis guide is ~$28.81, up ~19% — yet the shares discount ~3% perpetual FCF growth; we expect online-ecosystem revenue to compound >15% and online paying customers to reaccelerate above 5% within four quarters
How we value it
We value Intuit using 10-yr DCF on owner FCF (after SBC), cross-checked vs fwd P/E on peers. The 12-month fair value is set from that intrinsic estimate first, then compared to the market to read the upside or downside — never anchored to the current price.
What the full report covers
- Business & moat + industry cycle
- Earnings quality & normalized EPS
- Returns on capital (ROIC vs WACC)
- Balance-sheet safety
- Two independent valuations (DCF + multiples)
- Bear / base / bull fair values
- Earnings-call analysis
- Insider activity & positioning
- Technicals (RSI / ADX)
- A falsifiable thesis
Read the full Intuit report
The complete model, the scenarios, and every number behind the call — plus other names across the coverage. One subscription, cancel anytime.