Intuit (INTU) is in the spotlight following a series of announcements on new AI capabilities across its core products. Expanded automation and intelligent insights now power QuickBooks, TurboTax, and Credit Karma.
See our latest analysis for Intuit.
Intuit’s flurry of AI-powered releases and a headline partnership with Cherry Bekaert have certainly kept the spotlight on its growth story. Even so, the share price hasn’t quite followed suit lately, with momentum cooling after early-year gains. Intuit’s 1-year total shareholder return sits at -3.1%, despite a strong 3-year figure of nearly 78%.
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With Intuit’s steady stream of innovation and analyst optimism, the key question emerges: does the current share price reflect all this future growth, or could investors be looking at a compelling entry point?
Intuit’s last close comes in well below the most widely followed narrative’s fair value, hinting at unpriced growth that could surprise the market. Let’s look at the most important driver powering this perspective.
The accelerating adoption of Intuit’s AI-driven all-in-one platform, including virtual teams of AI agents and human experts, positions the company to consolidate customers’ tech stacks, drive automation of workflows, and unlock substantial ROI for customers. This supports higher average revenue per customer (ARPC) and net margin expansion over time.
Read the complete narrative.
What’s behind this bullish outlook? Only the full narrative reveals the mix of game-changing digital adoption, margin leaps, and bold revenue bets that back up today’s optimistic price target. Don’t miss the details—the real drivers could shift the market’s view.
Result: Fair Value of $807.12 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, ongoing challenges in Mailchimp recovery and softer international growth could quickly change the outlook if improvements stall or if markets weaken further.
Find out about the key risks to this Intuit narrative.
Switching gears, some investors look at the price-to-earnings ratio for signals. At 47.7x, Intuit’s valuation stands well above both the industry average (32.7x) and its own fair ratio of 43.2x. This gap suggests limited margin of safety, which could signal extra risk or justify the price if growth materializes.