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Intuit Inc. (INTU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4612021034
CUSIP461202103
SectorTechnology
IndustrySoftware—Application

Highlights

Market Cap$169.43B
EPS$9.81
PE Ratio61.69
PEG Ratio1.82
Revenue (TTM)$15.09B
Gross Profit (TTM)$11.39B
EBITDA (TTM)$4.09B
Year Range$397.68 - $670.07
Target Price$705.08
Short %1.24%
Short Ratio2.67

Share Price Chart


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Intuit Inc.

Popular comparisons: INTU vs. QQQ, INTU vs. PRGS, INTU vs. SPY, INTU vs. AMZN, INTU vs. VTI, INTU vs. ORCL, INTU vs. ADBE, INTU vs. LLY, INTU vs. JNJ, INTU vs. VUG

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Intuit Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2024FebruaryMarchApril
31.95%
21.13%
INTU (Intuit Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Intuit Inc. had a return of 1.97% year-to-date (YTD) and 52.34% in the last 12 months. Over the past 10 years, Intuit Inc. had an annualized return of 24.85%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date1.97%6.33%
1 month-0.42%-2.81%
6 months31.95%21.13%
1 year52.34%24.56%
5 years (annualized)20.98%11.55%
10 years (annualized)24.85%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.16%5.00%-1.94%
2023-5.70%-2.96%15.46%9.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of INTU is 87, placing it in the top 13% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of INTU is 8787
Intuit Inc.(INTU)
The Sharpe Ratio Rank of INTU is 9090Sharpe Ratio Rank
The Sortino Ratio Rank of INTU is 8484Sortino Ratio Rank
The Omega Ratio Rank of INTU is 8585Omega Ratio Rank
The Calmar Ratio Rank of INTU is 8484Calmar Ratio Rank
The Martin Ratio Rank of INTU is 9292Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Intuit Inc. (INTU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


INTU
Sharpe ratio
The chart of Sharpe ratio for INTU, currently valued at 1.70, compared to the broader market-2.00-1.000.001.002.003.001.70
Sortino ratio
The chart of Sortino ratio for INTU, currently valued at 2.21, compared to the broader market-4.00-2.000.002.004.006.002.21
Omega ratio
The chart of Omega ratio for INTU, currently valued at 1.30, compared to the broader market0.501.001.501.30
Calmar ratio
The chart of Calmar ratio for INTU, currently valued at 1.09, compared to the broader market0.001.002.003.004.005.006.001.09
Martin ratio
The chart of Martin ratio for INTU, currently valued at 10.18, compared to the broader market0.0010.0020.0030.0010.18
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current Intuit Inc. Sharpe ratio is 1.70. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.70
1.91
INTU (Intuit Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Intuit Inc. granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $3.48 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.48$3.24$2.82$2.45$1.59$1.94$1.64$1.41$1.24$1.05$0.82$0.70

Dividend yield

0.55%0.52%0.72%0.38%0.42%0.74%0.83%0.89%1.08%1.09%0.89%0.92%

Monthly Dividends

The table displays the monthly dividend distributions for Intuit Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.90$0.00$0.00
2023$0.78$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.90$0.00$0.00
2022$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.78$0.00$0.00
2021$0.59$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.68$0.00$0.00
2020$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.00$0.00$0.00
2019$0.47$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$0.53$0.00$0.00
2018$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.47$0.00$0.00
2017$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.39$0.00$0.00
2016$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.34$0.00$0.00
2015$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.30$0.00$0.00
2014$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.25$0.00$0.00
2013$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.6%
Intuit Inc. has a dividend yield of 0.55%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%22.2%
Intuit Inc. has a payout ratio of 22.21%, which is quite average when compared to the overall market. This suggests that Intuit Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-7.02%
-3.48%
INTU (Intuit Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Intuit Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Intuit Inc. was 75.29%, occurring on Apr 25, 1997. Recovery took 428 trading sessions.

The current Intuit Inc. drawdown is 7.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.29%Dec 5, 1995352Apr 25, 1997428Jan 6, 1999780
-72.47%Jan 11, 2000310Apr 3, 20012359Aug 20, 20102669
-49.01%Nov 30, 2021118May 18, 2022
-43.96%Feb 4, 199466May 11, 1994108Oct 13, 1994174
-37.41%Apr 9, 1999134Oct 18, 199923Nov 18, 1999157

Volatility

Volatility Chart

The current Intuit Inc. volatility is 6.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
6.46%
3.59%
INTU (Intuit Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Intuit Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items