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

Company Info

ISIN

US4612021034

CUSIP

461202103

Sector

Technology

IPO Date

Mar 12, 1993

Highlights

Market Cap

$196.06B

EPS (TTM)

$10.46

PE Ratio

66.87

PEG Ratio

2.13

Total Revenue (TTM)

$13.31B

Gross Profit (TTM)

$10.36B

EBITDA (TTM)

$4.19B

Year Range

$549.40 - $703.88

Target Price

$726.86

Short %

1.26%

Short Ratio

2.56

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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

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.


-15.00%-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
2.85%
11.08%
INTU (Intuit Inc.)
Benchmark (^GSPC)

Returns By Period

Intuit Inc. had a return of 10.59% year-to-date (YTD) and 23.40% in the last 12 months. Over the past 10 years, Intuit Inc. had an annualized return of 23.50%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


INTU

YTD

10.59%

1M

12.04%

6M

4.24%

1Y

23.40%

5Y (annualized)

21.13%

10Y (annualized)

23.50%

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of INTU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.16%5.00%-1.94%-3.62%-7.86%14.01%-1.36%-2.64%-1.47%-1.56%10.59%
20238.81%-3.66%9.49%-0.24%-5.59%9.32%11.87%5.88%-5.70%-2.96%15.46%9.37%61.76%
2022-13.58%-14.56%1.36%-12.79%-1.02%-7.00%18.55%-5.35%-10.30%10.58%-4.66%-4.51%-39.12%
2021-4.75%8.00%-1.81%7.75%6.53%11.63%8.25%6.82%-4.70%16.18%4.20%-1.39%70.27%
20207.25%-5.18%-13.49%17.56%7.60%2.02%3.61%12.74%-5.55%-3.53%11.87%7.91%45.86%
20199.89%14.51%5.78%-3.79%-2.47%6.73%6.30%3.98%-7.77%-2.98%0.54%1.17%34.11%
20186.67%-0.62%3.89%6.85%9.10%1.34%0.16%7.46%3.61%-7.02%1.67%-8.24%25.85%
20173.77%5.79%-7.53%8.26%12.32%-5.57%3.58%3.09%0.49%6.54%4.11%0.36%39.21%
2016-0.72%1.18%7.63%-2.72%5.72%4.64%-0.29%0.41%-1.29%-0.85%4.54%0.82%20.17%
2015-5.56%12.45%-0.69%3.74%3.81%-3.25%5.22%-18.93%3.50%10.14%2.84%-3.69%5.85%
2014-3.79%6.69%-0.54%-2.30%4.67%1.56%2.03%1.48%5.37%0.72%6.66%-1.79%22.06%
20135.17%3.35%1.85%-8.93%-2.01%4.45%5.00%-0.61%4.38%8.00%3.95%2.82%29.74%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of INTU is 70, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of INTU is 7070
Combined Rank
The Sharpe Ratio Rank of INTU is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of INTU is 6262
Sortino Ratio Rank
The Omega Ratio Rank of INTU is 6363
Omega Ratio Rank
The Calmar Ratio Rank of INTU is 8282
Calmar Ratio Rank
The Martin Ratio Rank of INTU is 7373
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for INTU, currently valued at 0.92, compared to the broader market-4.00-2.000.002.004.000.922.51
The chart of Sortino ratio for INTU, currently valued at 1.31, compared to the broader market-4.00-2.000.002.004.001.313.37
The chart of Omega ratio for INTU, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.47
The chart of Calmar ratio for INTU, currently valued at 1.32, compared to the broader market0.002.004.006.001.323.63
The chart of Martin ratio for INTU, currently valued at 4.09, compared to the broader market0.0010.0020.0030.004.0916.15
INTU
^GSPC

The current Intuit Inc. Sharpe ratio is 0.92. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Intuit Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
0.92
2.51
INTU (Intuit Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Intuit Inc. provided a 0.54% dividend yield over the last twelve months, with an annual payout of $3.74 per share. The company has been increasing its dividends for 3 consecutive years.


0.40%0.60%0.80%1.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.74$3.24$2.82$2.45$1.59$1.94$1.64$1.41$1.24$1.05$0.82$0.70

Dividend yield

0.54%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$1.04$0.00$3.74
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$3.24
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$2.82
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$2.45
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$1.59
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$1.94
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$1.64
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$1.41
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$1.24
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$1.05
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$0.82
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$0.70

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.5%
Intuit Inc. has a dividend yield of 0.54%, 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
200.0%400.0%600.0%22.0%
Intuit Inc. has a payout ratio of 22.04%, which is below the market average. This means Intuit Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.71%
-1.75%
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 2.71%.


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, 2022623Nov 8, 2024741
-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 7.62%, 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%12.00%JuneJulyAugustSeptemberOctoberNovember
7.62%
4.07%
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

Valuation

The Valuation section provides an assessment of the market value of Intuit Inc. compared to its peers in the Software - Application industry.


PE Ratio
200.0400.0600.0800.01,000.01,200.01,400.066.9
The chart displays the price to earnings (P/E) ratio for INTU in comparison to other companies of the Software - Application industry. Currently, INTU has a PE value of 66.9. This PE ratio falls in the average range for the industry.
PEG Ratio
-10.0-5.00.05.02.1
The chart displays the price to earnings to growth (PEG) ratio for INTU in comparison to other companies of the Software - Application industry. Currently, INTU has a PEG value of 2.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Intuit Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items