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Intuit Inc. (INTU)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US4612021034
CUSIP
461202103
IPO Date
Mar 12, 1993

Highlights

Market Cap
$121.50B
Enterprise Value
$126.44B
EPS (TTM)
$15.42
PE Ratio
28.04
PEG Ratio
1.68
Total Revenue (TTM)
$20.12B
Gross Profit (TTM)
$16.34B
EBITDA (TTM)
$5.82B
Year Range
$349.00 - $813.70
Target Price
$728.11
ROA (TTM)
12.66%
ROE (TTM)
22.78%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Intuit Inc. (INTU) has returned -34.61% so far this year and -29.10% over the past 12 months. Looking at the last ten years, INTU has achieved an annualized return of 16.13%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Intuit Inc.

1D
0.78%
1M
5.71%
YTD
-34.61%
6M
-36.45%
1Y
-29.10%
3Y*
-0.37%
5Y*
2.46%
10Y*
16.13%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 22, 1993, INTU's average daily return is +0.11%, while the average monthly return is +2.00%. At this rate, your investment would double in approximately 2.9 years.

Historically, 57% of months were positive and 43% were negative. The best month was Aug 2000 with a return of +76.1%, while the worst month was Apr 2000 at -33.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, INTU closed higher 51% of trading days. The best single day was Oct 14, 1994 with a return of +34.1%, while the worst single day was Mar 15, 2001 at -29.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-24.54%-18.02%5.71%-34.61%
2025-4.14%2.05%0.02%2.37%20.08%4.53%-0.18%-15.05%2.39%-2.07%-5.01%4.47%6.09%
20241.16%5.00%-1.94%-3.62%-7.86%14.01%-1.36%-2.64%-1.47%-1.56%5.15%-2.06%1.16%
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%

Benchmark Metrics

Intuit Inc. has an annualized alpha of 15.97%, beta of 1.19, and R² of 0.23 versus S&P 500 Index. Calculated based on daily prices since March 23, 1993.

  • This stock captured 132.88% of S&P 500 Index gains but only 91.59% of its losses — a favorable profile for investors.
  • R² of 0.23 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
15.97%
Beta
1.19
0.23
Upside Capture
132.88%
Downside Capture
91.59%

Return for Risk

Risk / Return Rank

INTU ranks 14 for risk / return — in the bottom 14% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


INTU Risk / Return Rank: 1414
Overall Rank
INTU Sharpe Ratio Rank: 88
Sharpe Ratio Rank
INTU Sortino Ratio Rank: 1010
Sortino Ratio Rank
INTU Omega Ratio Rank: 1010
Omega Ratio Rank
INTU Calmar Ratio Rank: 2424
Calmar Ratio Rank
INTU Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Intuit Inc. (INTU) and compare them to a chosen benchmark (S&P 500 Index).


INTUBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.81

0.90

-1.71

Sortino ratio

Return per unit of downside risk

-1.02

1.39

-2.41

Omega ratio

Gain probability vs. loss probability

0.87

1.21

-0.34

Calmar ratio

Return relative to maximum drawdown

-0.49

1.40

-1.89

Martin ratio

Return relative to average drawdown

-1.17

6.61

-7.77

Explore INTU risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Intuit Inc. provided a 1.04% dividend yield over the last twelve months, with an annual payout of $4.48 per share. The company has been increasing its dividends for 14 consecutive years.


0.40%0.60%0.80%1.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.48$4.32$3.74$3.24$2.82$2.45$2.18$1.94$1.64$1.41$1.24$1.05

Dividend yield

1.04%0.65%0.60%0.52%0.72%0.38%0.57%0.74%0.83%0.89%1.08%1.09%

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
2026$1.20$0.00$0.00$1.20
2025$1.04$0.00$0.00$1.04$0.00$0.00$1.04$0.00$0.00$1.20$0.00$0.00$4.32
2024$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$1.04$0.00$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

Dividend Yield & Payout


Dividend Yield

Intuit Inc. has a dividend yield of 1.04%, 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

Intuit Inc. has a payout ratio of 29.38%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 46.25%.


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
-55.41%Jul 31, 2025143Feb 24, 2026
-49.01%Nov 30, 2021118May 18, 2022623Nov 8, 2024741
-43.96%Feb 4, 199466May 11, 1994108Oct 13, 1994174

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 overview of how Intuit Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for INTU, comparing it with other companies in the Software - Application industry. Currently, INTU has a P/E ratio of 28.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for INTU compared to other companies in the Software - Application industry. INTU currently has a PEG ratio of 1.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for INTU relative to other companies in the Software - Application industry. Currently, INTU has a P/S ratio of 6.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for INTU in comparison with other companies in the Software - Application industry. Currently, INTU has a P/B value of 6.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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