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INTU vs. EXEL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INTU vs. EXEL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Intuit Inc. (INTU) and Exelixis, Inc. (EXEL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INTU achieves a -58.10% return, which is significantly lower than EXEL's 28.91% return. Over the past 10 years, INTU has underperformed EXEL with an annualized return of 9.85%, while EXEL has yielded a comparatively higher 21.39% annualized return.


INTU

1D
0.58%
1M
-0.26%
6M
-57.18%
YTD
-58.10%
1Y
-62.82%
3Y*
-15.32%
5Y*
-10.76%
10Y*
9.85%

EXEL

1D
-1.05%
1M
5.61%
6M
28.29%
YTD
28.91%
1Y
25.95%
3Y*
43.30%
5Y*
25.69%
10Y*
21.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTU vs. EXEL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INTU
Intuit Inc.
-58.10%6.09%1.16%61.76%-39.12%70.27%46.12%34.11%25.86%39.21%
EXEL
Exelixis, Inc.
28.91%31.62%38.81%49.56%-12.25%-8.92%13.90%-10.42%-35.30%103.89%

Correlation

The correlation between INTU and EXEL is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Apr 17, 2000

0.30

Over the past year, the correlation between INTU and EXEL has dropped to 0.03 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

INTU:

$75.21B

EXEL:

$14.20B

EPS

INTU:

$16.37

EXEL:

$3.02

PE Ratio

INTU:

16.80

EXEL:

18.70

PEG Ratio

INTU:

1.00

EXEL:

0.33

PS Ratio

INTU:

3.68

EXEL:

6.56

PB Ratio

INTU:

3.68

EXEL:

7.80

Total Revenue (TTM)

INTU:

$20.93B

EXEL:

$2.38B

Gross Profit (TTM)

INTU:

$16.97B

EXEL:

$1.70B

EBITDA (TTM)

INTU:

$6.65B

EXEL:

$991.79M

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Return for Risk

INTU vs. EXEL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INTU
INTU Risk / Return Rank: 33
Overall Rank
INTU Sharpe Ratio Rank: 11
Sharpe Ratio Rank
INTU Sortino Ratio Rank: 22
Sortino Ratio Rank
INTU Omega Ratio Rank: 22
Omega Ratio Rank
INTU Calmar Ratio Rank: 66
Calmar Ratio Rank
INTU Martin Ratio Rank: 44
Martin Ratio Rank

EXEL
EXEL Risk / Return Rank: 6666
Overall Rank
EXEL Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
EXEL Sortino Ratio Rank: 6161
Sortino Ratio Rank
EXEL Omega Ratio Rank: 6464
Omega Ratio Rank
EXEL Calmar Ratio Rank: 6767
Calmar Ratio Rank
EXEL Martin Ratio Rank: 6969
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.

INTU vs. EXEL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and Exelixis, Inc. (EXEL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


INTUEXELDifference
Sharpe ratioReturn per unit of total volatility

-2.04

Sortino ratioReturn per unit of downside risk

-3.39

Omega ratioGain probability vs. loss probability

0.70

1.16

-0.46

Calmar ratioReturn relative to maximum drawdown

-0.92

1.04

-1.96

Martin ratioReturn relative to average drawdown

-1.64

2.56

-4.20

INTU vs. EXEL - Sharpe Ratio Comparison

The current INTU Sharpe Ratio is -1.39, which is lower than the EXEL Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of INTU and EXEL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

INTU vs. EXEL - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, smaller than the maximum EXEL drawdown of -97.38%. Use the drawdown chart below to compare losses from any high point for INTU and EXEL.


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Drawdown Indicators


INTUEXELDifference

Max Drawdown

Largest peak-to-trough decline

-75.29%

-97.38%

+22.09%

Max Drawdown (1Y)

Largest decline over 1 year

-68.19%

-24.25%

-43.94%

Max Drawdown (3Y)

Largest decline over 3 years

-68.19%

-25.34%

-42.85%

Max Drawdown (5Y)

Largest decline over 5 years

-68.19%

-35.41%

-32.78%

Max Drawdown (10Y)

Largest decline over 10 years

-68.19%

-57.20%

-10.99%

Current Drawdown

Current decline from peak

-65.56%

-1.05%

-64.51%

Average Drawdown

Average peak-to-trough decline

-24.23%

-70.84%

+46.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

38.28%

9.83%

+28.45%

Volatility

INTU vs. EXEL - Volatility Comparison

Intuit Inc. (INTU) has a higher volatility of 11.58% compared to Exelixis, Inc. (EXEL) at 7.49%. This indicates that INTU's price experiences larger fluctuations and is considered to be riskier than EXEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INTUEXELDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.58%

7.49%

+4.09%

Volatility (6M)

Calculated over the trailing 6-month period

43.23%

24.52%

+18.71%

Volatility (1Y)

Calculated over the trailing 1-year period

45.43%

38.92%

+6.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.82%

35.71%

+2.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.09%

44.46%

-10.37%

Dividends

INTU vs. EXEL - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 1.75%, while EXEL has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXEL
Exelixis, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INTU
Intuit Inc.
1.75%0.65%0.60%0.52%0.72%0.38%0.57%0.74%0.83%0.89%1.08%1.09%

Financials

INTU vs. EXEL - Financials Comparison

This section allows you to compare key financial metrics between Intuit Inc. and Exelixis, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B20222023202420252026
8.56B
610.81M
(INTU) Total Revenue
(EXEL) Total Revenue
Values in USD except per share items

INTU vs. EXEL - Profitability Comparison

The chart below illustrates the profitability comparison between Intuit Inc. and Exelixis, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
84.6%
0
Portfolio components
INTU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Intuit Inc. reported a gross profit of 7.24B and revenue of 8.56B. Therefore, the gross margin over that period was 84.6%.

EXEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Exelixis, Inc. reported a gross profit of 0.00 and revenue of 610.81M. Therefore, the gross margin over that period was 0.0%.

INTU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Intuit Inc. reported an operating income of 4.02B and revenue of 8.56B, resulting in an operating margin of 47.0%.

EXEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Exelixis, Inc. reported an operating income of 251.34M and revenue of 610.81M, resulting in an operating margin of 41.2%.

INTU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Intuit Inc. reported a net income of 3.06B and revenue of 8.56B, resulting in a net margin of 35.8%.

EXEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Exelixis, Inc. reported a net income of 210.47M and revenue of 610.81M, resulting in a net margin of 34.5%.


Frequently Asked Questions


INTU and EXEL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INTU has higher volatility (11.58%) compared to EXEL (7.49%). In terms of maximum drawdown, INTU dropped -75.29% vs EXEL's -97.38%.

EXEL currently has the higher Sharpe Ratio (0.65 vs -1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for INTU and EXEL

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