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INTU vs. PRGS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

INTU vs. PRGS - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%30.00%JuneJulyAugustSeptemberOctoberNovember
2.85%
29.38%
INTU
PRGS

Returns By Period

In the year-to-date period, INTU achieves a 10.59% return, which is significantly lower than PRGS's 23.45% return. Over the past 10 years, INTU has outperformed PRGS with an annualized return of 23.50%, while PRGS has yielded a comparatively lower 11.30% annualized return.


INTU

YTD

10.59%

1M

12.04%

6M

4.24%

1Y

23.40%

5Y (annualized)

21.13%

10Y (annualized)

23.50%

PRGS

YTD

23.45%

1M

0.71%

6M

29.38%

1Y

26.70%

5Y (annualized)

10.84%

10Y (annualized)

11.30%

Fundamentals


INTUPRGS
Market Cap$196.06B$2.94B
EPS$10.46$1.87
PE Ratio66.8736.65
PEG Ratio2.136.20
Total Revenue (TTM)$13.31B$715.42M
Gross Profit (TTM)$10.36B$554.11M
EBITDA (TTM)$4.19B$239.71M

Key characteristics


INTUPRGS
Sharpe Ratio0.920.98
Sortino Ratio1.312.02
Omega Ratio1.181.22
Calmar Ratio1.321.22
Martin Ratio4.092.94
Ulcer Index5.90%8.73%
Daily Std Dev26.13%26.35%
Max Drawdown-75.29%-67.33%
Current Drawdown-2.71%-3.14%

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Correlation

-0.50.00.51.00.3

The correlation between INTU and PRGS is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

INTU vs. PRGS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and Progress Software Corporation (PRGS). 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.


Sharpe ratio
The chart of Sharpe ratio for INTU, currently valued at 0.92, compared to the broader market-4.00-2.000.002.004.000.920.98
The chart of Sortino ratio for INTU, currently valued at 1.31, compared to the broader market-4.00-2.000.002.004.001.312.02
The chart of Omega ratio for INTU, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.22
The chart of Calmar ratio for INTU, currently valued at 1.32, compared to the broader market0.002.004.006.001.321.22
The chart of Martin ratio for INTU, currently valued at 4.09, compared to the broader market0.0010.0020.0030.004.092.94
INTU
PRGS

The current INTU Sharpe Ratio is 0.92, which is comparable to the PRGS Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of INTU and PRGS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
0.92
0.98
INTU
PRGS

Dividends

INTU vs. PRGS - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 0.54%, less than PRGS's 1.05% yield.


TTM20232022202120202019201820172016201520142013
INTU
Intuit Inc.
0.54%0.52%0.72%0.38%0.42%0.74%0.83%0.89%1.08%1.09%0.89%0.92%
PRGS
Progress Software Corporation
1.05%1.29%1.39%1.45%1.48%1.52%1.62%1.21%0.39%0.00%0.00%0.00%

Drawdowns

INTU vs. PRGS - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, which is greater than PRGS's maximum drawdown of -67.33%. Use the drawdown chart below to compare losses from any high point for INTU and PRGS. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.71%
-3.14%
INTU
PRGS

Volatility

INTU vs. PRGS - Volatility Comparison

Intuit Inc. (INTU) has a higher volatility of 7.62% compared to Progress Software Corporation (PRGS) at 5.73%. This indicates that INTU's price experiences larger fluctuations and is considered to be riskier than PRGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
7.62%
5.73%
INTU
PRGS

Financials

INTU vs. PRGS - Financials Comparison

This section allows you to compare key financial metrics between Intuit Inc. and Progress Software Corporation. 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


Values in USD except per share items