INTU vs. SMR

Last updated Jun 13, 2026

INTU (Intuit Inc.) and SMR (NuScale Power Corporation) are both stocks. INTU operates in Software - Application (Technology), while SMR operates in Specialty Industrial Machinery (Industrials). Over the past 5 years, INTU returned -9.53%/yr vs -0.32%/yr for SMR. At a 0.20 correlation, their price movements are largely independent.

Performance

INTU vs. SMR - Performance Comparison

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

Returns By Period

In the year-to-date period, INTU achieves a -58.02% return, which is significantly lower than SMR's -30.20% return.

INTU

• 1D: -0.07%
• 1M: -25.55%
• YTD: -58.02%
• 6M: -58.55%
• 1Y: -63.59%
• 3Y*: -14.21%
• 5Y*: -9.53%
• 10Y*: 10.90%

SMR

• 1D: 3.34%
• 1M: -17.31%
• YTD: -30.20%
• 6M: -46.07%
• 1Y: -75.51%
• 3Y*: 5.43%
• 5Y*: -0.32%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

INTU vs. SMR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
INTU Intuit Inc.	-58.02%	6.09%	1.16%	61.76%	-39.12%	70.27%	1.95%
SMR NuScale Power Corporation	-30.20%	-20.97%	444.98%	-67.93%	2.29%	-0.89%	1.20%

Correlation

The correlation between INTU and SMR is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.21
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020	0.20

Fundamentals

Market Cap INTU : $76.38B SMR : $3.16B
EPS INTU : $16.37 SMR : -$2.02
PS Ratio INTU : 3.70 SMR : 104.42
PB Ratio INTU : 3.70 SMR : 2.71
Total Revenue (TTM) INTU : $20.93B SMR : $18.10M
Gross Profit (TTM) INTU : $16.97B SMR : $4.45M
EBITDA (TTM) INTU : $6.65B SMR : -$696.20M

Return for Risk

INTU vs. SMR — Risk / Return Rank

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

INTU

INTU Risk / Return Rank: 2
INTU Sharpe Ratio Rank: 1
INTU Sortino Ratio Rank: 1
INTU Omega Ratio Rank: 1
INTU Calmar Ratio Rank: 3
INTU Martin Ratio Rank: 2

SMR

SMR Risk / Return Rank: 10
SMR Sharpe Ratio Rank: 12
SMR Sortino Ratio Rank: 9
SMR Omega Ratio Rank: 12
SMR Calmar Ratio Rank: 6
SMR Martin Ratio Rank: 12

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. SMR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and NuScale Power Corporation (SMR). 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.

	INTU	SMR	Difference
Sharpe ratio: Return per unit of total volatility	-1.44	-0.74	-0.70
Sortino ratio: Return per unit of downside risk	-2.42	-1.25	-1.17
Omega ratio: Gain probability vs. loss probability	0.68	0.87	-0.19
Calmar ratio: Return relative to maximum drawdown	-0.97	-0.91	-0.06
Martin ratio: Return relative to average drawdown	-1.88	-1.32	-0.56

INTU vs. SMR - Sharpe Ratio Comparison

The current INTU Sharpe Ratio is -1.44, which is lower than the SMR Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of INTU and SMR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

INTU vs. SMR - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, smaller than the maximum SMR drawdown of -87.47%. Use the drawdown chart below to compare losses from any high point for INTU and SMR.

Drawdown Indicators

	INTU	SMR	Difference
Max Drawdown Largest peak-to-trough decline	-75.29%	-87.47%	+12.18%
Max Drawdown (1Y) Largest decline over 1 year	-65.49%	-82.86%	+17.37%
Max Drawdown (3Y) Largest decline over 3 years	-65.49%	-82.86%	+17.37%
Max Drawdown (5Y) Largest decline over 5 years	-65.49%	-87.47%	+21.98%
Max Drawdown (10Y) Largest decline over 10 years	-65.49%	—	—
Current Drawdown Current decline from peak	-65.49%	-81.49%	+16.00%
Average Drawdown Average peak-to-trough decline	-24.14%	-35.08%	+10.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.92%	57.39%	-23.47%

Volatility

INTU vs. SMR - Volatility Comparison

Intuit Inc. (INTU) and NuScale Power Corporation (SMR) have volatilities of 28.49% and 28.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	INTU	SMR	Difference
Volatility (1M) Calculated over the trailing 1-month period	28.49%	28.93%	-0.44%
Volatility (6M) Calculated over the trailing 6-month period	42.51%	69.57%	-27.06%
Volatility (1Y) Calculated over the trailing 1-year period	44.40%	102.59%	-58.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.54%	93.50%	-55.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.98%	89.31%	-55.33%

Dividends

INTU vs. SMR - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 1.68%, while SMR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
INTU Intuit Inc.	1.68%	0.65%	0.60%	0.52%	0.72%	0.38%	0.57%	0.74%	0.83%	0.89%	1.08%	1.09%
SMR NuScale Power Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both INTU and SMR in my portfolio?

INTU and SMR have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, INTU or SMR?

SMR has higher volatility (28.93%) compared to INTU (28.49%). In terms of maximum drawdown, INTU dropped -75.29% vs SMR's -87.47%.

Which has better risk-adjusted returns?

SMR currently has the higher Sharpe Ratio (-0.74 vs -1.44), 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.