Intuit (INTU) is a application software company in the Information Technology sector. Listed on the NASDAQ, Intuit is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $284.22.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $284.22 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -2.41% |
| Risk / Std Dev (Annualized) | 37.55% |
| Sharpe Ratio (rf=4.5%) | -0.18 |
S&P 500 Context
- Sector: Information Technology
- Sub-Industry: Application Software
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -2.41% with an annualized volatility of 37.55%. The Sharpe ratio of -0.18 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 77.74B |
| Enterprise Value | 77.86B |
| Trailing P/E | 17.33 |
| Forward P/E | 10.4 |
| Price to Book | 3.78 |
| Price to Sales | 3.72 |
| EV/Revenue | 3.72 |
| EV/EBITDA | 12.15 |
| Profitability | | | Profit Margin | 21.91% | | Operating Margin | 46.97% | | ROE | 22.5% | | ROA | 9.46% |
| Growth | | | Revenue Growth | 10.4% | | Earnings Growth | 10.7% |
| Dividend | | | Dividend Yield | 169.0% | | Payout Ratio | 28.31% | | 5Y Avg Yield | 63.0% |
| Financial Health | | | Total Revenue | 20.92B | | Total Debt | 6.9B | | Total Cash | 6.78B | | Free Cash Flow | 5.23B | | Operating Cash Flow | 7.89B |
| Price & Technical | | | 52W High | $813.7$ | | 52W Low | $281.93$ | | 50-Day Avg | $373.86$ | | 200-Day Avg | $536.84$ | | Beta | 0.96 | | Shares Outstanding | 0.27B | | Float Shares | 0.27B | | Insider Holdings | 2.35% | | Institutional Holdings | 92.26% | | Short Ratio | 2.02 | | Short % of Float | 4.36% |
| Analyst Targets | | | Target High | $921.0$ | | Target Low | $276.0$ | | Target Mean | $491.3$ | | Target Median | $460.0$ | | # of Analysts | 32 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.