US Equities Analysis

INTU — Intuit

Research evidence pack

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 46.97%
Profit Margins 21.91%
Return on Equity 22.5%
Return on Assets 9.46%
Free Float 0.27B
Dividend Yield 1.79%
Short Int % Utilisation 4.36%

2.2 Growth

Metric Value
Revenue Growth 10.4%
Free Cash Flow 5.23B
EBITDA 12.15 (Ratio)
Enterprise Value 77.86B
EV/Revenue 3.72
EV/EBITDA 12.15

Revenue growth of 10.4% indicates steady, moderate expansion.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* -45.43%
Risk / Std Dev (Ann.)* 47.87%
1-Year Price Return* -51.23%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $345.66
52-Week Range $252.84 – $721.54
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 FCFF DCF Valuation

Valuation basis: This research model follows a five-year, unlevered FCFF DCF. It starts from reported annual operating inputs, forecasts revenue and operating cash conversion under an explicit mechanical policy, discounts FCFF at WACC, applies a Gordon-growth terminal value, and bridges enterprise value to an indicative common-equity value per share. It is an analytical estimate rather than a recommendation or personalised target price.

Step 1 — Forecast Operating Profit and NOPAT

Reported operating input Value
Revenue $18.83B
Prior annual revenue $16.29B
EBIT $5.08B
Tax rate 19.96%
NOPAT = EBIT × (1 − tax rate) $4.07B
Forecast start-growth basis 15.00%
Forecast policy latest reported annual revenue growth, bounded to -10.00% / 15.00%

Step 2 — Calculate FCFF

Current FCFF building block Value
NOPAT $4.07B
Add: depreciation & amortisation $809.00M
Less: capital expenditure -$124.00M
Less/(add): working-capital cash-flow movement -$206.00M
Current unlevered FCFF $4.55B

Explicit FCFF forecast

Forecast year Revenue growth NOPAT D&A Capex Change in NWC FCFF Present value
1 15.00% $4.68B $930.35M -$142.60M -$236.90M $5.23B $4.99B
2 11.88% $5.23B $1.04B -$379.86M -$265.03M $5.63B $4.91B
3 8.75% $5.69B $1.13B -$652.70M -$288.22M $5.88B $4.68B
4 5.62% $6.01B $1.20B -$942.49M -$304.43M $5.96B $4.33B
5 2.50% $6.16B $1.23B -$1.23B -$312.05M $5.85B $3.88B

Step 3 — Determine the Discount Rate (WACC)

WACC input Value
Risk-free rate 4.71%
Equity risk premium assumption 5.50%
Beta 0.96
Cost of equity 9.99%
Pre-tax cost of debt 3.74%
WACC 9.54%
WACC validation within standard range

Step 4 — Estimate Terminal Value

Terminal-value input Value
Perpetuity growth rate 2.50%
Terminal value $85.18B
Implied terminal EV / EBITDA 9.55x
Terminal value as % of enterprise value 70.32%

Step 5 — Discount Cash Flows to Enterprise Value

Enterprise-value component Value
Present value of explicit FCFF $22.80B
Present value of terminal value $54.01B
Indicated enterprise value $76.81B
Discounting convention mid-year for explicit FCFF; terminal value discounted at year-end five

Step 6 — Convert Enterprise Value to Equity Value

Equity bridge Value
Indicated enterprise value $76.81B
Less: gross interest-bearing debt $6.64B
Add: cash and equivalents $4.55B
Add: affiliate investments $0.00
Less: minority interests $0.00
Indicated common equity value $74.73B

Step 7 — Calculate Indicative Value Per Share

Per-share output Value
Shares used 283,000,000.00
Share-count basis reported diluted weighted-average shares
Current market price $353.82
DCF indicative value per share $264.05
Indicative value vs. market price -25.37%

Model Integrity Checks

Check Result
Perpetuity growth is below the risk-free rate pass
Perpetuity growth is below WACC pass
WACC is within the configured operating-company range pass
Terminal-year FCFF is positive pass
Terminal capex converges to D&A pass
Terminal-value concentration within review band
Implied price differs from spot by more than 30% within review band

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks 4/4 evidenced checks
Lynch-inspired balance-and-growth checks 4/4 evidenced checks

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:37:52.730843 UTC; latest reported fiscal period: 2025-07-31 00:00:00. Default assumptions: five-year forecast, mid-year discounting for explicit FCFF, a maximum 2.50% perpetuity-growth rate below both WACC and the risk-free rate, historical operating-ratio persistence, and capex convergence to D&A by year five. No sell-side consensus or management guidance is substituted for reported inputs. This is research and analysis only, not personalized financial advice.

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