Intuit

A Wonderful Business at a Not-So-Wonderful Price

tripledub

Not Invested

Community Contributor

Published

20 Mar 26

Updated

21 May 26

Views

21 May

US$276.73

tripledub's Fair Value

US$560.00

50.6% undervalued

-63.3%

-6.7%

-63.3%

-6.7%

You can edit this narrative until May 22 7:40 AM. Then, changes will post as Updates.

Author's Valuation

US$56050.6% undervalued

tripledub's Fair Value

Shared on 21 May 26

Fair value Increased 12%

When Wonderful Goes On Sale at Intuit

Intuit’s shares swing sharply lower after results, as a surprise drop in the overall tax-filing market and fresh doubts about how easily new AI tools could copy parts of TurboTax spook investors. The business still looks steady in its small-business software, but the update lays out why the selloff could be a real buying window—and what warning signs to watch next.

127 views

Valuator

Company Info

Notes

tripledub'sFair Value

US$560

50.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

10.40%

Historical revenue growth rate

14.52%

Software revenue growth rate

1.59%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.82%

Calculation

US$11.59b

Earnings '36

29.01x

PE Ratio '36

US$336.17b

Market Cap '36

US$336.17b

Market Cap '36

253.68m

No. shares '36

US$1.33k

Share Price '36

US$1.33k Share Price '36

Discounted to 2026 @ 9.00% p.a.

US$559.76

Fair Value '26