Intuit (INTU) Valuation: Assessing Hidden Value After Aprio Alliance and AI ERP Expansion

Intuit (INTU) just announced a new partnership with Aprio, combining its AI-powered ERP solution with Aprio's business advisory services to help mid-market firms manage their operations more efficiently and scale with fewer technology headaches.

See our latest analysis for Intuit.

Intuit’s partnership with Aprio comes at an interesting moment for shareholders. While short-term momentum has cooled, with a 15.25% drop in the 90-day share price return, the story over the past year is still positive: Intuit has delivered a 12.39% total shareholder return and an impressive 63% over three years. News like this alliance hints that management is intent on reigniting growth and strengthening the company’s appeal to bigger clients. This can be a promising signal for investors willing to look past recent price volatility.

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Yet with the stock trading about 19 percent below analyst price targets and Intuit’s fundamentals still strong, investors have to ask: Is there hidden value here, or is the market already baking in tomorrow’s growth?

Most Popular Narrative: 16.6% Undervalued

With Intuit’s last closing price at $683.39 and the most widely followed narrative suggesting a fair value of $819.73, there is a notable gap between where the market trades and what is projected. This difference is attributed to an outlook that anticipates strong catalysts supporting sustainable revenue and margin growth.

The accelerating adoption of Intuit's AI-driven all-in-one platform, including virtual teams of AI agents and human experts, positions the company to consolidate customers' tech stacks, drive automation of workflows, and unlock substantial ROI for customers. This could support higher average revenue per customer and net margin expansion over time.

Read the complete narrative.

Want to know the growth blueprint behind this high valuation? The key element of this narrative is record-breaking earnings and a future profit multiple usually associated with tech leaders. Interested in which bold financial projections support that price target? Dive deeper to see the surprising numbers that drive this fair value calculation.

Result: Fair Value of $819.73 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent Mailchimp revenue softness and slow international expansion could undermine these bullish projections, particularly if SMB adoption or global customer gains remain weak.

Find out about the key risks to this Intuit narrative.

Build Your Own Intuit Narrative

If these conclusions don’t fit your perspective, or you’d rather dive into the numbers yourself, you can quickly assemble your own view in just a few minutes by using Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Intuit.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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