Is INTU a good stock to buy? We came across a bullish thesis on Intuit Inc. on r/ValueInvesting by Crazrwire999. In this article, we will summarize the bulls’ thesis on INTU. Intuit Inc.’s share was trading at $276.91 as of June 11th. INTU’s trailing and forward P/E were 17.34 and 10.44 respectively according to Yahoo Finance.
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Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. INTU is presented as a high-moat B2B SaaS compounder that has recently seen its share price decline to around $384, creating a generational deep value opportunity within a dominant financial software ecosystem. It argues that the business is not a cyclical tax play but a structural software monopoly, with roughly 59% of revenue derived from Global Business Solutions, including QuickBooks Online, payroll, merchant services, and Mailchimp, while TurboTax and Credit Karma represent the remainder.
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The company’s moat is reinforced by extreme switching costs embedded in accounting ecosystems and CPA workflows, making migration away from QuickBooks economically and operationally prohibitive. At the same time, Intuit is shifting upmarket, with TurboTax Live growing 36% and QuickBooks Advanced expanding 38%, signaling an upgrade toward higher-ARPU enterprise and assisted services. Regulatory risk from IRS Direct File has also been effectively eliminated following its termination.
On valuation, a DCF framework using ~$9.2 billion in FCF, 8.5% discount rate, and 3% terminal growth produces a blended intrinsic value of approximately $1,126.75 per share, with scenario outcomes ranging from $480 in a bear case to $1,791 in a bull case driven by AI monetization through Intuit Assist.
The base case implies ~$1,060 per share, suggesting substantial upside from current levels. With a probability-weighted margin of safety above 60%, the market is seen as pricing in an overly pessimistic outcome. Intuit is positioned as a resilient compounder with expanding margins, accelerating AI-driven growth, and potential upside of roughly 170% to over 350% if execution remains intact.
Previously, we covered a bullish thesis on Intuit Inc. (INTU) by Quality Equities in May 2025, which highlighted durable moat, SaaS ecosystem and strong free cash flow growth. INTU’s stock price has depreciated by approximately 58.18% since our coverage. Crazrwire999 shares a similar view but emphasizes deep value re-rating and DCF-driven upside lens focusing on AI monetization.
Intuit Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 92 hedge fund portfolios held INTU at the end of the first quarter which was 91 in the previous quarter. While we acknowledge the risk and potential of INTU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than INTU and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
