Current Value
Goal
Buy
Dividends
Return
Total Gain
Pct of Portfolio
Reported
Reviewed
Current Price
Average Paid
INTU Intuit Inc.
11-21-24
5-4-24
623.69
Quality
Quality
Story
Predictability
1 Year Total Return
44.36
3 Year Total Return
10.96
10 Year Total Return
23
Years
1
2
3
4
5
6
7
8
9
10
Revenue CAGR
13
13
19
21
19
18
18
17
16
14
Eps Cagr (F) 17
18
20
21
21
20
20
21
20
23
17
Eps 10 Yr 90%
18
22
22
23
17
21
27
15
46
-24
Eps 20 Yr 90%
10
7
16
20
16
14
12
17
18
24
1Year Div Growth
15.24
3Year Div Growth
14.81
5Year Div Growth
14.10
10Year Div Growth
16.75
Dividend Yield
0.67
Dividend Yield with Buy Backs
1.85
5 Year Average Dividend Yield
0.61
5 Year YOC
1.26
Payout
28%
Moat
Beta
1.0
ROIC Now
11.0
ROIC Times Growth
184
Share Count CAGR
1.64
Analyst Recommendations
4.0
Credit Rating
A-
Debt to Ebitda
1.2
Debt to Capital
0.27
Joseph Carlson
2023-08-17
Dev Kantesaria
2023-08-17
Compounding Quality
2023-08-17
Nicholas Ward
2024-01-18
EARNINGS REPORTED
11-21-2024
Ignore
MS
PE15
Avg PE
Avg Yield
Flags
Watch
Hold Buys
Hold Automated
Margin of Safety
-40
-35
-30
-25
-20
-15
-10
-5
0
5
10
15
20
25
-10
-5
0
5
10
15
20
25
30
35
40
45
50
55 *
ROIC PE Actual
A
B
C
D
F
X
ROIC PE Value
A
B
C
D
F
X
Growth: 16.8 ROIC: 11.0 Trailing PE: 62.9 Forward PE: 33.6
Gro
4%
8%
10%
12% *
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
>40
<3
3%
12.5
12.9
13.3
13.8
14.3
14.4
14.5
14.7
14.9
15.1
15.3
15.5
15.7
15.9
16.1
16.3
16.5
4%
7.1
12.5
13.1
13.8
14.5
15.2
15.4
15.6
15.8
16.1
16.3
16.6
16.8
17.1
17.3
17.6
17.8
18.1
5%
12.5
13.4
14.3
15.2
16.1
16.4
16.7
17.0
17.3
17.6
17.9
18.2
18.5
18.8
19.1
19.4
19.7
6%
3.3
12.5
13.6
14.8
15.9
17.1
17.4
17.8
18.2
18.6
19.0
19.4
19.8
20.2
20.6
21.0
21.4
21.8
7%
12.5
13.9
15.3
16.7
18.2
18.7
19.2
19.7
20.2
20.7
21.2
21.7
22.2
22.7
23.2
23.7
24.2
8%
0
12.5
14.2
15.9
17.6
19.4
20.0
20.6
21.2
21.8
22.4
23.0
23.6
24.2
24.8
25.4
26.0
26.6
9%
0
12.5
14.5
16.6
18.7
20.9
21.6
22.3
23.0
23.7
24.4
25.1
25.8
26.5
27.2
27.9
28.6
29.3
10%
0
12.5
14.9
17.4
19.9
22.4
23.2
24.0
24.8
25.7
26.5
27.4
28.2
29.1
29.9
30.8
31.6
32.5
11%
12.5
15.3
18.2
21.0
23.9
24.8
25.7
26.7
27.7
28.7
29.7
30.7
31.7
32.7
33.7
34.7
35.7
12%
12.5
15.7
18.9
22.1
25.4
26.4
27.4
28.5
29.6
30.7
31.8
32.9
34.0
35.1
36.2
37.3
38.4
13%
12.5
16.1
19.8
23.2
26.9
28.0
29.1
30.3
31.5
32.7
33.9
35.1
36.3
37.5
38.8
39.9
41.1
14%
12.5
16.5
20.7
24.3
28.4
29.6
30.8
32.1
33.4
34.7
36.0
37.3
38.6
39.9
41.4
42.5
43.8
15%
12.5
16.9
21.6
25.4
29.9
31.2
32.5
33.9
35.3
36.7
38.1
39.5
40.9
42.3
44.0
45.1
46.5
16%
12.5
17.3
22.5
26.5
31.4
32.8
34.2
35.7
37.2
38.7
40.2
41.7
43.2
44.7
46.6
47.7
49.2
17% *
12.5
17.7
23.4
27.6
32.9
34.4
35.9
37.5
39.1
40.7
42.3
43.9
45.5
47.1
49.2
50.3
51.9
18%
12.5
18.1
24.3
28.7
34.4
36.0
37.6
39.3
41.0
42.7
44.4
46.1
47.8
49.5
51.8
52.9
54.6
>18
Code
A
B
C
D
F
P
S
X
Wide
Narrow
None
AAA
AA+
AA
AA-
A+
A
A-
No debt
BBB+
BBB
BBB-
< BBB
None
1
2
3
4
5
None
A++
A+
A
B++
B+
B
<B
None
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
None
Safety Score
Exchange
Price
Price
MS Stars
DAY
-1.56
1W
638.57
-23.14
-3.62
2W
643.39
-27.96
-4.35
4W
646.47
-31.04
-4.80
8W
684.22
-68.79
-10.05
12W
616.68
-1.25
-0.20
26W
668.75
-53.32
-7.97
52W
589.02
26.41
4.48
Target
13%
Morningstar Target
13%
Analyst Target
-14%
Dividend Radar Fair Value
0%
Trailing PE
63
Forward PE
34
Vs. 5 Year P/E (14%)
114
Vs. 5 Year Dividend Yield
94
Expected PE based on ROIC and Growth
Dip
-1
52 Week Low
557
52 Week High
715
X
With 0% Margin of Safety
550.00
73.69
13.40%
My Fair Value
550.00
73.69
13.40%
Analyst Target
728.08
-104.39
-14.34%
Average Value
496.22
127.47
25.69%
+ Morningstar Value
550.00
73.69
13.40%
+ PE 15 Value
152.92
470.77
307.87%
- Average PE Value
0.00
0.00
0.00%
+ Avg Yield Value
681.97
-58.28
-8.55%
- Div Radar Value
623.69
0.00
0.00%