INTU vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intuit Inc. · Technology
$277.13
+25.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
MSFT |
| Current Price |
$277.13 |
$497.12 |
| Fair Value Estimate |
$347.25 |
$702.35 |
| Upside to Fair Value |
+25.3%
|
+41.3%
|
| Market Cap |
$75.8B |
$3,691.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.0x
|
18.3x
|
| Price / Sales |
3.5x
|
11.1x
|
| Price / FCF |
8.8x
|
55.1x
|
| Revenue Growth YoY |
+13.7%
|
+17.7%
|
| Gross Margin |
80.9%
|
67.9%
|
| Operating Margin |
28.8%
|
46.8%
|
| Return on Equity |
23.4%
|
33.2%
|
| Dividend Yield |
1.73% |
0.73% |
| FCF Yield |
11.43%
|
1.81%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free ca…
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
Accumulation Zones
| Metric |
INTU |
MSFT |
| Zone Low |
$260.44 |
$526.76 |
| Zone High |
$295.16 |
$597.00 |
| In Buy Zone? |
Yes
|
Yes
|