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 2026-04-08.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
MSFT |
| Current Price |
$396.57 |
$372.20 |
| Fair Value Estimate |
$546.00 |
$493.00 |
| Upside to Fair Value |
+37.7%
|
+32.4%
|
| Market Cap |
$110.4B |
$2,763.6B |
| Forward P/E |
19.5x
|
22.0x
|
| EV / EBITDA |
19.0x
|
17.5x
|
| Price / Sales |
5.9x
|
9.1x
|
| Price / FCF |
18.1x
|
35.8x
|
| Revenue Growth YoY |
+15.6%
|
+14.9%
|
| Gross Margin |
80.8%
|
68.8%
|
| Operating Margin |
26.1%
|
45.6%
|
| Return on Equity |
19.6%
|
29.6%
|
| Dividend Yield |
1.17% |
0.94% |
| FCF Yield |
5.51%
|
2.8%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
INTU |
MSFT |
| Zone Low |
$410.00 |
$370.00 |
| Zone High |
$464.00 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|