INTU vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
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.
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Valuation & Fundamentals
| Metric |
INTU |
ORCL |
| Current Price |
$396.57 |
$175.08 |
| Fair Value Estimate |
$546.00 |
$218.26 |
| Upside to Fair Value |
+37.7%
|
+24.7%
|
| Market Cap |
$110.4B |
$503.5B |
| Forward P/E |
19.5x
|
30.8x
|
| EV / EBITDA |
19.0x
|
21.4x
|
| Price / Sales |
5.9x
|
7.9x
|
| Price / FCF |
18.1x
|
-20.4x
|
| Revenue Growth YoY |
+15.6%
|
+7.0%
|
| Gross Margin |
80.8%
|
66.4%
|
| Operating Margin |
26.1%
|
30.8%
|
| Return on Equity |
19.6%
|
57.4%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
—
|
| 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…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
INTU |
ORCL |
| Zone Low |
$410.00 |
$163.69 |
| Zone High |
$464.00 |
$185.52 |
| In Buy Zone? |
Yes
|
Yes
|