INTU vs UPS: Which Is the Better Buy?

Side-by-side comparison of Intuit Inc. and United Parcel Service, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction Grade A-
VS
United Parcel Service, Inc. · Industrials
$101.69
+27.8% upside to fair value
Med Conviction Grade B-
QuantHub Verdict
INTU has more upside to fair value (+37.7%). UPS trades at a lower forward P/E (15.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric INTU UPS
Current Price $396.57 $101.69
Fair Value Estimate $546.00 $130.00
Upside to Fair Value +37.7% +27.8%
Market Cap $110.4B $86.4B
Forward P/E 19.5x 15.1x
EV / EBITDA 19.0x 9.1x
Price / Sales 5.9x 0.9x
Price / FCF 18.1x 17.7x
Revenue Growth YoY +15.6% -2.5%
Gross Margin 80.8% 18.5%
Operating Margin 26.1% 9.56%
Return on Equity 19.6% 34.3%
Dividend Yield 1.17% 6.41%
FCF Yield 5.51% 5.66%
Analyst Consensus Buy Hold
Investment Thesis
INTU — Intuit Inc.
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…
UPS — United Parcel Service, Inc.
UPS is the world's largest integrated logistics network with 241,250 employees, operations in 200-plus countries, and 20.8 million packages per day, now in the decisive phase of its most consequential restructuring in 118 years. By deliberately cutting Amazon volume by more than 50 percent (Amazon was 10.6 percent of 2025 revenue), closing 22 to 24 facilities, and eliminating 30,000 positions, ma…
Accumulation Zones
Metric INTU UPS
Zone Low $410.00 $95.00
Zone High $464.00 $112.00
In Buy Zone? Yes Yes
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