INTU vs V: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Visa 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
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
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 |
V |
| Current Price |
$396.57 |
$304.36 |
| Fair Value Estimate |
$546.00 |
$419.00 |
| Upside to Fair Value |
+37.7%
|
+37.7%
|
| Market Cap |
$110.4B |
$586.8B |
| Forward P/E |
19.5x
|
23.7x
|
| EV / EBITDA |
19.0x
|
22.3x
|
| Price / Sales |
5.9x
|
14.2x
|
| Price / FCF |
18.1x
|
25.6x
|
| Revenue Growth YoY |
+15.6%
|
+11.3%
|
| Gross Margin |
80.8%
|
81.08%
|
| Operating Margin |
26.1%
|
59.18%
|
| Return on Equity |
19.6%
|
54.22%
|
| Dividend Yield |
1.17% |
0.83% |
| FCF Yield |
5.51%
|
3.91%
|
| 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
INTU |
V |
| Zone Low |
$410.00 |
$265.00 |
| Zone High |
$464.00 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|