Adobe is mentioned as a comparable company for valuation multiples in a downside scenario for Intuit.
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Is INTUIT a BUY Today?? - INTU Stock Analysis
Jul 23, 2026
The creator analyzes Intuit (INTU), noting its significant stock price drop from over $800 to under $300, despite historical revenue and profit growth. The analysis questions whether this growth is sustainable, as it appears driven by price increases and migration to online services rather than user growth, potentially leading to customer churn to competitors. The creator shares a personal experience of switching away from QuickBooks due to pricing and subscription models, suggesting Intuit may be losing its moat.
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Intuit (INTU) has seen its stock price plummet, and while revenue and profit have grown, this appears driven by price hikes rather than user growth, raising concerns about its competitive moat and customer retention.
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