公司业绩表现 - 公司本季度每股收益为$1.99，超出Zacks共识预期$1.86，较去年同期$1.65有所增长，季度报告显示盈利超出预期6.99% [1] - 公司过去四个季度均超出共识每股收益（EPS）预期，本季度营收为$3.18 billion，超出Zacks共识预期3.23%，较去年同期$2.71 billion有所增长 [2] - 公司股价自年初以来上涨约7.3%，而标普500指数上涨17.8% [3] 未来展望 - 公司未来的股价走势将主要取决于管理层在财报电话会议上的评论 [3] - 公司当前的盈利预期包括下一个季度的共识EPS预期为$2.65，营收预期为$3.35 billion，当前财年的共识EPS预期为$19.06，营收预期为$18.09 billion [7] - 公司目前的Zacks Rank为3（持有），预计股价表现将与市场持平 [6] 行业影响 - 计算机-软件行业目前位于Zacks行业排名的前28%，研究表明，排名前50%的行业表现优于后50%的行业，比例超过2:1 [8] - 同行业的Autodesk预计将在2024年7月季度报告每股收益$2，营收$1.48 billion，同比增长10.2% [9]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

文章核心观点 - Intuit公司预计第四季度营收将同比增长13%-14%,达到30.63-30.99亿美元[1][2] - Intuit公司预计第四季度非GAAP每股收益将在1.80-1.85美元之间,市场预期为1.86美元,同比增长12.73%[3] - Intuit公司过去4个季度的业绩均超出市场预期,平均超出16.24%[4] 公司业务表现 - 小型企业和自雇人群业务的稳定复苏预计推动了Intuit公司第四季度的表现[5] - Quickbooks Online订阅用户基数的扩大和ARPC的提升预计推动了在线生态系统的强劲增长[6] - Intuit公司在第四季度推出了针对会计从业者和小企业客户的新产品创新[6] - Intuit公司在第四季度与洛杉矶城市联盟合作,扩大了IDEAS计划,参与企业平均收入增长23%,每月节省16.5小时[7] - Intuit公司的主打产品QuickBooks Capital的强劲势头和客户保留率的改善预计也是本季度的有利因素[8] 业务风险 - 由于宏观经济的波动,Intuit公司的业务合作伙伴收缩了信贷业务,可能导致信贷业务表现在短期内有所恶化[9] - 这预计将导致Intuit公司的Credit Karma业务在本季度仅实现温和增长,第三季度该业务收入同比增长8%[10]

文章核心观点 - Intuit是一家市值近1830亿美元的大型企业,通过产生强劲的现金流和收入实现了这一规模 [2] - 尽管规模很大,但Intuit仍保持较快的增长速度,这得益于其高质量和稳定性 [2] - 尽管Intuit的业务表现出色,但其股价已经很高,可能难以在可预见的未来大幅超越整体市场 [2] 公司业务概况 - Intuit的主要业务包括小企业和自雇人群的在线生态系统(如QuickBooks Online、QuickBooks Live等)、桌面生态系统,以及商户支付处理服务、财务用品销售和小企业融资等 [3][4] - 公司的消费者业务包括TurboTax等产品,收入也保持增长,主要得益于产品组合向高价位服务的转移以及整体价格上涨 [5] - 公司的专业税务业务规模较小,增长也较为温和 [5] 财务表现 - 2021-2023年,公司收入从96.3亿美元增长到143.7亿美元,主要得益于小企业和自雇人群业务的快速增长 [3][4][6] - 同期,公司净利润从20.6亿美元增长到23.8亿美元,经营现金流从32.5亿美元增长到50.5亿美元,EBITDA从28.4亿美元增长到37.8亿美元 [5] - 2024财年前9个月,公司收入同比增长12.4%至131亿美元,净利润同比增长30%至29.8亿美元,经营现金流和EBITDA也实现了大幅增长 [6][7] - 公司预计2024财年第四季度收入将同比增长13.6%,但净利润可能同比下降 [8] 估值分析 - 公司当前股价在绝对和相对(同行业)水平上都显得很高 [9] - 即使公司保持快速增长,其股价上涨空间也可能已经被市场充分反映 [2][10] - 除非公司未来业绩大幅超预期,否则维持谨慎态度可能更为合适 [10]

In its upcoming report, Intuit (INTU) is predicted by Wall Street analysts to post quarterly earnings of $1.86 per share, reflecting an increase of 12.7% compared to the same period last year. Revenues are forecasted to be $3.08 billion, representing a year-over-year increase of 13.7%. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company reve ...

Intuit (INTU) closed at $636.74 in the latest trading session, marking a -1.41% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.38%. Meanwhile, the Dow gained 0.61%, and the Nasdaq, a tech-heavy index, added 0.03%. The maker of TurboTax, QuickBooks and other accounting software's shares have seen a decrease of 3.05% over the last month, surpassing the Computer and Technology sector's loss of 7.5% and the S&P 500's loss of 3.2%. Analysts and investors alike will be ...

文章核心观点 - 摩根士丹利分析师Keith Weiss将Intuit股票从"增持"评级下调至"中性"评级,并将目标价从750美元下调至685美元 [1] - 分析师指出,投资者过去一直愿意为Intuit支付溢价估值,因其缺乏周期性且在关键细分市场处于准垄断地位 [2] - 但自从推出Credit Karma和Mailchimp后,Intuit的收入波动性有所增加 [3] - 此外,TurboTax业务从自助到辅助型的转型也带来了短期风险 [4] - 在QuickBooks业务方面,如果执行不完美,也可能带来额外风险,因为市场对其的预期已经很高 [5] - 分析师认为,鉴于TurboTax和QuickBooks面临的风险,以及Credit Karma和Mailchimp带来的波动性,为Intuit支付溢价估值的理由已不那么充分 [7] - 因此,分析师将Intuit的PEG估值从历史2.2倍略微下调至2.1倍,对应的PE估值为33倍 [8] 根据相关目录分别进行总结 行业分析 - Intuit作为行业内的准垄断者,过去一直享有较高的溢价估值 [2] - 但自推出Credit Karma和Mailchimp后,公司收入波动性有所增加 [3] 公司分析 - TurboTax业务从自助到辅助型的转型带来了短期风险 [4] - QuickBooks业务如果执行不完美,也可能带来额外风险,因为市场对其的预期已经很高 [5] - 分析师将Intuit的PEG估值从历史2.2倍略微下调至2.1倍,对应的PE估值为33倍 [8][9]

The most recent trading session ended with Intuit (INTU) standing at $637.82, reflecting a -1.47% shift from the previouse trading day's closing. This change lagged the S&P 500's 1.37% loss on the day. Elsewhere, the Dow lost 1.21%, while the tech-heavy Nasdaq lost 2.3%. The maker of TurboTax, QuickBooks and other accounting software's shares have seen a decrease of 1.9% over the last month, surpassing the Computer and Technology sector's loss of 2.84% and falling behind the S&P 500's gain of 1.11%. The inv ...

These fintech leaders are built to deliver strong performance for the long haul. Fintech is a high-growth industry that's evolving rapidly. Businesses and consumers are embracing innovative solutions to numerous problems and inefficiencies, and the companies that provide the best solutions are primed to deliver impressive returns to shareholders. These three fintech stocks are standout leaders with competitive advantages and strong growth prospects. 1. Block Block (SQ 3.38%) is a fintech powerhouse, but it ...

Zacks Premium also includes the Zacks Style Scores. The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days. What are the Zacks Style Scores? Growth Score While good value is important, growth investors are more focused on a company's financial strength and health, and ...