Intuit Inc (INTU)vsVertiv Holdings Co (VRT)
INTU
Intuit Inc
$416.44
-3.72%
TECHNOLOGY · Cap: $120.34B
VRT
Vertiv Holdings Co
$251.07
-0.53%
INDUSTRIALS · Cap: $103.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 97% more annual revenue ($20.12B vs $10.23B). INTU leads profitability with a 21.6% profit margin vs 13.0%. INTU appears more attractively valued with a PEG of 1.35. VRT earns a higher WallStSmart Score of 67/100 (B-).
INTU
Buy65
out of 100
Grade: C+
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-298.7%
Fair Value
$104.45
Current Price
$416.44
$311.99 premium
Margin of Safety
-55.7%
Fair Value
$159.59
Current Price
$251.07
$91.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Every $100 of equity generates 42 in profit
Large-cap with strong market position
Strong operational efficiency at 21.2%
Revenue surging 22.7% year-over-year
Areas to Watch
Moderate valuation
Earnings declined 18.5%
Expensive relative to growth rate
2.0% earnings growth
Premium valuation, high expectations priced in
Trading at 24.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : INTU
The strongest argument for INTU centers on Revenue Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.6% and operating margin at 15.7%. Revenue growth of 41.0% demonstrates continued momentum.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio, EPS Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 79.4x leaves little room for execution misses.
Key Dynamics to Monitor
VRT carries more volatility with a beta of 2.08 — expect wider price swings.
INTU is growing revenue faster at 41.0% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VRT scores higher overall (67/100 vs 65/100) and 22.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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