Intuit Inc (INTU)vsZoom Video Communications Inc (ZM)
INTU
Intuit Inc
$426.86
-1.29%
TECHNOLOGY · Cap: $120.34B
ZM
Zoom Video Communications Inc
$78.11
+2.80%
TECHNOLOGY · Cap: $22.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 313% more annual revenue ($20.12B vs $4.87B). ZM leads profitability with a 39.0% profit margin vs 21.6%. INTU appears more attractively valued with a PEG of 1.35. ZM earns a higher WallStSmart Score of 70/100 (B-).
INTU
Buy65
out of 100
Grade: C+
ZM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-308.7%
Fair Value
$104.45
Current Price
$426.86
$322.41 premium
Margin of Safety
+68.1%
Fair Value
$289.22
Current Price
$78.11
$211.11 discount
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
Keeps 39 of every $100 in revenue as profit
Earnings expanding 91.5% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Earnings declined 18.5%
Expensive relative to growth rate
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 : ZM
The strongest argument for ZM centers on Profit Margin, EPS Growth, Altman Z-Score. Profitability is solid with margins at 39.0% and operating margin at 21.5%.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio, EPS Growth.
Bear Case : ZM
The primary concerns for ZM are PEG Ratio.
Key Dynamics to Monitor
INTU profiles as a growth stock while ZM is a mature play — different risk/reward profiles.
INTU carries more volatility with a beta of 1.28 — 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.
Bottom Line
ZM scores higher overall (70/100 vs 65/100), backed by strong 39.0% margins. 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.
Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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