The Journal.The Wall Street Journal & Spotify Studios
TIP835: Intuit (INTU): The S&P 500's Biggest Loser w/ Shawn O’Malley & Kyle Grieve
- Af
- Afsnit
- 1206
- Udgivet
- 2. aug. 2026
- Forlag
- 0 Anmeldelser
- 0
- Afsnit
- 1206 of 1207
- Længde
- 1T 22M
- Sprog
- Engelsk
- Format
- Kategori
- Økonomi & Business
Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU).
In this episode, you'll learn what narratives have underpinned the company’s more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That’s the key question that Shawn & Kyle discuss, plus so much more!
IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:03:48) How Intuit’s accounting software became so popular (00:12:49) What makes QuickBooks such a great business (00:20:54) Why Intuit is the worst performing stock in the S&P 500 this year (00:24:05) How to think about Intuit as either a value trap or bargain (00:38:45) Whether Intuit’s TurboTax business is resistant to AI disruptions (01:17:02) Valuation discussion of Intuit (01:18:55) How to model Intuit’s intrinsic value (01:20:04) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive The Intrinsic Value Mastermind Community.
Track The Intrinsic Value Portfolio.
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Portfolio Review Submit Tool.
See Shawn’s financial model for Intuit.
The Finance Corner: "Deep Dive Into Intuit".
Business Breakdowns Podcast — Intuit (2022).
Intuit’s 2025 Investor Day Presentation.
Intuit’s 2026 latest Investor Day Presentation.
Check out our previous Intrinsic Value breakdowns: Wix, Microsoft, Kelly Partners Group.
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