INTU · INTUIT INC · Top AI ETF

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Intuit Inc. provides financial management, payments and capital, compliance, and marketing products and services in the United States. The company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. The Global Business Solutions segment provides QuickBooks services, which include financial and business management online services, desktop software, payroll solutions, time tracking, merchant payment processing and bill pay solutions, checking accounts, and financing services for small and mid-market businesses; and Mailchimp, a marketing automation and customer relationship management.

Close · 3M

+21.87%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals13

Win rate77% (10/13)

Avg buy return+7.64%

BUZZno longer held14 signals

BUZZ · Exit · 1d

weight 0.330% → 0 (exited)·stock up 3.8% in the 30 days before

Oct 15·entry $330.17·now $343.39

+4.00%

since Oct 15

BUZZ · Weight decrease · 3d

weight 0.320% → 0.280% (-0.040 pp)·stock down 20.3% in the 30 days before

Sep 22·entry $292.35·now $343.39

+17.46%

since Sep 22

BUZZ · Weight decrease · 2d

weight 0.320% → 0.300% (-0.020 pp)·stock down 16.0% in the 30 days before

Sep 21·entry $304.12·now $343.39

+12.91%

since Sep 21

BUZZ · New entry · 1d

weight 0 → 0.320% (new)·stock down 10.6% in the 30 days before

Sep 17·entry $313.13·now $343.39Drifting

+9.66%

since Sep 17

BUZZ · Exit · 1d

weight 0.370% → 0 (exited)·stock up 27.2% in the 30 days before

Aug 20·entry $361.87·now $343.39

-5.11%

since Aug 20

BUZZ · Weight decrease · 2d

weight 0.360% → 0.340% (-0.020 pp)·stock up 15.3% in the 30 days before

Aug 17·entry $335.60·now $343.39

+2.32%

since Aug 17

BUZZ · Weight increase · 3d

weight 0.310% → 0.400% (+0.090 pp)·stock up 25.0% in the 30 days before

Jul 29·entry $333.13·now $343.39Drifting

+3.08%

since Jul 29

BUZZ · Weight increase · 2d

weight 0.310% → 0.360% (+0.050 pp)·stock up 16.9% in the 30 days before

Jul 28·entry $312.99·now $343.39Drifting

+9.71%

since Jul 28

BUZZ · Sudden change · 1d

stock up 4.6% in the 30 days before

Jul 16·entry $294.79·now $343.39

+16.49%

since Jul 16

BUZZ · Weight increase · 2d

stock up 1.9% in the 30 days before

Jul 13·entry $289.76·now $343.39Chased

+18.51%

since Jul 13

BUZZ · Weight decrease · 2d

stock down 10.5% in the 30 days before

Jul 9·entry $273.38·now $343.39

+25.61%

since Jul 9

BUZZ · Weight increase · 2d

stock down 14.5% in the 30 days before

Jul 2·entry $275.35·now $343.39Chased

+24.71%

since Jul 2

BUZZ · Weight decrease · 2d

stock down 21.3% in the 30 days before

Jun 30·entry $261.00·now $343.39

+31.57%

since Jun 30

BUZZ · Weight increase · 2d

stock down 18.0% in the 30 days before

Jun 24·entry $262.24·now $343.39Chased

+30.94%

since Jun 24

PQUSno longer held10 signals

PQUS · Exit · 1d

weight 0.880% → 0 (exited)·stock down 18.0% in the 30 days before

Oct 1·entry $282.78·now $343.39

+21.43%

since Oct 1

PQUS · Weight decrease · 2d

weight 1.020% → 0.860% (-0.160 pp)·stock up 13.5% in the 30 days before

Aug 28·entry $358.06·now $343.39

-4.10%

since Aug 28

PQUS · Weight increase · 2d

weight 0.990% → 1.010% (+0.020 pp)·stock up 30.4% in the 30 days before

Aug 23·entry $369.92·now $343.39Fresh

-7.17%

since Aug 23

PQUS · Weight increase · 2d

weight 0.990% → 1.030% (+0.040 pp)·stock up 28.1% in the 30 days before

Aug 13·entry $358.29·now $343.39Fresh

-4.16%

since Aug 13

PQUS · Weight increase · 2d

weight 0.820% → 0.990% (+0.170 pp)·stock up 19.0% in the 30 days before

Aug 8·entry $334.43·now $343.39Drifting

+2.68%

since Aug 8

PQUS · Weight increase · 2d

weight 0.840% → 0.910% (+0.070 pp)·stock up 18.3% in the 30 days before

Jul 31·entry $316.07·now $343.39Drifting

+8.64%

since Jul 31

PQUS · Weight decrease · 2d

stock up 13.0% in the 30 days before

Jul 24·entry $296.33·now $343.39

+15.88%

since Jul 24

PQUS · Weight decrease · 2d

stock up 3.6% in the 30 days before

Jul 17·entry $291.09·now $343.39

+17.97%

since Jul 17

PQUS · Weight decrease · 2d

stock down 13.0% in the 30 days before

Jun 27·entry $266.40·now $343.39

+28.90%

since Jun 27

PQUS · Weight decrease · 2d

stock down 33.2% in the 30 days before

Jun 20·entry $257.77·now $343.39

+33.22%

since Jun 20

LQAIno longer held6 signals

LQAI · Exit · 1d

weight 0.140% → 0 (exited)·stock down 25.1% in the 30 days before

Sep 29·entry $268.03·now $343.39

+28.12%

since Sep 29

LQAI · Weight increase · 2d

weight 0.160% → 0.180% (+0.020 pp)·stock down 5.3% in the 30 days before

Sep 14·entry $339.15·now $343.39Fresh

+1.25%

since Sep 14

LQAI · Weight decrease · 2d

weight 0.180% → 0.160% (-0.020 pp)·stock down 1.9% in the 30 days before

Sep 8·entry $318.93·now $343.39

+7.67%

since Sep 8

LQAI · Weight decrease · 2d

weight 0.200% → 0.180% (-0.020 pp)·stock up 10.5% in the 30 days before

Aug 26·entry $345.88·now $343.39

-0.72%

since Aug 26

LQAI · Weight increase · 2d

weight 0.170% → 0.190% (+0.020 pp)·stock up 25.0% in the 30 days before

Aug 19·entry $362.47·now $343.39Fresh

-5.26%

since Aug 19

LQAI · New entry · 1d

weight 0 → 0.170% (new)·stock up 18.3% in the 30 days before

Aug 6·entry $321.91·now $343.39Drifting

+6.67%

since Aug 6

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 9

AI ETFs PQUS, LQAI, and BUZZ are actively accumulating Intuit shares, with LQAI initiating a new position and others increasing their weight, indicating a positive outlook. This activity stands in contrast to the Buffett-style analysis, which results in a 'Fail' verdict due to unconfirmable financial health metrics and the absence of a clear margin of safety at the current price.

Circle of CompetenceThe company's established market leadership in essential financial software provides stable, recurring revenue streams and predictable unit economics, allowing for reasonable projection of future cash flows over a decade.
Economic MoatIntuit benefits from strong brand power and significant switching costs for its core tax and accounting software products, creating a durable economic moat.
ManagementInformation regarding management's candor, capital allocation discipline, and personal equity stakes is not provided, preventing a full assessment of this stage.
Financial HealthAlthough the current ROE is strong at 23.29%, there is insufficient data to assess the 10-year average ROE stability, operating margins, debt manageability, or consistency of owner earnings as required by the framework.
Margin of SafetyWithout a conservative estimate of intrinsic value, and given the current valuation multiples (P/E 19.41, P/B 11.12), a sufficient margin of safety cannot be established as a defensible discount.

Intuit demonstrates a high-quality business profile, passing the 'Circle of Competence' and 'Economic Moat' stages due to its predictable earnings and strong competitive advantages. However, the analysis cannot definitively confirm the required financial health metrics and does not identify a sufficient margin of safety at the current valuation. Consequently, the company fails the overall framework, suggesting it does not currently present a compelling investment opportunity according to a Buffett-style approach.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.