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TIVP088: INTUIT (INTU): THE S&P 500’S BIGGEST LOSER
W/ SHAWN O’MALLEY & KYLE GRIEVE
TIVP088: INTUIT (INTU): THE S&P 500’S BIGGEST LOSER W/ SHAWN O’MALLEY & KYLE GRIEVE
05 August 2026
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!
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IN THIS EPISODE, YOU’LL LEARN:
- How Intuit’s accounting software became so popular
- What makes QuickBooks such a great business
- Why Intuit is the worst performing stock in the S&P 500 this year
- How to think about Intuit as either a value trap or bargain
- Whether Intuit’s TurboTax business is resistant to AI disruptions
- Valuation discussion of Intuit
- How to model Intuit’s intrinsic value
- Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio
- And so much more!
For the full show notes, go to this page.
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- 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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