INTU

Passes Peter Lynch growth-at-reasonable-price screen

20.3% EPS growth with 0.67 PEG ratio and strong profitability metrics

Financial software serves large addressable market

Intuit products embedded in millions of small businesses and households

High-quality balance sheet supports investment

Strong profitability enables continued platform expansion and acquisitions

Competitor Adobe facing headwinds

Adobe down 18% over 12 months as freemium transition creates uncertainty

Software sector rotation away from growth

Market shifting from growth to margin focus, changing valuation drivers

Market uncertainty around software business models

Broader sector confusion around pricing power and customer retention