WallStSmart

Intuit Inc (INTU)vsUBS Group AG (UBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UBS Group AG generates 155% more annual revenue ($51.31B vs $20.12B). INTU leads profitability with a 21.6% profit margin vs 17.8%. UBS appears more attractively valued with a PEG of 0.53. UBS earns a higher WallStSmart Score of 79/100 (B+).

INTU

Strong Buy

71

out of 100

Grade: B

Growth: 8.7Profit: 8.0Value: 5.3Quality: 6.3
Piotroski: 6/9Altman Z: 2.52

UBS

Strong Buy

79

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INTUFair Value (-0.5%)

Margin of Safety

-0.5%

Fair Value

$404.62

Current Price

$396.31

$8.31 premium

UndervaluedFair: $404.62Overvalued

Intrinsic value data unavailable for UBS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INTU6 strengths · Avg: 8.5/10
Market CapQuality
$110.28B9/10

Large-cap with strong market position

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Revenue GrowthGrowth
17.4%8/10

17.4% revenue growth

EPS GrowthGrowth
48.5%8/10

Earnings expanding 48.5% YoY

Free Cash FlowQuality
$1.52B8/10

Generating 1.5B in free cash flow

UBS6 strengths · Avg: 8.8/10
Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

EPS GrowthGrowth
84.4%10/10

Earnings expanding 84.4% YoY

Market CapQuality
$148.26B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

INTU1 concerns · Avg: 4.0/10
P/E RatioValuation
25.8x4/10

Moderate valuation

UBS0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : INTU

The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 17.4% demonstrates continued momentum.

Bull Case : UBS

The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.

Bear Case : INTU

The primary concerns for INTU are P/E Ratio.

Bear Case : UBS

No major red flags identified for UBS, but monitor valuation.

Key Dynamics to Monitor

INTU profiles as a growth stock while UBS is a mature play — different risk/reward profiles.

INTU carries more volatility with a beta of 1.03 — expect wider price swings.

INTU is growing revenue faster at 17.4% — sustainability is the question.

Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UBS scores higher overall (79/100 vs 71/100), backed by strong 17.8% margins and 13.8% revenue growth. Both earn "Strong Buy" and "Strong 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.

UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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