COMPARE · Reviewed July 2, 2026
INTU vs NVDA
Verdict: Side-by-side breakdown using the Bull Rankings model. INTU scored 89.1, NVDA scored 86.4 — INTU ahead by 2.6999999999999886.
INTU
Intuit Inc.
89.1
$275.35
Score gap
2.6999999999999886
INTU leads
NVDA
NVIDIA Corporation
86.4
$194.83
The companies
INTUIntuit Inc.
Why now
Software - Application · market cap $75.3b. Down 66% from 52-week high of $813.70 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.68 — paying under fair value for the growth rate. 32 sell-side analysts rate this a Buy with a mean 1-yr target of $486.61 (implying +77% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 169% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 66% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
NVDANVIDIA Corporation
Why now
Semiconductors · market cap $4.7T. 18% off the 52-week high of $236.54. Revenue growing +65% — in hypergrowth territory. PEG 0.61 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $301.62 (implying +55% upside).
Moat
Net margin 63% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.7T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 2.20 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 18.6x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Base grades (each contributes ~14.3% of base composite)
| INTU | Component | NVDA |
|---|---|---|
| B+85 | FCF | A95 |
| B+85 | Rev | A95 |
| B80 | D/E | A-90 |
| A-90 | P/E or P/S | B80 |
| A-90 | PEG | A-90 |
| Supplemental signals · feed the score, not on the row card | ||
| A95 | FCF Yield | C+70 |
| A-90 | ROE | A95 |
| 88.3 | Base composite | 87 |
Adjustments (signed deltas applied on top of base)
INTU
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (79% buy/strong-buy)+2
forward P/E cheaper (17 → 10)+1
DCF cross-check (avg upside 108%)+2
stacked-bonus cap (+10 → 9.8)-0.15153137095996172
Total+9.848468629040038
NVDA
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (95% buy/strong-buy)+2
insider cluster buying (net +6.4%, 40 txns)+2
forward P/E cheaper (30 → 15)+1
mild accruals (OCF/NI 0.79)-1
DCF cross-check (avg upside -64%)-2
ROE truncated (buyback-depleted equity)-1
Total+2
DCF cross-check (per-share value vs. live price)
| INTU upside | Horizon | NVDA upside |
|---|---|---|
| +74% | 1Y | -74% |
| +101% | 5Y | -66% |
| +150% | 10Y | -52% |
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.