intuit
ValueWalk
It could be that investors were looking for a bit stronger guidance given the healthy FQ4 outperformance. On the other hand, the provided outlook reflects the pressure under which consumers and small and medium businesses (SMBs) are operating in the era of higher interest rates. Solid Results and OutlookIntuit said its revenue grew 12% year-over-year to $2.71 billion with the company’s largest business unit by revenue – Small Business and Self-Employed Group – reporting a YoY jump in sales of 17%. Credit Karma saw its revenue fall 11% YoY to $424 million, which is better than what analysts wer...
ValueWalk
If I were only able to analyze a single metric before investing in a company it would be ROIC (Return on Invested Capital). Fundamentally, a company creates value by taking capital from investors (both debt and equity) to generate cash flows in the future. A company only creates value to the extent that the return (ROIC) it generates is above its cost of capital (WACC), which we use to discount the future cash flows. The higher a company’s ROIC the greater the return it generates and ultimately the higher the cash flows it produces. Thus, the combination of growth and ROIC drives value creatio...
ValueWalk
Learn How to Invest in SaaS Companies Most people are familiar with the names Adobe and Intuit TurboTax. Both well-known companies started out by offering customers a physical disc containing their software. To get the latest version, consumers had to buy and install a new program – sometimes as often as every year. In the last decade, both Adobe Inc (NASDAQ:ADBE) and Intuit Inc. (NASDAQ:INTU) have evolved into successful SaaS companies by taking advantage of the recurring revenue streams available through subscriptions, and by providing updated services without requiring customers to make a n...
ValueWalk
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