undamentalytics Newsletter

Intuit vs SAP

SAP is the larger business, with $41.61bn of revenue in fiscal 2025 against $21.45bn for Intuit (1.9 times as much). Intuit grew faster (13.9% against 12.5%). Intuit kept more of each dollar of sales as profit: a net margin of 21.3% against 19.5%. SAP carries less debt relative to equity (13.8% against 40.6%).

Latest fiscal yearIntuitINTU, 2026SAPSAP, 2025
Revenue $21.45bn $41.61bn
Revenue growth 13.9% 12.5%
Net income $4.57bn $8.10bn
Operating margin 27.4% 26.1%
Net margin 21.3% 19.5%
Return on equity 23.6% 16.3%
Free cash flow $8.66bn —
Cash $4.71bn $9.65bn
Total debt $7.72bn $7.22bn
Debt to equity 40.6% 13.8%
Dividend per share $4.80 —
Dividend yield 1.4% —
Share buybacks $5.41bn $2.19bn
Employees 18,600 —
Market value $93.29bn $271.78bn
Price vs our value range Below our value range —
Moat score 69 (Moderate) —
Insider trades, 12 months 2 buys, 118 sales 0 buys, 0 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.