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Enterprise Suite and Agentic AI: Can Intuit Win Mid-Market?
IntuitIntuit(US:INTU) ZACKSยท2025-07-23 15:16

Core Insights - Intuit Inc. has launched new AI enhancements for its Enterprise Suite, introducing four AI agents focused on Finance, Payments, Accounting, and Project Management, which automate various workflows and improve operational efficiency [1][8] - The integration of GenOS, Intuit's generative AI operating system, aims to provide "done for you" experiences for its 100 million users, enhancing financial views and dashboards to support mid-market businesses [2][4] - The new AI suite is expected to save finance teams significant hours monthly, positioning Intuit to capture a larger share of the mid-market ERP spending [3][4] Company Developments - Intuit's new AI agents are designed to handle tasks such as cash flow forecasting and transaction categorization, making operations easier for 78% of users and allowing 68% to focus more on growth [1][8] - The mid-market segment, defined as businesses generating between $2.5 million and $100 million annually, represents an $89 billion total addressable market opportunity for Intuit [4] - Intuit's stock has increased by 22.0% year to date, outperforming both the broader industry and the S&P 500 [7] Financial Performance - Intuit's shares are currently trading at a forward 12-month Price/Sales (P/S) ratio of 10.24X, which is above the industry average of 8.95X, indicating a premium valuation [9] - The Zacks Consensus Estimate for fiscal 2025 EPS suggests an 18.4% year-over-year growth, while the estimate for fiscal 2026 indicates a 13.7% growth [10]