Salesforce vs Intuit
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KIRA’s take AI analyst
I put Salesforce and Intuit side by side, using each one’s latest annual report. Here is what stands out:
- Salesforce is the larger business, with $41.5B of revenue in fiscal 2026 against $21.4B for Intuit, about 1.9 times as much.
- Intuit grew revenue faster (13.9%, against 9.6%).
- Intuit kept more of each dollar of sales as operating profit (27.4% operating margin, against 20.1%).
- Intuit turned more of its sales into free cash flow (40.4% FCF margin, against 34.7%).
- Intuit earned a higher return on the capital invested in it (22.0%, against 10.8%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Salesforce
CRM
1/10
Piotroski F-score
Intuit
INTU
9/10
Revenue growth5-year growthOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | CRM FY26 | INTU FY26 |
|---|---|---|
| Size | ||
| Market cap | $203.3B | $94.1B |
| Revenue | $41.5B | $21.4B |
| Free cash flow | $14.4B | $8.7B |
| Net income | $7.5B | $4.6B |
| Growth | ||
| Revenue growth | 9.6% | 13.9% |
| 5-year growth | 14.3% | 17.4% |
| Share count change | −1.9% | −2.1% |
| Profitability | ||
| Gross margin | 77.7% | — |
| Operating margin | 20.1% | 27.4% |
| Net margin | 18.0% | 21.3% |
| FCF margin | 34.7% | 40.4% |
| Return on capital | 10.8% | 22.0% |
| Return on equity | 12.4% | 23.6% |
| Balance sheet | ||
| Net debt | $5.4B | $469M |
| Net debt / EBITDA | 0.6x | 0.1x |
| Dividends and buybacks | $14.2B | $6.8B |
| Valuation & quality | ||
| P/E | 22.6x | — |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.