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INTU vs NOW
INTU vs NOW Stock Comparison: Earnings Recap After Intuit's Strong Q2 Beat
Key Takeaways
- Intuit (INTU) reported Q2 fiscal 2026 revenue of $4.7 billion, up 17% year-over-year, beating estimates by 2.75% with non-GAAP EPS of $4.15, surpassing forecasts by 13.25%.
- ServiceNow (NOW) delivered Q4 2025 revenue of $3.57 billion, up 20.5% year-over-year, with adjusted EPS of $0.92, exceeding expectations.
- Intuit's Global Business Solutions segment grew 18%, driven by QuickBooks Online up 24%, while Credit Karma revenue rose 23%.
- ServiceNow's subscription revenues increased 21%, supported by AI platform adoption, with full-year 2026 guidance implying 19.5-20% growth.
- Intuit trades at a lower P/E multiple with reaffirmed FY2026 revenue guidance of 12-13% growth to $21 billion.
- Both companies emphasize AI integration, but Intuit shows stronger profitability margins.
Earnings Context and Why This Comparison Matters
Intuit and ServiceNow operate in the enterprise software space, with INTU focusing on financial management solutions like QuickBooks and TurboTax, and NOW providing workflow automation platforms. Earnings reports provide critical insights into growth sustainability amid economic pressures and AI-driven transformations. Comparing their results highlights differences in revenue acceleration, margin expansion, and strategic positioning in cloud-based services.
Intuit Focus
Intuit reported second-quarter fiscal 2026 results for the period ended January 31, 2026. Revenue reached $4.7 billion, a 17% increase year-over-year, topping the consensus estimate of $4.53 billion. Non-GAAP diluted EPS came in at $4.15, up 25% from the prior year and beating expectations of $3.66. GAAP operating income rose 44% to $855 million.
Key segments shone: Global Business Solutions revenue grew 18% to $3.2 billion, with Online Ecosystem up 21% (25% excluding Mailchimp). QuickBooks Online Accounting surged 24%, and Online Services increased 18%. Consumer Group revenue climbed 15% to $1.5 billion, led by Credit Karma at 23% growth and TurboTax at 12%.
Guidance remains intact for fiscal 2026, projecting revenue of $20.997-$21.186 billion (12-13% growth) and non-GAAP EPS of $22.98-$23.18. Q3 outlook includes 10% revenue growth and non-GAAP EPS of $12.45-$12.51. CEO Sasan Goodarzi highlighted AI-human intelligence integration for autonomous experiences.
ServiceNow Context
ServiceNow's most recent Q4 2025 results, ended December 31, 2025, showed total revenue of $3.57 billion, up 20.5% year-over-year and above the $3.53 billion estimate. Subscription revenues, the core driver, rose 21% to $3.466 billion. Adjusted EPS of $0.92 topped forecasts by 3.37%.
Next quarter (Q1 2026) earnings are anticipated around late April. Full-year 2026 subscription revenue guidance points to 19.5-20% growth, fueled by AI platform expansions like Now Assist and recent acquisitions. The company maintains strong remaining performance obligations, underscoring deal momentum in enterprise workflows.
Head-to-Head Earnings and Market Comparison
Intuit's Q2 revenue growth of 17% trails ServiceNow's Q4 20.5%, but INTU demonstrates superior EPS expansion (25% non-GAAP) and operating margins, with non-GAAP operating income up 23%. ServiceNow excels in subscription acceleration at 21%, reflecting robust AI demand, though its calendar-year alignment differs from Intuit's July fiscal year.
Fundamentally, Intuit's diversified ecosystem yields higher profitability, with trailing EPS around $14.55 versus ServiceNow's $1.67. Valuation-wise, INTU trades at a more attractive P/E near 27x, compared to NOW's 65x, amid similar market caps over $100 billion. Growth drivers include AI for both—Intuit in financial automation, ServiceNow in enterprise operations—while risks involve macroeconomic sensitivity and competition in cloud services. Sentiment favors Intuit's beat and steady guidance.
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Tickeron AI Verdict
Tickeron AI currently favors INTU with a 65% probability edge over NOW, citing superior earnings quality from the recent beat, stable trend strength in financial software, higher margins, and more compelling valuation amid reaffirmed guidance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INTU is a Buy and NOW is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
INTU’s FA Score shows that 1 FA rating(s) are green whileNOW’s FA Score has 0 green FA rating(s).
- INTU’s FA Score: 1 green, 4 red.
- NOW’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
INTU’s TA Score shows that 4 TA indicator(s) are bullish while NOW’s TA Score has 3 bullish TA indicator(s).
- INTU’s TA Score: 4 bullish, 4 bearish.
- NOW’s TA Score: 3 bullish, 7 bearish.
Price Growth
INTU (@Packaged Software) experienced а -4.47% price change this week, while NOW (@Packaged Software) price change was -5.81% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -0.46%. For the same industry, the average monthly price growth was -3.61%, and the average quarterly price growth was +12.40%.
Reported Earning Dates
INTU is expected to report earnings on Aug 20, 2026.
NOW is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Packaged Software (-0.46% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| INTU | NOW | INTU / NOW | |
| Capitalization | 69.8B | 92.3B | 76% |
| EBITDA | 6.92B | 3.24B | 214% |
| Gain YTD | -61.304 | -41.563 | 147% |
| P/E Ratio | 15.73 | 55.36 | 28% |
| Revenue | 20.9B | 14B | 149% |
| Total Cash | 8.44B | 5.18B | 163% |
| Total Debt | 6.9B | 2.43B | 284% |
INTU | NOW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 42 | 54 | |
PRICE GROWTH RATING 1..100 | 65 | 64 | |
P/E GROWTH RATING 1..100 | 98 | 96 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
INTU's Valuation (12) in the Packaged Software industry is significantly better than the same rating for NOW (78) in the Information Technology Services industry. This means that INTU’s stock grew significantly faster than NOW’s over the last 12 months.
INTU's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as NOW (100) in the Information Technology Services industry. This means that INTU’s stock grew similarly to NOW’s over the last 12 months.
INTU's SMR Rating (42) in the Packaged Software industry is in the same range as NOW (54) in the Information Technology Services industry. This means that INTU’s stock grew similarly to NOW’s over the last 12 months.
NOW's Price Growth Rating (64) in the Information Technology Services industry is in the same range as INTU (65) in the Packaged Software industry. This means that NOW’s stock grew similarly to INTU’s over the last 12 months.
NOW's P/E Growth Rating (96) in the Information Technology Services industry is in the same range as INTU (98) in the Packaged Software industry. This means that NOW’s stock grew similarly to INTU’s over the last 12 months.
| INTU | NOW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 82% | 2 days ago 74% |
| Momentum ODDS (%) | 4 days ago 69% | 2 days ago 65% |
| MACD ODDS (%) | 3 days ago 72% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 68% | 2 days ago 75% |
| Advances ODDS (%) | 3 days ago 63% | 26 days ago 70% |
| Declines ODDS (%) | 5 days ago 66% | 2 days ago 67% |
| BollingerBands ODDS (%) | 3 days ago 82% | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 81% |
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INTU and
Correlation & Price change
A.I.dvisor indicates that over the last year, INTU has been closely correlated with WDAY. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if INTU jumps, then WDAY could also see price increases.
| Ticker / NAME | Correlation To INTU | 1D Price Change % | ||
|---|---|---|---|---|
| INTU | 100% | -2.73% | ||
| WDAY - INTU | 71% Closely correlated | -3.66% | ||
| CLSK - INTU | 65% Loosely correlated | -2.22% | ||
| COIN - INTU | 64% Loosely correlated | -5.06% | ||
| TEAM - INTU | 60% Loosely correlated | -8.42% | ||
| RIOT - INTU | 60% Loosely correlated | +1.24% | ||
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NOW and
Correlation & Price change
A.I.dvisor indicates that over the last year, NOW has been closely correlated with CRWD. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if NOW jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To NOW | 1D Price Change % | ||
|---|---|---|---|---|
| NOW | 100% | -4.56% | ||
| CRWD - NOW | 68% Closely correlated | +0.84% | ||
| TEAM - NOW | 67% Closely correlated | -8.42% | ||
| MSFT - NOW | 67% Closely correlated | -3.46% | ||
| PANW - NOW | 62% Loosely correlated | +2.74% | ||
| NTNX - NOW | 59% Loosely correlated | -1.18% | ||
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