Compare Stocks › INTU vs TDG
Intuit Inc. (INTU) vs TransDigm Group Incorporated (TDG)
INTU
Intuit Inc.
$455.24
VS
TDG
TransDigm Group Incorporated
$1191.94
Rewards
INTU
- ★Gross margin of 80.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Intuit Inc. scores 79/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Free cash flow has grown at a 18.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
TDG
- ★TransDigm Group Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★TransDigm Group Incorporated scores 94/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
- ★Free cash flow has grown at a 29.9% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
INTU
- ⚠24 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
TDG
- ⚠FCF yield of 2.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Net debt/EBITDA of 5.9x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
- ⚠Insiders have sold $16.3M worth of stock in the past 3 months — significant insider liquidation.
Key Valuation Metrics
Learn more →INTU
TDG
Valuation
$5.30B
Free Cash Flow
$1.82B
4.18%
FCF Yield
2.70%
29.58
Trailing P/E
38.31
17.19
Forward P/E
25.97
Quality & Moat
N/A
ROIC
10.92%
N/A
ROE
N/A
80.90%
Gross Margin
59.69%
N/A
PEG Ratio
N/A
Balance Sheet Safety
N/A
Debt / Equity
N/A
No debt
Interest Coverage
N/A
0.00
Net Debt / EBITDA
5.93
1.02%
Dividend Yield
N/A
INTU: 6TDG: 0
INTUTDG
Historical Fundamentals
Learn more →INTU
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
TDG
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →INTU
$12.31
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$6.10B
Δ Market Cap
+$75.17B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TDG
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-6.62B
Δ Market Cap
+$40.74B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →INTU
5.8% Overvalued
Price is 5.8% above estimated fair value
Current Price: $455.24
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $430.46
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TDG
29.7% Overvalued
Price is 29.7% above estimated fair value
Current Price: $1191.94
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $918.76
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →INTU
What growth rate is the market pricing in at $455?
+14.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +10.1%
The market implies +14.4% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +10.1%, reflecting heavy growth investment expected to generate future returns.
TDG
What growth rate is the market pricing in at $1192?
+19.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +20.8%
The market implies +19.0% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +20.8%, reflecting heavy growth investment expected to generate future returns.
Economic Moat Score
Learn more →INTU
79/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by revenue predictability. ROIC Consistency is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
TDG
94/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Margin Stability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →INTU
-2.65
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TDG
-2.38
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →INTU
Insiders 2.4%Institutions 90.6%Retail & Other 7.1%
No. of Institutional Holders3,066
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TDG
Insiders 0.4%Institutions 97.3%Retail & Other 2.3%
No. of Institutional Holders1,495
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →INTU
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
TDG
2
Buys (3M)
3
Buys (12M)
Total value (12M): $3.84M
SMALL ROBERT J
Director
$1,285
@ $1285.00 · 2026-02-25
LISMAN MICHAEL
Chief Executive Officer
$1.22M
@ $1284.26 · 2026-02-06
LISMAN MICHAEL
Chief Executive Officer
$2.62M
@ $1339.14 · 2025-11-14
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →INTU
2
Sells (3M)
24
Sells (12M)
Total value (12M): $121.78M
DALZELL RICHARD L
Director
$457,046
@ $457.50 · 2026-03-12
AUJLA SANDEEP S
Chief Financial Officer
$840,097
@ $629.76 · 2026-01-05
AUJLA SANDEEP S
Chief Financial Officer
$741,172
@ $675.02 · 2025-12-19
DALZELL RICHARD L
Director
$219,763
@ $659.95 · 2025-12-11
DALZELL RICHARD L
Director
$435,354
@ $653.68 · 2025-12-10
AUJLA SANDEEP S
Chief Financial Officer
$792,160
@ $677.06 · 2025-10-03
DALZELL RICHARD L
Director
$665,951
@ $666.62 · 2025-09-11
AUJLA SANDEEP S
Chief Financial Officer
$27,930
@ $665.00 · 2025-08-25
DALZELL RICHARD L
Director
$255,887
@ $768.43 · 2025-07-10
DALZELL RICHARD L
Director
$521,891
@ $783.62 · 2025-07-09
BALAZS ALEX G
Chief Technology Officer
$689,400
@ $782.52 · 2025-07-08
AUJLA SANDEEP S
Chief Financial Officer
$2.03M
@ $782.22 · 2025-07-03
NOTARAINNI MARK PHILLIP
Officer
$887,583
@ $774.51 · 2025-07-02
AUJLA SANDEEP S
Chief Financial Officer
$1.25M
@ $773.90 · 2025-07-02
HOTZ LAUREN DALE
Officer
$1.36M
@ $784.24 · 2025-06-27
BALAZS ALEX G
Chief Technology Officer
$1.12M
@ $771.24 · 2025-06-05
TESSEL MARIANNA
Officer
$26.12M
@ $760.84 · 2025-06-03
FENNELL LAURA A
Officer
$19.29M
@ $752.25 · 2025-05-29
FENNELL LAURA A
Officer
$30.46M
@ $738.61 · 2025-05-28
NOTARAINNI MARK PHILLIP
Officer
$340,143
@ $725.25 · 2025-05-27
AUJLA SANDEEP S
Chief Financial Officer
$11.66M
@ $726.15 · 2025-05-27
MCLEAN KERRY JEAN
General Counsel
$12.18M
@ $729.16 · 2025-05-27
FENNELL LAURA A
Officer
$5.00M
@ $612.45 · 2025-03-24
TESSEL MARIANNA
Officer
$4.43M
@ $600.13 · 2025-03-21
BURTON EVE B
Director
$1.02M
@ $600.00 · 2025-03-20
HOTZ LAUREN DALE
Officer
$667,838
@ $619.52 · 2025-01-10
AUJLA SANDEEP S
Chief Financial Officer
$814,350
@ $626.42 · 2025-01-08
FENNELL LAURA A
Officer
$2.94M
@ $613.70 · 2025-01-07
NOTARAINNI MARK PHILLIP
Officer
$228,121
@ $630.17 · 2025-01-03
AUJLA SANDEEP S
Chief Financial Officer
$68,506
@ $628.50 · 2025-01-03
BALAZS ALEX G
Chief Technology Officer
$15.86M
@ $665.98 · 2024-12-12
FENNELL LAURA A
Officer
$5.06M
@ $657.64 · 2024-12-10
MCLEAN KERRY JEAN
General Counsel
$11.16M
@ $650.78 · 2024-12-09
NOTARAINNI MARK PHILLIP
Officer
$6.21M
@ $646.47 · 2024-12-05
NOTARAINNI MARK PHILLIP
Officer
$2.36M
@ $646.83 · 2024-12-05
AUJLA SANDEEP S
Chief Financial Officer
$2.47M
@ $617.42 · 2024-10-10
AUJLA SANDEEP S
Chief Financial Officer
$466,015
@ $601.31 · 2024-10-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TDG
5
Sells (3M)
23
Sells (12M)
Total value (12M): $80.94M
REISS JOEL
Chief Operating Officer
$4.85M
@ $1243.70 · 2026-03-16
REISS JOEL
Chief Operating Officer
$5.05M
@ $1293.88 · 2026-02-17
MURPHY PATRICK JOSEPH
Chief Operating Officer
$414,729
@ $1430.10 · 2026-02-02
REISS JOEL
Chief Operating Officer
$5.58M
@ $1429.92 · 2026-01-15
MURPHY PATRICK JOSEPH
Chief Operating Officer
$385,419
@ $1329.03 · 2026-01-02
REISS JOEL
Chief Operating Officer
$5.03M
@ $1290.52 · 2025-12-15
SMALL ROBERT J
Director
$6.06M
@ $1290.19 · 2025-12-10
MURPHY PATRICK JOSEPH
Chief Operating Officer
$391,807
@ $1351.06 · 2025-12-01
REISS JOEL
Chief Operating Officer
$5.23M
@ $1340.00 · 2025-11-17
MURPHY PATRICK JOSEPH
Chief Operating Officer
$379,900
@ $1310.00 · 2025-11-03
MURPHY PATRICK JOSEPH
Chief Operating Officer
$785,761
@ $1354.76 · 2025-10-27
REISS JOEL
Chief Operating Officer
$3.84M
@ $1279.59 · 2025-10-20
REISS JOEL
Chief Operating Officer
$3.83M
@ $1276.07 · 2025-09-22
GRAFF MICHAEL S
Director
$2.47M
@ $1402.09 · 2025-08-26
REISS JOEL
Chief Operating Officer
$4.22M
@ $1406.07 · 2025-08-20
REISS JOEL
Chief Operating Officer
$4.79M
@ $1597.86 · 2025-07-21
REISS JOEL
Chief Operating Officer
$4.27M
@ $1424.27 · 2025-06-20
WYNNE SARAH
Chief Financial Officer
$2.61M
@ $1450.00 · 2025-06-13
WYNNE SARAH
Chief Financial Officer
$4.65M
@ $1452.15 · 2025-06-12
HENNESSY SEAN P
Director
$6.75M
@ $1436.52 · 2025-05-20
REISS JOEL
Chief Operating Officer
$4.30M
@ $1434.35 · 2025-05-20
WARREN JESSICA L
General Counsel
$698,250
@ $1425.00 · 2025-05-13
REISS JOEL
Chief Operating Officer
$4.36M
@ $1321.80 · 2025-04-21
REISS JOEL
Chief Operating Officer
$4.08M
@ $1360.04 · 2025-03-20
WARREN JESSICA L
General Counsel
$378,487
@ $1376.32 · 2025-03-04
REISS JOEL
Chief Operating Officer
$3.97M
@ $1323.02 · 2025-02-20
SMALL ROBERT J
Director
$4.83M
@ $1322.19 · 2025-02-14
REISS JOEL
Chief Operating Officer
$4.08M
@ $1359.06 · 2025-01-21
REISS JOEL
Chief Operating Officer
$3.77M
@ $1257.09 · 2024-12-20
REISS JOEL
Chief Operating Officer
$3.76M
@ $1253.39 · 2024-11-20
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →INTU
😐Neutral(41/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TDG
😨Fear(35/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →INTU
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (41)
TDG
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (35)