BUY FINANZFOKUS Conviction 4/5 Analysis quality 80 now
The YouTuber plans to build a position in Intuit, citing its strong market share (60%) in accounting and tax software (Quickbooks, Turbotax) and high switching costs for customers. Despite its position, it still has significant growth potential, currently reaching only 6% of its total addressable market. With a forward P/E of 20 and expected 14% annual earnings growth, the PEG ratio of 1.45 suggests a fair valuation and an attractive entry point.
“Aus meiner Sicht bietet sich jetzt eine interessante Einstiegchance, weshalb ich jetzt wieder eine Position in Init aufbauen werde.” — ▶ Watch clip