Uber vs Intuit
Uber Technologies, Inc. and Intuit Inc. are presented on this page to compare business models, financial performance, and market context for each company. This overview remains neutral and accessible, outlining how each business creates value, the sectors they operate in, and the drivers behind their market positioning. Educational content, not financial advice.
Uber Technologies, Inc. and Intuit Inc. are presented on this page to compare business models, financial performance, and market context for each company. This overview remains neutral and accessible,...
Why It's Moving
Bill Ackman Labels Uber Undervalued as Options Activity Signals Long-Term Optimism.
- New January 2026 options for Uber debuted, with the $95 strike call offering a potential 14% total return if exercised, boosting appeal for yield-seeking strategies.
- Bill Ackman calls Uber undervalued, citing consistent earnings beats over the last four quarters, including phenomenal surprises in two periods.
- Stock trades in the mid-to-upper 52-week range near $82, with analysts noting strong momentum and potential for continued outperformance into 2026.
Intuit Powers Ahead on Strong Quarterly Beats and AI Momentum Despite Mixed Guidance Signals.
- Q2 revenue hit $3.9B with 18% YoY growth and net income of $3.34 beating forecasts, fueled by 25% surge in QuickBooks Online.
- Strategic OpenAI partnership bolsters AI capabilities, positioning Intuit as a 'system of intelligence' for small businesses.
- FY2026 outlook projects 12-13% revenue growth to $21B+, signaling sustained expansion amid sector AI tailwinds.
Bill Ackman Labels Uber Undervalued as Options Activity Signals Long-Term Optimism.
- New January 2026 options for Uber debuted, with the $95 strike call offering a potential 14% total return if exercised, boosting appeal for yield-seeking strategies.
- Bill Ackman calls Uber undervalued, citing consistent earnings beats over the last four quarters, including phenomenal surprises in two periods.
- Stock trades in the mid-to-upper 52-week range near $82, with analysts noting strong momentum and potential for continued outperformance into 2026.
Intuit Powers Ahead on Strong Quarterly Beats and AI Momentum Despite Mixed Guidance Signals.
- Q2 revenue hit $3.9B with 18% YoY growth and net income of $3.34 beating forecasts, fueled by 25% surge in QuickBooks Online.
- Strategic OpenAI partnership bolsters AI capabilities, positioning Intuit as a 'system of intelligence' for small businesses.
- FY2026 outlook projects 12-13% revenue growth to $21B+, signaling sustained expansion amid sector AI tailwinds.
Investment Analysis
Uber
UBER
Pros
- Uber reported strong year-over-year revenue growth of 18.2%, signaling robust growth potential across its business segments.
- The company maintains a solid net margin of approximately 26.7%, indicating efficient management and profitability.
- Analyst consensus rates Uber with a strong buy rating and an average price target suggesting around 17% upside within the next year.
Considerations
- Uber’s stock has a beta of 1.43–1.48, reflecting relatively high volatility which may deter risk-averse investors.
- Insider selling in recent months, including large share sales worth nearly $59 million, could raise concerns about confidence at the management level.
- The company operates in highly competitive markets with pressure on margins and growth, alongside a moderate debt-to-equity ratio of 0.41 increasing financial risk.
Intuit
INTU
Pros
- Intuit has a strong competitive position in financial software with a consistent history of revenue growth supported by recurring subscription models.
- The company pays a dividend, with a recent yield around 0.81%, providing income and signalling financial stability.
- Intuit's beta of 1.26 indicates moderate market volatility lower than Uber, reflecting somewhat steadier share price movements.
Considerations
- Intuit’s valuation metrics such as a high P/E ratio near 48 and forward P/E above 29 suggest the stock may be valued at a premium relative to earnings.
- The company's PEG ratio is significantly elevated, indicating that growth expectations are high and priced in, which can increase downside risk if growth slows.
- Macroeconomic factors including regulatory changes and competitive pressures in the software industry may impact Intuit’s future growth trajectory.
Related Market Insights
Digital Tax Showdown: US Tech Giants Poised for Profit Surge
Explore the Digital Tax Showdown Neme. US tariff threats could roll back digital service taxes, boosting profits for Meta, Alphabet & Microsoft. Invest in tech giants with Nemo.
Aimee Silverwood | Financial Analyst
August 29, 2025
The Convenience Kings: Why Time-Saving Stocks Are Worth Your Attention
Discover the 'Sigh of Relief' portfolio: invest in time-saving stocks driving the convenience economy. Explore market leaders transforming daily life with Nemo's thematic investing.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
Digital Tax Showdown: US Tech Giants Poised for Profit Surge
Explore the Digital Tax Showdown Neme. US tariff threats could roll back digital service taxes, boosting profits for Meta, Alphabet & Microsoft. Invest in tech giants with Nemo.
Aimee Silverwood | Financial Analyst
August 29, 2025
The Convenience Kings: Why Time-Saving Stocks Are Worth Your Attention
Discover the 'Sigh of Relief' portfolio: invest in time-saving stocks driving the convenience economy. Explore market leaders transforming daily life with Nemo's thematic investing.
Aimee Silverwood | Financial Analyst
July 25, 2025
Uber (UBER) Next Earnings Date
Uber Technologies is scheduled to report its fourth quarter and full year 2025 earnings on February 4, 2026 before market open. The earnings call will take place at 5:00 AM PT on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $0.81 to $0.83 for the quarter. This represents the company's next scheduled earnings announcement following its Q3 2025 report in November.
Intuit (INTU) Next Earnings Date
Intuit Inc. (INTU) is scheduled to report its next earnings for the second quarter of fiscal year 2026, covering the period ending January 31, 2026, on or around February 24, 2026. This date aligns with analyst estimates and the company's historical pattern of releasing Q2 results in late February, following the confirmed Q1 FY2026 release on November 20, 2025. Investors should monitor Intuit's investor relations site for the official announcement typically issued in early February.
Uber (UBER) Next Earnings Date
Uber Technologies is scheduled to report its fourth quarter and full year 2025 earnings on February 4, 2026 before market open. The earnings call will take place at 5:00 AM PT on that date, where management will discuss financial results and provide forward guidance. Analysts are currently projecting earnings per share of approximately $0.81 to $0.83 for the quarter. This represents the company's next scheduled earnings announcement following its Q3 2025 report in November.
Intuit (INTU) Next Earnings Date
Intuit Inc. (INTU) is scheduled to report its next earnings for the second quarter of fiscal year 2026, covering the period ending January 31, 2026, on or around February 24, 2026. This date aligns with analyst estimates and the company's historical pattern of releasing Q2 results in late February, following the confirmed Q1 FY2026 release on November 20, 2025. Investors should monitor Intuit's investor relations site for the official announcement typically issued in early February.
Which Baskets Do They Appear In?
Digital Tax Showdown: US Tech vs. The World
Following a meeting between Meta's CEO and President Trump, the U.S. has threatened tariffs against countries with digital service taxes, aiming to protect American tech companies. This political pressure could lead to the removal of these taxes, directly boosting the profitability of U.S. tech firms with significant international revenue streams.
Published: August 29, 2025
Explore BasketSigh of Relief Portfolio
These companies are dedicated to giving you back your most valuable asset: time. By serving our universal desire for an easier life, these convenience-focused firms are becoming more integrated into daily routines, positioning them for sustained future growth.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Digital Tax Showdown: US Tech vs. The World
Following a meeting between Meta's CEO and President Trump, the U.S. has threatened tariffs against countries with digital service taxes, aiming to protect American tech companies. This political pressure could lead to the removal of these taxes, directly boosting the profitability of U.S. tech firms with significant international revenue streams.
Published: August 29, 2025
Explore BasketSigh of Relief Portfolio
These companies are dedicated to giving you back your most valuable asset: time. By serving our universal desire for an easier life, these convenience-focused firms are becoming more integrated into daily routines, positioning them for sustained future growth.
Published: June 17, 2025
Explore BasketBuy UBER or INTU in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Uber vs Lam Research
Uber vs Lam Research: stock comparison
Uber vs Intel
Uber vs Intel: A comparison of two major tech companies
Uber vs ServiceNow
Uber Technologies, Inc. vs ServiceNow, Inc.