ATLAS
Enterprise AI applications·US·Mountain View, CA·#19 / 31 in segment·0.6% of segment mcap
$383.93
-69.0% vs S&P 12m

QuickBooks/TurboTax/Credit Karma/Mailchimp; Intuit Assist AI deployed across the suite.

High-trust workflow data with broad AI augmentation potential; competitive risk from AI-native bookkeepers/tax tools.

Products
  • QuickBooks
  • TurboTax
  • Credit Karma
  • Mailchimp
Customers (2)
  • SMBs
  • Consumers
Competitors (3)
  • FreshBooks
  • Xero
  • H&R Block

Composite score

Higher = stronger overall research case

60
Fundamental68
Technical22
Valuation81
AI relevance60
Risk-adjusted (higher = safer)57
Segment-relative fundamental percentile: 50

Synthetic 1Y price action

Deterministic price series; 50d (yellow) and 200d (orange) MAs shown

3M RS: -7.7%6M RS: -51.9%12M RS: -69.0%Vol30d: 52%DD52w: -52.4%

Financial summary

Curated, illustrative

Revenue
$20.12B
Growth (YoY)
17.4%
Gross margin
80.9%
Operating margin
18.4%
FCF
$5.30B
Capex
$1.68B
Net cash / (debt)
$-3.91B
ROIC
10.3%
Customer conc.
Medium

Valuation

Market cap
$106.84B
Enterprise value
$110.75B
P/E (TTM)
25.0x
Forward P/E
14.3x
EV / Sales
5.5x
EV / EBITDA
18.1x
P / FCF
20.2x
PEG
1.0x
Rule of 40

Risks

Severity 1 (low) to 5 (severe)

  • 3
    AI-native disruptors

Score components

What drove the composite

Growth65
Profitability61
Cash generation86
Balance sheet72
Moat / AI relevance62
Capital intensity (higher = lighter)64
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)5
Momentum (3/6/12m)35
Relative strength23
Realized vol (higher = lower vol)39