Friends! In this video, I'm going to do an analysis on CRM stock & Intuit stock
2 extracted signals · 2 resolved · 0 still active
The Patient Investor23 Jan 2026, 00:18 UTC
AI-generated source summary
The analysis focuses on two software stocks, Salesforce (CRM) and Intuit (INTU), both identified as undervalued opportunities despite recent market downturns in the software sector. Salesforce, currently at $221.58, has seen a 32% decline over the last year. Fundamentally, the company has shown positive revenue growth (9% in subscription/support, 10% in overall revenue) and expanding margins. The company aims for $60 billion in revenue by FY30, which implies a reacceleration of 10% annual growth, a positive sign despite management previously missing their FY26 guidance by $8 billion. Salesforce's P/E ratio has dropped significantly from 80x to 17x, which the analyst views as a compelling valuation for a company expected to grow EPS by 14-15%. Intuit, trading at $524.92, has fallen 31% in the last six months. Its primary revenue streams come from Global Business Solutions (QuickBooks) and TurboTax, both considered sticky business models. TurboTax Live is showing strong growth. Credit Karma, an acquired app for credit score tracking, has returned to double-digit revenue growth (18%), contributing significantly to overall revenue with a total of $2.2 billion. Intuit's P/E multiple has also declined from 55x to 22x, while it maintains consistent EPS growth of 14-15%. The analyst believes both stocks are currently undervalued, with Salesforce offering a better asymmetrical bet due to its lower current valuation compared to Intuit.
AI-generated summary based on the source content.
Evidence and evaluation progress
- Original source published
The analyst published the original source item.
- Source recorded by Tahlil Plus
The public source was preserved as the evidence record for this case.
- Market predictions extracted
2 eligible signals linked to this case.
- Outcome tracking started
Tahlil Plus began monitoring the extracted predictions.
- First prediction resolved
The first evaluable outcome in this case reached a terminal result.
- Case evaluation completed
All evaluable predictions in this case reached terminal outcomes.
Signals in this source
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The Patient Investor
Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.