AAPL vs INTU: How Apple Inc. and Intuit Compare (2026)

Same yardstick, side by side (as of July 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

Reading it: INTU is the cheaper of the two on forward earnings, but cheaper is not the same as better. Pair the valuation with growth (how far the forward P/E sits below the trailing P/E) and risk (beta) before you decide.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. AAPL and INTU share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined AAPL and INTU exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

Apple (AAPL) designs and sells consumer hardware, software, and services. The iPhone is its largest product by revenue, complemented by Mac computers, iPad tablets, and the wearables category (Apple Watch, AirPods). The fastest-growing and highest-margin part of the business is Services: the App Store, iCloud, Apple Music, Apple TV+, AppleCare, advertising, and payments. Apple's strategy centers on a tightly integrated ecosystem where hardware, the operating systems (iOS, macOS, watchOS), and services reinforce each other and create high switching costs. The company designs its own silicon (the A-series and M-series chips) and outsources manufacturing primarily to partners like TSMC and Foxconn. Founded in 1976 and headquartered in Cupertino, California, Apple is one of the most valuable companies in the world and returns enormous cash to shareholders through buybacks and a growing dividend.

Full AAPL guide

Intuit is a financial technology company built around four platforms: QuickBooks and Mailchimp for small and mid-market businesses, TurboTax for consumer tax filing, Credit Karma for consumer credit and personal finance, and a ProTax line for accountants. The company earns most of its revenue from recurring software subscriptions and services, with QuickBooks Online and TurboTax as the two largest profit engines. It generates high margins, returns cash through a growing dividend and large buybacks, and has been reorganizing its entire product suite around generative AI through its Intuit Assist assistant and a multi-year partnership with Anthropic to build custom AI agents.

Full INTU guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• AAPL drivers: Services growth and margin; Installed base and switching costs.
• INTU drivers: QuickBooks and the small-business platform; AI reinvention and the Anthropic partnership.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: iPhone is still the majority of revenue, so any slowdown in smartphone replacement cycles or weakness in China, a large and competitive market, hits results directly. For INTU, the central risk is that AI assistants and free or low-cost automated tools erode the perceived value of paid tax preparation and bookkeeping, pressuring Intuit's pricing power and its historically premium multiple.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick AAPL if you believe its drivers more; INTU if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the AAPL and INTU guides.

AAPL. Apple trades at a premium multiple for a hardware-rooted business, justified by its Services growth, enormous and consistent free cash flow, and aggressive buybacks that steadily shrink the share count. The valuation embeds confidence in installed-base durability; multiple compression risk rises if iPhone growth stalls or Services regulation bites.

INTU. Intuit posted about 10% revenue growth in fiscal Q3 2026 (the quarter ended April 2026, its seasonally largest tax quarter) and raised full-year guidance to roughly 13% to 14% growth with non-GAAP EPS around $23.80 to $23.85. Despite those results, the shares have fallen roughly 64% over the past year on AI-disruption fears, dropping from a 2025 peak near $800 to the mid-$270s and pushing the trailing P/E near 17, well below Intuit's ten-year median around 48. The result is a stock priced far more cautiously than its reported financials alone would suggest.

Headline figures (approximate, early 2026): AAPL shows revenue (ttm) ~$400 billion, operating margin ~30%, net income (ttm) ~$100 billion, gross margin ~46% (Services much higher than hardware); INTU shows revenue (ttm) ~$20B, q3 fy2026 revenue ~$8.6B (+10% YoY), fy2026 revenue guidance ~$21.3B (+13% to 14%), market cap ~$75B.

AAPL and INTU are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined AAPL and INTU exposure against your real portfolio. It is not an investment adviser.