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[ؿֽ] ƩƮ, 2Q ݴ ȯ

| [: Ʒ Ư ũ(valuewalk.com) ֱ Դϴ. ֽĿ 򰡴 ̹Ƿ ڿʹ մϴ.]
* ƩƮ ڿ ұȸ硤 繫ȸ衤 Ʈ 񽺸 ϰ Ǹϴ ݿ Ʈ Դϴ. Ͻ ֽϴ.


ƩƮ(NASDAQ: INTU), 2б ݴ ȯ

2020 2б 繫ǥ ó ϶, 2018 4б⿡ ۵ ϶ ߼ ӵǰ ִ. ͷ ׸ 4б ϶ߴ.

ͷ ְ ⿡ ŷҸ ؿ 谡 ſ . ְ Ǿ 鵵 ְ ¿, ͷ ϶ ŵ ϰ ûϰ ִ.

2020 2б 1 ü 6% ϶, (frequency of improvement) 50% 41% ϶ߴ. ߴ. ι 1б ֱ κ ġ ȴµ, ̴ ι ȸ ӹ ʾ ǹѴ.

ֱ ְ ݵ ü ذ ߼ ϶ ߼ ִ. ̷ ϶ ߼ ٴ ͷ ȮεǾµ, ̰ и ʴ. ͷ ſ ̸, ׸ ϶ϰ ִ.

̾ ݿ ŷǰ ִ ŵϰ, ڱ(winner) Ȥ ſ Ư¡ żؾ Ѵ. Ҿ (20~30%) ϰ ְ Ȱؾ Ѵ.

ƩƮ(NASDAQ:INTU) ȯ, ݴ ż ̴

ڱ ã : ż ؾ Ѵ

- : ų ü ؿ ȯ
- ǰ ں: ų ü ؿ ϶ ȯ
-
- ä
- ϶ ְ
- ϶ ̼

ڱ ƩƮ, Ȳ

ƩƮ 21 29.9% ںݼͷ ſ ͼ ִ ̴. ƩƮ ְ ü 425% ߴ. ְ (Growth Factors) ſ 踦 µ, Ȱ帧 ְ 90% 踦 .

[׸1] ƩƮ ְ(Ķ, ) Ȱ帧 ڼͷ(, , %)

ƩƮ 13.2%̸, ̴ б ̴. ä ȸ ϰ ִµ, ̴ 繫ǥ ְ ִ. 2б ְ 谡 ־.

[׸2] ƩƮ ְ(Ķ, ) (, , %)

2011 ߼ ϶ ƩƮ ͷ ħ ȯߴ. ǰ ҿ 2 뵵 ߴ. Ҵ ϴ ٽ̱ ſ ߿ϴ. ǰ ҿ Ѱ谡 ƩƮ б ߰ س´.

ͷ ȯ ﰢ ļ б EBITDA ޵ߴ. ں ټ ں ȸ ؿ ӹ ִ. ̷ Ҵ б 帧 EBITDA , ñ ׿帧 Ǿ.

EBITDA ' ' Ȥ 'μ 󰢺 ' Ѵ. , ں(Interest), (Tax), 󰢺(Depreciation & Amortization) , Ϳ 󰢺(, ڻ) ؼ Ѵ.

[׸3] ƩƮ ְ(Ķ, ) ͷ(, , %)

ƩƮ , ż ȯ

ְ ƩƮ ͷ 0.6%̸, 5 缺 17.3%̴. 12 Ȱ帧 4.7. ֱ ƩƮ ְ 2013 5 156% ߴ. ƩƮ ֽ 88 ְ ߼ ܿ ŷǰ ִ.

ƩƮ ֱ ְ DZ ݴ Ǿ. 츮 Otos ƩƮ 2020 5 ŵ .

[׸4] ƩƮ ְ
ڷ : ̳

ֽĽ ϳ Ŵ ½Ƿ غ. ֽ ϳ ȭп Ĺ̴. ½ ʿ Ǫ Ҽ ſ ū Ĺ ִ. Ĺ ǰ ̰ ܴ Ȳȭ ӿ Ѹ ִ. ٷ ̷ Ĺ̴!

[׸5] ƩƮ Otos ü


* ó: ǿ ̸(Pierre Raymond), Global Equity Analytics & Research Services , ںм Otos(https://otos.io/) Ʈ, BUY INTUIT INC. (INTU): STRONG REVERSAL LAST QUARTER," 2020 9 9, https://www.valuewalk.com/2020/09/buy-intuit-inc-intu-strong-reversal-last-quarter/









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