Intuit management check
INTU · Information Technology · Application Software · CEO Sasan K. Goodarzi
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $264, against $269 for the peer group the company picked itself.
- Watch
Does pay follow performance?
Pay only loosely tracked returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.47 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Good
What does the CEO cost owners?
1.0% of net income$36.8m of reported pay in fiscal 2025, against $3.9bn of net income.
- Good
Do they own the stock?
Insiders are buyingThe CEO holds 33,563.87 shares, directly or through trusts (unvested awards not counted): about 0.3 years of pay. 1 insider bought $542k on the open market in the last six months, with their own money, near the lows. Sales: $851k.
- Flag
Are owners being diluted?
Share count shrinkingDiluted shares changed +0.0% a year over the last three fiscal years. Stock-based pay was 10.5% of revenue in the latest year.
- Good
Is leadership stable?
7 leadership filings in 3 yearsCEO in the pay table: Sasan K. Goodarzi. 7 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 48 | 33 | |
| Pay for performance | 73 | 87 | |
| CEO cost | 52 | 35 | |
| Skin in the game | 25 | 47 | |
| Dilution | 20 | 56 | |
| Stable leadership | 90 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Application Software, by management score. Intuit is 45th of 73 in its sector.
- 72PLTRPalantir Technologies78
- 186FICOFair Isaac70
- 202CRMSalesforce68
- 264ADBEAdobe Inc.64
- 343DDOGDatadog59
- 350INTUIntuit58
- 405TYLTyler Technologies52
- 430ORCLOracle Corporation49
- 445CDNSCadence Design Systems47
- 456ADSKAutodesk44
Pay versus performance
From the proxy statement filed November 26, 2025. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Sasan K. Goodarzi | $36.8m | $61.9m | $16.2m | $264 | $269 | $3.9bn |
| 2024 | Sasan K. Goodarzi | $36.6m | $61.3m | $16.2m | $217 | $215 | $3.0bn |
| 2023 | Sasan K. Goodarzi | $27.3m | $34.9m | $11.6m | $170 | $157 | $2.4bn |
| 2022 | Sasan K. Goodarzi | $27.2m | $18.4m | $13.4m | $151 | $125 | $2.1bn |
| 2021 | Sasan K. Goodarzi | $24.9m | $82.9m | $12.3m | $174 | $138 | $2.1bn |
The board says pay is tied most to revenue. Its other key measures: Revenue, Non-GAAP operating income, Relative TSR.
Insiders and the CEO's stake
Sasan K Goodarzi (Chairman and CEO) held 33,563.87 shares directly after their latest Form 4 on Oct 1, 2026, roughly $9.3m at that filing's price.
1 insider bought $542k on the open market in the last six months, with their own money, near the lows. Sales: $851k.
- BoughtVasant M PrabhuDirector$542kMay 26, 2026
- SoldRichard L DalzellDirector · 10b5-1 plan$537kSep 8, 2026
- SoldLauren D HotzSVP, Chief Accounting Officer$314kAug 27, 2026
Leadership and governance on file
- Apr 28, 2026Leadership change8-K 5.02
- Jan 27, 2026Leadership change8-K 5.02
- Nov 20, 2025Leadership change8-K 5.02
- Jun 16, 2025Leadership change8-K 5.02
- Nov 4, 2024Leadership change8-K 5.02
- Jul 25, 2024Leadership change8-K 5.02
- May 2, 2024Leadership change8-K 5.02
- Aug 14, 2023Leadership change8-K 5.02
- May 4, 2023Leadership change8-K 5.02
- Feb 23, 2023Leadership change8-K 5.02
- May 24, 2022Leadership change8-K 5.02
- Jan 24, 2022Leadership change8-K 5.02
Latest shareholder vote results: Jan 27, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $14.1bn returned to owners in buybacks and dividends, 106% of net income, and $7.7bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $9.6bn | $12.7bn | $14.4bn | $16.3bn | $18.8bn |
| Net income | $2.1bn | $2.1bn | $2.4bn | $3.0bn | $3.9bn |
| Stock-based pay | $753.0m | $1.3bn | $1.7bn | $1.9bn | $2.0bn |
| Buybacks | $1.0bn | $1.9bn | $2.0bn | $2.0bn | $2.8bn |
| Dividends | $646.0m | $774.0m | $889.0m | $1.0bn | $1.2bn |
| Diluted shares | 273m | 284m | 283m | 284m | 283m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.