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Intuit vs Shopify: INTU and SHOP compared
Intuit is the larger company: $4.4B of revenue in its latest quarter (Q4 FY26) against $3.7B for Shopify (Q3 2026). Shopify is growing faster (+32% against +14% a year earlier). Shopify is more profitable, with an operating margin of 15.2% against 10.9%.
Where the money goes: INTU and SHOP
Intuit (INTU) · Q4 FY26
Intuit, Q4 FY26: revenue $4.4B (+14% year over year), operating margin 10.9%, net earnings $363M, operating cash flow $1.3B. The chart follows the revenue to costs, profit and cash.
Shopify (SHOP) · Q3 2026
Shopify, Q3 2026: revenue $3.7B (+32% year over year), operating margin 15.2%, net earnings $462M, operating cash flow $818M. The chart follows the revenue to costs, profit and cash.
| Intuit (INTU) | Shopify (SHOP) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q3 2026 |
| Revenue | $4.4B | $3.7B |
| Revenue growth, Y/Y | +14% | +32% |
| Gross margin | — | 47.6% |
| Operating margin | 10.9% | 15.2% |
| Net earnings | $363M | $462M |
| Net margin | 8.3% | 12.3% |
| Operating cash flow | $1.3B | $818M |
| Free cash flow | $1.3B | $816M |
| Market value | $97.9B | $185.5B |
| P/E | 21.4× | 87.1× |
| Analysts’ mean target | $407.76 | $177.19 |
Where the revenue comes from
Intuit
- Service: $3.8B (87%)
- Product and other: $571M (13%)
Shopify
- Merchant solutions: $2.9B (78%)
- Subscription solutions: $836M (22%)
Questions
Which is bigger, Intuit or Shopify?
Intuit is the larger company: $4.4B of revenue in its latest quarter (Q4 FY26) against $3.7B for Shopify (Q3 2026).
Is Intuit or Shopify growing faster?
Shopify is growing faster (+32% against +14% a year earlier).
Which is more profitable, Intuit or Shopify?
Shopify is more profitable, with an operating margin of 15.2% against 10.9%.
More: Intuit earnings · how Intuit makes money · Shopify earnings · how Shopify makes money
From the companies' latest 10-Q, 10-K or earnings release (10-K filed Sep 9, 2026; 10-Q filed Nov 3, 2026). Fiscal quarters can end on different dates. Not investment advice.