
Finance and HR Software Stocks Q4 Recap: Benchmarking Intuit (NASDAQ:INTU)
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at finance and HR software stocks, starting with Intuit (NASDAQ:INTU).
Organizations are constantly looking to improve organizational efficiencies, whether it is financial planning, tax management or payroll. Finance and HR software benefit from the SaaS-ification of businesses, large and small, who much prefer the flexibility of cloud-based, web-browser delivered software paid for on a subscription basis than the hassle and expense of purchasing and managing on-premise enterprise software.
The 14 finance and HR software stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.1% while next quarter’s revenue guidance was 1.5% below.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 14.6% since the latest earnings results.
Intuit (NASDAQ:INTU)
Created in 1983 when founder Scott Cook watched his wife struggle to reconcile the family's checkbook, Intuit provides tax and accounting software for small and medium-sized businesses.
Intuit reported revenues of $3.96 billion, up 17% year on year. This print exceeded analysts’ expectations by 3.5%. Despite the top-line beat, it was still a mixed quarter for the company with a solid beat of analysts’ EBITDA estimates but EPS guidance for next quarter missing analysts’ expectations significantly.
"We are making great progress fueling the financial success of consumers, businesses, and accountants with our AI-driven expert platform," said Sasan Goodarzi, Intuit's chief executive officer.

Intuit scored the biggest analyst estimates beat of the whole group. The stock is up 7.2% since reporting and currently trades at $595.50.
Is now the time to buy Intuit? Access our full analysis of the earnings results here, it’s free .
Best Q4: Paycor (NASDAQ:PYCR)
Founded in 1990 in Cincinnati, Ohio, Paycor (NASDAQ: PYCR) provides software for small businesses to manage their payroll and HR needs in one place.
Paycor reported revenues of $180.4 million, up 13.1% year on year, outperforming analysts’ expectations by 1.9%. The business had a very strong quarter with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.

However, the results were likely priced into the stock as it’s traded sideways since reporting. Shares currently sit at $22.26.
Is now the time to buy Paycor? Access our full analysis of the earnings results here, it’s free .