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BILL Holdings (BILL) and Intuit (INTU) are key players in the small and mid-sized business (SMB) fintech market, focused on enhancing financial operations through tools like accounting, billing, and payment automation. BILL reported processing nearly $79 billion across 30 million transactions in its third fiscal quarter of 2025, indicating significant platform engagement with over 488,600 businesses. As of March 31, 2025, BILL had 164,800 customers, including notable partnerships with major financial institutions like JPMorgan Chase and Bank of America.
In contrast, Intuit’s QuickBooks Online Accounting revenue surged 21% year-over-year to $1.04 billion, and the company introduced QuickBooks Bill Pay to enhance its service offerings for SMBs. Intuit’s Zacks Consensus Estimate for 2025 earnings stands at $20.06 per share, a rise of 18.42% year-over-year. Meanwhile, BILL’s earnings estimate remained at $2.08 per share, indicating a decline of 1.89% year-over-year.
As of this year-to-date period, BILL’s shares have decreased by 45.4%, while Intuit’s shares have gained 22.3%. Valuation metrics show BILL trading at 2.86X forward 12-month Price/Sales, in contrast to Intuit’s 10.24X. Currently, Intuit holds a Zacks Rank #2 (Buy), while BILL holds a Zacks Rank #3 (Hold).
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