Added to YB: 2026-06-04
Pitch date: 2026-06-01
ACN [neutral]
Accenture plc
-3.13%
current return
Author Info
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Company Info
Accenture plc provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$114.3B
Pitch Price
$183.16
Price Target
205.00 (+16%)
Dividend
3.50%
EV/EBITDA
8.38
P/E
15.26
EV/Sales
1.59
Sector
IT Services
Category
value
Accenture: Disrupted by AI or set to win?
ACN (overview): IT consulting/transformation leader, ~$70B rev split between Consulting & Managed Services, 779k employees. Trades near 10yr-low P/E on AI fears, but AI may drive enterprise modernization demand vs threaten model. ~7% hist growth, FY26 guide 3-5%. 60% fixed-price contracts, net cash, 3.5% yield, 11% div CAGR. DCF fair value ~$205 w/ 30% MoS vs $187. Risks: AI transition, slow adoption, goodwill.
Read full article (20 min)