Added to YB: 2026-07-22
Pitch date: 2026-05-11
ACN [bullish]
Accenture plc
-18.06%
current return
Author Info
No bio for this author
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
$87.9B
Pitch Price
$171.91
Price Target
N/A
Dividend
4.54%
EV/EBITDA
6.29
P/E
11.48
EV/Sales
1.20
Sector
IT Services
Category
value
Accenture plc - $ACN
ACN: World-class consulting biz mispriced as AI 'loser.' Bear thesis (AI kills consulting) mirrors wrong 2014 cloud short — stock 5x'd. AI drives new implementation demand (most Copilot seats at 740k, partners w/ OpenAI/Anthropic/Nvidia). Federal DOGE comps easing FQ3. 11.7% FCF yield, 3.78% div, cheapest since 2008. Risks: cyclicality, AI pricing shift, AGI.
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