Added to YB: 2026-02-12
Pitch date: 2026-02-10
ACN [bullish]
Accenture plc
-11.15%
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
$145.7B
Pitch Price
$241.92
Price Target
N/A
Dividend
2.75%
EV/EBITDA
10.83
P/E
19.59
EV/Sales
2.05
Sector
IT Services
Category
turnaround
Charlie Munger Value Check: Accenture PLC (ACN)
ACN: Quality IT consulting & managed services co trading at low-end of 15yr fwd multiple range, 25% below 200-week MA. Mix shift from higher-margin strategy consulting to managed services weighing on stock. AI bookings doubled to $2B+ but market skeptical until translates to growth. Mgmt guides 2-5% FY26 rev growth. Thesis: sales culture wins more AI work than loses to automation, driving mean reversion.
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