Professional
Added to YB: 2026-02-12
Pitch date: 2026-01-30
ACN [bullish]
Accenture plc
-18.44%
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
$263.54
Price Target
N/A
Dividend
2.75%
EV/EBITDA
10.83
P/E
19.59
EV/Sales
2.05
Sector
IT Services
Category
turnaround
Ruane Cunniff Sequoia Strategy Composite New Position: Accenture plc
ACN (new position): IT services leader w/ $70B revenue, 800k employees serving Global 2000. Stock down 40% on AI concerns, but moats intact per enterprise IT execs citing dependence on breadth/depth of expertise. Track record navigating past IT transitions (offshoring, cloud). Bought at mid-teens P/E; positioned to maintain gold standard status as industry grows.
Read full article (3 min)