Added to YB: 2026-07-07
Pitch date: 2026-03-31
ACN [bullish]
Accenture plc
-29.94%
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
$84.1B
Pitch Price
$195.48
Price Target
N/A
Dividend
4.75%
EV/EBITDA
6.02
P/E
10.99
EV/Sales
1.15
Sector
IT Services
Category
value
Harris Associates U.S. Large Value Strategy New Position: Accenture plc
ACN (new position): Global IT services/consulting leader, ~3x larger than next 3 public peers combined. Deeply embedded in enterprise workflows; top 300 clients spend $100M+ annually. Positioned for cloud transition & secular tech spend growth. Trading at lowest P/E since 2015 on overblown AI disruption fears, offering sizable discount to intrinsic value.
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