Added to YB: 2026-08-26
Pitch date: 2026-08-24
ACN [neutral]
Accenture plc
+1.71%
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
$113.4B
Pitch Price
$183.78
Price Target
N/A
Dividend
3.52%
EV/EBITDA
8.13
P/E
14.82
EV/Sales
1.55
Sector
IT Services
Category
value
5 Out-of-Favor Heavyweights to Watch - Accenture plc
ACN (watchlist): Contrarian value play: ACN off ~20% on guidance cut, slowing bookings, and AI-disruption fears now trades ~14-18x earnings vs historical 25-30x, 8% FCF yield. Author's variant view: AI is inevitable but enterprises still need Accenture for implementation/maintenance amid bureaucracy—disruption fears overdone. Buybacks + tuck-in acquisitions support. Catalyst: bookings inflection (author waits for turn before buying). Key risk: bookings fail to recover.
Read full article (1 min)