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ACN trades against a final fair-value range of $186.15-$261.24, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs. Fair value range: low $186, high $261, with mid-point at $223.
Stock analysis

ACN Accenture plc fair value $223–$261

ACN
By StockMarketAgent.AI team· supervised by
विश्लेषित: 2026-05-10अगला अद्यतन: 2026-08-10Methodology v2.4Archetype: Mature dividendNYSE · Information Technology
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मूल्य
$180.42
▲ +43.03 (+23.85%)
उचित मूल्य
$223
$223–$261
रेटिंग
ख़रीद
confidence 88/100
ऊपरी अंतर
+23.9%
upside to fair value
सुरक्षा मार्जिन
$189.93
buy below · 15%
बाज़ार पूंजीकरण
$111.0B
P/E fwd 12.1
अंग्रेज़ी फ़ॉलबैकHI
अनुवाद होने तक अंग्रेज़ी स्रोत दिखा रहा है
इस रिपोर्ट का अभी अनुवाद नहीं हुआ है। अनुवाद कतार पकड़ने पर कुछ मिनट में रिफ़्रेश करें।

§1 कार्यकारी सारांश

  • Composite fair value $223 with high case $261.
  • Implied upside of 23.9% to fair value.
  • Moat 9/10 · confidence 88/100 · Mature dividend.
  • Trades below fair value with a meaningful cushion to the midpoint.
Fair value
$223
Margin of safety
+19.3%
Confidence
88/100
Moat
9/10

Educational analysis only — not financial advice. Always do your own due diligence.

$180.42Price
FV $223.45
High $261.24

ACN trades against a final fair-value range of $186.15-$261.24, with the midpoint set by the accepted valuation synthesis rather than earlier draft model outputs.

  • High switching costs associated with
    High switching costs associated with deeply integrated enterprise IT and ERP systems.
  • Intangible assets derived from specialized
    Intangible assets derived from specialized industry expertise and a massive global delivery network.
  • Bull thesis
    The market is over-penalizing near-term macro headwinds, ignoring Accenture's deep structural integration into critical enterprise workflows.

§2 बेयर केस

A severe macroeconomic downturn triggers sweeping IT budget freezes, stalling cloud migrations and AI projects. Revenue contracts while high fixed labor costs compress operating margins below historical norms, dragging fair valueFair valueOur composite estimate of intrinsic per-share value, blended across DCF, exit-multiple, and reverse-DCF methods. Reported as a low/mid/high range to capture model uncertainty. down to the $186 floor.

इस थीसिस के टूटने के तरीक़े

AI Displacement

· Medium

Agentic AI systems automate core coding and BPO tasks, collapsing Accenture's billable hour model and shrinking total addressable market.

FV impact
-25%
Trigger
3-5 years

Cloud Maturation

· High

Enterprise cloud migrations conclude sooner than expected, leaving a massive structural growth void unfulfilled by new AI initiatives.

FV impact
-15%
Trigger
2-3 years

Margin Collapse

· Low

Intense wage inflation and talent retention costs in global delivery centers severely compress historical operating margins.

FV impact
-20%
Trigger
1-2 years
निगरानी हेतु शीघ्र चेतावनी संकेत
मेट्रिकवर्तमानट्रिगर सीमा
Sequential declines in book-to-bill ratios consistently below 1.0x.MonitorDeterioration versus the report thesis
Unplanned, structural increases in bench time and utilization rate drops.MonitorDeterioration versus the report thesis
Deteriorating pricing power on large-scale managed services outsourcing contracts.MonitorDeterioration versus the report thesis
Rising voluntary attrition rates among key senior technical staff.MonitorDeterioration versus the report thesis
Slowing growth in the high-margin Song and Industry X divisions.MonitorDeterioration versus the report thesis

§3 वित्तीय इतिहास

आय विवरण — पिछले छह कालखंड
लाइन आइटमT−0T−1T−2T−3CAGR
अवधि2022-08-312023-08-312024-08-312025-08-31Trend
राजस्व$61.59B$64.11B$64.90B$69.67B+4.2%
सकल लाभ$19.70B$20.73B$21.16B$22.24B+4.1%
परिचालन आय$9.37B$9.87B$10.03B$10.84B+5.0%
शुद्ध आय$6.88B$6.87B$7.26B$7.68B+3.7%
EPS (डाइल्यूटेड)$10.71$10.77$11.44$12.15+4.3%
EBITDA$10.27B$10.25B$10.84B$11.87B+4.9%
R&D—————
SG&A$10.33B$10.86B$11.13B$11.39B+3.3%

गुणवत्ता स्कोर

Piotroski F-स्कोर
5 / 9
0–9 गुणवत्ता समग्र
Altman Z-स्कोर
4.4
दिवालियापन जोखिम (>3 सुरक्षित)
Beneish M-स्कोर
-2.75
आय में हेरफेर का जोखिम
OCF / शुद्ध आय
1.49×
>1 उच्च आय गुणवत्ता दर्शाता है
लेखा गुणवत्ता गेट
Pass
सेक्टर-समायोजित गेट
ROIC
21.1%
निवेशित पूँजी पर प्रतिफल
खंड 3

Numbers analysis

पूँजी आवंटन

Capital allocation should be evaluated against reinvestment needs, balance-sheet strength, and shareholder returns.

व्यक्तिगत सब्सक्राइबर — §4 आगे11 और खंड

पूरा विश्लेषण पढ़ें — 11 और खंड.

Competitive moat, industry cycle, peer comparison, intrinsic valuation, sensitivity, scenarios, earnings decision tree, position management, investor perspectives, scorecard, and final recommendation.

हर कवर किए गए टिकर के लिए पूर्ण रिपोर्ट
रेटिंग संग्रह के 24 महीने
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FAQ

ACN — frequently asked questions

  1. Based on our latest analysis, ACN looks meaningfully undervalued. The current price is $180 versus a composite fair-value midpoint of $223 (range $186–$261), which implies roughly 23.9% upside to the midpoint.

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