ACN
Accenture plc

Accenture plcACN

Technology · Information Technology Services
243.40USD
+3.50%
Oct 29, 2026
ACN overview ready
Global Systems-Integration Leader Enabling Enterprise AI Workflow Integration
Accenture is a global systems-integration and managed-services enabler that helps large enterprises and public-sector clients design AI strategy, modernize data and cloud foundations, integrate AI tools into core applications and workflows, and operate resulting technology environments.
Narrative is still early
Exposed to the Enterprise AI Transformation narrative through Enterprise AI Implementation and Agentic Workflow Integration — enabling supplier.
Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of pullback recovery.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Slower enterprise IT spending due to economic downturns.
Market Oct 28Filing Aug 31Price action Oct 28Research Oct 17

Conviction Level

CompanyFit6.0PriceAction9.1Valuation4.5CompanyPosition9.3BusinessQuality9.1

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
vs SPY
+20.2pp
Theme return
+21.2%
Beating SPY
12 of 12
21 sessions to Oct 28, 2026 · ranked 4 of 60 themes
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of pullback recovery.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$150.3B
Avg Volume (60D)
6.5M
60 sessions
Revenue Growth YoY
+6.5%
FY2026 vs FY2025
Gross Margin
+32.0%
Operating Margin
+15.4%
Trailing twelve months
Free Cash Flow Yield
+7.7%
Distance from 200DMA
+29.2%
Next Earnings
2026-12-17
P/E
18.0x
EV / Sales
2.0x
Market metrics as of Oct 28, 2026
Financial results for the period ended Aug 31, 2026
Filed balance-sheet data as of Aug 31, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
Accenture plc has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Accenture is a global systems-integration and managed-services enabler that helps large enterprises and public-sector clients design AI strategy, modernize data and cloud foundations, integrate AI tools into core applications and workflows, and operate resulting technology environments.
Opportunity
Moderate opportunity
Enterprise budgets to move generative and agentic AI from pilots into production by modernizing data and applications, redesigning workflows, integrating models with enterprise systems, and establishing governance, security and operating controls.
Key risk
Slower enterprise IT spending due to economic downturns.

Economic classification

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Business & Markets

Technology · Information Technology Services
What they do

Accenture plc provides consulting, technology, and operations services globally, helping clients design and implement business and technology solutions across industries.

How it earns

Primarily project-based and managed services contracts with ongoing client engagements.

Products & services
Strategy and consulting
Systems integration and application management
Security services
Intelligent platform services
Infrastructure services
Software engineering
Data, AI, and cloud services
Automation and global delivery services
Business process outsourcing for enterprise functions
Customers & end markets
Large enterprises across multiple industries
Public sector organizations
Market position

Leader in global IT consulting and managed services with broad industry and technology expertise.

Demand drivers
Medium cyclicality

Demand depends on enterprise IT spending cycles and economic conditions affecting digital transformation budgets.

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