Accenture (ACN)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-10-30
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-10-30
Research Workspace
Put ACN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
IT Consulting & Other Services is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 19% growth a year, above the roughly 5% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 56% in its worst 12-month stretch.
View RiskAccenture’s growth case rests on revenue expansion and its AI services business. Revenue growth slowed from 8% to 6%; fourth-quarter revenue grew 6%. The fourth-quarter earnings result missed estimates by 5%. Accenture trades at 19 times earnings versus peers’ 15 times. The market expects more growth than our forecast. Cash quality is fragile; reported profits are not well backed by cash. The next-quarter earnings miss probability is 14%. The 19-times multiple must be earned despite peers’ 15-times multiple. Peer multiples imply a price about 19% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. ACN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering ACN (as of Oct 2026).
Based on 16 Wall Street analysts offering 12-month price targets for ACN in the last 4 months.
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Compare ACN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ACN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus IT Consulting & Other Services — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ACN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $258.24
The last 12 months of price, then the range of analyst 12-month targets from today’s $258.24.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive revenue growth through client reinvention and AI
Accenture's cybersecurity initiative expands client impact, but its scale is modest relative to company-wide growth.
Advances: Drive revenue growth through client reinvention and AI
Expanding federal AI offerings supports client reinvention, though the headline gives no evidence of financial contribution.
Advances: Drive revenue growth through client reinvention and AI
Federal AI agent deployment program supports client reinvention, but disclosed details indicate incremental impact.

Reported China-business sale could signal strategic retrenchment, but sale details and rationale remain unconfirmed.

Threatens: Achieve full-year revenue growth of 3% to 6% in local currency
Indicates potential slowdown in revenue growth expectations.

AI growth may not offset execution risks.

Positive long-term growth targets align with revenue growth objectives.

Advances: Achieve full-year revenue growth of 3% to 6% in local currency
AI tailwind supports revenue growth objective.
