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ACN Accenture

software · valued with glm-5.2 medium conviction · deep-dived 2026-09-04

STRONG BUY
Intrinsic value$210.89
Price (at call)$193.12
Margin of safety +9.2%
vs market (rating basis) +91.5%

Model unavailable; showing baseline valuation.

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The story

Value drivers

Revenue growth (Y1)4.2%
Terminal growth3.5%
Forecast horizon10y
Target operating margin14.9%
Years to target margin5
Sales-to-capital2.01
Beta1.07
Failure probability0.0%
Cost of capital (WACC)9.4%
Terminal WACC9.1%

Valuation bridge

PV of explicit FCFF53.25B
PV of terminal value70.52B
Equity value129.05B
÷ shares → per share$210.89

News

neutral +0.10 · 8 articles

  • Palantir Stock Posts Best Day In A Month After Expanded PwC AI Deal, Defying Michael Burry’s Bearish Bet
  • The Business Accenture Now Mentions In Passing
  • Accenture (ACN) Rises Higher Than Market: Key Facts
  • Zscaler (ZS) Q4 Earnings and Revenues Top Estimates
  • Michael Burry Just Put a $100 Billion Warning on Palantir
  • Accenture (ACN) Stock Looks Stretched Following Its 39% Five Year Slump
  • ‘Big Short’ Michael Burry Calls Palantir An ‘AI FOMO’ Consultant — Warns Market Cap Could Crash Below $100B
  • C3.ai, Inc. (AI) Reports Q1 Loss, Beats Revenue Estimates

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 76.17B 4.2% 14.9% 8.67B 1.52B 7.15B 6.54B
2 79.30B 4.1% 14.9% 9.03B 1.56B 7.47B 6.24B
3 82.51B 4.0% 14.9% 9.40B 1.59B 7.80B 5.96B
4 85.77B 4.0% 14.9% 9.77B 1.63B 8.14B 5.69B
5 89.11B 3.9% 14.9% 10.15B 1.66B 8.49B 5.42B
6 92.50B 3.8% 14.9% 10.53B 1.69B 8.85B 5.16B
7 95.95B 3.7% 14.9% 10.93B 1.72B 9.21B 4.91B
8 99.46B 3.7% 14.9% 11.33B 1.74B 9.58B 4.67B
9 103.02B 3.6% 14.9% 11.73B 1.77B 9.96B 4.44B
10 106.62B 3.5% 14.9% 12.14B 1.79B 10.35B 4.22B

History

DatePriceIntrinsicMoSRating
2026-09-04$193.12 $210.89 +9.2% STRONG BUY
2026-07-31$163.29 $193.69 +18.6% STRONG BUY
2026-06-25$129.15 $195.15 +51.1% STRONG BUY
2026-06-23$126.69 $216.48 +70.9% STRONG BUY