AC
Accenture PLC
ACN—
Accenture PLC AI Insights
Informational only. Not investment advice.Snapshot
- Goodwill of 22.5B is 72% of equity (31.2B TTM) - acquisition-heavy model creates impairment risk if deal synergies disappoint.[Goodwill]
- FCF of 10.9B TTM on 69.7B revenue = 15.6% FCF margin with capex under 1% of revenue - asset-light cash machine.[Free Cash Flow]
- ROIC of 21.4% TTM vs industry median of -22% - capital allocation efficiency is best-in-class by wide margin.[ROIC]
Watch Triggers
- Operating Margin: Falls below 13% for 2 consecutive quarters — Signals pricing pressure or AI disruption to traditional consulting model.
- Free Cash Flow: FCF/Net Income drops below 100% — Currently 142% - deterioration suggests working capital or earnings quality issues.
- Goodwill: Impairment charge exceeding 1B announced — Would confirm acquisition strategy destroying value and pressure equity base.
Bull Case
21.4% ROIC TTM with 0.26 debt/equity creates compounding machine - reinvesting at high returns with minimal leverage risk.
ROICDebt to EquityFree Cash Flow
10.9B FCF TTM funds 5.92 dividend (2.7% yield) plus buybacks while maintaining 11.5B cash - shareholder returns sustainable.
Free Cash FlowDividends Paid Per ShareCash and Equivalents
Bear Case
P/E of 22.4x near industry median 26.7x but P/B of 27.5x reflects goodwill-heavy balance sheet - tangible book only 6.2B.
PE RatioPB RatioTangible Book Value
Goodwill 22.5B (72% of equity) from serial acquisitions - integration failures or macro slowdown could trigger writedowns.
GoodwillCommon Stockholders EquityGoodwill and Other Intangible Assets
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
62%
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Forward Thesis
AI services demand will accelerate revenue growth while maintaining 15%+ operating margins through FY2027.
1-3ymed
- Enterprise AI adoption requires consulting expertise ACN provides
- Asset-light model scales without proportional capex increases
- 11.5B cash position enables strategic AI acquisitions
Operating margin 14.7% TTM vs industry median 0%FCF conversion 95% of operating cash flow TTMDebt/equity 0.26 provides acquisition firepower
Valuation Context
Caveats
Public Strategies Rankings
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ACN Fundamentals
Professional, Scientific, and Technical Services → Professional, Scientific, and Technical Services
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$171.5B | — | ||
$168.21B | — | ||
22 | — | ||
$69.67B | +7.4% | — | |
$12.15 | +6.2% | — | |
14.7% | -0.1% | — | |
11.0% | -0.2% | — | |
$10.87B | +26.2% | — | |
0.26 | -1.1% | — | |
Beta 5Y (Monthly) | unknown | — |
ACN Dividend History
49 dividends
11/14/25$1.6300
08/15/25$1.4800
05/15/25$1.4800
02/14/25$1.4800
11/15/24$1.4800
08/15/24$1.2900
05/15/24$1.2900
02/15/24$1.2900
11/15/23$1.2900
08/15/23$1.1200
05/15/23$1.1200
02/15/23$1.1200
11/15/22$1.1200
08/15/22$0.9700
05/13/22$0.9700
02/15/22$0.9700
11/15/21$0.9700
08/13/21$0.8800
05/14/21$0.8800
02/12/21$0.8800
11/13/20$0.8800
08/14/20$0.8000
05/15/20$0.8000
02/14/20$0.8000
11/15/19$0.8000
05/15/19$1.4600
11/15/18$1.4600
05/15/18$1.3300
11/15/17$1.3300
05/15/17$1.2100
11/15/16$1.2100
05/13/16$1.1000
11/13/15$1.1000
05/15/15$1.0200
11/17/14$1.0200
05/15/14$0.9300
11/15/13$0.9300
05/15/13$0.8100
11/15/12$0.8100
05/15/12$0.6750
11/15/11$0.6750
05/13/11$0.4500
11/15/10$0.4500
05/14/10$0.3750
11/16/09$0.7500
11/17/08$0.5000
11/15/07$0.4200
11/15/06$0.3500
11/15/05$0.3000
ACN Stock Splits
No stock splits
ACN SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
10/10/25 | 08/31/25 | 10-K | |
06/20/25 | 05/31/25 | 10-Q | |
03/20/25 | 02/28/25 | 10-Q | |
12/19/24 | 11/30/24 | 10-Q | |
10/10/24 | 08/31/24 | 10-K | |
06/20/24 | 05/31/24 | 10-Q | |
03/21/24 | 02/29/24 | 10-Q | |
12/19/23 | 11/30/23 | 10-Q | |
10/12/23 | 08/31/23 | 10-K | |
06/22/23 | 05/31/23 | 10-Q | |
03/23/23 | 02/28/23 | 10-Q | |
12/16/22 | 11/30/22 | 10-Q | |
10/12/22 | 08/31/22 | 10-K | |
06/23/22 | 05/31/22 | 10-Q | |
03/17/22 | 02/28/22 | 10-Q | |
12/16/21 | 11/30/21 | 10-Q | |
10/15/21 | 08/31/21 | 10-K | |
06/24/21 | 05/31/21 | 10-Q | |
03/18/21 | 02/28/21 | 10-Q | |
12/17/20 | 11/30/20 | 10-Q | |
10/22/20 | 08/31/20 | 10-K | |
06/25/20 | 05/31/20 | 10-Q | |
03/19/20 | 02/29/20 | 10-Q | |
12/19/19 | 11/30/19 | 10-Q | |
10/29/19 | 08/31/19 | 10-K | |
06/27/19 | 05/31/19 | 10-Q | |
03/28/19 | 02/28/19 | 10-Q | |
12/20/18 | 11/30/18 | 10-Q | |
10/24/18 | 08/31/18 | 10-K | |
06/28/18 | 05/31/18 | 10-Q | |
03/22/18 | 02/28/18 | 10-Q | |
12/21/17 | 11/30/17 | 10-Q | |
10/26/17 | 08/31/17 | 10-K | |
06/22/17 | 05/31/17 | 10-Q | |
03/23/17 | 02/28/17 | 10-Q | |
12/21/16 | 11/30/16 | 10-Q | |
10/28/16 | 08/31/16 | 10-K | |
06/23/16 | 05/31/16 | 10-Q | |
03/24/16 | 02/29/16 | 10-Q | |
12/17/15 | 11/30/15 | 10-Q | |
10/30/15 | 08/31/15 | 10-K | |
06/25/15 | 05/31/15 | 10-Q | |
03/26/15 | 02/28/15 | 10-Q | |
12/18/14 | 11/30/14 | 10-Q | |
10/24/14 | 08/31/14 | 10-K | |
06/26/14 | 05/31/14 | 10-Q | |
03/27/14 | 02/28/14 | 10-Q | |
12/19/13 | 11/30/13 | 10-Q | |
10/29/13 | 08/31/13 | 10-K | |
06/28/13 | 05/31/13 | 10-Q | |
03/28/13 | 02/28/13 | 10-Q | |
12/20/12 | 11/30/12 | 10-Q | |
10/30/12 | 08/31/12 | 10-K | |
06/29/12 | 05/31/12 | 10-Q | |
03/23/12 | 02/29/12 | 10-Q | |
12/20/11 | 11/30/11 | 10-Q | |
10/21/11 | 08/31/11 | 10-K | |
06/24/11 | 05/31/11 | 10-Q | |
03/25/11 | 02/28/11 | 10-Q | |
12/20/10 | 11/30/10 | 10-Q | |
10/26/10 | 08/31/10 | 10-K | |
06/25/10 | 05/31/10 | 10-Q | |
03/26/10 | 02/28/10 | 10-Q | |
12/18/09 | 11/30/09 | 10-Q | |
10/19/09 | 08/31/09 | 10-K | |
06/26/09 | 05/31/09 | 10-Q | |
02/28/09 | 02/28/09 | Unknown | -- |
11/30/08 | 11/30/08 | Unknown | -- |
08/31/08 | 08/30/08 | Unknown | -- |
05/31/08 | 05/30/08 | Unknown | -- |
02/29/08 | 02/29/08 | Unknown | -- |
11/30/07 | 11/30/07 | Unknown | -- |
08/31/07 | 08/30/07 | Unknown | -- |
05/31/07 | 05/30/07 | Unknown | -- |
02/28/07 | 02/28/07 | Unknown | -- |
11/30/06 | 11/30/06 | Unknown | -- |
08/31/06 | 08/30/06 | Unknown | -- |
05/31/06 | 05/30/06 | Unknown | -- |
02/28/06 | 02/28/06 | Unknown | -- |
11/30/05 | 11/30/05 | Unknown | -- |
08/31/05 | 08/30/05 | Unknown | -- |
05/31/05 | 05/30/05 | Unknown | -- |
02/28/05 | 02/28/05 | Unknown | -- |
11/30/04 | 11/30/04 | Unknown | -- |
11/05/04 | 08/31/04 | 10-K | |
05/31/04 | 05/30/04 | Unknown | -- |
02/29/04 | 02/29/04 | Unknown | -- |
11/30/03 | 11/30/03 | Unknown | -- |
08/31/03 | 08/30/03 | Unknown | -- |
05/31/03 | 05/30/03 | Unknown | -- |
02/28/03 | 02/28/03 | Unknown | -- |
11/30/02 | 11/30/02 | Unknown | -- |
08/31/02 | 08/30/02 | Unknown | -- |
05/31/02 | 05/30/02 | Unknown | -- |
02/28/02 | 02/28/02 | Unknown | -- |
11/30/01 | 11/30/01 | Unknown | -- |