Independent equity research
Is Accenture (ACN) a Buy, Hold or Sell?
Accenture — our independent, AI-built valuation and rating, in brief.
HOLD (reduce into strength)
12-mo fair value
$140.00
To fair value
−21%
By · report dated 2026-07-31 · fair value derived independently of the market price.
The thesis, in brief
A genuinely great franchise at an optically cheap 11.3x FY27E earnings — but reported EPS overstates distributable cash by ~35% once the recurring acquisitions needed to sustain even 3-4% growth are charged, and the 40% bounce off $118 has spent the margin of safety
How we value it
We value Accenture using Owner-earnings DCF (10-yr, adj. NI less recurring M&A; 9.25%/10% WACC) + justified P/E, cross-checked. The 12-month fair value is set from that intrinsic estimate first, then compared to the market to read the upside or downside — never anchored to the current price.
What the full report covers
- Business & moat + industry cycle
- Earnings quality & normalized EPS
- Returns on capital (ROIC vs WACC)
- Balance-sheet safety
- Two independent valuations (DCF + multiples)
- Bear / base / bull fair values
- Earnings-call analysis
- Insider activity & positioning
- Technicals (RSI / ADX)
- A falsifiable thesis
Read the full Accenture report
The complete model, the scenarios, and every number behind the call — plus other names across the coverage. One subscription, cancel anytime.