Accenture plc (ACN)vsAmphenol Corporation (APH)
ACN
Accenture plc
$180.42
+0.13%
TECHNOLOGY · Cap: $111.04B
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 178% more annual revenue ($72.11B vs $25.90B). APH leads profitability with a 17.2% profit margin vs 10.6%. APH appears more attractively valued with a PEG of 1.17. APH earns a higher WallStSmart Score of 74/100 (B).
ACN
Buy62
out of 100
Grade: C+
APH
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$280.38
Current Price
$180.42
$99.96 discount
Margin of Safety
+53.5%
Fair Value
$313.74
Current Price
$128.03
$185.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Generating 3.7B in free cash flow
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Areas to Watch
4.0% earnings growth
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 11.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are EPS Growth, Piotroski F-Score.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Key Dynamics to Monitor
ACN profiles as a value stock while APH is a growth play — different risk/reward profiles.
APH carries more volatility with a beta of 1.30 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 62/100), backed by strong 17.2% margins and 58.4% revenue growth. ACN offers better value entry with a 35.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Accenture plc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Accenture plc is an Irish-domiciled multinational company that provides consulting and processing services. It has been incorporated in Dublin, Ireland since 2009.
Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
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