Accenture plc (ACN)vsAmphenol Corporation (APH)
ACN
Accenture plc
$192.29
-0.65%
TECHNOLOGY · Cap: $118.34B
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 212% more annual revenue ($72.11B vs $23.09B). APH leads profitability with a 18.5% profit margin vs 10.6%. APH appears more attractively valued with a PEG of 1.41. APH earns a higher WallStSmart Score of 76/100 (B+).
ACN
Buy60
out of 100
Grade: C+
APH
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.5%
Fair Value
$160.91
Current Price
$192.29
$31.38 premium
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 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 49.1% year-over-year
Earnings expanding 57.6% YoY
Large-cap with strong market position
Strong operational efficiency at 27.5%
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.0% earnings growth
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 11.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio.
Bull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are PEG Ratio, 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.
ACN carries more volatility with a beta of 1.25 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 60/100), backed by strong 18.5% margins and 49.1% revenue growth. 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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