Accenture plc (ACN)vsApplovin Corp (APP)
ACN
Accenture plc
$192.29
-0.65%
TECHNOLOGY · Cap: $118.34B
APP
Applovin Corp
$435.91
-5.02%
COMMUNICATION SERVICES · Cap: $155.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 1216% more annual revenue ($72.11B vs $5.48B). APP leads profitability with a 60.8% profit margin vs 10.6%. APP appears more attractively valued with a PEG of 1.22. APP earns a higher WallStSmart Score of 77/100 (B+).
ACN
Buy60
out of 100
Grade: C+
APP
Strong Buy77
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
+10.4%
Fair Value
$470.34
Current Price
$435.91
$34.43 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
Keeps 61 of every $100 in revenue as profit
Strong operational efficiency at 76.9%
Revenue surging 65.9% year-over-year
Earnings expanding 84.7% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
4.0% earnings growth
Weak financial health signals
ROE of 2.1% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 69.1x 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 : APP
The strongest argument for APP centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 60.8% and operating margin at 76.9%. Revenue growth of 65.9% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are PEG Ratio, EPS Growth, Piotroski F-Score.
Bear Case : APP
The primary concerns for APP are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 45.7x leaves little room for execution misses. Debt-to-equity of 1.66 is elevated, increasing financial risk.
Key Dynamics to Monitor
ACN profiles as a value stock while APP is a growth play — different risk/reward profiles.
APP carries more volatility with a beta of 2.50 — expect wider price swings.
APP is growing revenue faster at 65.9% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
APP scores higher overall (77/100 vs 60/100), backed by strong 60.8% margins and 65.9% 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.
Applovin Corp
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
AppLovin Corporation is committed to creating a software-based platform for mobile application developers to improve the marketing and monetization of their applications globally. The company is headquartered in Palo Alto, California.
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