Accenture plc (ACN)vsArm Holdings plc American Depositary Shares (ARM)
ACN
Accenture plc
$192.29
-0.65%
TECHNOLOGY · Cap: $118.34B
ARM
Arm Holdings plc American Depositary Shares
$157.07
+16.38%
TECHNOLOGY · Cap: $143.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 1444% more annual revenue ($72.11B vs $4.67B). ARM leads profitability with a 17.2% profit margin vs 10.6%. ACN appears more attractively valued with a PEG of 1.55. ACN earns a higher WallStSmart Score of 60/100 (C+).
ACN
Buy60
out of 100
Grade: C+
ARM
Buy52
out of 100
Grade: C-
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
-2323.2%
Fair Value
$5.17
Current Price
$157.07
$151.90 premium
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
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Areas to Watch
Expensive relative to growth rate
4.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 12.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio.
Bull Case : ARM
The strongest argument for ARM centers on Altman Z-Score, Market Cap, Revenue Growth. Profitability is solid with margins at 17.2% and operating margin at 15.4%. Revenue growth of 26.3% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are PEG Ratio, EPS Growth, Piotroski F-Score.
Bear Case : ARM
The primary concerns for ARM are PEG Ratio, P/E Ratio, Price/Book. A P/E of 177.6x leaves little room for execution misses.
Key Dynamics to Monitor
ACN profiles as a value stock while ARM is a growth play — different risk/reward profiles.
ARM carries more volatility with a beta of 4.13 — expect wider price swings.
ARM is growing revenue faster at 26.3% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
ACN scores higher overall (60/100 vs 52/100). Both earn "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.
Arm Holdings plc American Depositary Shares
TECHNOLOGY · SEMICONDUCTORS · USA
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.
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