Accenture plc (ACN)vsGDS Holdings Ltd (GDS)
ACN
Accenture plc
$183.90
+3.37%
TECHNOLOGY · Cap: $112.54B
GDS
GDS Holdings Ltd
$30.82
-0.77%
TECHNOLOGY · Cap: $6.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 496% more annual revenue ($73.10B vs $12.26B). GDS leads profitability with a 30.5% profit margin vs 10.7%. ACN appears more attractively valued with a PEG of 1.29. GDS earns a higher WallStSmart Score of 69/100 (B-).
ACN
Strong Buy66
out of 100
Grade: B-
GDS
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.7%
Fair Value
$199.33
Current Price
$183.90
$15.43 discount
Margin of Safety
+17.0%
Fair Value
$55.98
Current Price
$30.82
$25.16 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
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 3.6B in free cash flow
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Earnings expanding 207.0% YoY
Attractively priced relative to earnings
Areas to Watch
Weak financial health signals
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, Debt/Equity. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bull Case : GDS
The strongest argument for GDS centers on Price/Book, Profit Margin, EPS Growth. Profitability is solid with margins at 30.5% and operating margin at 14.2%.
Bear Case : ACN
The primary concerns for ACN are Piotroski F-Score.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ACN profiles as a value stock while GDS is a mature play — different risk/reward profiles.
ACN carries more volatility with a beta of 1.09 — expect wider price swings.
GDS is growing revenue faster at 6.5% — sustainability is the question.
ACN generates stronger free cash flow (3.6B), providing more financial flexibility.
Bottom Line
GDS scores higher overall (69/100 vs 66/100), backed by strong 30.5% margins. Both earn "Strong Buy" and "Strong 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.
GDS Holdings Ltd
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · China
GDS Holdings Limited, develops and operates data centers in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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