Accenture plc (ACN)vsGDS Holdings Ltd (GDS)
ACN
Accenture plc
$192.29
-0.65%
TECHNOLOGY · Cap: $118.34B
GDS
GDS Holdings Ltd
$45.00
+3.50%
TECHNOLOGY · Cap: $8.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 531% more annual revenue ($72.11B vs $11.43B). ACN leads profitability with a 10.6% profit margin vs 8.3%. 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+
GDS
Hold47
out of 100
Grade: D+
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
-986.0%
Fair Value
$4.28
Current Price
$45.00
$40.72 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
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
4.0% earnings growth
Weak financial health signals
0.0% earnings growth
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio.
Bull Case : GDS
The strongest argument for GDS centers on Price/Book.
Bear Case : ACN
The primary concerns for ACN are PEG Ratio, EPS Growth, Piotroski F-Score.
Bear Case : GDS
The primary concerns for GDS are EPS Growth, Return on Equity, PEG Ratio. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
ACN carries more volatility with a beta of 1.25 — expect wider price swings.
GDS is growing revenue faster at 8.6% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACN scores higher overall (60/100 vs 47/100). Both earn "Buy" and "Hold" 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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