Correction, 18 September 2026: an earlier version of this post described March 19, 2026 as the end of the quarter. It is the date the results were reported.
What changed
$ACN reported results on March 19, 2026. EPS came in at $2.93, up from $2.82 in the same period a year earlier — a year-over-year increase of 3.9%. Revenue grew 8.3% year over year, a faster pace than the bottom-line expansion, which points to some margin compression in the period. We do not have guidance commentary to reference here.
The stock currently trades at $127.20, with a trailing P/E of 10.49 and a forward P/E of 10.4. For a large-cap technology services firm with a 24.8% return on equity and a 10.6% net margin, that multiple is low by historical standards for the sector. The FCF yield of 11.3% adds further weight to that picture — the business is generating substantial cash relative to its current market price.
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The dividend yield stands at 4.1%, which is notable context given the 1-year return of -58.5%. That drawdown has mechanically pushed the yield higher and compressed the P/E, which explains why the ACCE Value sub-score reaches 92 out of 100.
What it means
The ACCE score for $ACN is 59 out of 100. The breakdown tells a specific story: Value 92, Quality 73, Growth 52, Momentum 17. The business fundamentals — ROE, net margin, FCF yield, and earnings quality rated strong — score well. The drag comes from Momentum at 17, which reflects the sharp price decline over the past year.
Analyst consensus target sits at $227.74 against the current price of $127.20. That gap is large, and while targets can lag reality, it does suggest the sell-side has not revised expectations down to match where the stock is trading.
The 8.3% revenue growth is a solid headline number for a firm of this scale. The fact that EPS grew at only 3.9% over the same stretch means costs rose faster than revenue — worth watching in future quarters to see whether that gap narrows.
For current price and score updates, see acceinvestments.com/stocks/ACN.
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