Análisis Argos
ACN
ACNBarata · ojo al riesgo
Accenture plc · Technology
US$ 137.35
precio al 2026-07-04
Valor justo Argos*
US$ 275–344
vs. su valor justo
55% por debajo
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 13.2% al año — menos de lo que viene demostrando (8.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 6% el último año.
Retorno sobre el capital alto (28%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR4/6FUTURO3/6PASADO4/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO4/6SALUD5/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos77de 100Barata · ojo al riesgo
Ingresos7%
US$ 69.7 B
Margen operativo1%
14.7%
Flujo de caja libre26%
US$ 10.9 B
Deuda neta
US$ -3.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 84.1B
P/E10.9x
EV/EBITDA6.4x
FCF yield12.9%
ROIC28%
Margen operativo14.7%
Crecim. ingresos+7.4%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 1 jul
Top 25 High-Growth Dividend Stocks For July 2026
The July 2026 Top 25 High-Growth Dividend Stocks list targets high-quality companies with strong dividend growth and attractive valuations. The list's average starting yield is 1.13%, with a collective 5-year dividend growth rate of 16.24% and an estimated +23% annual long-term return. Key standouts include Nvidia (NVDA) for growth and undervaluation, Accenture (ACN) and Intuit (INTU) for high yields, and Monolithic Power (MPWR) for dividend growth.
seekingalpha.com · 1 jul
Accenture: One Of The Most Attractive Valuations I Have Ever Seen
Accenture is currently caught in a ~70% drawdown relative to its all-time high reached in December 2021. This is the largest drawdown since the company's IPO in July 2001. Similar to many enterprise software companies I have previously covered, ACN and the entire IT consulting industry are also caught in the eye of the AI storm. I expect Accenture and its peers, like EPAM Systems and Cognizant Technology, to play critical roles in the overall AI deployment cycle.
prnewswire.com · 1 jul
NetRise Announces Partner-Led Managed Software Supply Chain Risk Management Offering for the Federal Market
New offering helps federal agencies operationalize software supply chain risk management with binary-derived evidence and provenance context for a more complete view of software risk AUSTIN, Texas, July 1, 2026 /PRNewswire/ -- NetRise today announced a partner-led managed software supply chain risk management offering for the federal market. Delivered through trusted federal integrators and managed service providers, the offering enables partners to combine NetRise's independent binary analysis of compiled artifacts with NetRise Provenance, which adds software supply chain context, including the extent of the reach of software supply chain compromises, to help agencies better assess and address software risk across the products, dependencies and vendors they rely on.
fool.com · 30 jun
3 Dividend Stocks Worth Buying More of While the Market Is Distracted
Smart investors know the best time to zig is when everyone else is zagging.
seekingalpha.com · 30 jun
Accenture: Betting On Stability, Not Growth
Accenture (ACN) trades at historically low valuations, with a forward P/E of 9.3 and forward P/FCF below 8, despite its strong cash generation. I see valid AI-related risks, but ACN's early pivot to AI, strategic acquisitions, and ecosystem partnerships position it better than peers to adapt. Recent acquisitions in cybersecurity are expensive but strategically diversify ACN's revenue mix and support its non-FTE business model ambitions.
businesswire.com · 30 jun
Europe Accelerates in AI Race But a Growing Divide Threatens Progress
MILAN--(BUSINESS WIRE)--Europe's largest companies are showing early signs of narrowing the AI readiness gap with North America, says Accenture.
seekingalpha.com · 30 jun
I Am Buying Accenture For The Dividends, Not The Growth
Accenture plc has experienced a >50% YTD share price decline amid AI-driven obsolescence fears. I now focus on ACN's shareholder returns, highlighting robust buybacks and consistent dividend growth. Despite recent challenges, ACN's strong cash flow and capital return policies enhance its appeal as a dividend stock.
businesswire.com · 29 jun
ServiceNow and Accenture launch AI-powered services to accelerate the shift from legacy risk platforms to agentic AI
NEW YORK & SANTA CLARA, Calif.--(BUSINESS WIRE)--Accenture (NYSE: ACN) and ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today launched a joint offering with two core components: managed security services built on the ServiceNow AI Platform and an Accenture AI-powered solution that automates migration from legacy systems to ServiceNow. Together, Accenture and ServiceNow are removing two of the biggest barriers blocking enterprise risk modernization: cost and complexity.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.