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AmphenolAccenture

Amphenol vs Accenture

Amphenol and Accenture are compared on this page to clarify how their business models, financial performance, and market contexts differ. The review describes each company’s approach to customers, ope...

Why It's Moving

Accenture

Accenture Draws Mixed Institutional Moves Amid Strong Analyst Backing and Solid Fundamentals.

  • Donaldson Capital Management slashed its stake by 79.2% in Q3, selling over 200,000 shares, yet retained a 'buy' rating with a $317 target, signaling lingering optimism.
  • Bridges Investment Management expanded its position by 21.7%, adding nearly 13,000 shares worth $18 million, betting on Accenture's undervalued potential.
  • Analysts maintain a 'Moderate Buy' consensus with an average $298 target, bolstered by recent earnings beats and upward revisions to FY2026 EPS estimates.
Sentiment:
⚖️Neutral

Investment Analysis

Amphenol

Pros

  • Amphenol has delivered exceptional revenue and earnings growth recently, significantly exceeding market expectations and underpinned by strong demand in connectivity and electrification segments.
  • The company holds a leading position in electronic connectors and sensor systems, benefiting from secular trends in automotive, industrial automation, and communications infrastructure.
  • Amphenol’s financial health is robust, with solid cash flow generation, consistent innovation, and a track record of beating earnings estimates in consecutive quarters.

Considerations

  • The stock trades at a high price-to-earnings ratio, suggesting lofty market expectations and potential overvaluation relative to historical and industry benchmarks.
  • Amphenol’s dividend yield remains modest, as the company prioritises reinvestment over shareholder payouts, which may not appeal to income-focused investors.
  • Growing share count and rising debt-to-assets ratio introduce balance sheet risks, though currently offset by strong profitability and cash flow.
Accenture

Pros

  • Accenture maintains a diversified global business in high-growth areas such as cloud, digital transformation, and sustainability consulting, with a large, sticky client base.
  • The company has demonstrated stable, high returns on equity over multiple years, reflecting efficient capital allocation and strong profitability in professional services.
  • Accenture’s scale and broad service offerings provide resilience against cyclical downturns in specific industries or geographies.

Considerations

  • Accenture’s revenue growth and margins face pressure from increasing competition in IT services, wage inflation, and the need for continual upskilling of its workforce.
  • The firm’s return on equity, while healthy, lags behind some technology peers, suggesting more moderate profitability in its capital-intensive consulting model.
  • Macroeconomic slowdowns in key markets or pullbacks in corporate IT spending could disproportionately affect Accenture’s project-based revenue streams.

Related Market Insights

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Accenture (ACN) Next Earnings Date

Accenture plc (ACN)'s next earnings date is estimated for March 19, 2026, covering the second quarter of fiscal 2026. This follows the Q1 fiscal 2026 results announced on December 18, 2025. The date aligns with Accenture's historical quarterly reporting pattern in mid-March.

Which Baskets Do They Appear In?

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