Accenture vs Texas Instruments

Accenture plc and Texas Instruments Inc are examined side by side to help readers understand how their business models, financial performance, and market context compare. This page presents neutral, accessible information to highlight differences and similarities, without offering investment advice. Educational content, not financial advice.

Accenture plc and Texas Instruments Inc are examined side by side to help readers understand how their business models, financial performance, and market context compare. This page presents neutral, a...

Comparison Snapshot

Key Financial Metrics

ACN

Metric

TXN

$172.72B

Market Cap

$178.63B

5.43%

Potential Profit

-6.42%

Buy

Analyst Rating

Hold

Why It's Moving

Accenture's Q1 Earnings Deliver Revenue Win and Cash Surge but EPS Stumble Fuels Investor Caution

Revenue hit $18.7 billion, up 5.95% year-over-year and edging past consensus, signaling sustained client spending on services.
EPS fell to $3.54, missing the $3.78 estimate by 1.39% with net income down 2.95%, pointing to margin pressures from rising costs.
Operating cash flow jumped 62.75% to $1.7 billion, bolstering a $9.6 billion cash pile and underscoring financial flexibility.

Sentiment:

⚖️Neutral

Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.

Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.

Sentiment:

🐃Bullish

Accenture's Q1 Earnings Deliver Revenue Win and Cash Surge but EPS Stumble Fuels Investor Caution

Revenue hit $18.7 billion, up 5.95% year-over-year and edging past consensus, signaling sustained client spending on services.
EPS fell to $3.54, missing the $3.78 estimate by 1.39% with net income down 2.95%, pointing to margin pressures from rising costs.
Operating cash flow jumped 62.75% to $1.7 billion, bolstering a $9.6 billion cash pile and underscoring financial flexibility.

Sentiment:

⚖️Neutral

Texas Instruments gears up for 2026 harvest with fresh auto chips and steady dividend as earnings loom.

Launched TDA5 automotive SoCs in early January to boost vehicle safety and semi-autonomous driving, tapping into rising EV and assisted-driving demand.
Declared Q1 2026 dividend at $1.42 per share, underscoring commitment to shareholder returns amid capex cycle wind-down.
New 300mm wafer capacity online, potentially lifting margins as analog demand stabilizes and rivals face supply hiccups.

Sentiment:

🐃Bullish

Investment Analysis

Accenture

ACN

Pros

Accenture continues to invest in high-growth digital and artificial intelligence services, with Gen AI revenue tripling year-on-year.
The company delivered 7% annual revenue growth in local currency and exceeded both earnings and revenue forecasts for fiscal year 2025.
Accenture maintains a consistent dividend history, having paid dividends for 21 consecutive years, supported by a strong financial health score.

Considerations

Despite exceeding expectations, the stock underperformed post-earnings, suggesting investor concerns over future growth momentum or valuation.
Projected revenue growth for fiscal 2026 is modest at 2–5% in local currency, potentially indicating slowing expansion compared to previous years.
Analyst consensus remains positive but recent price volatility and bearish sentiment reflect uncertainty in near-term market performance.

Texas Instruments

TXN

Pros

Texas Instruments benefits from a leading position in analog and embedded processing semiconductors, key components across diverse industrial and automotive sectors.
The company boasts robust profitability metrics, including a high return on equity, reflecting efficient capital allocation and operational execution.
A strong balance sheet provides Texas Instruments with flexibility for investments in new fabs and capacity expansions to meet long-term demand.

Considerations

Texas Instruments is exposed to cyclical demand swings in industries such as automotive, industrial, and consumer electronics, which can create revenue volatility.
Facing intensifying competition from both established peers and specialised semiconductor start-ups, the company's long-term margin leadership is under increased pressure.
Recent quarterly performance has been mildly subdued, with the stock lagging some broader semiconductor peers in both price momentum and growth forecasts.

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