Accenture plc (ACN)vsGDS Holdings Ltd (GDS)
ACN
Accenture plc
$178.25
+1.65%
TECHNOLOGY · Cap: $114.61B
GDS
GDS Holdings Ltd
$34.00
-6.16%
TECHNOLOGY · Cap: $6.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 497% more annual revenue ($72.11B vs $12.08B). GDS leads profitability with a 23.5% profit margin vs 10.6%. GDS appears more attractively valued with a PEG of 1.09. GDS earns a higher WallStSmart Score of 83/100 (A-).
ACN
Buy62
out of 100
Grade: C+
GDS
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.0%
Fair Value
$198.11
Current Price
$178.25
$19.86 discount
Margin of Safety
+18.1%
Fair Value
$56.72
Current Price
$34.00
$22.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 3.7B in free cash flow
Earnings expanding 207.0% YoY
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Revenue surging 23.6% year-over-year
Areas to Watch
4.0% earnings growth
Weak financial health signals
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, Debt/Equity. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bull Case : GDS
The strongest argument for GDS centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 23.5% and operating margin at 27.0%. Revenue growth of 23.6% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are EPS Growth, Piotroski F-Score.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
ACN profiles as a value stock while GDS is a growth play — different risk/reward profiles.
ACN carries more volatility with a beta of 1.07 — expect wider price swings.
GDS is growing revenue faster at 23.6% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
GDS scores higher overall (83/100 vs 62/100), backed by strong 23.5% margins and 23.6% revenue growth. Both earn "Exceptional Buy" and "Buy" 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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