Accenture plc (ACN)vsGDS Holdings Ltd (GDS)
ACN
Accenture plc
$247.28
+1.57%
TECHNOLOGY · Cap: $144.99B
GDS
GDS Holdings Ltd
$23.16
-2.93%
TECHNOLOGY · Cap: $4.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 505% more annual revenue ($74.18B vs $12.26B). GDS leads profitability with a 30.5% profit margin vs 11.3%. GDS appears more attractively valued with a PEG of 0.53. GDS earns a higher WallStSmart Score of 77/100 (B+).
ACN
Strong Buy73
out of 100
Grade: B
GDS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.5%
Fair Value
$201.86
Current Price
$247.28
$45.42 premium
Margin of Safety
+15.6%
Fair Value
$55.06
Current Price
$23.16
$31.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Attractively priced relative to earnings
Earnings expanding 46.4% YoY
Generating 2.8B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Earnings expanding 207.0% YoY
Growing faster than its price suggests
Areas to Watch
No major concerns identified
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bull Case : GDS
The strongest argument for GDS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.5% and operating margin at 14.2%. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : ACN
No major red flags identified for ACN, but monitor valuation.
Bear Case : GDS
The primary concerns for GDS are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
ACN profiles as a value stock while GDS is a mature play — different risk/reward profiles.
ACN carries more volatility with a beta of 1.10 — expect wider price swings.
GDS is growing revenue faster at 6.5% — sustainability is the question.
ACN generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
GDS scores higher overall (77/100 vs 73/100), backed by strong 30.5% margins. Both earn "Strong Buy" and "Strong 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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