Accenture plc (ACN)vsLam Research Corp (LRCX)
ACN
Accenture plc
$180.42
+0.13%
TECHNOLOGY · Cap: $111.04B
LRCX
Lam Research Corp
$294.05
+2.63%
TECHNOLOGY · Cap: $358.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Accenture plc generates 233% more annual revenue ($72.11B vs $21.68B). LRCX leads profitability with a 30.9% profit margin vs 10.6%. ACN appears more attractively valued with a PEG of 1.27. LRCX earns a higher WallStSmart Score of 74/100 (B).
ACN
Buy62
out of 100
Grade: C+
LRCX
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$280.38
Current Price
$180.42
$99.96 discount
Margin of Safety
+16.5%
Fair Value
$343.11
Current Price
$294.05
$49.06 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
Attractively priced relative to earnings
Generating 3.7B in free cash flow
Mega-cap, among the largest globally
Every $100 of equity generates 67 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 35.0%
Safe zone — low bankruptcy risk
Revenue surging 23.8% year-over-year
Areas to Watch
4.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 34.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACN
The strongest argument for ACN centers on Market Cap, Return on Equity, P/E Ratio. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : LRCX
The strongest argument for LRCX centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 30.9% and operating margin at 35.0%. Revenue growth of 23.8% demonstrates continued momentum.
Bear Case : ACN
The primary concerns for ACN are EPS Growth, Piotroski F-Score.
Bear Case : LRCX
The primary concerns for LRCX are PEG Ratio, P/E Ratio, Price/Book. A P/E of 54.1x leaves little room for execution misses.
Key Dynamics to Monitor
ACN profiles as a value stock while LRCX is a growth play — different risk/reward profiles.
LRCX carries more volatility with a beta of 1.82 — expect wider price swings.
LRCX is growing revenue faster at 23.8% — sustainability is the question.
ACN generates stronger free cash flow (3.7B), providing more financial flexibility.
Bottom Line
LRCX scores higher overall (74/100 vs 62/100), backed by strong 30.9% margins and 23.8% revenue growth. ACN offers better value entry with a 35.7% margin of safety. Both earn "Strong 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.
Lam Research Corp
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP), and for related manufacturing markets such as for microelectromechanical systems (MEMS). The company is headquartered in Fremont, California, in the Silicon Valley.
Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?