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Accenture: Good dividend and value

$ACN (+2,39%) Hi everyone! $ACN (+2,39%) has a solid dividend history, I see it as a solid giant in the IT and consulting sector with strong cash flows, and historical valuation right now. Is it a good long-term hold or are you staying away? Let me know your thoughts!

5 Comentários

STFU Capital 闭嘴@STFUCapital

I was not very aware of their financial situation to be honest. I checked their revenue and other financial data, it looks strong!

Looking at the chart right now, if you strongly believe in the company, it looks like that now is a very good entry/reinforcement point 👀

Do you have any explanation on why it’s down 55% over the past year though?

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Catpitalist@Catpitalist

@STFUCapital The 19% drop after the June earnings call showed that enterprise IT spending is slowing down , and guidance was cut to just 3-4%.Plus, there's a huge debate right now: is generative AI a massive growth driver for their future, or does it threaten their traditional billable-hours model? Personally, I think the valuation is starting to look interesting after a 55% drop, with 5% dividend yield and 50 % pay out ratio. It has solid partners and its the bootle neck of AI implementanion, companys need help for its implementation.

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edumarbar@emppsb

Está a ficar muito difícil de ignorar… não é o tipo de ação que eu tenha na minha watchlist, mas com esta valuation já começo a ponderar

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NichtRelevant@NichtRelevant

I never had that one on my list. It looks promising. 🙂

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Peter B.@Dedp00l

I am in with 15 shares of average 157.81. The market is pricing this one on an apocalyps level. Financially the company is very healthy, it provides solid dividend+growth. But one must watch for future guides. If the revenue growth slows agian in next 2Q, it's best to get rid of this stock. This is my plan at least.

And also I am not adding more shares. will keep it around 2-2.5% of the total portfolio.

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