Accenture shares trade around $135.56, about 65% below their two-year high, yet the company generates free cash flow equal to 15.2% of its market value annually, far above the S&P 500 median of 4.2%. Revenue reached $73.1 billion over the last twelve months, growing 6.7%, and the company has signed 104 deals with quarterly bookings over $100 million this fiscal year. Management cited a $100 million revenue impact from the Middle East conflict and the delay of some large managed services deals into fiscal 2027, warning that more of the guided range is in play. Despite the uncertainty, full-year free cash flow guidance was affirmed at $10.8 billion to $11.5 billion, a key figure that could challenge the market's pessimistic pricing.
Accenture plcHigh free cash flow yield (15.2%) and affirmed $10.8-11.5B FCF guidance suggest undervaluation.
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