Accenture plc vs PDD Holdings Inc., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACN and PDD diverge most: on revenue growth, ACN reads +6.8% and PDD reads +45.5%; on net margin, ACN reads 10.7% and PDD reads 22.7%. The rest of the comparable metrics sit closer together. What ACN's price implies is a bet that sits within the historical range (whole-company basis). What PDD's price implies is an extreme bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ACN | PDD |
|---|---|---|
| Price | $135.19 | $85.11 |
| Market cap | $83.2B | $504.7B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Growth |
| P/E | 10.8 | — |
| P/B | 2.52 | — |
| P/S | 1.14 | — |
| EV/EBITDA | 6.5 | — |
| Revenue growth | +6.8% | +45.5% |
| Operating margin | 17.0% | 21.6% |
| Net margin | 10.7% | 22.7% |
| Return on equity | 23.6% | 23.7% |
| Return on assets | 11.3% | 15.5% |
| Return on invested capital | 24.2% | 18.4% |
| FCF yield | 15.1% | — |
| Dividend yield | 4.4% | — |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 1.34 | 2.43 |
| Altman Z (solvency) | 7.83 | 8.39 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.