Accenture plc vs VISA INC., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACN and V diverge most: on implied growth (priced in), ACN reads -2.0% and V reads +20.9%; on debt / equity, ACN reads 0.00 and V reads 0.67. The rest of the comparable metrics sit closer together. On valuation, today's ACN price has a different growth bar priced in than V (-2.0% implied for ACN vs +20.9% for V); the higher figure is the steeper assumption to clear, not a better or worse stock. What ACN's price implies is a bet that sits within the historical range (whole-company basis). What V's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ACN | V |
|---|---|---|
| Price | $165.97 | $366.07 |
| Market cap | $102.2B | $680.9B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Mature |
| Implied growth (priced in) | -2.0% | +20.9% |
| P/E | 13.3 | — |
| P/B | 3.09 | 19.09 |
| P/S | 1.40 | 15.82 |
| EV/EBITDA | 8.2 | 25.1 |
| Revenue growth | +6.8% | +14.4% |
| Operating margin | 17.0% | 64.4% |
| Net margin | 10.7% | 51.7% |
| Return on equity | 23.6% | 62.4% |
| Return on assets | 11.3% | 23.4% |
| Return on invested capital | 24.2% | 37.0% |
| FCF yield | 12.3% | 3.1% |
| Dividend yield | 3.6% | 0.2% |
| Debt / equity | 0.00 | 0.67 |
| Current ratio | 1.34 | 1.09 |
| Altman Z (solvency) | 7.83 | 6.93 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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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.