公司概况 - Accenture是一家全球专业服务和咨询巨头，提供战略、咨询、数字转型和技术等广泛服务[1]。 财务表现 - 公司的EPS在过去一段时间内增长了145%，得益于战略销售增长和通过可扩展性和成本优化实现的利润率扩大[5]。 - Accenture的股息历史令人印象深刻，已连续18年未减少股息，且最近实现了15%的增长[7]。 - 公司采取保守的股票回购策略，主要用于抵消稀释，过去十年股数减少了1%[9]。 - Accenture的当前市盈率（基于2024年EPS预测）为30，是过去十二个月中观察到的最高值，这种高估值对于公司的年增长率9%提出了挑战[11]。 成长策略 - 公司战略聚焦于扩展数字和云能力，这是最重要的增长途径，尤其是在云迁移和计算方面[15]。 - 另一个机会在于Accenture致力于可持续发展，将可持续性服务整合到咨询实践中，满足对环保商业解决方案日益增长的需求[19]。 - Accenture的地理和行业多样化支撑着其增长战略，通过不依赖于单一市场或行业，公司可以在各种经济条件下保持稳定的增长轨迹[22]。 风险评估 - 公司面临的风险包括经济不确定性、技术咨询行业激烈竞争以及技术变革的快速步伐[26][29][31]。 建议 - 总体而言，鉴于当前高估值和经济不确定性、竞争压力以及持续技术适应的风险，建议对Accenture持有观望态度[35]。

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Accenture plc (ACN) is currently benefiting from technological prowess, contributions from acquisitions and partnerships, and dividend payouts.The company reported mixed first-quarter fiscal 2024 results, wherein earnings beat the Zacks Consensus Estimate while revenues missed the mark.Adjusted earnings of $3.27 per share surpassed the Zacks Consensus Estimate by 4.1% and improved 6% from the year-ago fiscal quarter’s reading. Revenues of $16.2 billion missed the consensus estimate by a slight margin but in ...

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NEW YORK & TOKYO--(BUSINESS WIRE)--Accenture (NYSE: ACN) and Mujin, a leader in intelligent robotics for manufacturing, logistics and supply chain operations, have established Accenture Alpha Automation, a joint venture for the manufacturing and logistics industries. Accenture Alpha Automation will help companies automate their management infrastructure with data-driven solutions that seamlessly combine data from manufacturing and logistics operations with management data. The joint venture is owned 70% by ...

Accenture与SandboxAQ合作 - Accenture与SandboxAQ合作提供AI-enabled cryptographic management应对网络安全威胁[1] - SandboxAQ的Security Suite帮助加固组织的加密管理[2] - ACN通过与SandboxAQ合作增强网络安全解决方案[3]

Accenture收购Impendi - Accenture收购了Impendi，这是一家专注于私募股权客户的采购服务提供商，为Accenture不断增长的服务提供了关键能力[1] - Impendi帮助私募股权公司做出采购决策，提高盈利能力，改善其投资组合公司的底线，通过采购分析提供客户跟踪支出、识别节省和释放现金的机会、改善投资组合的供应商多样性，进行尽职调查和投资研究，从而加快投资的价值实现[1] Accenture的扩展和能力 - Accenture一直在大力扩展其私募股权能力和高级人才，以满足私募股权投资者不断增长的需求[2] - Impendi将帮助Accenture加速将其领先的行业和技术专业知识转化为针对私募股权投资组合公司高管、投资专业人员和运营合作伙伴需求和优先级杠杆的可重复解决方案，从尽职调查到价值创造和交付[3] Accenture为私募股权客户提供的能力 - Accenture为私募股权客户提供咨询、分析、数字化、增长、运营和技术等能力，旨在更有效地获取更好的资产、降低运营复杂性、实现利润扩张和收入增长，更全面地管理风险，以实现投资论点中确定的端到端结果，帮助产生更好的投资回报和持续增长[4] Impendi的业务和客户群 - Impendi总部位于纽约，成立于2014年，在美国和印度拥有约130名采购专业人员，除了领先的私募股权公司，其客户还包括金融和专业服务、制造业、消费品和技术行业的公司[6] Impendi加入Accenture的影响 - Impendi加入Accenture的采购实践，可以将第三方成本削减和采购转型能力的全部广度带给私募股权客户和其投资组合公司，从咨询到技术和托管服务，这一举措是为了继续投资为私募股权客户服务，并扩展采购实践，同时建立能够帮助客户不断重塑并快速实现价值的能力[5] Impendi的首席执行官看法 - Impendi的首席执行官表示，私募股权和其他行业的领导者信任Impendi，因为他们在战略采购、支出类别专业知识和数据驱动洞察方面的知识有助于指导决策并增强企业价值，加入Accenture后，他们将能够为客户创造更大价值[7]

公司业务 - 公司是一家专业服务公司，专注于咨询和外包服务[2] - 公司在数字时代帮助企业发展，提供咨询、技术和外包服务，致力于创新和价值交付[10] - 公司在生成AI、云能力、数字营销和业务优化方面进行战略投资[12] - 公司在全球范围内收购公司，扩大全球版图和服务范围[13] 公司财务状况 - 公司现在的增长率几乎为零，但其现金流充沛，资产负债表强劲[3] - 公司持有大约70亿美元的现金和等价物，几乎没有债务，可以专注于向股东返还资本[26] - 公司的股票估值为29倍前瞻性EPS，但考虑到其强劲资产负债表和返还资本给股东的意愿，仍然是一个值得考虑的投资[30][33] 公司前景展望 - 尽管面临宏观经济环境挑战，但公司前景看好[11] - 公司在短期内面临挑战，如宏观背景影响、低离散性支出和竞争激烈[14][15][16] - 公司的营收增长率处于低个位数[18][21] - 尽管面临短期挑战，但公司稳定、良好管理，具有吸引力[34] - 公司对资本回报的重视，估计总综合收益率超过8%，增加了其吸引力[36]

NEW YORK--(BUSINESS WIRE)--Accenture (NYSE: ACN) and SandboxAQ are partnering to deliver artificial intelligence (AI) and quantum computing solutions to help organizations identify and remediate cybersecurity vulnerabilities. According to recent Accenture research, executives’ top concern for 2024 is the ability to adapt to advancements in technology and innovations such as AI. This is notable because cybercriminals are using AI-enabled tools to advance ransomware attacks, obtain user passwords and spear ...

NEW YORK--(BUSINESS WIRE)--A new report from Accenture (NYSE: ACN) reveals an urgent need for business leaders to look beyond how generative AI affects specific tasks and roles and, instead, start to scale gen AI by redesigning processes across their organizations, as well as how people experience work. To do this, leaders must commit to learning and leading in new ways that deliver economic value, drive business growth and benefit their people. Yet two-thirds of executives say they do not have the techn ...