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Why Accenture (ACN) is a Top Value Stock for the Long-Term
ZACKS· 2025-11-05 23:41
Zacks研究服务核心功能 - Zacks Premium研究服务通过每日更新的Zacks Rank和Zacks Industry Rank等功能,旨在帮助投资者更智能、更自信地进行投资[1] - 该服务提供对Zacks 1 Rank List的完全访问权、股票研究报告和高级选股工具[1] - 服务还包括对Zacks Style Scores的访问权限[1] Zacks风格评分体系 - Zacks风格评分是与Zacks Rank并行的补充指标,基于三种广泛遵循的投资方法论对股票进行评级,帮助投资者挑选在未来30天最有可能跑赢市场的股票[2] - 每只股票根据其价值、成长和动量特征被赋予A、B、C、D或F的评级,A为最佳,F为最差[3] - 风格评分分为四个类别:价值评分、成长评分、动量评分和VGM综合评分[3][4][5][6] 价值评分 - 价值评分旨在帮助价值投资者发现价格低于其真实价值的公司,使用市盈率PEG、市销率、市现率等一系列估值比率来挑选最具吸引力且被低估的股票[3] 成长评分 - 成长评分关注公司的未来前景和整体财务健康状况,通过分析预测及历史盈利、销售额和现金流等特征,寻找能实现可持续增长的股票[4] 动量评分 - 动量评分利用一周价格变动和盈利预测的月度百分比变化等因素,帮助确定买入高动量股票的有利时机[5] VGM综合评分 - VGM评分是三种风格评分的组合,根据股票在价值、成长和动量方面的加权表现进行评级,缩小具有最吸引人估值、最佳增长预测和最强劲动量的公司范围[6] 风格评分与Zacks Rank的协同作用 - Zacks Rank是一种利用盈利预测修正力量的专有股票评级模型,自1988年以来,1评级股票产生了年均+2393%的回报率,是标普500指数表现的两倍多[7] - 在任何给定日期,有超过200家公司获得强力买入评级,另有600家公司获得买入评级,总计超过800只顶级股票[8] - 为最大化回报,建议选择同时具有Zacks Rank 1或2以及风格评分A或B的股票,对于3评级股票,也应确保其具有A或B评分以保障上行潜力[9][10] 埃森哲案例研究 - 埃森哲通过多年在数字化、云和安全战略领域的投资,已发展成为值得信赖的咨询服务机构,目前是按收入计算的全球顶级咨询公司之一,其2024财年收入增长了12%[11] - 该公司Zacks Rank为3,VGM评分为B,价值评分为B,其吸引力估值指标包括远期市盈率1762[11][12] - 在2026财年,过去60天内有六位分析师上调了其盈利预测,Zacks共识预期每股收益增加了010美元至1378美元,该公司平均盈利惊喜为+32%[12]
The Hackett Group(HCKT) - 2025 Q3 - Earnings Call Transcript
2025-11-05 07:02
The Hackett Group (NasdaqGS:HCKT) Q3 2025 Earnings Call November 04, 2025 05:00 PM ET Company ParticipantsTed Fernandez - Chairman and CEORob Ramirez - CFOConference Call ParticipantsGeorge Sutton - AnalystVincent Colicchio - AnalystJeff Martin - Senior Research AnalystOperatorWelcome to The Hackett Group Third Quarter Earnings Conference Call. Your lines have been placed on listen-only mode until the question and answer session. Please be advised the conference is being recorded. Hosting tonight's call are ...
The Hackett Group(HCKT) - 2025 Q3 - Earnings Call Transcript
2025-11-05 07:00
The Hackett Group (NasdaqGS:HCKT) Q3 2025 Earnings Call November 04, 2025 05:00 PM ET Speaker0Welcome to The Hackett Group Third Quarter Earnings Conference Call. Your lines have been placed on listen-only mode until the question and answer session. Please be advised the conference is being recorded. Hosting tonight's call are Mr. Ted Fernandez, Chairman and CEO, and Mr. Rob Ramirez, Chief Financial Officer. Mr. Ramirez, you may begin.Speaker1Good afternoon, everyone, and thank you for joining us to discuss ...
Gartner (IT) Q3 Earnings and Revenues Beat Estimates
ZACKS· 2025-11-04 21:11
Gartner (IT) came out with quarterly earnings of $2.76 per share, beating the Zacks Consensus Estimate of $2.41 per share. This compares to earnings of $2.5 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.52%. A quarter ago, it was expected that this technology information and analysis company would post earnings of $3.38 per share when it actually produced earnings of $3.53, delivering a surprise of +4.44%.Over the last f ...
CGI advances in Partner Status with Snowflake, ServiceNow, and UiPath, accelerating client outcomes in AI, data and business automation
Prnewswire· 2025-11-04 19:30
Accessibility StatementSkip Navigation SOURCE CGI Inc. 21% Stock Market Symbols GIB.A (TSX) GIB (NYSE) cgi.com/newsroom MONTRÉAL, Nov. 4, 2025 /PRNewswire/ - CGI (NYSE: GIB) (TSX: GIB.A), one of the world's largest independent technology and business consulting services firms, today announced it has achieved Elite Partner status with both Snowflake, the AI Data Cloud company, and ServiceNow, the AI platform for business transformation. CGI has also been recognized as a Diamond Partner with UiPath, a global ...
This Boring Stock Could Be Your Next Buy
Forbes· 2025-11-04 00:36
Accenture signage is being pictured in Warsaw, Poland, on August 7, 2024. (Photo by Aleksander Kalka/NurPhoto via Getty Images)NurPhoto via Getty ImagesIn a market driven by hype and momentum, Accenture (ACN) stands out as a steady performer with solid fundamentals and a discounted valuation — proof that “boring” can still be beautiful.Here is why we believe ACN stock merits attention as a value investment. It is currently priced about 36% lower than its 1-year peak and is trading at a PS multiple that is l ...
Exponent Reports Third Quarter of Fiscal Year 2025 Financial Results
Globenewswire· 2025-10-31 04:05
核心观点 - 公司2025财年第三季度业绩表现强劲,实现双位数净收入增长,主要得益于多元化业务组合以及跨行业提供价值的能力 [2] - 人工智能在安全关键系统中的整合为公司带来机遇,其独特的综合专家生态系统有助于应对复杂的技术挑战并把握新的增长机会 [3] - 尽管面临2024财年多出一周的比较基数影响,公司仍维持全年收入指引并上调利润率指引,反映出对长期增长轨迹的信心 [14] 第三季度财务业绩 - 第三季度总收入增长8%至1.471亿美元,剔除报销后的收入增长10%至1.371亿美元,去年同期分别为1.363亿美元和1.251亿美元 [4] - 第三季度净利润增至2800万美元,摊薄后每股收益为0.55美元,去年同期为2600万美元,摊薄后每股收益0.50美元 [5] - 第三季度EBITDA增至3880万美元,占剔除报销后收入的28.3%,去年同期为3580万美元,占比28.6% [6] - 包含股权奖励税收影响在内的综合税率为27.4%,与去年同期的27.5%基本持平 [5] 年初至今财务业绩 - 前三季度总收入增长3%至4.346亿美元,剔除报销后的收入增长3%至4.074亿美元,去年同期分别为4.217亿美元和3.947亿美元 [7] - 前三季度净利润降至8120万美元,摊薄后每股收益1.58美元,去年同期为8540万美元,摊薄后每股收益1.66美元 [8] - 前三季度EBITDA降至1.134亿美元,占剔除报销后收入的27.8%,去年同期为1.158亿美元,占比29.3% [9] - 前三季度综合税率为28.2%,高于去年同期的26.4% [8] - 前三季度支付股息4670万美元,回购普通股7270万美元,期末现金及现金等价物为2.074亿美元 [9] 业务分部表现 - 工程与其他科学部门占第三季度及前三季度剔除报销后收入的84%,该部门收入在第三季度增长10%,前三季度增长3% [12] - 第三季度增长动力来自公用事业行业对风险管理和资产完整性管理服务的需求,以及能源、汽车和医疗器械领域的争议相关服务 [12] - 环境与健康部门占第三季度及前三季度剔除报销后收入的16%,该部门收入在第三季度增长9%,前三季度增长2% [13] - 该部门增长由化学品行业监管咨询业务增加所驱动 [13] 股东回报与资本配置 - 公司宣布季度现金股息为每股0.30美元,并重申继续支付季度股息的意向 [10] - 董事会批准将当前股票回购计划增加1亿美元,此外截至2025年10月3日仍有2160万美元的回购额度可用 [10] 业务展望 - 公司对2025年第四季度的预期为:剔除报销后的收入实现低至中个位数增长(若调整2024年第四季度额外一周的影响,则为高个位数至低双位数增长),EBITDA占剔除报销后收入的26.0%至27.0% [17] - 对2025全财年的预期为:剔除报销后的收入实现低个位数增长,EBITDA占剔除报销后收入的27.4%至27.65% [17] - 公司维持全年收入指引,并上调了利润率指引 [14]
CBIZ (CBZ) Tops Q3 Earnings Estimates
ZACKS· 2025-10-30 07:01
CBIZ (CBZ) came out with quarterly earnings of $1.01 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.45%. A quarter ago, it was expected that this provider of outsourced business services would post earnings of $0.84 per share when it actually produced earnings of $0.95, delivering a surprise of +13.1%.Over the last four q ...
Huron Consulting (HURN) Q3 Earnings and Revenues Beat Estimates
ZACKS· 2025-10-29 06:31
季度业绩表现 - 季度每股收益为2.1美元,超出市场预期的1.86美元,同比去年的1.68美元增长25% [1] - 季度收入为4.3236亿美元,超出市场预期2.94%,同比去年的3.7005亿美元增长16.8% [2] - 本季度业绩超预期幅度为12.90%,上一季度超预期幅度为5.59% [1] - 公司在过去四个季度中四次超出每股收益预期,三次超出收入预期 [2] 股价表现与市场比较 - 公司股价年初至今上涨23.6%,表现优于标普500指数16.9%的涨幅 [3] - 公司所属的咨询服务业在Zacks行业排名中处于后41%位置 [8] 未来业绩预期 - 市场对下一季度的共识预期为每股收益2.09美元,收入4.3626亿美元 [7] - 对本财年的共识预期为每股收益7.52美元,收入16.5亿美元 [7] - 业绩公布前,公司的盈利预期修正趋势好坏参半,当前Zacks评级为3级(持有) [6] 同业公司比较 - 同业公司CRA International预计将报告季度每股收益1.80美元,同比增长1.7% [9] - CRA International预计季度收入为1.7906亿美元,同比增长6.7% [10] - CRA International计划于10月30日发布业绩报告 [9]
Booz Allen Hamilton: The Market Misses The Quality Of This Compounder
Seeking Alpha· 2025-10-27 22:47
公司股价表现 - 博思艾伦汉密尔顿控股公司股价在过去六个月里下跌约三分之一 [1] 公司近期展望 - 公司股价下跌源于市场对收入增长放缓的担忧 [1] - 公司近期的业绩展望较为疲软 [1]