Accenture Ltd. (NYSE:ACN)

Reference Point
ROI: 45.0%
Dividend Yield: 2.0%
Total Debt/ Earnings: 0
P/E: 17.5

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 61.32%
Trailing PE 19.17
PB 9.83
Div yield 1.50%

As of Feb 28.

Brendan Matthews

Dividend & Growth

Worked for 'em and like what they do. Decent dividend and excellent international growth opportunity. A tech-centric cost-effective consulting company? Sounds good to me.

health care opportunity

At current price levels, shouldn't ACN have a 5 star rating?

Trying an experimental Munger screen. 1) I looked for businesses w/ 10 yr ROE and ROIC consistently very high (approx 85 percentile or higher), and with low to manageable debt. 2) Then I eliminated both the businesses that I could not adequately understand, and the businesses with weak moats. 3) Finally, I selected the top 5 that I thought had reasonable, but not necessarily cheap valuations. This “flexibility” in the buying price is the experimental variable. The winners were ACN, DTV, PAYX, ROL, and PETM. Long-term holds. Theory based on the following quote:
“Over the long term, it's hard for a stock to earn a much better return that the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return - even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you'll end up with one hell of a result.” – Charles Thomas Munger

Accenture Ltd. (ACN)
Submitted: 12/27/11 1:36 PM :
A couple of key statistics that I like to see. High insider ownership a decent rising dividend and lots of cash and little or no debt. Plus I see outsourcing of IT as a growth industry.

service sector always wins

Awesome corporation!

A couple of key statistics that I like to see. High insider ownership a decent rising dividend and lots of cash and little or no debt. Plus I see outsourcing of IT as a growth industry.

It's not the cheapest I've ever seen this stock, but at an EV of 8.4 times FCF, a 2.5% dividend, and 10% growth, ACN is plenty cheap for new investors today. Buy.

12/17

Accenture is well positioned to capitalize on supporting thier clients IT organizations shift from a provider of technology to manager of IT services procured though cloud and oursource providers.

Found this from my stock screener.

With more companies entering a new technology spending cycle and businesses looking to maximize effeciency in software, the world's largest technology consulting firm will surely have a hand in a lot of those projects.

Will improve with economy over time

Like leadership's direction.