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Accenture Plc (ACN)

Accenture Plc (ACN). Analysts: Chris Landqvist , Justin Pippitt , Kelli Coldiron & Wei Pi . Macro Economic Outlook. Lagging, Coincident, Leading Indicators. Business Cycle Sectors. Current Portfolio Sector Weights. Company Overview. Overview. *3 Key Services:

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Accenture Plc (ACN)

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  1. Accenture Plc(ACN) Analysts: Chris Landqvist, Justin Pippitt, Kelli Coldiron & Wei Pi

  2. Macro Economic Outlook

  3. Lagging, Coincident, Leading Indicators

  4. Business Cycle Sectors

  5. Current Portfolio Sector Weights

  6. Company Overview

  7. Overview *3 Key Services: Global management consulting, technology services and outsourcing company *5 Operating Groups: Communications and high tech, financial services, health and public service, products, and resources *236,000 employees in 54 countries *Clients: Fortune Global 500, Fortune 1000, and mid-size companies and governments *Generated net revenues of US$25.5 billion in 2011 fiscal year.

  8. Revenues

  9. Historical Performance Analysis

  10. 3-Year Compound Average Growth Rates

  11. Per Share Metrics

  12. Cumulative Stock Returns vs. Market

  13. Total Revenue and Net Income

  14. Total Revenue and Net Income

  15. Total Revenue and Net Income

  16. Operating Profit

  17. EarningsPer Share and Dividends Per Share

  18. Estimated and Actual Earnings Per Share Estimated Range Actual Earnings

  19. Gross and Operating Margin Gross and Operating Profit Margin

  20. Net and Free Cash Flow Margin

  21. Earnings and Dividend Yield

  22. Total Debt to Assets, Long-Term Debt to Equity

  23. Return on Assets, Equity and Capital

  24. ROIC/WACC Spread 35.3% Spread WACC

  25. Economic and Market Value Added

  26. Porter’s 5 Forces

  27. Porter’s – Supplier Power

  28. Porter’s – Buyer Power

  29. Porter’s – Competitive Rivalry

  30. Porter’s – Threat of Substitutes

  31. Porter’s – Threat of New Entrants

  32. SWOT

  33. SWOT - Strengths

  34. SWOT – Weaknesses

  35. SWOT - Opportunities

  36. SWOT - Threats

  37. Strategic Position Summary • * ACN competes in the IT sector alongside several other strong players. • *Clients will pay a premium for working with brand name company with a global footprint. • *The nature of technology is volatile but requires low initial capital investment and faces limited government/industry regulation or policies. • *ACN is well positioned to quickly adhere to the needs of their clients worldwide through proprietary software. • *Hiring a skilled workforce is becoming increasingly difficult.With no debt, ACN is well positioned for M&A activity to acquire new talent or technology.

  38. Forecasts

  39. Income Statement Forecasts

  40. Income Statement Forecast Graphs Revenue Growth Dividend Growth Unadjusted Adjusted

  41. Balance Sheet Forecasts

  42. Balance Sheet Forecasts

  43. Weighted Average Cost of Capital

  44. Over (Under) Valuation Per Share

  45. Dividend Discount and Relative Valuation Models

  46. Intrinsic vs. Current Price

  47. PRVit Scores

  48. PRVit Overall

  49. PRVit Performance and Risk

  50. PRVit vs. Industry and Market

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