vs
KLAC
Updated 2026-03-30
Accenture plc (ACN) vs KLA Corporation (KLAC): Stock Comparison 2026
Quick verdict: ACN vs KLAC in 2026
ACN holds the overall edge in this ACN vs KLAC stock comparison 2026, leading on more key metrics, particularly in valuation and analyst sentiment. KLAC demonstrates superior revenue growth and impressive profitability margins, positioning it as the growth leader. However, ACN presents a more attractive valuation and is a clear analyst favourite with significantly higher projected upside. Not investment advice.
Best for Value: ACN
Best for Income: ACN
ACN vs KLAC: key metrics side by side
Full side-by-side comparison of ACN and KLAC across valuation, profitability, growth and analyst sentiment. Data updated 2026-03-30.
| Metric | ACN | KLAC |
|---|---|---|
| Revenue (TTM) | $69.67B | $12.16B |
| Revenue growth YoY | 7.4% | 23.9% KLAC wins |
| Gross margin | 31.99% | 61.89% KLAC wins |
| Net margin | 10.65% | 35.76% KLAC wins |
| EBITDA margin | 16.8% | 46.37% KLAC wins |
| ROE | N/A% | N/A% |
| FCF yield | 10.54% ACN wins | 2.31% |
| P/E ratio | 15.47x ACN wins | 41.64x |
| P/B ratio | 3.81x ACN wins | 34.73x |
| Debt / equity | 0.27x ACN wins | 1.15x |
| Dividend yield | 0.03% ACN wins | 0.01% |
| Buy rating % | 73.6% ACN wins | 62.8% |
| Analyst consensus | Buy | Buy |
| Price target upside | +55.7% ACN wins | +17.5% |
| DCF upside | +7.7% ACN wins | -55.2% |
| FMP rating | A- | B |
ACN vs KLAC valuation comparison
When evaluating ACN vs KLAC valuation, Accenture (ACN) appears significantly more attractive based on traditional metrics. ACN trades at a P/E ratio of 15.47x, which is considerably lower than KLA Corporation’s (KLAC) P/E of 41.64x. This suggests that investors are paying a much higher premium for KLAC’s earnings compared to ACN’s. Similarly, ACN’s price-to-book (P/B) ratio stands at 3.81x, dwarfed by KLAC’s much higher 34.73x, indicating ACN’s assets are valued far more conservatively by the market.
Furthermore, a Discounted Cash Flow (DCF) analysis reinforces ACN’s more compelling valuation, showing a positive upside of +7.7% to its intrinsic value of $207.4 from its current price of $192.6. In stark contrast, KLAC’s DCF analysis indicates a substantial downside of -55.2% from its current price of $1443.21, with an intrinsic value of only $646.93. This suggests that, from a fundamental valuation perspective, ACN offers a more appealing entry point and a greater margin of safety for investors looking at the ACN vs KLAC fundamentals and valuation in 2026.
ACN vs KLAC growth comparison
In terms of growth, KLA Corporation (KLAC) undeniably boasts stronger momentum compared to Accenture (ACN). KLAC reported an impressive year-over-year revenue growth of +23.9%, significantly outpacing ACN’s more modest +7.4%. This robust growth reflects KLAC’s position in the high-demand semiconductor equipment industry, which often experiences cyclical but intense expansion phases. The higher growth rate for KLAC suggests a business capitalizing on strong market tailwinds, though it’s important to consider the cyclical nature of its industry.
While KLAC demonstrates superior top-line expansion, ACN, as a global professional services firm, typically exhibits steadier, less volatile growth. ACN’s revenue of $69.67 billion also dwarfs KLAC’s $12.16 billion, indicating a much larger and more diversified operational base. Although KLAC has higher revenue growth, ACN’s consistent growth in a larger market positions it as a reliable performer, even if its growth rate is not as explosive as KLAC’s in the current cycle. Investors keen on high-velocity revenue expansion in the ACN vs KLAC stock comparison 2026 might lean towards KLAC, while those prioritizing scale and stability might prefer ACN.
ACN vs KLAC profitability
Examining the profitability of ACN vs KLAC reveals KLA Corporation (KLAC) as the clear leader in margin efficiency. KLAC’s net profit margin of 35.76% is substantially higher than Accenture’s (ACN) 10.65%. This indicates that KLAC is exceptionally effective at converting revenue into profit, a common trait for companies with strong intellectual property and high barriers to entry in specialized manufacturing sectors like semiconductor equipment. Similarly, KLAC’s EBITDA margin of 46.37% significantly surpasses ACN’s 16.8%, further highlighting its operational efficiency and pricing power.
While both companies have an N/A% for Return on Equity (ROE) in the provided data, ACN demonstrates a superior Free Cash Flow (FCF) yield of 10.54% compared to KLAC’s 2.31%. This suggests that ACN is generating a healthy amount of cash relative to its market capitalization, which is crucial for internal investments, dividends, or share buybacks. While KLAC’s high margins are impressive, ACN’s robust FCF generation offers a different perspective on financial health and shareholder returns, making it an important consideration when assessing ACN vs KLAC fundamentals and valuation.
Analyst ratings: ACN vs KLAC
Analysts tracking Accenture (ACN) show a strong preference for the company, with 73.6% of the 53 analysts surveyed issuing a “Buy” rating. Their consensus price target for ACN is an ambitious $299.92, which implies a significant upside of +55.7% from its current price of $192.6. This strong endorsement from a larger analyst pool (53 vs 43 for KLAC) suggests high confidence in ACN’s future performance and its ability to deliver substantial returns.
KLA Corporation (KLAC) also receives a “Buy” consensus from analysts, with 62.8% of the 43 analysts recommending a purchase. Their average target price for KLAC is $1696.31, representing an upside of +17.5% from its current price of $1443.21. While positive, KLAC’s analyst consensus and target upside are less emphatic than ACN’s. The notably higher price target upside for ACN indicates that analysts see a greater potential for capital appreciation in Accenture stock, making it a more favored pick in the ACN vs KLAC stock comparison 2026.
Should I buy ACN or KLAC stock in 2026?
Deciding whether you should buy ACN or KLAC stock in 2026 largely depends on your investment strategy and risk tolerance. For growth-oriented investors, KLA Corporation (KLAC) might appear more appealing due to its robust year-over-year revenue growth of +23.9%, significantly outpacing ACN’s +7.4%. KLAC also boasts exceptional profitability with a net margin of 35.76% and an EBITDA margin of 46.37%, indicating a highly efficient business model in the high-tech semiconductor industry. This strong operational performance might attract investors looking for companies with high momentum and a dominant market position in a critical sector.
However, for value investors, Accenture (ACN) presents a far more compelling argument in the ACN vs KLAC fundamentals and valuation discussion. ACN trades at a much more conservative P/E ratio of 15.47x and a P/B ratio of 3.81x, compared to KLAC’s significantly higher 41.64x and 34.73x, respectively. Furthermore, ACN’s DCF analysis suggests an upside of +7.7%, contrasting sharply with KLAC’s significant implied downside of -55.2%. ACN also has a lower debt-to-equity ratio of 0.27x versus KLAC’s 1.15x, indicating a stronger balance sheet. These factors suggest ACN offers a better margin of safety and a more attractive entry point based on its current valuation.
For investors considering income, while neither ACN nor KLAC are high-dividend payers, Accenture offers a slightly higher dividend yield of 0.03% compared to KLAC’s 0.01%. More importantly, ACN has a much higher Free Cash Flow (FCF) yield of 10.54%, indicating a strong ability to generate cash that can be returned to shareholders or reinvested for future growth. Ultimately, the choice between ACN and KLAC hinges on whether you prioritize aggressive growth and high margins (KLAC) or value, financial stability, and strong analyst upside (ACN). This is not investment advice; always conduct your own thorough research.
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FAQ: ACN vs KLAC
Is ACN or KLAC a better stock in 2026?
ACN appears to be a more attractive stock in 2026 based on its significantly lower P/E ratio of 15.47x compared to KLAC’s 41.64x, coupled with a higher analyst “Buy” rating percentage (73.6% for ACN vs 62.8% for KLAC). However, KLAC offers superior revenue growth. This is not investment advice.
Which has more analyst upside — ACN or KLAC?
ACN has significantly more analyst upside, with a consensus target of $299.92 representing a +55.7% increase. KLAC’s consensus target of $1696.31 implies a +17.5% upside. As of 2026-03-30. Not a prediction by Alert Invest.
Which is growing faster — ACN or KLAC?
KLA Corporation (KLAC) is growing faster with a revenue growth of 23.9% year-over-year, significantly higher than Accenture’s (ACN) 7.4%. KLAC demonstrates stronger top-line momentum.
Which is more profitable — ACN or KLAC?
KLA Corporation (KLAC) is more profitable with a net margin of 35.76% and an EBITDA margin of 46.37%, both substantially higher than ACN’s 10.65% net margin and 16.8% EBITDA margin.
Do ACN or KLAC pay dividends?
Both ACN and KLAC pay dividends, though at very low yields. ACN has a slightly higher dividend yield of 0.03%, while KLAC’s dividend yield is 0.01%.
For informational purposes only. Not investment advice. Data: Financial Modeling Prep & SEC EDGAR. Always do your own research.
