Stocks analysis

ABNB vs ACN Stock Comparison

Scores Breakdown

Metric ABNB ACN
📈 Growth 14/30 22/30
💰 Profitability 18/20 18/20
🏦 Financial Health 15/20 18/20
💵 Valuation 10/20 16/20
⚠️ Risk (lower is better) 6/10 4/10
Overall Score 61/100 80/100

Side-by-Side Summaries

ABNB Analysis ACN Analysis

📈 Growth & Financial Trajectory

8 quarters show revenue starting at 2.748B (2024 Q2) and ending at 2.678B (2026 Q1), a small decline; a peak of 4.095B in 2025 Q3 underscores episodic demand strength. Net income rose from 461M in 2024 Q2 to a high of 1.374B in 2025 Q3, then declined to 160M in 2026 Q1, highlighting volatility with a mid-period peak.

💰 Margins & Cash Flow

Gross margin remains elevated, with gross_profit relative to revenue above ~75-85%; for 2026 Q1, gross_profit 2.097B vs. revenue 2.678B implies ~78% margin. Operating cash flow has been positive in most quarters, notably 1.708B in 2026 Q1 and 1.356B in 2025 Q3, while investing activities are generally negative and financing moves swing cash flow.

🛡️ Balance Sheet & Liquidity

Balance sheet shows resilient assets of about $26.8B with current assets around $23.6B and equity near $7.64B in 2026 Q1; debt includes $2.48B long-term, supporting liquidity. This mix supports liquidity even in travel-cycle downturns, though elevated liabilities vs. equity suggest moderate leverage.

⚠️ Key Drivers & Risks

  • Drivers: travel demand rebound, Airbnb network effects
  • Risks: travel volatility, regulatory/competitive pressures, valuation sensitivity to growth deceleration

📈 Growth & Financial Trajectory

Over 8 quarters, revenues moved from $16.41B (2024 Q4) to $18.72B (2026 Q3), a cumulative rise of about 14%. Net income increased from roughly $1.68B to $2.34B, up about 39%, signaling improving operating leverage as scale widens. The trend shows quarterly fluctuations but an overall positive trajectory with gradually rising profitability.

💰 Margins & Cash Flow

  • Gross margin remains in the 32-34% range, supporting durable profitability.
  • Operating margin hovers around 16-17%, indicating meaningful operating leverage with revenue growth.
  • Net cash flow from operating activities stays robust, averaging near $3.7B per quarter; the latest quarter shows a positive, albeit modest, overall cash position as investing and financing outflows offset operating cash flow.

🛡️ Balance Sheet & Liquidity

  • Current assets around $28-29B vs. current liabilities near $19-22B, implying a healthy liquidity cushion (latest current ratio ~1.3–1.4).
  • Noncurrent liabilities about $13-14B against equity of roughly $31-33B, with total assets near $63-69B, indicating solid balance-sheet resilience and solvency dynamics.

⚠️ Key Drivers & Risks

  • Drivers: AI & Data/Cloud transformation demand; scalable global services with cross-sell opportunities.
  • Risks: cyclicality in IT spend, valuation sensitivity to growth expectations, competitive intensity.