Stocks analysis

ABNB vs ACN Stock Comparison

Scores Breakdown

Metric ABNB ACN
📈 Growth 14/30 28/30
💰 Profitability 18/20 16/20
🏦 Financial Health 16/20 18/20
💵 Valuation 13/20 15/20
⚠️ Risk (lower is better) 7/10 5/10
Overall Score 64/100 82/100

Side-by-Side Summaries

ABNB Analysis ACN Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, Revenue declined modestly from $3.732B in Q3 2024 to $3.608B in Q2 2026, while Net Income rose from $461M to $816M, with a peak of $1.374B in Q3 2025 before a mid-year dip. This shows profitability resilience amid revenue variability, driven by episodic operating leverage. Overall, the growth signal is modest on revenue but improving on bottom-line momentum into Q2 2026.

💰 Margins & Cash Flow

  • Gross Margin has remained high, generally in the mid to high 70s up to mid 80s percent across quarters.
  • Operating Margin has been volatile, ranging from near-breakeven to about 39–61% in select quarters, recently around 21% in Q2 2026 as scale expands.
  • Net cash flow from operating activities has been positive in most periods (e.g., ~$1.79B in Q1 2025; $1.27B in Q2 2026), with notable quarterly outflows in Q4 2025 (-$3.73B), reflecting seasonality and financing/investing activity.

🛡️ Balance Sheet & Liquidity

  • Current assets consistently in the low 20s of billions vs current liabilities in the mid to high teens, yielding a healthy current ratio (~1.4–1.6).
  • Long-term debt sits around $2.48B, with equity around $7.6–8.7B across periods, indicating modest leverage and solid equity base. Liabilities plus equity align with asset bases, suggesting liquidity resilience.

⚠️ Key Drivers & Risks

  • Drivers: Travel demand resurgence; network effects and marketplace scale.
  • Risks: Travel cyclicality and regulatory/commercial risk; valuation sensitivity to quarterly volatility and travel headlines.

📈 Growth & Financial Trajectory

Over the eight quarters, Revenues rose from $17.69B to $18.72B, while Net Income increased from $1.79B to $2.34B, signaling a positive trajectory with modest top-line growth and stronger bottom-line advancement. The trend shows resilience amid quarterly fluctuations, with mid-single-digit revenue growth and improving profitability.

💰 Margins & Cash Flow

Gross Margin sits in the low 30s (about 32%–33%), and Operating Margin runs in the mid-teens, supporting the Net Income growth. Cash flow is robust: Net Cash Flow From Operating Activities around $3.0–3.8B per quarter; Net Cash Flow overall was positive in several periods, while Net Cash Flow From Investing Activities and Net Cash Flow From Financing Activities show volatility.

🛡️ Balance Sheet & Liquidity

Liquidity remains solid with Current Assets around $25–29B versus Current Liabilities around $18–22B (current ratio near 1.3x). Equity sits near $31–33B, and overall liabilities are manageable relative to assets.

⚠️ Key Drivers & Risks

  • Drivers: AI-enabled transformation demand and a broad, diversified client base across industries.
  • Risks: Economic cyclicality in IT budgets and valuation sensitivity to growth assumptions.