Stocks analysis

ACN vs AEP Stock Comparison

Scores Breakdown

Metric ACN AEP
📈 Growth 22/30 22/30
💰 Profitability 18/20 16/20
🏦 Financial Health 18/20 12/20
💵 Valuation 16/20 14/20
⚠️ Risk (lower is better) 4/10 7/10
Overall Score 80/100 67/100

Side-by-Side Summaries

ACN Analysis AEP Analysis

📈 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.

📈 Growth & Financial Trajectory

The eight quarters show revenue rising from $5.420B in 2024 Q3 to $6.020B in 2026 Q1, about a net increase of ~11%. Net income fluctuated: from $0.962B at the start to $0.903B at the end, with a peak near $1.288B in 2025 Q2. This signals a healthier top line with episodic earnings swings, ending with higher revenue but a slightly lower cumulative net income than the start.

💰 Margins & Cash Flow

Net income margins averaged in the mid-teens, with notable strength around 25% in 2025 Q2. Operating cash flow tended to be positive across quarters, while investing cash flow was typically negative, reflecting ongoing capex. Cash flow from operations generally ranged in the low-to-mid billions, with an indicative average near $1.8B and occasional peaks near $2.5B.

🛡️ Balance Sheet & Liquidity

Assets sit in the $110B–$118B range, with liabilities around $76B–$85B and equity roughly $27B–$33B; end-quarter figures show long-term debt near $42B–$50B. The regulated utility profile supports resilience, though leverage remains notable for the sector.

⚠️ Key Drivers & Risks

  • Drivers: regulated rate recovery and ongoing grid modernization investments.
  • Risks: interest-rate sensitivity and regulatory/legislative shifts; earnings volatility driven by weather and macro cycles may affect valuation.