ACUITY INC (AYI) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:AYI - US00508Y1029 - Common Stock
320.43 USD
-0.39 (-0.12%)
320.43 USD
0 (0%)
We assign a fundamental rating of 7 out of 10 to AYI. AYI was compared to 91 industry peers in the Electrical Equipment industry. AYI has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. AYI has a decent growth rate and is not valued too expensively. This makes AYI very considerable for quality investing!
1. Profitability
1.1 Basic Checks
- AYI had positive earnings in the past year.
- AYI had a positive operating cash flow in the past year.
- In the past 5 years AYI has always been profitable.
- AYI had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- With an excellent Return On Assets value of 8.82%, AYI belongs to the best of the industry, outperforming 86.81% of the companies in the same industry.
- AYI has a Return On Equity of 14.69%. This is amongst the best in the industry. AYI outperforms 86.81% of its industry peers.
- AYI has a better Return On Invested Capital (12.86%) than 90.11% of its industry peers.
- AYI had an Average Return On Invested Capital over the past 3 years of 13.42%. This is above the industry average of 9.92%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.82% | ||
| ROE | 14.69% | ||
| ROIC | 12.86% |
ROA(3y)9.86%
ROA(5y)9.83%
ROE(3y)16.5%
ROE(5y)16.91%
ROIC(3y)13.42%
ROIC(5y)13.29%
1.3 Margins
- AYI has a Profit Margin of 9.04%. This is amongst the best in the industry. AYI outperforms 82.42% of its industry peers.
- AYI's Profit Margin has improved in the last couple of years.
- The Operating Margin of AYI (14.10%) is better than 86.81% of its industry peers.
- AYI's Operating Margin has improved in the last couple of years.
- The Gross Margin of AYI (48.11%) is better than 92.31% of its industry peers.
- In the last couple of years the Gross Margin of AYI has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 14.1% | ||
| PM (TTM) | 9.04% | ||
| GM | 48.11% |
OM growth 3Y3.79%
OM growth 5Y4.65%
PM growth 3Y-1.62%
PM growth 5Y4.1%
GM growth 3Y4.63%
GM growth 5Y2.56%
2. Health
2.1 Basic Checks
- AYI has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
- AYI has less shares outstanding than it did 1 year ago.
- The number of shares outstanding for AYI has been reduced compared to 5 years ago.
- AYI has a worse debt/assets ratio than last year.
2.2 Solvency
- An Altman-Z score of 6.14 indicates that AYI is not in any danger for bankruptcy at the moment.
- AYI's Altman-Z score of 6.14 is amongst the best of the industry. AYI outperforms 81.32% of its industry peers.
- The Debt to FCF ratio of AYI is 1.49, which is an excellent value as it means it would take AYI, only 1.49 years of fcf income to pay off all of its debts.
- AYI's Debt to FCF ratio of 1.49 is amongst the best of the industry. AYI outperforms 92.31% of its industry peers.
- A Debt/Equity ratio of 0.29 indicates that AYI is not too dependend on debt financing.
- The Debt to Equity ratio of AYI (0.29) is better than 61.54% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.49 | ||
| Altman-Z | 6.14 |
ROIC/WACC1.51
WACC8.53%
2.3 Liquidity
- AYI has a Current Ratio of 2.07. This indicates that AYI is financially healthy and has no problem in meeting its short term obligations.
- AYI has a Current ratio of 2.07. This is in the better half of the industry: AYI outperforms 60.44% of its industry peers.
- A Quick Ratio of 1.39 indicates that AYI should not have too much problems paying its short term obligations.
- AYI has a better Quick ratio (1.39) than 60.44% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.07 | ||
| Quick Ratio | 1.39 |
3. Growth
3.1 Past
- AYI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 18.61%, which is quite good.
- AYI shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.88% yearly.
- The Revenue has grown by 17.62% in the past year. This is quite good.
- The Revenue has been growing slightly by 5.49% on average over the past years.
EPS 1Y (TTM)18.61%
EPS 3Y11.82%
EPS 5Y16.88%
EPS Q2Q%18.14%
Revenue 1Y (TTM)17.62%
Revenue growth 3Y2.75%
Revenue growth 5Y5.49%
Sales Q2Q%20.19%
3.2 Future
- Based on estimates for the next years, AYI will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.11% on average per year.
- The Revenue is expected to grow by 6.30% on average over the next years.
EPS Next Y11.59%
EPS Next 2Y10.65%
EPS Next 3Y10.3%
EPS Next 5Y9.11%
Revenue Next Year8.6%
Revenue Next 2Y6.97%
Revenue Next 3Y6.3%
Revenue Next 5Y6.3%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 17.10 indicates a rather expensive valuation of AYI.
- 87.91% of the companies in the same industry are more expensive than AYI, based on the Price/Earnings ratio.
- AYI is valuated rather cheaply when we compare the Price/Earnings ratio to 27.47, which is the current average of the S&P500 Index.
- The Price/Forward Earnings ratio is 14.52, which indicates a correct valuation of AYI.
- Based on the Price/Forward Earnings ratio, AYI is valued cheaply inside the industry as 87.91% of the companies are valued more expensively.
- AYI is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 24.26, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.1 | ||
| Fwd PE | 14.52 |
4.2 Price Multiples
- AYI's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. AYI is cheaper than 89.01% of the companies in the same industry.
- AYI's Price/Free Cash Flow ratio is rather cheap when compared to the industry. AYI is cheaper than 90.11% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.35 | ||
| EV/EBITDA | 12.97 |
4.3 Compensation for Growth
- AYI's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
- The excellent profitability rating of AYI may justify a higher PE ratio.
PEG (NY)1.48
PEG (5Y)1.01
EPS Next 2Y10.65%
EPS Next 3Y10.3%
5. Dividend
5.1 Amount
- AYI has a yearly dividend return of 0.21%, which is pretty low.
- Compared to an average industry Dividend Yield of 0.27, AYI pays a better dividend. On top of this AYI pays more dividend than 81.32% of the companies listed in the same industry.
- Compared to an average S&P500 Dividend Yield of 1.89, AYI's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.21% |
5.2 History
- The dividend of AYI has a limited annual growth rate of 4.77%.
- AYI has paid a dividend for at least 10 years, which is a reliable track record.
- AYI has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)4.77%
Div Incr Years1
Div Non Decr Years16
5.3 Sustainability
- 5.21% of the earnings are spent on dividend by AYI. This is a low number and sustainable payout ratio.
- The dividend of AYI is growing, but earnings are growing more, so the dividend growth is sustainable.
DP5.21%
EPS Next 2Y10.65%
EPS Next 3Y10.3%
320.43
-0.39 (-0.12%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryElectrical Equipment
Earnings (Last)01-08 2026-01-08/bmo
Earnings (Next)04-01 2026-04-01
Inst Owners97.85%
Inst Owner Change-0.01%
Ins Owners0.32%
Ins Owner Change7.04%
Market Cap9.81B
Revenue(TTM)4.54B
Net Income(TTM)410.40M
Analysts78.46
Price Target400.93 (25.12%)
Short Float %2.17%
Short Ratio2.78
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.21% |
Yearly Dividend0.67
Dividend Growth(5Y)4.77%
DP5.21%
Div Incr Years1
Div Non Decr Years16
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.78%
Min EPS beat(2)1.15%
Max EPS beat(2)6.41%
EPS beat(4)3
Avg EPS beat(4)5.47%
Min EPS beat(4)-0.15%
Max EPS beat(4)14.48%
EPS beat(8)6
Avg EPS beat(8)3.34%
EPS beat(12)9
Avg EPS beat(12)4.81%
EPS beat(16)13
Avg EPS beat(16)6.26%
Revenue beat(2)0
Avg Revenue beat(2)-1.93%
Min Revenue beat(2)-2.81%
Max Revenue beat(2)-1.06%
Revenue beat(4)1
Avg Revenue beat(4)-1.35%
Min Revenue beat(4)-3.15%
Max Revenue beat(4)1.6%
Revenue beat(8)1
Avg Revenue beat(8)-1.51%
Revenue beat(12)1
Avg Revenue beat(12)-1.92%
Revenue beat(16)5
Avg Revenue beat(16)-0.78%
PT rev (1m)0%
PT rev (3m)14.36%
EPS NQ rev (1m)-0.03%
EPS NQ rev (3m)1.46%
EPS NY rev (1m)0.04%
EPS NY rev (3m)3.02%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.45%
Revenue NY rev (1m)0.04%
Revenue NY rev (3m)0.15%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.1 | ||
| Fwd PE | 14.52 | ||
| P/S | 2.16 | ||
| P/FCF | 18.35 | ||
| P/OCF | 16.08 | ||
| P/B | 3.51 | ||
| P/tB | 43.28 | ||
| EV/EBITDA | 12.97 |
EPS(TTM)18.74
EY5.85%
EPS(NY)22.06
Fwd EY6.89%
FCF(TTM)17.46
FCFY5.45%
OCF(TTM)19.93
OCFY6.22%
SpS148.24
BVpS91.28
TBVpS7.4
PEG (NY)1.48
PEG (5Y)1.01
Graham Number196.18
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.82% | ||
| ROE | 14.69% | ||
| ROCE | 16.45% | ||
| ROIC | 12.86% | ||
| ROICexc | 14.23% | ||
| ROICexgc | 52.86% | ||
| OM | 14.1% | ||
| PM (TTM) | 9.04% | ||
| GM | 48.11% | ||
| FCFM | 11.78% |
ROA(3y)9.86%
ROA(5y)9.83%
ROE(3y)16.5%
ROE(5y)16.91%
ROIC(3y)13.42%
ROIC(5y)13.29%
ROICexc(3y)16.41%
ROICexc(5y)15.82%
ROICexgc(3y)53.29%
ROICexgc(5y)50.03%
ROCE(3y)17.17%
ROCE(5y)17%
ROICexgc growth 3Y7.33%
ROICexgc growth 5Y2.88%
ROICexc growth 3Y-4.26%
ROICexc growth 5Y1.69%
OM growth 3Y3.79%
OM growth 5Y4.65%
PM growth 3Y-1.62%
PM growth 5Y4.1%
GM growth 3Y4.63%
GM growth 5Y2.56%
F-Score5
Asset Turnover0.98
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.29 | ||
| Debt/FCF | 1.49 | ||
| Debt/EBITDA | 1.01 | ||
| Cap/Depr | 50.4% | ||
| Cap/Sales | 1.66% | ||
| Interest Coverage | 14.09 | ||
| Cash Conversion | 77.24% | ||
| Profit Quality | 130.24% | ||
| Current Ratio | 2.07 | ||
| Quick Ratio | 1.39 | ||
| Altman-Z | 6.14 |
F-Score5
WACC8.53%
ROIC/WACC1.51
Cap/Depr(3y)64.4%
Cap/Depr(5y)59.31%
Cap/Sales(3y)1.64%
Cap/Sales(5y)1.52%
Profit Quality(3y)137.86%
Profit Quality(5y)120.07%
High Growth Momentum
Growth
EPS 1Y (TTM)18.61%
EPS 3Y11.82%
EPS 5Y16.88%
EPS Q2Q%18.14%
EPS Next Y11.59%
EPS Next 2Y10.65%
EPS Next 3Y10.3%
EPS Next 5Y9.11%
Revenue 1Y (TTM)17.62%
Revenue growth 3Y2.75%
Revenue growth 5Y5.49%
Sales Q2Q%20.19%
Revenue Next Year8.6%
Revenue Next 2Y6.97%
Revenue Next 3Y6.3%
Revenue Next 5Y6.3%
EBIT growth 1Y14.95%
EBIT growth 3Y6.64%
EBIT growth 5Y10.39%
EBIT Next Year29.93%
EBIT Next 3Y13.28%
EBIT Next 5Y10.85%
FCF growth 1Y3.11%
FCF growth 3Y27.07%
FCF growth 5Y3.45%
OCF growth 1Y4.9%
OCF growth 3Y23.89%
OCF growth 5Y3.56%
ACUITY INC / AYI FAQ
What is the fundamental rating for AYI stock?
ChartMill assigns a fundamental rating of 7 / 10 to AYI.
Can you provide the valuation status for ACUITY INC?
ChartMill assigns a valuation rating of 6 / 10 to ACUITY INC (AYI). This can be considered as Fairly Valued.
Can you provide the profitability details for ACUITY INC?
ACUITY INC (AYI) has a profitability rating of 9 / 10.
Can you provide the financial health for AYI stock?
The financial health rating of ACUITY INC (AYI) is 8 / 10.
What is the expected EPS growth for ACUITY INC (AYI) stock?
The Earnings per Share (EPS) of ACUITY INC (AYI) is expected to grow by 11.59% in the next year.