Overview Dividends

(AYI) Acuity Brands - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US00508Y1029

Lighting, Controls, Building Management, Audio Video

Electrical Components & Equipment
Market Cap in USD: 11,472m

IPO / Inception: 2001-12-03
Return 12m vs S&P 500: 4.05%

EPS (Earnings per Share)

EPS CAGR: -42.32%
EPS Trend: -18.0%

Last SUE: -4.00
Qual. Beats: 0

Revenue

Rev. CAGR: 7.37%
Rev. Trend: 43.2%

Last SUE: -1.08
Qual. Beats: 0

Dividends

Dividend Yield	0.18%
Yield on Cost 5y	0.59%
Yield CAGR 5y	6.94%
Payout Consistency	90.4%
Payout Ratio	4.8%

Risk via 5d forecast
Volatility	27.6%
Value at Risk 5%th	41.2%
Relative Tail Risk	-9.23%

Reward TTM
Sharpe Ratio	0.72
Alpha	3.58
CAGR/Max DD	0.87

Character TTM
Hurst Exponent	0.390
Beta	1.176
Beta Downside	1.257

Drawdowns 3y
Max DD	33.72%
Mean DD	9.26%
Median DD	7.36%

Description: AYI Acuity Brands January 07, 2026

Acuity Inc. (NYSE: AYI) delivers integrated lighting and smart-building solutions through two operating segments. The Acuity Brands Lighting (ABL) segment offers a broad portfolio of luminaires, LED modules and controls under brands such as Lithonia, Holophane, and IOTA, serving distributors, retail chains, large-corporate accounts and OEMs. The Acuity Intelligent Spaces (AIS) segment provides Distech Controls building-management systems, Q-SC audio/video platforms, and related services to high-traffic venues-including airports, universities, sports arenas and hospitality properties-via system-integrator partners.

Key financial and market indicators (FY 2024): revenue of $4.6 billion, up 7 % YoY, driven by double-digit growth in the smart-building SaaS component (≈ 15 % YoY) and continued LED replacement cycles. The company’s operating margin stabilized at 13 % after a 2023-2024 cost-efficiency program. Macro-drivers include robust U.S. commercial-construction spending (projected 4 % CAGR through 2027) and accelerating adoption of energy-efficiency regulations that favor LED and IoT-enabled building controls.

Given Acuity’s exposure to both the LED lighting renewal market (estimated $30 billion U.S. addressable spend) and the rapidly expanding smart-building platform segment (global CAGR ≈ 12 % 2024-2029), analysts often watch its recurring-revenue mix as a leading indicator of margin resilience. For a deeper quantitative view, you might explore ValueRay’s analyst tools.

Piotroski VR‑10 (Strict, 0-10) 7.5

Net Income (396.6m TTM) > 0 and > 6% of Revenue (6% = 260.7m TTM)

FCFTA 0.11 (>2.0%) and ΔFCFTA -3.35pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 18.54% (prev 30.81%; Δ -12.27pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.13 (>3.0%) and CFO 601.4m > Net Income 396.6m (YES >=105%, WARN >=100%)

Net Debt (581.9m) to EBITDA (638.4m) ratio: 0.91 <= 3.0 (WARN <= 3.5)

Current Ratio 1.95 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (31.5m) change vs 12m ago 0.07% (target <= -2.0% for YES)

Gross Margin 47.83% (prev 46.39%; Δ 1.44pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 101.4% (prev 100.7%; Δ 0.72pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 13.57 (EBITDA TTM 638.4m / Interest Expense TTM 39.4m) >= 6 (WARN >= 3)

Altman Z'' 7.07

(A) 0.17 = (Total Current Assets 1.65b - Total Current Liabilities 845.8m) / Total Assets 4.76b

(B) 0.90 = Retained Earnings (Balance) 4.29b / Total Assets 4.76b

warn (B) unusual magnitude: 0.90 — check mapping/units

(D) 2.07 = Book Value of Equity 4.21b / Total Liabilities 2.03b

Total Rating: 7.07 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 69.83

1. Piotroski 7.50pt

2. FCF Yield 4.42%

3. FCF Margin 12.27%

4. Debt/Equity 0.37

5. Debt/Ebitda 0.91

6. ROIC - WACC (= 3.29)%

7. RoE 15.41%

8. Rev. Trend 43.19%

9. EPS Trend -18.01%

What is the price of AYI shares?

As of January 07, 2026, the stock is trading at USD 375.36 with a total of 351,628 shares traded.
Over the past week, the price has changed by +2.86%, over one month by +0.84%, over three months by +6.92% and over the past year by +22.33%.

Is AYI a buy, sell or hold?

Acuity Brands has received a consensus analysts rating of 3.80. Therefor, it is recommend to hold AYI.

Strong Buy: 3
Buy: 2
Hold: 5
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the AYI price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	399.3	6.4%
Analysts Target Price	399.3	6.4%
ValueRay Target Price	454.2	21%

AYI Fundamental Data Overview January 05, 2026

Market Cap USD = 11.47b (11.47b USD * 1.0 USD.USD)
P/E Trailing = 29.7711
P/E Forward = 19.0476
P/S = 2.6398
P/B = 4.2099
P/EG = 1.6219
Beta = 1.492
Revenue TTM = 4.35b USD
EBIT TTM = 534.8m USD
EBITDA TTM = 638.4m USD
Long Term Debt = 896.8m USD (from longTermDebt, last quarter)
Short Term Debt = 23.3m USD (from shortTermDebt, last quarter)
Debt = 1.00b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 581.9m USD (from netDebt column, last quarter)
Enterprise Value = 12.05b USD (11.47b + Debt 1.00b - CCE 422.5m)
Interest Coverage Ratio = 13.57 (Ebit TTM 534.8m / Interest Expense TTM 39.4m)
FCF Yield = 4.42% (FCF TTM 533.0m / Enterprise Value 12.05b)
FCF Margin = 12.27% (FCF TTM 533.0m / Revenue TTM 4.35b)
Net Margin = 9.13% (Net Income TTM 396.6m / Revenue TTM 4.35b)
Gross Margin = 47.83% ((Revenue TTM 4.35b - Cost of Revenue TTM 2.27b) / Revenue TTM)
Gross Margin QoQ = 48.88% (prev 48.38%)
Tobins Q-Ratio = 2.53 (Enterprise Value 12.05b / Total Assets 4.76b)
Interest Expense / Debt = 0.70% (Interest Expense 7.00m / Debt 1.00b)
Taxrate = 17.21% (23.7m / 137.7m)
NOPAT = 442.8m (EBIT 534.8m * (1 - 17.21%))
Current Ratio = 1.95 (Total Current Assets 1.65b / Total Current Liabilities 845.8m)
Debt / Equity = 0.37 (Debt 1.00b / totalStockholderEquity, last quarter 2.72b)
Debt / EBITDA = 0.91 (Net Debt 581.9m / EBITDA 638.4m)
Debt / FCF = 1.09 (Net Debt 581.9m / FCF TTM 533.0m)
Total Stockholder Equity = 2.57b (last 4 quarters mean from totalStockholderEquity)
RoA = 8.34% (Net Income 396.6m / Total Assets 4.76b)
RoE = 15.41% (Net Income TTM 396.6m / Total Stockholder Equity 2.57b)
RoCE = 15.41% (EBIT 534.8m / Capital Employed (Equity 2.57b + L.T.Debt 896.8m))
RoIC = 12.85% (NOPAT 442.8m / Invested Capital 3.44b)
WACC = 9.56% (E(11.47b)/V(12.48b) * Re(10.35%) + D(1.00b)/V(12.48b) * Rd(0.70%) * (1-Tc(0.17)))
Discount Rate = 10.35% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.27%
[DCF Debug] Terminal Value 71.60% ; FCFE base≈541.9m ; Y1≈582.5m ; Y5≈714.0m
Fair Price DCF = 277.9 (DCF Value 8.54b / Shares Outstanding 30.7m; 5y FCF grow 8.41% → 3.0% )
EPS Correlation: -18.01 | EPS CAGR: -42.32% | SUE: -4.0 | # QB: 0
Revenue Correlation: 43.19 | Revenue CAGR: 7.37% | SUE: -1.08 | # QB: 0
EPS next Quarter (2026-02-28): EPS=4.30 | Chg30d=+0.014 | Revisions Net=-1 | Analysts=7
EPS current Year (2026-08-31): EPS=19.87 | Chg30d=+0.024 | Revisions Net=+1 | Growth EPS=+10.3% | Growth Revenue=+9.8%
EPS next Year (2027-08-31): EPS=21.85 | Chg30d=+0.026 | Revisions Net=+1 | Growth EPS=+10.0% | Growth Revenue=+5.2%

Additional Sources for AYI Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
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Fund Manager Positions: Dataroma | Stockcircle