Acuity Inc. (AYI)vsBloom Energy Corp (BE)
AYI
Acuity Inc.
$337.44
+1.87%
INDUSTRIALS · Cap: $9.67B
BE
Bloom Energy Corp
$200.35
-6.36%
INDUSTRIALS · Cap: $60.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Acuity Inc. generates 21% more annual revenue ($4.64B vs $3.83B). BE leads profitability with a 13.5% profit margin vs 11.5%. BE appears more attractively valued with a PEG of 0.38. AYI earns a higher WallStSmart Score of 62/100 (C+).
AYI
Buy62
out of 100
Grade: C+
BE
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.3%
Fair Value
$183.75
Current Price
$337.44
$153.69 premium
Intrinsic value data unavailable for BE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 55.7% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 138.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Areas to Watch
Expensive relative to growth rate
2.9% revenue growth
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 30.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AYI
The strongest argument for AYI centers on EPS Growth, Altman Z-Score, Debt/Equity.
Bull Case : BE
The strongest argument for BE centers on PEG Ratio, Revenue Growth, Market Cap. Revenue growth of 138.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : AYI
The primary concerns for AYI are PEG Ratio, Revenue Growth.
Bear Case : BE
The primary concerns for BE are Debt/Equity, Piotroski F-Score, P/E Ratio. A P/E of 123.1x leaves little room for execution misses.
Key Dynamics to Monitor
AYI profiles as a value stock while BE is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.78 — expect wider price swings.
BE is growing revenue faster at 138.1% — sustainability is the question.
AYI generates stronger free cash flow (286M), providing more financial flexibility.
Bottom Line
AYI scores higher overall (62/100 vs 61/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Acuity Inc.
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Acuity Brands, Inc. provides lighting and building management solutions and services for commercial, institutional, industrial, infrastructure, and residential applications in North America and internationally. The company is headquartered in Atlanta, Georgia.
Visit Website →Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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