Acuity Brands Inc (AYI)vsVertiv Holdings Co (VRT)
AYI
Acuity Brands Inc
$285.61
-1.27%
INDUSTRIALS · Cap: $8.77B
VRT
Vertiv Holdings Co
$328.31
-0.05%
INDUSTRIALS · Cap: $126.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 136% more annual revenue ($10.84B vs $4.59B). VRT leads profitability with a 14.4% profit margin vs 9.4%. AYI appears more attractively valued with a PEG of 1.20. VRT earns a higher WallStSmart Score of 67/100 (B-).
AYI
Buy61
out of 100
Grade: C+
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.6%
Fair Value
$229.06
Current Price
$285.61
$56.55 premium
Intrinsic value data unavailable for VRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Earnings expanding 26.1% YoY
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
4.9% revenue growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 31.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AYI
The strongest argument for AYI centers on Altman Z-Score, EPS Growth. PEG of 1.20 suggests the stock is reasonably priced for its growth.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : AYI
The primary concerns for AYI are Revenue Growth, Piotroski F-Score.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 82.7x leaves little room for execution misses.
Key Dynamics to Monitor
AYI profiles as a value stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.05 — expect wider price swings.
VRT is growing revenue faster at 30.1% — sustainability is the question.
VRT generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 61/100) and 30.1% revenue growth. Both earn "Strong 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 Brands 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 →Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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