ADT vs AYI
ADT Inc. vs Acuity Brands — AI-powered side-by-side comparison
| Metric | ADT | AYI |
|---|
| AI Score |
55
|
72
|
| Price |
$7.45
|
$357.39
|
| P/E Ratio |
9.68×
|
23.11×
|
| ROE |
15.8%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
51.4%
|
49.3%
|
| Debt / Equity |
2.21×
|
0.28×
|
| Dividend Yield |
3.0%
|
0.2%
|
| RSI (14) |
49.6
|
59.1
|
| Beta |
1.041
|
1.295
|
| Expected Upside |
—
|
+6.3%
|
AI Committee View
Current Innellis committee reasoning for ADT versus AYI.
AYI leads by 17 points.
AYI scores 72/100 (Buy) versus ADT at 55/100 (Watch).
ADT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 2.04) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 8.3 is inexpensive for the broad market — Value
- ROE of 16.7% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.9% pays you to wait — Value
Bear Case
- Debt-to-equity of 2.04 adds balance-sheet risk to the value case — Value
- High leverage (debt-to-equity 2.04) amplifies downside in a stress scenario — Risk
- Current ratio of 0.93 is tight -- limited short-term liquidity cushion — Risk
AYI Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical