AYI vs BCO
Acuity Brands vs Brink's — AI-powered side-by-side comparison
| Metric | AYI | BCO |
|---|
| AI Score |
67
|
54
|
| Price |
$341.15
|
$111.47
|
| P/E Ratio |
22.00×
|
25.46×
|
| ROE |
14.6%
|
71.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
26.4%
|
| Debt / Equity |
0.28×
|
13.66×
|
| Dividend Yield |
0.2%
|
0.9%
|
| RSI (14) |
40.3
|
43.0
|
| Beta |
1.295
|
1.038
|
| Expected Upside |
+0.4%
|
+2.2%
|
AI Committee View
Current Innellis committee reasoning for AYI versus BCO.
AYI leads by 13 points.
AYI scores 67/100 (Buy) versus BCO at 54/100 (Watch).
AYI Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 3068.56). The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 16.9% shows genuine earnings power backing the valuation — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
BCO Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 3 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — high leverage (debt-to-equity 15.18) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 64.7% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 26.3 is moderate-to-rich — Value
- Price-to-book of 17.5x prices in significant intangible value — Value
- Debt-to-equity of 15.18 adds balance-sheet risk to the value case — Value