AYI vs CARR
Acuity Brands vs Carrier Global — AI-powered side-by-side comparison
VS
CARR
Carrier Global
52
Watch
| Metric | AYI | CARR |
|---|
| AI Score |
67
|
52
|
| Price |
$343.63
|
$60.37
|
| P/E Ratio |
22.21×
|
41.54×
|
| ROE |
14.6%
|
10.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
24.3%
|
| Debt / Equity |
0.28×
|
0.94×
|
| Dividend Yield |
0.2%
|
1.6%
|
| RSI (14) |
41.8
|
26.7
|
| Beta |
1.295
|
1.309
|
| Expected Upside |
+9.2%
|
+0.8%
|
AI Committee View
Current Innellis committee reasoning for AYI versus CARR.
AYI leads by 15 points.
AYI scores 67/100 (Buy) versus CARR at 52/100 (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 3069.37). 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
CARR Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 27 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
- MACD histogram negative -- bearish momentum — Technical