AYI vs CMI
Acuity Brands vs Cummins — AI-powered side-by-side comparison
| Metric | AYI | CMI |
|---|
| AI Score |
67
|
49
|
| Price |
$336.57
|
$571.47
|
| P/E Ratio |
21.79×
|
29.09×
|
| ROE |
14.6%
|
23.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
25.3%
|
| Debt / Equity |
0.28×
|
0.65×
|
| Dividend Yield |
0.2%
|
1.4%
|
| RSI (14) |
34.4
|
18.6
|
| Beta |
1.295
|
1.246
|
| Expected Upside |
+0.2%
|
+8.1%
|
AI Committee View
Current Innellis committee reasoning for AYI versus CMI.
AYI leads by 18 points.
AYI scores 67/100 (Buy) versus CMI at 49/100 (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 3063.01). 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
CMI Committee View
40% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — eps declining -8.0% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 21.9% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.0% pays you to wait — Value
Bear Case
- P/E of 32.3 is moderate-to-rich — Value
- Price-to-book of 5.7x prices in significant intangible value — Value
- EPS declining -8.0% YoY despite any revenue growth — Growth