AYI vs CNM
Acuity Brands vs Core & Main — AI-powered side-by-side comparison
| Metric | AYI | CNM |
|---|
| AI Score |
70
|
71
|
| Price |
$359.83
|
$46.55
|
| P/E Ratio |
23.27×
|
19.56×
|
| ROE |
14.6%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
27.1%
|
| Debt / Equity |
0.28×
|
1.20×
|
| Dividend Yield |
0.2%
|
0.0%
|
| RSI (14) |
68.8
|
63.2
|
| Beta |
1.275
|
0.91
|
| Expected Upside |
+4.2%
|
+15.6%
|
AI Committee View
Current Innellis committee reasoning for AYI versus CNM.
CNM leads by 1 points.
CNM scores 71/100 (Buy) versus AYI at 70/100 (Buy).
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
Bear Case
- Price trading above the upper Bollinger Band -- stretched — Technical
CNM Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Stochastic RSI (85.2) confirms overbought conditions.
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.