AYI vs EXPD
Acuity Brands vs Expeditors International — AI-powered side-by-side comparison
VS
EXPD
Expeditors International
68
Buy
| Metric | AYI | EXPD |
|---|
| AI Score |
70
|
68
|
| Price |
$359.83
|
$178.82
|
| P/E Ratio |
23.27×
|
25.94×
|
| ROE |
14.6%
|
34.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
23.9%
|
| Debt / Equity |
0.28×
|
0.27×
|
| Dividend Yield |
0.2%
|
0.9%
|
| RSI (14) |
68.8
|
60.7
|
| Beta |
1.275
|
1.038
|
| Expected Upside |
+4.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for AYI versus EXPD.
AYI leads by 2 points.
AYI scores 70/100 (Buy) versus EXPD at 68/100 (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
EXPD Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 27.8 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.7% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 27.8 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value