AYI vs EXPO
Acuity Brands vs Exponent, Inc. — AI-powered side-by-side comparison
VS
EXPO
Exponent, Inc.
65
Buy
| Metric | AYI | EXPO |
|---|
| AI Score |
67
|
65
|
| Price |
$343.63
|
$70.25
|
| P/E Ratio |
22.21×
|
31.48×
|
| ROE |
14.6%
|
27.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
24.6%
|
| Debt / Equity |
0.28×
|
0.28×
|
| Dividend Yield |
0.2%
|
1.7%
|
| RSI (14) |
41.8
|
68.9
|
| Beta |
1.295
|
0.678
|
| Expected Upside |
+9.2%
|
+4.5%
|
AI Committee View
Current Innellis committee reasoning for AYI versus EXPO.
AYI leads by 2 points.
AYI scores 67/100 (Buy) versus EXPO at 65/100 (Buy).
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
EXPO 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 29.3 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 27.9% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 29.3 is moderate-to-rich — Value
- Price-to-book of 9.0x prices in significant intangible value — Value