AYI vs FDX
Acuity Brands vs FedEx — AI-powered side-by-side comparison
| Metric | AYI | FDX |
|---|
| AI Score |
70
|
67
|
| Price |
$359.83
|
$318.42
|
| P/E Ratio |
23.27×
|
17.35×
|
| ROE |
14.6%
|
14.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
22.9%
|
| Debt / Equity |
0.28×
|
1.36×
|
| Dividend Yield |
0.2%
|
1.5%
|
| RSI (14) |
68.8
|
62.2
|
| Beta |
1.275
|
1.337
|
| Expected Upside |
+4.2%
|
+0.3%
|
AI Committee View
Current Innellis committee reasoning for AYI versus FDX.
AYI leads by 3 points.
AYI scores 70/100 (Buy) versus FDX at 67/100 (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
FDX Committee View
100% agreement
6 analysts
Supporting evidence favours the bullish case. 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
- ROE of 15.1% 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
- Stochastic RSI (83.7) confirms overbought conditions.
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Lower Highs / Lower Lows structure confirms bearish price action.