AYI vs FERG
Acuity Brands vs Ferguson plc — AI-powered side-by-side comparison
| Metric | AYI | FERG |
|---|
| AI Score |
72
|
63
|
| Price |
$357.39
|
$251.91
|
| P/E Ratio |
23.11×
|
24.02×
|
| ROE |
14.6%
|
10.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
30.6%
|
| Debt / Equity |
0.28×
|
0.96×
|
| Dividend Yield |
0.2%
|
1.4%
|
| RSI (14) |
59.1
|
58.2
|
| Beta |
1.295
|
1.121
|
| Expected Upside |
+6.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for AYI versus FERG.
AYI leads by 9 points.
AYI scores 72/100 (Buy) versus FERG at 63/100 (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
FERG Committee View
75% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 21.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Bollinger bandwidth of 21.0% signals elevated volatility — Risk