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AYI vs GWW

Acuity Brands vs W. W. Grainger — AI-powered side-by-side comparison
AYI
Acuity Brands
67
Buy
VS
GWW
W. W. Grainger
56
Watch
MetricAYIGWW
AI Score 67 56
Price $341.15 $1,335.80
P/E Ratio 22.00× 33.17×
ROE 14.6% 45.7%
Revenue Growth YoY
Gross Margin 49.3% 39.4%
Debt / Equity 0.28× 0.68×
Dividend Yield 0.2% 0.7%
RSI (14) 40.3 40.7
Beta 1.295 1.047
Expected Upside +0.4% +9.0%

AI Committee View

Current Innellis committee reasoning for AYI versus GWW.
AYI leads by 11 points.

AYI scores 67/100 (Buy) versus GWW at 56/100 (Watch).

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 3068.56). 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
GWW Committee View
50% agreement
4 analysts

The committee is genuinely divided. Macro Analyst sees a compelling case. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • News sentiment is positive (+0.20 across 10 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
AYI Full Analysis GWW Full Analysis