AYI vs LECO
Acuity Brands vs Lincoln Electric — AI-powered side-by-side comparison
VS
LECO
Lincoln Electric
68
Buy
| Metric | AYI | LECO |
|---|
| AI Score |
68
|
68
|
| Price |
$359.83
|
$282.06
|
| P/E Ratio |
23.27×
|
27.92×
|
| ROE |
14.6%
|
35.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
36.0%
|
| Debt / Equity |
0.28×
|
0.74×
|
| Dividend Yield |
0.2%
|
1.1%
|
| RSI (14) |
68.8
|
73.3
|
| Beta |
1.275
|
1.211
|
| Expected Upside |
+4.2%
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for AYI versus LECO.
The committee scores are tied.
AYI and LECO both score 68/100.
AYI Committee View
80% agreement
5 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
- 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
- Price trading above the upper Bollinger Band -- stretched — Technical
LECO Committee View
80% agreement
5 analysts
The primary driver is 3 consecutive earnings beats -- consistent execution. The main limiting factor is bollinger bandwidth of 18.0% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- 3 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
- RSI at 73 is in overbought territory — Technical
- Bollinger bandwidth of 18.0% signals elevated volatility — Risk