AYI vs POOL
Acuity Brands vs Pool Corporation — AI-powered side-by-side comparison
VS
POOL
Pool Corporation
60
Watch
| Metric | AYI | POOL |
|---|
| AI Score |
72
|
60
|
| Price |
$357.39
|
$201.44
|
| P/E Ratio |
23.11×
|
18.50×
|
| ROE |
14.6%
|
34.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
49.3%
|
29.6%
|
| Debt / Equity |
0.28×
|
1.35×
|
| Dividend Yield |
0.2%
|
2.5%
|
| RSI (14) |
59.1
|
54.0
|
| Beta |
1.295
|
1.054
|
| Expected Upside |
+6.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for AYI versus POOL.
AYI leads by 12 points.
AYI scores 72/100 (Buy) versus POOL at 60/100 (Watch).
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
POOL Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 32.3% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.6% pays you to wait — Value
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 7.2x prices in significant intangible value — Value
- Bollinger bandwidth of 15.9% signals elevated volatility — Risk