Acuity Brands Inc.

Acuity Brands is a provider of lighting and building management solutions and services for commercial, institutional, industrial, infrastructure, and residential applications. The company's lighting and building management solutions include devices such as luminaires, lighting controls, controllers for various building systems, power supplies, prismatic skylights, and drivers, as well as integrated systems designed for various indoor and outdoor applications. In addition, the company provides services across applications that primarily relate to monitoring and controlling lighting and building management systems through network technologies and the commissioning of control systems.
  • TickerAYI
  • ISINUS00508Y1029
  • ExchangeNew York Stock Exchange
  • SectorConstruction & Materials
  • CountryUnited States
Valens Research

AYI - Embedded Expectations Analysis - 2021 05 06

Acuity Brands, Inc. (AYI:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 19.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may have concerns about supply chain constraints, electrical component shortages, and their EPS performance Specifically, management may have concerns about finished goods import logistics, customer inventory rebalancing, and the strength of their relationships with governments in Mexico. Furthermore, they may lack confidence in their ability to mitigate supply c...

Valens Research

Valens Equity Insights and Inflections - 2021 05 04

Current market expectations for AYI are overly pessimistic. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop to levels not seen since 2009-2011. The market is not recognizing how Acuity Brands is positioned to be a leader in the adoption of the Internet of Things, and that points to strong secular demand tailwinds, and premium returns. While the market is pricing the company for declines, it appears positioned to see a ramp in profitability, just as it had 10 years ago when it led another replacement cycles with new technology innovation for lighting. On top of this, management'...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of Auto Component suppliers are showing signs of possible bottoms and reversals. • Offshore oil drillers continue to develop positively. Long-term trends are attractive. • The industrial Manufacturing Sector is increasingly showing positive inflections. • Communication equipment and electronic component suppliers continue to develop positively.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • The Staples Sector continues to develop positive price and RS reversals. • A number of Insurance related names are breaking to new price and RS highs. • Semis and Semi-Suppliers continue to weaken. We highlighted Semi-Suppliers in March as showing top patterns; many are breaking to 52-week lows. • Many Energy E&P stocks are developing top patterns.

Valens Research

AYI - Embedded Expectations Analysis - 2021 05 06

Acuity Brands, Inc. (AYI:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 19.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and management may have concerns about supply chain constraints, electrical component shortages, and their EPS performance Specifically, management may have concerns about finished goods import logistics, customer inventory rebalancing, and the strength of their relationships with governments in Mexico. Furthermore, they may lack confidence in their ability to mitigate supply c...

Valens Research

Valens Equity Insights and Inflections - 2021 05 04

Current market expectations for AYI are overly pessimistic. Markets expect UAFRS-based ROA (Uniform ROA or ROA') to drop to levels not seen since 2009-2011. The market is not recognizing how Acuity Brands is positioned to be a leader in the adoption of the Internet of Things, and that points to strong secular demand tailwinds, and premium returns. While the market is pricing the company for declines, it appears positioned to see a ramp in profitability, just as it had 10 years ago when it led another replacement cycles with new technology innovation for lighting. On top of this, management'...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

MarketLine Department

Hubbell Incorporated - Strategy, SWOT and Corporate Finance Report

Summary Hubbell Incorporated - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Hubbell Incorporated (Hubbell or 'the company' designs, manufactures, distributes, and markets of electrical and electronic products. The company's product portfolio comprises commercial and industrial products, lighting,construction and energy products, and safety equipment products an...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Acuity Brands, Inc.: Annual Update for Acuity Brands, Inc.

CORPORATES CREDIT OPINION 21 December 2017 Update RATINGS Acuity Brands, Inc. Domicile Atlanta, Georgia, United States Long Term Rating WR Type Senior Unsecured - Dom Curr Outlook Ratings Withdrawn Please see the  ratings section  at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Tiina Siilaberg +1.212.5

ACUITY BRANDS reduces its risk exposure and slightly improves to Neutral

The independent financial analyst theScreener just allocated a lower risk rating to ACUITY BRANDS (US), active in the Electrical Components & Equipment industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly improved and can be qualified as moderately risky. theScreener considers that these elements merit an overall rating upgrade to Neutral. As of the analysis date January 29, 2021, the closing price was USD 120.24 and its expected value was estimated at USD 117.64.

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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