Electrical Equipment & Parts
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AYI vs ATKR
Revenue, margins, valuation, and 5-year total return — side by side.
Electrical Equipment & Parts
AYI vs ATKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Electrical Equipment & Parts | Electrical Equipment & Parts |
| Market Cap | $9.06B | $2.50B |
| Revenue (TTM) | $4.54B | $2.87B |
| Net Income (TTM) | $410M | $-120M |
| Gross Margin | 48.1% | 19.9% |
| Operating Margin | 13.0% | 4.8% |
| Forward P/E | 15.1x | 14.0x |
| Total Debt | $1.00B | $932M |
| Cash & Equiv. | $423M | $507M |
AYI vs ATKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Acuity Brands, Inc. (AYI) | 100 | 342.9 | +242.9% |
| Atkore Inc. (ATKR) | 100 | 275.6 | +175.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AYI vs ATKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AYI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.40, yield 0.2%
- Rev growth 13.1%, EPS growth -6.8%, 3Y rev CAGR 2.7%
- Lower volatility, beta 1.40, Low D/E 36.9%, current ratio 1.95x
ATKR is the clearest fit if your priority is long-term compounding and defensive.
- 380.6% 10Y total return vs AYI's 21.0%
- Beta 1.69, yield 1.8%, current ratio 3.05x
- Lower P/E (14.0x vs 15.1x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.1% revenue growth vs ATKR's -11.0% | |
| Value | Lower P/E (14.0x vs 15.1x) | |
| Quality / Margins | 9.0% margin vs ATKR's -4.2% | |
| Stability / Safety | Beta 1.40 vs ATKR's 1.69, lower leverage | |
| Dividends | 1.8% yield, 2-year raise streak, vs AYI's 0.2% | |
| Momentum (1Y) | +17.9% vs ATKR's +12.1% | |
| Efficiency (ROA) | 8.8% ROA vs ATKR's -4.2%, ROIC 16.4% vs 9.0% |
AYI vs ATKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AYI vs ATKR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
AYI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AYI is the larger business by revenue, generating $4.5B annually — 1.6x ATKR's $2.9B. AYI is the more profitable business, keeping 9.0% of every revenue dollar as net income compared to ATKR's -4.2%. On growth, AYI holds the edge at +20.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.5B | $2.9B |
| EBITDAEarnings before interest/tax | $711M | $291M |
| Net IncomeAfter-tax profit | $410M | -$120M |
| Free Cash FlowCash after capex | $535M | $133M |
| Gross MarginGross profit ÷ Revenue | +48.1% | +19.9% |
| Operating MarginEBIT ÷ Revenue | +13.0% | +4.8% |
| Net MarginNet income ÷ Revenue | +9.0% | -4.2% |
| FCF MarginFCF ÷ Revenue | +11.8% | +4.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +20.2% | +4.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.7% | +70.1% |
Valuation Metrics
ATKR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, ATKR's 7.4x EV/EBITDA is more attractive than AYI's 13.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $9.1B | $2.5B |
| Enterprise ValueMkt cap + debt − cash | $9.6B | $2.9B |
| Trailing P/EPrice ÷ TTM EPS | 23.58x | -164.38x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.09x | 14.02x |
| PEG RatioP/E ÷ EPS growth rate | 1.59x | — |
| EV / EBITDAEnterprise value multiple | 13.27x | 7.35x |
| Price / SalesMarket cap ÷ Revenue | 2.08x | 0.88x |
| Price / BookPrice ÷ Book value/share | 3.43x | 1.80x |
| Price / FCFMarket cap ÷ FCF | 17.00x | 8.44x |
Profitability & Efficiency
AYI leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
AYI delivers a 14.7% return on equity — every $100 of shareholder capital generates $15 in annual profit, vs $-9 for ATKR. AYI carries lower financial leverage with a 0.37x debt-to-equity ratio, signaling a more conservative balance sheet compared to ATKR's 0.67x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +14.7% | -8.7% |
| ROA (TTM)Return on assets | +8.8% | -4.2% |
| ROICReturn on invested capital | +16.4% | +9.0% |
| ROCEReturn on capital employed | +16.9% | +9.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 0.37x | 0.67x |
| Net DebtTotal debt minus cash | $582M | $425M |
| Cash & Equiv.Liquid assets | $423M | $507M |
| Total DebtShort + long-term debt | $1.0B | $932M |
| Interest CoverageEBIT ÷ Interest expense | 11.88x | 1.68x |
Total Returns (Dividends Reinvested)
AYI leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AYI five years ago would be worth $15,571 today (with dividends reinvested), compared to $8,629 for ATKR. Over the past 12 months, AYI leads with a +17.9% total return vs ATKR's +12.1%. The 3-year compound annual growth rate (CAGR) favors AYI at 23.4% vs ATKR's -15.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -20.8% | +15.3% |
| 1-Year ReturnPast 12 months | +17.9% | +12.1% |
| 3-Year ReturnCumulative with dividends | +87.9% | -39.8% |
| 5-Year ReturnCumulative with dividends | +55.7% | -13.7% |
| 10-Year ReturnCumulative with dividends | +21.0% | +380.6% |
| CAGR (3Y)Annualised 3-year return | +23.4% | -15.6% |
Risk & Volatility
Evenly matched — AYI and ATKR each lead in 1 of 2 comparable metrics.
Risk & Volatility
AYI is the less volatile stock with a 1.40 beta — it tends to amplify market swings less than ATKR's 1.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ATKR currently trades 92.4% from its 52-week high vs AYI's 77.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.40x | 1.69x |
| 52-Week HighHighest price in past year | $380.17 | $80.06 |
| 52-Week LowLowest price in past year | $250.05 | $53.49 |
| % of 52W HighCurrent price vs 52-week peak | +77.7% | +92.4% |
| RSI (14)Momentum oscillator 0–100 | 58.3 | 64.1 |
| Avg Volume (50D)Average daily shares traded | 444K | 384K |
Analyst Outlook
ATKR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates AYI as "Hold" and ATKR as "Hold". Consensus price targets imply 32.9% upside for AYI (target: $393) vs 0.0% for ATKR (target: $74). For income investors, ATKR offers the higher dividend yield at 1.76% vs AYI's 0.22%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $392.50 | $74.00 |
| # AnalystsCovering analysts | 33 | 11 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +1.8% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $0.65 | $1.30 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.3% | +4.0% |
AYI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ATKR leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
AYI vs ATKR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is AYI or ATKR a better buy right now?
For growth investors, Acuity Brands, Inc.
(AYI) is the stronger pick with 13. 1% revenue growth year-over-year, versus -11. 0% for Atkore Inc. (ATKR). Acuity Brands, Inc. (AYI) offers the better valuation at 23. 6x trailing P/E (15. 1x forward), making it the more compelling value choice. Analysts rate Acuity Brands, Inc. (AYI) a "Hold" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AYI or ATKR?
On forward P/E, Atkore Inc.
is actually cheaper at 14. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — AYI or ATKR?
Over the past 5 years, Acuity Brands, Inc.
(AYI) delivered a total return of +55. 7%, compared to -13. 7% for Atkore Inc. (ATKR). Over 10 years, the gap is even starker: ATKR returned +380. 6% versus AYI's +21. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AYI or ATKR?
By beta (market sensitivity over 5 years), Acuity Brands, Inc.
(AYI) is the lower-risk stock at 1. 40β versus Atkore Inc. 's 1. 69β — meaning ATKR is approximately 20% more volatile than AYI relative to the S&P 500. On balance sheet safety, Acuity Brands, Inc. (AYI) carries a lower debt/equity ratio of 37% versus 67% for Atkore Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AYI or ATKR?
By revenue growth (latest reported year), Acuity Brands, Inc.
(AYI) is pulling ahead at 13. 1% versus -11. 0% for Atkore Inc. (ATKR). On earnings-per-share growth, the picture is similar: Acuity Brands, Inc. grew EPS -6. 8% year-over-year, compared to -103. 5% for Atkore Inc.. Over a 3-year CAGR, AYI leads at 2. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AYI or ATKR?
Acuity Brands, Inc.
(AYI) is the more profitable company, earning 9. 1% net margin versus -0. 5% for Atkore Inc. — meaning it keeps 9. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AYI leads at 13. 7% versus 8. 3% for ATKR. At the gross margin level — before operating expenses — AYI leads at 47. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AYI or ATKR more undervalued right now?
On forward earnings alone, Atkore Inc.
(ATKR) trades at 14. 0x forward P/E versus 15. 1x for Acuity Brands, Inc. — 1. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AYI: 32. 9% to $392. 50.
08Which pays a better dividend — AYI or ATKR?
All stocks in this comparison pay dividends.
Atkore Inc. (ATKR) offers the highest yield at 1. 8%, versus 0. 2% for Acuity Brands, Inc. (AYI).
09Is AYI or ATKR better for a retirement portfolio?
For long-horizon retirement investors, Atkore Inc.
(ATKR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 8% yield, +380. 6% 10Y return). Both have compounded well over 10 years (ATKR: +380. 6%, AYI: +21. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AYI and ATKR?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
ATKR pays a dividend while AYI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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