Acuity, Inc. (AYI) vs Bloom Energy Corporation (BE)

Acuity, Inc. and Bloom Energy Corporation are both Electrical Equipment & Parts companies. Bloom Energy Corporation is the larger, with a market value of $80.6B against $9.3B — 8.7× the size. Acuity, Inc. trades at the lower P/E: 20.7× against 348×. Bloom Energy Corporation grew revenue faster over the last twelve months: 91.0% against 10.5%. Acuity, Inc. has the higher net margin (10.3% vs 7.87%) and the lower return on invested capital (13.3% vs 13.7%). Across the 22 metrics below, Acuity, Inc. leads on 16 and Bloom Energy Corporation on 6.

Valuation

Metric AYI BE Electrical Equipment & Parts median
P/E 20.67 347.83 36.10
P/S 2.10 26.64 2.73
P/B 3.39 50.55 3.57
Price to free cash flow 15.12 133.15 33.31
EV/EBITDA 12.09 200.16 18.07
EV/Sales 2.18 26.63 2.75
Earnings yield 4.84% 0.29% (5.84%)
Free cash flow yield 6.61% 0.75% 0.00%

Profitability

Metric AYI BE Electrical Equipment & Parts median
Gross margin 49.31% 31.24% 25.38%
Operating margin 14.49% 11.24% 0.00%
Net margin 10.25% 7.87% 0.00%
Free cash flow margin 13.88% 20.07% 0.00%
Return on equity 17.38% 21.68% 0.94%
Return on assets 10.18% 6.00% (1.50%)
Return on invested capital 13.30% 13.71% 0.00%

Growth

Metric AYI BE Electrical Equipment & Parts median
Revenue growth (TTM) 10.50% 90.98% 9.28%
EPS growth (last fiscal year) (6.77%) (184.62%) —
Revenue growth, 5-year CAGR 5.49% 20.57% 9.80%
Net income growth, 5-year CAGR 9.82% 0.00% 0.00%

Health

Metric AYI BE Electrical Equipment & Parts median
Debt to equity 0.24 1.60 0.08
Current ratio 2.05 4.09 2.18
Net debt to EBITDA 0.68 2.69 0.26

Dividend

Metric AYI BE Electrical Equipment & Parts median
Dividend yield 0.22% — 0.84%
Payout ratio 0.05 0.00 0.00

Size

Metric AYI BE Electrical Equipment & Parts median
Market cap 9.26b 80.59b 177.98m

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