Acuity, Inc. (AYI) vs Enersys (ENS)

Acuity, Inc. and Enersys are both Electrical Equipment & Parts companies. Acuity, Inc. is the larger, with a market value of $9.3B against $6.4B — 1.4× the size. Enersys trades at the lower P/E: 18.7× against 20.7×. Acuity, Inc. grew revenue faster over the last twelve months: 10.5% against 3.73%. Acuity, Inc. has the higher net margin (10.3% vs 9.29%) and the higher return on invested capital (13.3% vs 12.4%). Both pay a dividend; Enersys yields more (0.94% vs 0.22%). Across the 23 metrics below, Enersys leads on 13 and Acuity, Inc. on 10.

Valuation

Metric AYI ENS Electrical Equipment & Parts median
P/E 20.67 18.71 36.10
P/S 2.10 1.72 2.73
P/B 3.39 3.31 3.57
Price to free cash flow 15.12 9.10 33.31
EV/EBITDA 12.09 11.58 18.07
EV/Sales 2.18 1.86 2.75
Earnings yield 4.84% 5.34% (5.84%)
Free cash flow yield 6.61% 10.98% 0.00%

Profitability

Metric AYI ENS Electrical Equipment & Parts median
Gross margin 49.31% 30.51% 25.38%
Operating margin 14.49% 12.95% 0.00%
Net margin 10.25% 9.29% 0.00%
Free cash flow margin 13.88% 18.93% 0.00%
Return on equity 17.38% 18.36% 0.94%
Return on assets 10.18% 8.74% (1.50%)
Return on invested capital 13.30% 12.37% 0.00%

Growth

Metric AYI ENS Electrical Equipment & Parts median
Revenue growth (TTM) 10.50% 3.73% 9.28%
EPS growth (last fiscal year) (6.77%) (14.35%) —
Revenue growth, 5-year CAGR 5.49% 4.73% 9.80%
Net income growth, 5-year CAGR 9.82% 15.41% 0.00%

Health

Metric AYI ENS Electrical Equipment & Parts median
Debt to equity 0.24 0.53 0.08
Current ratio 2.05 2.80 2.18
Net debt to EBITDA 0.68 1.25 0.26

Dividend

Metric AYI ENS Electrical Equipment & Parts median
Dividend yield 0.22% 0.94% 0.84%
Payout ratio 0.05 0.14 0.00

Size

Metric AYI ENS Electrical Equipment & Parts median
Market cap 9.26b 6.39b 177.98m

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