Acuity, Inc. (AYI) vs Vertiv Holdings Co. (VRT)

Acuity, Inc. and Vertiv Holdings Co. are both Electrical Equipment & Parts companies. Vertiv Holdings Co. is the larger, with a market value of $68.1B against $9.6B — 7.1× the size. Acuity, Inc. trades at the lower P/E: 18.4× against 32.5×. Vertiv Holdings Co. grew revenue faster over the last twelve months: 35.3% against 6.82%. Vertiv Holdings Co. has the higher net margin (16.0% vs 11.5%) and the higher return on invested capital (35.0% vs 14.7%). Both pay a dividend; Acuity, Inc. yields more (0.25% vs 0.14%). Across the 23 metrics below, Acuity, Inc. leads on 14 and Vertiv Holdings Co. on 9.

Valuation

Metric AYI VRT Electrical Equipment & Parts median
P/E 18.41 32.52 24.14
P/S 2.11 5.21 2.33
P/B 3.29 12.41 2.49
Price to free cash flow 13.09 21.75 22.24
EV/EBITDA 11.33 22.02 12.18
EV/Sales 2.12 5.15 1.79
Earnings yield 5.43% 3.08% (6.07%)
Free cash flow yield 7.64% 4.60% (5.34%)

Profitability

Metric AYI VRT Electrical Equipment & Parts median
Gross margin 50.64% 38.12% 29.92%
Operating margin 15.38% 20.14% 0.00%
Net margin 11.45% 15.99% 0.00%
Free cash flow margin 16.11% 23.94% 0.00%
Return on equity 18.64% 46.57% 0.00%
Return on assets 11.04% 14.47% 0.00%
Return on invested capital 14.70% 34.99% 0.00%

Growth

Metric AYI VRT Electrical Equipment & Parts median
Revenue growth (TTM) 6.82% 35.27% 10.59%
EPS growth (last fiscal year) 36.07% 166.41% 24.08%
Revenue growth, 5-year CAGR 6.05% 18.54% 9.92%
Net income growth, 5-year CAGR 11.64% 0.00% 0.00%

Health

Metric AYI VRT Electrical Equipment & Parts median
Debt to equity 0.23 0.53 0.15
Current ratio 1.70 1.39 2.34
Net debt to EBITDA 0.07 0.51 0.26

Dividend

Metric AYI VRT Electrical Equipment & Parts median
Dividend yield 0.25% 0.14% 0.33%
Payout ratio 0.05 0.05 0.09

Size

Metric AYI VRT Electrical Equipment & Parts median
Market cap 9.60b 68.05b 159.94m

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