Risk Intelligence
72 / 100
Insufficient Data
How strong and defensively sound is the company?
Above average on this measure.
AYI · NYSE
Sector unavailable · Industry unavailable
$318.96
+0.86%
Close on Sep 11, 2026
Updated 12/19/2023
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Sector unavailable · Data confidence partial
66 / 100
Rank #129 of 1,152 qualified companies
Top 19% · Watch
72 / 100
Insufficient Data
How strong and defensively sound is the company?
Above average on this measure.
60 / 100
Insufficient Data
Does the business have the characteristics needed to create value over many years?
Around the middle of the covered universe.
65 / 100
Insufficient Data
Is the underlying business getting stronger or weaker?
Around the middle of the covered universe.
79 / 100
Positive disclosed activity
What are important owners actually doing?
Above average on this measure.
64 / 100
Attractive
Is today's price reasonable?
Around the middle of the covered universe — and valuation is researched separately from the Suggested Investment Score.
77 / 100
Strong Capital Returns
How effectively does the company reward shareholders?
Above average on this measure — and capital returns are researched separately from the Suggested Investment Score.
No weakening evidence is recorded in today's readings.
ACUITY INC (DE) scores 60 on Long-Term Potential (C−), described by the research model as insufficient data. This describes business characteristics only — it is not a forecast of future returns.
Disclosed ownership evidence reads 79 (B): Positive disclosed activity. 2 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
ACUITY INC (DE) reads 64 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades above most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
ACUITY INC (DE) reads 77 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a dividend that has grown about 2.7% a year and a share count falling about 3.1% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare AYI with other companiesAppears in
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
Written from stored research readings only. No hype. No trading signals. Just better evidence.
ACUITY INC (DE) (AYI) scores 66 out of 100 and ranks #129 of 1,152 qualified companies today. That places it in the top 19% of ranked companies. The stored tier for that score is watch.
Risk Intelligence reads 72 out of 100 (B−), recorded as insufficient data. Above average on this measure.
Long-Term Potential reads 60 out of 100 (C−), recorded as insufficient data. Around the middle of the covered universe.
Fundamental Momentum reads 65 out of 100 (C), recorded as insufficient data. Around the middle of the covered universe.
Ownership Intelligence reads 79 out of 100 (B), recorded as positive disclosed activity. Above average on this measure.
Valuation currently appears favourable: Valuation Intelligence reads 64 out of 100 (C), recorded as Attractive. ACUITY INC (DE) reads 64 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades above most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital Returns Intelligence reads 77 out of 100 (B), recorded as Strong Capital Returns. ACUITY INC (DE) reads 77 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a dividend that has grown about 2.7% a year and a share count falling about 3.1% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No weakening factors are recorded in today's stored readings, and data confidence is partial. Absence of a recorded weakness is not evidence of safety.
No individual layer reaches the strongest band today. Long-Term Potential remains the main area to watch. Separately from the score, valuation reads attractive at today's price.
Composite discovery model
Suggested Investment Score
66 / 100
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
30% contribution
30% contribution
20% contribution
20% contribution
79 / 100 · Positive · 20% of the Suggested Investment Score
Coverage: Partial Coverage
50% of Ownership Intelligence · 10% of the total score
No reliably mapped professional-manager filings are stored, so this evidence is unavailable rather than neutral.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is positive.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Improving fundamentals
Recent reported business trends rank among the strongest in the qualified universe.
Ownership evidence is not uniformly supportive
The combined disclosed ownership evidence ranks below the qualified median.
Ownership Intelligence — Partial Coverage
Only part of the ownership evidence is available for this company. Missing evidence is left missing rather than replaced with a neutral value.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Good. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 64 · Attractive
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 77 · Strong Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 66.3 of the stored score (66.3).
Risk Intelligence
30% of the score · contributes 21.9 points
How strong and defensively sound is the company?
Stands at the 73 percentile of eligible companies · stored reading 72 · 33% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 19.6 points
Does the business have the characteristics needed to create value over many years?
Stands at the 65 percentile of eligible companies · stored reading 60 · 30% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 15.0 points
Is the underlying business getting stronger or weaker?
Stands at the 75 percentile of eligible companies · stored reading 65 · 23% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 9.8 points
What are important owners actually doing?
Stands at the 49 percentile of eligible companies · stored reading 79 · 15% of this company’s total score
What large reporting owners have actually been doing with their positions.
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodologyNo research area currently sits in the weaker range. That is not evidence of low risk.
Additional research — not currently included in the primary Suggested Investment Score.
Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Attractive
41
Elevated
Is this company expensive or inexpensive compared with its own history?
66
Attractive
How expensive is this stock compared with similar companies?
66
Attractive
How much financial output does an investor receive relative to the price paid?
95
Very Attractive
Does the company's growth help justify the valuation investors are paying?
ACUITY INC (DE) reads 64 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades above most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended May 31, 2026
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 20.2x · own median 18.1x · peer median 34.8x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Strong Capital Returns
82
Exceptional Capital Returns
Dividend reliability
69
Favorable Capital Returns
Do buybacks actually reduce shares?
78
Strong Capital Returns
Is your ownership share protected?
88
Exceptional Capital Returns
Can the cash flow support it?
63
Favorable Capital Returns
Cash returned versus company value
ACUITY INC (DE) reads 77 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a dividend that has grown about 2.7% a year and a share count falling about 3.1% a year.
How returned cash was used
Dividends $23.00M · net repurchases $243.30M · total returned $266.30M · 42% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended May 31, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Suggested Investment Score.
Stored daily snapshots only
| Today | #129 | Score 66 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | September 12, 2026 | |
| Highest rank | #129 | |
In the company’s own words
Acuity Inc. (referred to herein as "we," "our," "us," the "Company," or similar references) is a market-leading industrial technology company. We use technology to solve problems in spaces, light, and more things to come. Through our two business segments, Acuity Brands Lighting ("ABL") and Acuity Intelligent Spaces ("AIS"), we design, manufacture, and bring to market products and services that make a valuable difference in people’s lives. We achieve growth through the development of innovative new products and services, including lighting, lighting controls, building management solutions, and an audio, video, and control platform. We focus on customer outcomes and drive growth and productivity to increase market share and deliver superior returns. We look to aggressively deploy capital to grow the business and to enter attractive new verticals.
Our mission at ABL is to provide sustainable and intelligent lighting solutions that enrich communities where people live, learn, work, and play. We bring this mission to life through our strategy, which is to increase product vitality, elevate service levels, use technology to improve and differentiate both our products and how we operate the business, and drive productivity. At ABL, our offering combines luminaires with advanced electronics. Our luminaires deliver performance and aesthetic appeal, while our electronics portfolio, featuring drivers and a leading controls platform, provides connectivity and functionality. ABL's portfolio of products includes, but is not limited to the following brands: Aculux TM , American Electric Lighting , Cyclone TM , Dark to Light , eldoLED , Eureka , Fresco TM , Gotham , Healthcare Lighting , Holophane , Hydrel , IOTA , Juno , Lithonia Lighting , Luminaire LED TM , Luminis , Mark Architectural Lighting TM , Nightingale TM , nLight , Peerless , RELOC Wiring Solutions, and SensorSwitch TM .
Customers of ABL are located in North America and select international markets that serve new construction, renovation and retrofit, and maintenance and repair applications. Our lighting solutions are sold primarily through a network of independent sales agencies, by internal sales representatives, through electrical distributors and consumer retailers, directly to large corporate accounts, and directly to original equipment manufacturer ("OEM") customers. Products are delivered directly from our manufacturing facilities or through a network of distribution centers.
Our mission at AIS is to make spaces smarter, safer, and greener through our strategy of connecting the edge with the cloud using disruptive technologies. Through Atrius , Distech Controls , and QSC , we are driving productivity for people who own and manage a space and for the people who utilize a space. Atrius makes data in a space accessible, usable, and actionable. Our data platform and cloud applications for building performance and spatial intelligence aim to maximize occupant and owner experiences. Our Distech Controls intelligent Building Management Systems ("BMS") provide management of a space through controls, sensors, and software. Our open technology includes products for heating, ventilation, and air conditioning ("HVAC"), refrigeration, lighting, shades, and building access that prioritize end-user outcomes. Q-SYS, our full-stack audio, video, and control platform, unifies data, devices, and a cloud-first architecture to deliver real-time action, experiences, and insights. QSC Audio includes audio technology that enhances experiences for live entertainers and sound reinforcement professionals.
Quoted from the business section of this company’s 10-K filed October 27, 2025. Read the filing
Four distinct intelligence areas
72
Fundamentally Qualified
No prior period to compare
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
60
Elite Compounder
No prior period to compare
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
65
Accelerating
No prior period to compare
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
—
Insufficient Data
No prior period to compare
Too few tracked managers disclosed a position to describe consensus.
Not enough stored history to chart AYI yet. A company needs at least two published research or ownership periods before a trend can be shown.
Share price
Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.
Last stored close $318.96 · -5.8% over the selected range · 52 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
7
New holders
6
Increasing
0
Reducing
1
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2022-12-31 · Public 12/19/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
No qualifying changes are recorded for this company in the stored research and filing history.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.