AYI

Acuity Brands, Inc.

Industrials · $9.3B market cap

Share price

$308.76

close of Oct 3, 2026

Fair value

$338.97

Sticker Price

Payback Price

$135.59

buy price

Fairly Valued

AYI is Fairly Valued: at $308.76 it's within 9% of its fair value of $338.97. Its buy price (Payback Price) is $135.59, 56% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 6% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth10.0% a year✗

Equity per share growth11.1% a year✓

Sales growth5.9% a year✗

Free cash flow growth10.7% a year✓

Return on invested capital13.2%✓

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Superinvestors

2 of the investors we track hold AYI. In Q2 2026, 1 trimmed. Who we track

Henry Ellenbogen

Durable Capital Partners · as of Q2 2026

$25.9M

68,646 shares

Thomas Gayner

Markel Group · as of Q2 2026

$3.7M

9,750 shares

Moves in Q2 2026

Trimmed: Henry Ellenbogen

Insider activity

Since Jul 2, 2026: no open-market purchases and 2 sales worth $1.1M. Why purchases matter

Sales

HOLCOM KAREN J

SVP & Chief Financial Officer · 2026-09-01

Sold

$659K

GOLDMAN BARRY R

SVP & General Counsel · 2026-07-02

Sold

$439K

About Acuity Brands, Inc.

Acuity Brands, Inc. operates as a global provider of advanced lighting and building management solutions, serving markets both within North America and internationally. The company's operations are divided into two principal segments: Acuity Brands Lighting and Lighting Controls (ABL), and the Intelligent Spaces Group (ISG). The ABL division offers a comprehensive portfolio of commercial, architectural, and…

Electrical Equipment & Parts