Acuity Brands, Inc. AYI

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
79/100
Strong

About Acuity Brands, Inc.

Acuity Inc. provides lighting, lighting controls, building management system, and an audio, video, and control platform in the United States and internationally. It operates in two segments, Acuity Brands Lighting (ABL); and the Acuity Intelligent Spaces (AIS). The ABL segment provides lighting solutions and luminaires with advanced electronics under the Aculux, American Electric Lighting, Cyclone, Dark to Light, eldoLED, Eureka, … Full AYI analysis →

Competitive advantage assessment

Key strengths

  • Margins Consistently Above Peers Gross margin at 47.8% (top 8%) and operating margin at 13.0% (top 14%) indicate strong pricing power.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.98), demonstrating pricing resilience across cycles.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
93

Where AYI ranks in Electrical Equipment & Parts

Acuity Brands, Inc. ranks #5 of 55 scored companies in Electrical Equipment & Parts by moat score — the top 9%. The widest moat in the group is Espey Mfg. & Electronics Corp. (ESP) at 83/100.

Moat scores for companies ranked near AYI in Electrical Equipment & Parts
# Company Moat score Rating
1 Espey Mfg. & Electronics Corp. ESP 83/100 Strong
2 Hubbell Inc HUBB 82/100 Strong
3 Powell Industries, Inc. POWL 81/100 Strong
4 Vertiv Holdings, LLC VRT 81/100 Strong
5 Acuity Brands, Inc. AYI 79/100 Strong
6 Hayward Holdings, Inc. HAYW 78/100 Strong
7 EnerSys ENS 77/100 Strong
8 Preformed Line Products Company PLPC 76/100 Strong
9 nVent Electric plc NVT 76/100 Strong

See every General Corporate company ranked by moat score →

How AYI scores on the Corporate Default defenses

Pricing Power

Score 93 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 71 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 88 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 78 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 68 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 77 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding AYI's moat

What is Acuity Brands, Inc.'s moat score?

Acuity Brands, Inc. (AYI) scores 79 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #5 of 55 scored companies in Electrical Equipment & Parts, the top 9%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 54 companies in Electrical Equipment & Parts. Its strongest defense is Pricing Power (93/100) and its weakest is Resilience (68/100).

How does Acuity Brands, Inc. compare with other Electrical Equipment & Parts companies?

Acuity Brands, Inc. ranks #5 of 55 scored companies in Electrical Equipment & Parts by moat score. The widest moat in Electrical Equipment & Parts is Espey Mfg. & Electronics Corp. (ESP) at 83/100. The companies ranked closest are Vertiv Holdings, LLC (VRT) at 81 just above it and Hayward Holdings, Inc. (HAYW) at 78 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 54 companies in Electrical Equipment & Parts. The defenses are then weighted to produce the overall score out of 100.

Why is Acuity Brands, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Acuity Brands, Inc.?

The Corporate Default template measures 6 defenses, and AYI scores: Pricing Power (93), Cost Advantage (71), Customer Stickiness (88), Capital Efficiency (78), Resilience (68), Scale & Market Position (77). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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