A Look At Acuity Brands (AYI) Valuation After Strong Q1 Beat And Intelligent Spaces Growth

Simply Wall St.01-10

Acuity (AYI) is back in focus after its latest fiscal first quarter, where earnings topped expectations and revenue grew more than 20% year on year, helped by its Intelligent Spaces business. See our ...

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See our ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-ayi/acuity/news/a-look-at-acuity-brands-ayi-valuation-after-strong-q1-beat-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Acuity Brands (AYI) Valuation After Strong Q1 Beat And Intelligent Spaces Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Acuity Brands (AYI) Valuation After Strong Q1 Beat And Intelligent Spaces Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 15:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-ayi/acuity/news/a-look-at-acuity-brands-ayi-valuation-after-strong-q1-beat-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Acuity (AYI) is back in focus after its latest fiscal first quarter, where earnings topped expectations and revenue grew more than 20% year on year, helped by its Intelligent Spaces business. See our ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-ayi/acuity/news/a-look-at-acuity-brands-ayi-valuation-after-strong-q1-beat-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AYI.AU","symbol_name":"A1 INVESTMENTS & RESOURCES L","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-ayi/acuity/news/a-look-at-acuity-brands-ayi-valuation-after-strong-q1-beat-a","article_id":"2602458124","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3051000-choice1-main-header/1585186568557"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-ayi/acuity/news/a-look-at-acuity-brands-ayi-valuation-after-strong-q1-beat-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602458124","pubTimestamp":1768029636,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Acuity (AYI) is back in focus after its latest fiscal first quarter, where earnings topped expectations and revenue grew more than 20% year on year, helped by its Intelligent Spaces business.\nSee our latest analysis for Acuity.\nThe strong fiscal first quarter has not stopped near term pressure, with a 7 day share price return of a 12.8% decline and a 30 day share price return of a 12.6% decline. Total shareholder return sits at 6.9% over one year and almost 1.8x over five years. Recent...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AYI.AU":"A1 INVESTMENTS & RESOURCES L","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK4096":"电气部件与设备","BK7062":"资产管理与托管银行","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","AYI":"Acuity Brands Inc"},"translate_title":"第一季度强劲增长和智能空间增长后的Acuity Brands(AYI)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AYI":1.5,"AYI.AU":1.5},"content_text":"Acuity (AYI) is back in focus after its latest fiscal first quarter, where earnings topped expectations and revenue grew more than 20% year on year, helped by its Intelligent Spaces business. See our latest analysis for Acuity. The strong fiscal first quarter has not stopped near term pressure, with a 7 day share price return of a 12.8% decline and a 30 day share price return of a 12.6% decline. Total shareholder return sits at 6.9% over one year and almost 1.8x over five years. Recent momentum therefore appears softer compared with a much stronger long term record, as investors weigh growth in Intelligent Spaces against concerns about future demand. If Acuity’s smart building focus has your attention, it could be worth checking out other industrial tech names using our screener for fast growing stocks with high insider ownership. With earnings ahead of expectations, a valuation implying roughly a 15% intrinsic discount, and about 20% headroom to analyst targets, is Acuity now trading below its smart building potential, or is the market already pricing in that growth? AdvertisementMost Popular Narrative: 18.5% Undervalued With Acuity last closing at US$325.55 against a narrative fair value of about US$399.25, the valuation hinges heavily on how future earnings evolve.  The analysts have a consensus price target of $340.875 for Acuity based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $380.0, and the most bearish reporting a price target of just $275.0.  Read the complete narrative. Curious what supports that higher fair value? The narrative focuses on steady revenue expansion, improving margins and a future earnings multiple that steps down from today’s level. The exact mix of those pieces matters, and that is where the full set of assumptions becomes relevant. Result: Fair Value of $399.25 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on tariffs staying manageable and on QSC’s integration progressing smoothly, as missteps in either area could quickly challenge the current upside case. Find out about the key risks to this Acuity narrative.  Build Your Own Acuity Narrative If you see the story differently or want to stress test these assumptions against your own view, you can build a custom narrative in just a few minutes, starting with Do it your way. A great starting point for your Acuity research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you are ready to turn this research into action, broaden your watchlist with focused stock ideas built from consistent rules, not hunches or headlines.  Spot potential value plays early by scanning these 879 undervalued stocks based on cash flows built around cash flow based signals instead of short term market sentiment. Ride major technology shifts by reviewing these 28 AI penny stocks that tie artificial intelligence themes to real businesses and financial data. Hunt for income opportunities by zeroing in on these 12 dividend stocks with yields > 3% that target yields above 3% with clear, data led criteria.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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