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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 1.13
AYI's Cash to Debt is ranked lower than
55% of the 2488 Companies
in the Global Electronic Components industry.

( Industry Median: 4.04 vs. AYI: 1.13 )
AYI' s 10-Year Cash to Debt Range
Min: 0   Max: No Debt
Current: 1.13

Equity to Asset 0.53
AYI's Equity to Asset is ranked higher than
54% of the 2478 Companies
in the Global Electronic Components industry.

( Industry Median: 0.58 vs. AYI: 0.53 )
AYI' s 10-Year Equity to Asset Range
Min: 0.28   Max: 0.53
Current: 0.53

0.28
0.53
Interest Coverage 6.94
AYI's Interest Coverage is ranked lower than
60% of the 1547 Companies
in the Global Electronic Components industry.

( Industry Median: 76.29 vs. AYI: 6.94 )
AYI' s 10-Year Interest Coverage Range
Min: 2.86   Max: 7.51
Current: 6.94

2.86
7.51
F-Score: 8
Z-Score: 5.80
M-Score: -2.56
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 10.60
AYI's Operating margin (%) is ranked higher than
86% of the 2464 Companies
in the Global Electronic Components industry.

( Industry Median: 3.42 vs. AYI: 10.60 )
AYI' s 10-Year Operating margin (%) Range
Min: 4.91   Max: 12.88
Current: 10.6

4.91
12.88
Net-margin (%) 6.10
AYI's Net-margin (%) is ranked higher than
77% of the 2465 Companies
in the Global Electronic Components industry.

( Industry Median: 2.74 vs. AYI: 6.10 )
AYI' s 10-Year Net-margin (%) Range
Min: 2.04   Max: 7.32
Current: 6.1

2.04
7.32
ROE (%) 12.82
AYI's ROE (%) is ranked higher than
85% of the 2428 Companies
in the Global Electronic Components industry.

( Industry Median: 5.17 vs. AYI: 12.82 )
AYI' s 10-Year ROE (%) Range
Min: 9.64   Max: 25.76
Current: 12.82

9.64
25.76
ROA (%) 6.69
AYI's ROA (%) is ranked higher than
82% of the 2466 Companies
in the Global Electronic Components industry.

( Industry Median: 2.74 vs. AYI: 6.69 )
AYI' s 10-Year ROA (%) Range
Min: 3.04   Max: 10.52
Current: 6.69

3.04
10.52
ROC (Joel Greenblatt) (%) 70.07
AYI's ROC (Joel Greenblatt) (%) is ranked higher than
97% of the 2460 Companies
in the Global Electronic Components industry.

( Industry Median: 10.23 vs. AYI: 70.07 )
AYI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 22.64   Max: 101.2
Current: 70.07

22.64
101.2
Revenue Growth (%) 9.40
AYI's Revenue Growth (%) is ranked higher than
79% of the 1668 Companies
in the Global Electronic Components industry.

( Industry Median: 3.30 vs. AYI: 9.40 )
AYI' s 10-Year Revenue Growth (%) Range
Min: -13.3   Max: 9.4
Current: 9.4

-13.3
9.4
EBITDA Growth (%) 13.50
AYI's EBITDA Growth (%) is ranked higher than
78% of the 1276 Companies
in the Global Electronic Components industry.

( Industry Median: 5.20 vs. AYI: 13.50 )
AYI' s 10-Year EBITDA Growth (%) Range
Min: -14.6   Max: 28.2
Current: 13.5

-14.6
28.2
EPS Growth (%) 18.80
AYI's EPS Growth (%) is ranked higher than
79% of the 1124 Companies
in the Global Electronic Components industry.

( Industry Median: 5.90 vs. AYI: 18.80 )
AYI' s 10-Year EPS Growth (%) Range
Min: -19   Max: 45
Current: 18.8

-19
45
» AYI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

AYI Guru Trades in Q1 2013

John Burbank 4,866 sh (New)
Pioneer Investments 37,300 sh (New)
Mario Gabelli 29,395 sh (+2.35%)
Ron Baron 1,000,000 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Jim Simons Sold Out
Columbia Wanger 2,249,850 sh (-0.97%)
Chuck Royce 254,763 sh (-5.8%)
Joel Greenblatt 8,773 sh (-25.06%)
John Keeley 141,345 sh (-71.98%)
Steven Cohen 2,926 sh (-99.51%)
» More
Q2 2013

AYI Guru Trades in Q2 2013

Caxton Associates 175,677 sh (New)
Steven Cohen 46,253 sh (+1480.76%)
Columbia Wanger 2,249,850 sh (unchged)
Ron Baron 1,000,000 sh (unchged)
Joel Greenblatt Sold Out
Pioneer Investments Sold Out
John Burbank Sold Out
John Keeley 129,178 sh (-8.61%)
Mario Gabelli 26,695 sh (-9.19%)
Chuck Royce 219,763 sh (-13.74%)
» More
Q3 2013

AYI Guru Trades in Q3 2013

Columbia Wanger 2,249,850 sh (unchged)
Ron Baron 1,000,000 sh (unchged)
Caxton Associates Sold Out
John Keeley Sold Out
Mario Gabelli 25,795 sh (-3.37%)
Chuck Royce 196,763 sh (-10.47%)
Steven Cohen 6,605 sh (-85.72%)
» More
Q4 2013

AYI Guru Trades in Q4 2013

Caxton Associates 23,737 sh (New)
Steven Cohen Sold Out
Columbia Wanger 2,241,350 sh (-0.38%)
Ron Baron 900,000 sh (-10%)
Mario Gabelli 19,895 sh (-22.87%)
Chuck Royce 126,763 sh (-35.58%)
» More
» Details

Insider Trades

Latest Guru Trades with AYI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Mario Gabelli 2013-12-31 Reduce -22.87%$92.84 - $110.19 $ 126.2624%19895
John Keeley 2013-09-30 Sold Out 0.19%$81.39 - $93.65 $ 126.2644%0
Joel Greenblatt 2013-06-30 Sold Out 0.03%$68.25 - $78.37 $ 126.2670%0
John Burbank 2013-06-30 Sold Out 0.01%$68.25 - $78.37 $ 126.2670%0
John Keeley 2013-03-31 Reduce -71.98%0.55%$65.46 - $72.93 $ 126.2681%141345
John Burbank 2013-03-31 New Buy0.01%$65.46 - $72.93 $ 126.2681%4866
Joel Greenblatt 2013-03-31 Reduce -25.06%0.01%$65.46 - $72.93 $ 126.2681%8773
Joel Greenblatt 2012-09-30 Reduce -46.15%0.04%$56.46 - $68.95 $ 126.26103%12958
Ron Baron 2012-06-30 Add 60.83%0.12%$49.36 - $63.75 $ 126.26133%1000000
Joel Greenblatt 2012-06-30 Add 258.47%0.06%$49.36 - $63.75 $ 126.26133%24064
John Burbank 2012-06-30 Sold Out 0.0028%$49.36 - $63.75 $ 126.26133%0
John Keeley 2012-03-31 Reduce -26.81%0.27%$50.32 - $64.76 $ 126.26127%662704
Ron Baron 2012-03-31 Add 24.36%0.05%$50.32 - $64.76 $ 126.26127%621789
Joel Greenblatt 2012-03-31 New Buy0.04%$50.32 - $64.76 $ 126.26127%6713
Mario Gabelli 2012-03-31 Add 29.26%$50.32 - $64.76 $ 126.26127%25620
John Burbank 2012-03-31 New Buy$50.32 - $64.76 $ 126.26127%1300
Ron Baron 2011-12-31 Add 100%0.09%$33.97 - $53 $ 126.26172%500000
Ray Dalio 2011-12-31 Sold Out 0.01%$33.97 - $53 $ 126.26172%0
Ron Baron 2011-09-30 Reduce -50%0.08%$36.59 - $56.53 $ 126.26176%250000
Ray Dalio 2011-09-30 New Buy0.01%$36.59 - $56.53 $ 126.26178%25600
Ron Baron 2011-06-30 New Buy0.16%$54.67 - $60.96 $ 126.26117%500000
Mario Gabelli 2011-03-31 Reduce -72.83%0.03%$53.76 - $60.03 $ 126.26124%17720
George Soros 2011-03-31 Sold Out $53.76 - $60.03 $ 126.26124%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 37.30
AYI's P/E(ttm) is ranked lower than
62% of the 1771 Companies
in the Global Electronic Components industry.

( Industry Median: 19.30 vs. AYI: 37.30 )
AYI' s 10-Year P/E(ttm) Range
Min: 7.3   Max: 42.47
Current: 37.3

7.3
42.47
P/B 5.30
AYI's P/B is ranked lower than
80% of the 2370 Companies
in the Global Electronic Components industry.

( Industry Median: 1.48 vs. AYI: 5.30 )
AYI' s 10-Year P/B Range
Min: 1.23   Max: 5.89
Current: 5.3

1.23
5.89
P/S 2.41
AYI's P/S is ranked lower than
74% of the 2534 Companies
in the Global Electronic Components industry.

( Industry Median: 0.91 vs. AYI: 2.41 )
AYI' s 10-Year P/S Range
Min: 0.26   Max: 2.81
Current: 2.41

0.26
2.81
PFCF 35.30
AYI's PFCF is ranked lower than
64% of the 1305 Companies
in the Global Electronic Components industry.

( Industry Median: 16.38 vs. AYI: 35.30 )
AYI' s 10-Year PFCF Range
Min: 4.62   Max: 48.28
Current: 35.3

4.62
48.28
EV-to-EBIT 21.70
AYI's EV-to-EBIT is ranked lower than
53% of the 1925 Companies
in the Global Electronic Components industry.

( Industry Median: 15.73 vs. AYI: 21.70 )
AYI' s 10-Year EV-to-EBIT Range
Min: 4.7   Max: 24.4
Current: 21.7

4.7
24.4
PEG 3.90
AYI's PEG is ranked lower than
59% of the 796 Companies
in the Global Electronic Components industry.

( Industry Median: 1.26 vs. AYI: 3.90 )
AYI' s 10-Year PEG Range
Min: 0.38   Max: 43.26
Current: 3.9

0.38
43.26
Shiller P/E 45.50
AYI's Shiller P/E is ranked lower than
61% of the 794 Companies
in the Global Electronic Components industry.

( Industry Median: 25.60 vs. AYI: 45.50 )
AYI' s 10-Year Shiller P/E Range
Min: 8.86   Max: 51.44
Current: 45.5

8.86
51.44

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.43
AYI's Dividend Yield is ranked lower than
92% of the 1576 Companies
in the Global Electronic Components industry.

( Industry Median: 1.78 vs. AYI: 0.43 )
AYI' s 10-Year Dividend Yield Range
Min: 0.38   Max: 4.73
Current: 0.43

0.38
4.73
Dividend Payout 0.15
AYI's Dividend Payout is ranked higher than
85% of the 1242 Companies
in the Global Electronic Components industry.

( Industry Median: 0.31 vs. AYI: 0.15 )
AYI' s 10-Year Dividend Payout Range
Min: 0.13   Max: 0.79
Current: 0.15

0.13
0.79
Dividend growth (3y) 1.30
AYI's Dividend growth (3y) is ranked higher than
68% of the 616 Companies
in the Global Electronic Components industry.

( Industry Median: 3.80 vs. AYI: 1.30 )
AYI' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 10.1
Current: 1.3

0
10.1
Yield on cost (5-Year) 0.42
AYI's Yield on cost (5-Year) is ranked lower than
91% of the 1644 Companies
in the Global Electronic Components industry.

( Industry Median: 1.94 vs. AYI: 0.42 )
AYI' s 10-Year Yield on cost (5-Year) Range
Min: 0.4   Max: 4.92
Current: 0.42

0.4
4.92
Share Buyback Rate 0.60
AYI's Share Buyback Rate is ranked higher than
85% of the 1229 Companies
in the Global Electronic Components industry.

( Industry Median: -1.20 vs. AYI: 0.60 )
AYI' s 10-Year Share Buyback Rate Range
Min: 3   Max: -3
Current: 0.6

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 23.60
AYI's Price/Tangible Book is ranked lower than
91% of the 2297 Companies
in the Global Electronic Components industry.

( Industry Median: 1.60 vs. AYI: 23.60 )
AYI' s 10-Year Price/Tangible Book Range
Min: 9.35   Max: 777.38
Current: 23.6

9.35
777.38
Price/DCF (Projected) 2.60
AYI's Price/DCF (Projected) is ranked lower than
62% of the 947 Companies
in the Global Electronic Components industry.

( Industry Median: 1.30 vs. AYI: 2.60 )
AYI' s 10-Year Price/DCF (Projected) Range
Min: 0.53   Max: 2.1
Current: 2.6

0.53
2.1
Price/Median PS Value 3.00
AYI's Price/Median PS Value is ranked lower than
85% of the 2361 Companies
in the Global Electronic Components industry.

( Industry Median: 1.10 vs. AYI: 3.00 )
AYI' s 10-Year Price/Median PS Value Range
Min: 0.28   Max: 2.42
Current: 3

0.28
2.42
Price/Peter Lynch Fair Value 5.40
AYI's Price/Peter Lynch Fair Value is ranked lower than
78% of the 383 Companies
in the Global Electronic Components industry.

( Industry Median: 1.10 vs. AYI: 5.40 )
AYI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.41   Max: 4.36
Current: 5.4

0.41
4.36
Price/Graham Number 6.20
AYI's Price/Graham Number is ranked lower than
87% of the 1701 Companies
in the Global Electronic Components industry.

( Industry Median: 1.20 vs. AYI: 6.20 )
AYI' s 10-Year Price/Graham Number Range
Min: 1.94   Max: 28.14
Current: 6.2

1.94
28.14
Earnings Yield (Greenblatt) 4.60
AYI's Earnings Yield (Greenblatt) is ranked higher than
53% of the 2081 Companies
in the Global Electronic Components industry.

( Industry Median: 6.10 vs. AYI: 4.60 )
AYI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.1   Max: 21.2
Current: 4.6

4.1
21.2
Forward Rate of Return (Yacktman) 8.89
AYI's Forward Rate of Return (Yacktman) is ranked higher than
77% of the 1318 Companies
in the Global Electronic Components industry.

( Industry Median: 3.15 vs. AYI: 8.89 )
AYI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -2.9   Max: 33.1
Current: 8.89

-2.9
33.1

Business Description

Industry: Computer Hardware » Electronic Components
Compare:HTHIY, MIELY, APH, TEL, GLW » details
Traded in other countries:AQ8.Germany
Acuity Brands, Inc. the parent company of Acuity Brands Lighting, Inc. and other subsidiaries was incorporated in 2001 under the laws of the State of Delaware. The Company is the providers of lighting fixtures, control devices, components, systems and services for commercial and institutional, industrial, infrastructure, and residential applications for various markets throughout North America and select international markets. It designs, produces, and distributes a full range of indoor and outdoor lighting and control systems for commercial and institutional, industrial, infrastructure, and residential applications. The Company manufactures or procures lighting products primarily in North America, Europe, and Asia. These products and related services are marketed under numerous brand names, including Lithonia Lighting, Holophane, Peerless, Mark Architectural LightingTM, Hydrel, American Electric Lighting, Gotham, Carandini, Metal Optics, Antique Street LampsTM, TersenTM, Synergy Lighting Controls, Sensor Switch, Lighting Control & DesignTM, and ROAM.The Company's principal customers include electrical distributors, retail home improvement centers, national accounts, electric utilities, municipalities, and lighting showrooms located in North America and select international markets serving new construction, renovation, and facility maintenance applications. In North America, the Company's products and lighting systems are sold by independent sales agents and factory sales representatives who cover specific geographic areas and market segments. Products are delivered directly or through a network of distribution centers, regional warehouses, and commercial warehouses using both common carriers and a company-owned truck fleet. The Company operates 20 manufacturing facilities, including 11 facilities in the United States, six facilities in Mexico, two facilities in Europe and one in Canada. The Company utilizes a blend of internal and outsourced manufacturing processes and capabilities to fulfill a variety of customer needs in the most cost-effective manner. Products are delivered directly or through a network of strategically located distribution centers, regional warehouses, and commercial warehouses in North America using both common carriers and a company-owned truck fleet. The Company's primary competitors in the North American lighting fixture and controls market include Cooper Industries plc., Hubbell Incorporated, and Koninklijke Philips Electronics N.V. The operations of the Company are subject to numerous comprehensive laws and regulations relating to the generation, storage, handling, transportation, and disposal of hazardous substances, as well as solid and hazardous wastes, and to the remediation of contaminated sites.

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