COMPARE · Data as of August 24, 2026
AYI vs EROC
Verdict: Side-by-side breakdown using the Bull Rankings model. AYI scored 69.4, EROC scored 72.0 — EROC leads.
Compare another set
AYI
Acuity Inc.
69.4
$336.59 · $10.1B
fundamentals as of
Score gap
2.6
EROC leads
EROC
ERock, Inc.
72
$13.12 · $3.6B
At a glance · who leads each dimension, on the model's own rules
- CheapestAYI22.3x
- Fastest growthEROC+42.5%
- Strongest balance sheetEROC0.12
- Highest qualityAYI78 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AYI
stronger →← stronger
EROC
78
Qualityreturns · margins · balance sheet
58
76
Growthrevenue & earnings expansion
98
57
Valuevaluation vs sector peers
98
EROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AYI
EROC
$639mC+
FCF
—
+10.5%B
Rev
+42.5%A
0.28A-
D/E
0.12A
22.3xB+
P/E
46.9xC
1.38B
PEG
0.19A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AYI
EROC
15% above
Price vs fair valuelower is cheaper
—
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-20%
1-yr DCF upside
—
-13%
5-yr DCF upside
—
-3%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AYI
Why this score
- Buying back stock
EROC
Why this score
- Short track record
The companies
AYIAcuity Inc.
Why now
Electrical Equipment & Parts · market cap $10.1b. 11% off the 52-week high of $380.17. Revenue growing +10%, comfortably above the S&P median. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $398.29 (implying +18% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 135% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
EROCERock, Inc.
Why now
Specialty Industrial Machinery · market cap $3.6b. Down 37% from 52-week high of $20.70 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. PEG 0.19 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.88 (implying +74% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Currently unprofitable (margin -66.7%) — path to GAAP profitability is the core thesis risk. Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 47x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AYI and EROC diverge
On the headline score the gap is 2.6 points in favor of EROC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueAYI 56.8 · EROC 98.2EROC +41.4
- GrowthAYI 75.5 · EROC 98.5EROC +23.0
- QualityAYI 78.0 · EROC 58.2AYI +19.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.