COMPARE · Reviewed July 29, 2026
AYI vs OTIS
Verdict: Side-by-side breakdown using the Bull Rankings model. AYI scored 70.7, OTIS scored 69.0 — AYI leads.
Compare another set
AYI
Acuity Inc.
70.7
$338.51 · $10.1B
fundamentals as of
Score gap
1.7
AYI leads
OTIS
Otis Worldwide Corporation
69
$71.44 · $27.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
AYI
stronger →← stronger
OTIS
78
Qualityreturns · margins · balance sheet
67
76
Growthrevenue & earnings expansion
62
60
Valuevaluation vs sector peers
79
AYI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AYI
OTIS
$639mC+
FCF
$1.7bC+
+10.5%B
Rev
+5.2%C+
0.28A-
D/E
—
22.5xB+
P/E
18.4xA-
1.33B
PEG
1.39B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AYI
OTIS
14% above
Price vs fair valuelower is cheaper
22% below
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
-19%
1-yr DCF upside
+12%
-12%
5-yr DCF upside
+28%
-2%
10-yr DCF upside
+55%
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
OTIS
Why this score
- Buying back stock
- Raising its dividend
- 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.
OTISOtis Worldwide Corporation
Why now
Specialty Industrial Machinery · market cap $27.2b. Down 24% from 52-week high of $94.56 — deep drawdown territory. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $90.50 (implying +27% upside).
Moat
FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
ROE -26% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.