Acuity Brands
AYI · Electrical Components & Equipment
$318.72
0.5%Sensata Technologies
ST · Electrical Components & Equipment
$40.38
0.8%The short version
- Acuity Brands is the larger business, with $4.6B of revenue in fiscal 2026 against $3.7B for Sensata Technologies.
- Acuity Brands grew revenue faster (6.8%, against −5.8%).
- Acuity Brands kept more of each dollar of sales as operating profit (15.4% operating margin, against 6.4% operating margin).
- Acuity Brands turned more of its sales into free cash flow (16.1% FCF margin, against 13.2% FCF margin).
- Acuity Brands earned a higher return on the capital invested in it (17.9%, against 2.2%).
| Latest fiscal year | AYI · FY26 | ST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.9B | $5.9B |
| Revenue | $4.6B | $3.7B |
| Free cash flow | $748M | $490M |
| Net income | $531M | $31.3M |
| Growth | ||
| Revenue growth | 6.8% | −5.8% |
| 5-year growth | 6.1% | 4.0% |
| Share count change | −1.6% | −2.4% |
| Profitability | ||
| Gross margin | 50.6% | 29.3% |
| Operating margin | 15.4% | 6.4% |
| Net margin | 11.5% | 0.8% |
| FCF margin | 16.1% | 13.2% |
| Return on capital | 17.9% | 2.2% |
| Return on equity | 18.6% | 1.1% |
| Balance sheet | ||
| Net debt | $61.1M | $2.3B |
| Net debt / EBITDA | 0.1x | 4.7x |
| Dividends and buybacks | $311M | $191M |
| Valuation & quality | ||
| P/E | — | 67.3x |
| Piotroski F-score | 7 | 6 |
FY17
AYI $3.5B
ST $3.3B
FY18
AYI $3.7B
ST $3.5B
FY19
AYI $3.7B
ST $3.5B
FY20
AYI $3.3B
ST $3.0B
FY21
AYI $3.5B
ST $3.8B
FY22
AYI $4.0B
ST $4.0B
FY23
AYI $4.0B
ST $4.1B
FY24
AYI $3.8B
ST $3.9B
FY25
AYI $4.3B
ST $3.7B
FY26
AYI $4.6B
ST —
AYI
ST
FY17
AYI 15.1%
ST 16.8%
FY18
AYI 12.5%
ST 20.2%
FY19
AYI 12.6%
ST 16.1%
FY20
AYI 10.6%
ST 11.1%
FY21
AYI 12.4%
ST 16.6%
FY22
AYI 12.7%
ST 16.6%
FY23
AYI 12.0%
ST 4.5%
FY24
AYI 14.4%
ST 3.8%
FY25
AYI 13.0%
ST 6.4%
FY26
AYI 15.4%
ST —
AYI
ST
FY17
AYI $269M
ST $413M
FY18
AYI $308M
ST $461M
FY19
AYI $442M
ST $458M
FY20
AYI $450M
ST $453M
FY21
AYI $365M
ST $410M
FY22
AYI $260M
ST $311M
FY23
AYI $511M
ST $272M
FY24
AYI $555M
ST $393M
FY25
AYI $533M
ST $490M
FY26
AYI $748M
ST —
AYI
ST
FY17
AYI 20.8%
ST 11.5%
FY18
AYI 20.7%
ST 14.3%
FY19
AYI 19.2%
ST 7.9%
FY20
AYI 14.3%
ST 6.8%
FY21
AYI 16.5%
ST 10.6%
FY22
AYI 18.7%
ST 8.9%
FY23
AYI 17.0%
ST 1.5%
FY24
AYI 20.6%
ST 2.1%
FY25
AYI 17.1%
ST 2.2%
FY26
AYI 17.9%
ST —
AYI
ST
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.