Acuity Brands vs EnerSys
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KIRA’s take AI analyst
I put Acuity Brands and EnerSys side by side, using each one’s latest annual report. Here is what stands out:
- Acuity Brands is the larger business, with $4.6B of revenue in fiscal 2026 against $3.8B for EnerSys.
- Acuity Brands grew revenue faster (6.8%, against 3.7%).
- Acuity Brands kept more of each dollar of sales as operating profit (15.4% operating margin, against 11.4%).
- Acuity Brands turned more of its sales into free cash flow (16.1% FCF margin, against 12.5%).
- Acuity Brands earned a higher return on the capital invested in it (17.9%, against 13.7%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Acuity Brands
AYI
10/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
EnerSys
ENS
1/11
Share count change
Side by side
Best in the row
| Latest fiscal year | AYI FY26 | ENS FY26 |
|---|---|---|
| Size | ||
| Market cap | $10.1B | $6.5B |
| Revenue | $4.6B | $3.8B |
| Free cash flow | $748M | $468M |
| Net income | $531M | $294M |
| Growth | ||
| Revenue growth | 6.8% | 3.7% |
| 5-year growth | 6.1% | 4.7% |
| Share count change | −1.6% | −5.7% |
| Profitability | ||
| Gross margin | 50.6% | 29.3% |
| Operating margin | 15.4% | 11.4% |
| Net margin | 11.5% | 7.8% |
| FCF margin | 16.1% | 12.5% |
| Return on capital | 17.9% | 13.7% |
| Return on equity | 18.6% | 15.4% |
| Balance sheet | ||
| Net debt | $61.1M | $674M |
| Net debt / EBITDA | 0.1x | 1.3x |
| Dividends and buybacks | $311M | $409M |
| Valuation & quality | ||
| P/E | — | 18.6x |
| Piotroski F-score | 7 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.