Acuity Inc (AYI) is overvalued and Bloom Energy Corp (BE) is overvalued.
Both trade above our estimate of their intrinsic value. AYI is the closer of the two: -21%, against -1837% for BE.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 10.6% (average of 3 methods) values the shares at $256.50; the price of $310.77 is 21% above that value, and 71% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
Discounting its cash flows at 12.3% (average of 2 methods) values the shares at $14.28; the price of $276.53 is 1837% above that value.
Leak Score 49/100 on 8 of 12 signals
| Metric | AYI | BE |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $310.77 | $276.53 |
| Intrinsic value | $256.50 | $14.28 |
| Margin of safety | -21% | -1837% |
| Leak Score | 59/100 (3/12) | 49/100 (8/12) |
| Market cap | $9.3B | $81.4B |
| Revenue growth, 5 years | 5.5% | 20.6% |
| Operating margin | 14.7% | 11.2% |
| Net margin | 10.3% | 7.9% |
| Return on equity | 17.4% | 22.2% |
| Debt to equity | 0.28 | 1.74 |
| P/E | 20.6x | 376.8x |
| Forward P/E | 14.3x | 55.9x |
| P/B | 3.3x | 50.3x |
| Dividend yield | 0.2% | — |