Acuity Inc (AYI) is slightly overvalued and Enersys (ENS) is slightly overvalued.
Both trade above our estimate of their intrinsic value. ENS is the closer of the two: -7%, against -14% for AYI.
Values as of the 19 Oct 2026 close.
Discounting its cash flows at 10.4% (average of 3 methods) values the shares at $271.79; the price of $308.58 is 14% above that value, and 71% of that value comes from beyond year five.
Leak Score 59/100 on 12 of 12 signals
Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $157.87; the price of $169.05 is 7% above that value, and 73% of that value comes from beyond year five.
Leak Score 71/100 on 12 of 12 signals
| Metric | AYI | ENS |
|---|---|---|
| Verdict | Slightly overvalued | Slightly overvalued |
| Price | $308.58 | $169.05 |
| Intrinsic value | $271.79 | $157.87 |
| Margin of safety | -14% | -7% |
| Leak Score | 59/100 (12/12) | 71/100 (12/12) |
| Market cap | $9.2B | $6.1B |
| Revenue growth, 5 years | 6.0% | 4.7% |
| Operating margin | 15.9% | 14.5% |
| Net margin | 11.4% | 9.3% |
| Return on equity | 18.6% | 18.4% |
| Debt to equity | 0.23 | 0.53 |
| P/E | 18.1x | 18.1x |
| Forward P/E | 13.2x | 11.6x |
| P/B | 3.3x | 3.1x |
| Dividend yield | 0.3% | 0.7% |