Acuity Inc (AYI) is overvalued and Hubbell Inc (HUBB) is overvalued.
Both trade above our estimate of their intrinsic value. AYI is the closer of the two: -21%, against -43% for HUBB.
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 9.1% (average of 3 methods) values the shares at $319.90; the price of $458.83 is 43% above that value, and 75% of that value comes from beyond year five.
Leak Score 63/100 on 10 of 12 signals
| Metric | AYI | HUBB |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $310.77 | $458.83 |
| Intrinsic value | $256.50 | $319.90 |
| Margin of safety | -21% | -43% |
| Leak Score | 59/100 (3/12) | 63/100 (10/12) |
| Market cap | $9.3B | $24.2B |
| Revenue growth, 5 years | 5.5% | 9.7% |
| Operating margin | 14.7% | 20.9% |
| Net margin | 10.3% | 14.5% |
| Return on equity | 17.4% | 24.3% |
| Debt to equity | 0.28 | 1.42 |
| P/E | 20.6x | 27.2x |
| Forward P/E | 14.3x | 20.0x |
| P/B | 3.3x | 6.2x |
| Dividend yield | 0.2% | 1.3% |