AYI vs BLDR vs PTC Stock Comparison

Acuity Inc. (De), Builders FirstSource and Ptc Prices as of Oct 23, 2026 Peers: Industry group
AYI Acuity Inc. (De)
$318.76 +4.1% 1M -13.9% 1Y
Market cap
$9.69B
P/E
18.2x
Revenue (TTM)
$4.64B
Div. yield
0.00%
Building Products Industrials
4 wins
PTC Ptc Inc.
$193.80 +38.0% 1M -5.3% 1Y
Market cap
$22.27B
P/E
18.2x
Revenue (TTM)
$2.95B
Div. yield
–
Construction Software Technology
7 wins

Head to Head

11 decided of 12

Ptc leads on 7 of the 12 questions below (Ptc 7, Acuity Inc. (De) 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAYIBLDRPTCLeader
Larger companyMarket capitalisation $9.69B $6.04B $22.27B PTC
Cheaper on earningsLower P/E, profitable companies only 18.2x 58.9x 18.2x PTC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.9x 17.8x 25.4x AYI
Faster revenue growthRevenue growth, trailing twelve months +6.8% -9.4% +19.5% PTC
More profitableNet margin, trailing twelve months 11.4% 0.7% 41.4% PTC
Better return on capitalReturn on invested capital 15.4% 3.5% 24.2% PTC
Less leveragedLower net debt / EBITDA 0.1x 4.4x -0.3x PTC
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -13.9% -54.2% -5.3% PTC
Better 5-year returnAnnualised price return, 5 years +9.3%/yr -0.7%/yr +8.6%/yr AYI
Less volatileAnnualised volatility, 1 year 37.9% 50.1% 46.6% AYI
Higher overall scoreMean of the five percentile scores vs peers 80/100 44/100 78/100 AYI

Percentile Scorecard

AYIBLDRPTC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAYIBLDRPTC
Valuation 74 #15 of 55 82 #11 of 55 62 #35 of 90
Growth 84 #9 of 51 2 #50 of 51 84 #14 of 82
Profitability 74 #14 of 51 32 #35 of 51 95 #5 of 77
Financial Health 86 #9 of 59 16 #50 of 59 70 #30 of 96
Shareholder Returns 83 #8 of 41 90 #5 of 41 81 #11 of 54
Overall 80 44 78
  • AYI ranked among 59 companies in Construction Products
  • BLDR ranked among 59 companies in Construction Products
  • PTC ranked among 99 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAYIBLDRPTCSPY
1 month +4.1%-4.0%+38.0% -1.0%
3 months -3.5%-22.0%+63.5% +2.9%
6 months +10.1%-36.9%+41.3% +6.4%
Year to date -11.5%-44.7%+11.2% +11.4%
1 year -13.9%-54.2%-5.3% +13.1%
3 years +96.4%-48.6%+38.8% +79.4%
3 years, per year +25.3%-19.9%+11.5% +21.5%
5 years +55.8%-3.5%+51.3% +67.7%
5 years, per year +9.3%-0.7%+8.6% +10.9%
10 years +32.9%+447.7%+317.8% +255.2%
10 years, per year +2.9%+18.5%+15.4% +13.5%

Risk

MeasureAYIBLDRPTCSPY
Volatility, 1Y 37.9%50.1%46.6% 12.7%
Downside volatility, 1Y 41.4%44.4%40.2% 12.7%
Beta vs S&P 500, 1Y 1.391.600.52 1.00
Return / volatility, 1Y -0.37-1.08-0.11 1.03
Max drawdown, 5Y -34.7%-76.1%-48.1% -25.4%
From 52-week high -15.4%-55.9%-5.4% -2.5%
52-week high $376.69$128.96$204.81 $779.14
52-week low $257.79$50.53$112.33 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAYIBLDRPTC
P/E now vs peer median 18.2xmedian 19.9x 59.6xmedian 19.9x 18.2xmedian 42.7x
P/S now vs peer median 2.0xmedian 1.5x 0.4xmedian 1.5x 7.3xmedian 2.7x
EV/EBITDA now vs peer median 10.9xmedian 12.6x 10.3xmedian 12.6x 17.4xmedian 19.0x
P/FCF now vs peer median 12.7xmedian 16.1x 9.6xmedian 16.1x 22.9xmedian 19.6x
P/B now vs peer median 3.2xmedian 3.0x 1.5xmedian 3.0x 6.2xmedian 1.8x
PEG now vs peer median 1.10median 0.98 -1.00median 0.98 0.30median 1.75

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAYIBLDRPTC
Revenue $4.64B $14.45B $2.95B
Gross profit $2.35B $4.22B $2.50B
Operating income $713.70M $435.57M $1.12B
Net income $531.30M $102.55M $1.22B
Free cash flow $747.90M $639.32M $935.48M
R&D – – $474.33M
EPS (diluted) $17.06 $0.95 $10.64
Cash & equivalents $636.30M $65.65M $351.45M
Total debt $697.40M $18.11B $25.10M
Shares (diluted) 31.15M 107.56M 114.98M
Enterprise value $7.99B $5.40B $21.09B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAYIBLDRPTC
P/E 18.2x 59.6x 18.2x
P/FCF 12.7x 9.6x 22.9x
P/Operating cash flow 11.5x 6.8x 22.5x
P/S 2.0x 0.4x 7.3x
P/B 3.2x 1.5x 6.2x
P/Tangible book 4.8x 2.1x 7.9x
EV/EBITDA 10.9x 10.3x 17.4x
EV/EBIT 13.3x 24.4x 18.9x
EV/Revenue 2.1x 0.7x 7.2x
EV/FCF 12.7x 16.6x 22.6x
EV/Operating cash flow 11.5x 11.9x 22.1x
PEG (3Y EPS CAGR) 1.10 -1.00 0.30

Growth

14 metrics
MetricAYIBLDRPTC
Revenue growth (1Y) 6.8% -9.4% 19.5%
Revenue CAGR (3Y) 5.5% -8.0% 12.8%
Gross profit growth (1Y) 13.1% -16.2% 22.9%
Gross profit CAGR (3Y) 11.1% -13.3% 15.1%
Operating income growth (1Y) 26.6% -64.5% 50.4%
Operating income CAGR (3Y) 14.7% -44.8% 32.2%
Net income growth (1Y) 34.0% -86.4% 138.7%
Net income CAGR (3Y) 15.4% -61.9% 58.6%
EPS growth (1Y) 36.1% -86.0% 150.1%
EPS CAGR (3Y) 16.6% -59.7% 60.6%
Operating cash flow growth (1Y) 37.3% -43.0% 10.9%
Operating cash flow CAGR (3Y) 12.6% -36.6% 16.8%
Free cash flow growth (1Y) 40.3% -46.2% 10.1%
Free cash flow CAGR (3Y) 13.5% -40.7% 17.8%

Profitability

14 metrics
MetricAYIBLDRPTC
Gross margin 50.6% 29.2% 84.5%
EBITDA margin 18.7% 7.1% 41.2%
Operating margin 15.4% 3.0% 37.8%
Pretax margin 14.7% 1.0% 51.8%
Net margin 11.4% 0.7% 41.4%
FCF margin 16.1% 4.4% 31.7%
Operating cash flow margin 17.8% 6.2% 32.3%
Return on equity 18.2% 2.6% 33.4%
Return on assets 11.2% 0.9% 18.8%
Return on invested capital 15.4% 3.5% 24.2%
Return on capital employed 19.5% 4.6% 21.5%
Asset turnover 1.0x 1.3x 0.5x
Cash conversion (OCF / net income) 1.6x 8.8x 0.8x
Stock comp / revenue 1.1% 0.3% 8.1%

Financial Health

11 metrics
MetricAYIBLDRPTC
Debt / assets 14.3% 40.5% 0.4%
Debt / equity 0.2x 1.1x 0.0x
Net debt / EBITDA 0.1x 4.4x -0.3x
Debt / FCF 0.9x 7.2x 0.0x
Liabilities / assets 39.0% 64.6% 46.7%
Equity / assets 61.0% 35.4% 53.3%
Interest coverage – – 17.1x
Current ratio 1.7x 1.8x 1.0x
Quick ratio 1.2x 0.9x 0.9x
Cash ratio 0.6x 0.0x 0.3x
Altman Z-score 5.99 2.06 5.89

Shareholder Returns

7 metrics
MetricAYIBLDRPTC
Dividend yield 0.3% – –
Net buyback yield 3.0% 5.0% 6.5%
Shareholder yield 3.2% 5.0% 6.5%
Payout ratio (earnings) 4.5% – –
Payout ratio (FCF) 3.2% – –
Dividend growth (1Y) 15.5% – –
Dividend CAGR (3Y) 12.3% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAYIBLDRPTC
Forward P/E 15.9xFY2027 17.8xFY2026 25.4xFY2026
EPS, next fiscal year $20.03FY2027 $3.20FY2026 $7.62FY2026
EPS growth, next FY +0.7%FY2027 -53.6%FY2026 -4.7%FY2026
EPS growth, the year after +21.6% +31.6% +11.9%
Revenue, next fiscal year $4.67BFY2027 $13.81BFY2026 $2.85BFY2026
Revenue growth, next FY +0.7%FY2027 -9.1%FY2026 +4.0%FY2026
Revenue growth, the year after +14.2% +1.0% -1.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAYIBLDRPTC
Held by institutions 99.2% 99.7% 97.3%
Institutions holding 631 667 681
Change in shares held, QoQ +4.1% +1.3% -1.5%
Institutions buying 330 334 340
Institutions selling 190 259 280
Buyers to sellers 1.74 1.29 1.21

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AYIBLDRPTC
AYI 1.00 0.41 -0.01
BLDR 0.41 1.00 0.04
PTC -0.01 0.04 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AYI, BLDR and PTC?

Ptc (PTC) is the largest by market capitalisation: Acuity Inc. (De) (AYI) $9.69B, Builders FirstSource (BLDR) $6.04B, Ptc (PTC) $22.27B.

Which stock is cheaper, AYI, BLDR and PTC?

Ptc (PTC) trades on the lowest price-to-earnings ratio (Acuity Inc. (De) (AYI) 18.2x, Builders FirstSource (BLDR) 58.9x, Ptc (PTC) 18.2x). On next year's consensus earnings, Acuity Inc. (De) (AYI) is cheapest (Acuity Inc. (De) (AYI) 15.9x, Builders FirstSource (BLDR) 17.8x, Ptc (PTC) 25.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ptc (PTC) grew revenue fastest over the trailing twelve months: Acuity Inc. (De) (AYI) +6.8%, Builders FirstSource (BLDR) -9.4%, Ptc (PTC) +19.5%.

Which company is more profitable?

Ptc (PTC) has the highest net margin (Acuity Inc. (De) (AYI) 11.4%, Builders FirstSource (BLDR) 0.7%, Ptc (PTC) 41.4%). On return on invested capital, Ptc (PTC) leads (Acuity Inc. (De) (AYI) 15.4%, Builders FirstSource (BLDR) 3.5%, Ptc (PTC) 24.2%).

Which stock has performed better?

Over the past year Ptc (PTC) returned the most: Acuity Inc. (De) (AYI) -13.9%, Builders FirstSource (BLDR) -54.2%, Ptc (PTC) -5.3%. Over five years, Acuity Inc. (De) (AYI) compounded fastest (Acuity Inc. (De) (AYI) +9.3%/yr, Builders FirstSource (BLDR) -0.7%/yr, Ptc (PTC) +8.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Acuity Inc. (De) (AYI) 0.00%, Builders FirstSource (BLDR) 0.00%, Ptc (PTC) 0.00%. Builders FirstSource (BLDR) and Ptc (PTC) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Acuity Inc. (De) (AYI) has been the steadiest (Acuity Inc. (De) (AYI) 37.9%, Builders FirstSource (BLDR) 50.1%, Ptc (PTC) 46.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AYI, BLDR and PTC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ptc (PTC) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.