BLDR vs OTIS vs AYI Stock Comparison

Builders FirstSource, Otis Worldwide and Acuity Inc. (De) Prices as of Oct 29, 2026 Peers: Industry group
OTIS Otis Worldwide Corp
$74.64 +13.7% 1M -20.1% 1Y
Market cap
$28.42B
P/E
18.3x
Revenue (TTM)
$15.14B
Div. yield
2.30%
Building Products Industrials
5 wins
AYI Acuity Inc. (De)
$327.36 +6.1% 1M -9.4% 1Y
Market cap
$9.72B
P/E
18.7x
Revenue (TTM)
$4.64B
Div. yield
0.24%
Building Products Industrials
7 wins

Head to Head

12 decided of 12

Acuity Inc. (De) leads on 7 of the 12 questions below (Acuity Inc. (De) 7, Otis Worldwide 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBLDROTISAYILeader
Larger companyMarket capitalisation $6.79B $28.42B $9.72B OTIS
Cheaper on earningsLower P/E, profitable companies only 167.3x 18.3x 18.7x OTIS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.3x 19.1x 16.4x AYI
Faster revenue growthRevenue growth, trailing twelve months -8.3% +5.8% +6.8% AYI
More profitableNet margin, trailing twelve months 0.3% 10.3% 11.4% AYI
Better return on capitalReturn on invested capital 3.5% 62.2% 15.4% OTIS
Less leveragedLower net debt / EBITDA 5.0x 3.0x 0.1x AYI
Higher dividend yieldTrailing dividend yield — 2.30% 0.24% OTIS
Better 1-year returnPrice return, last 12 months -45.3% -20.1% -9.4% AYI
Better 5-year returnAnnualised price return, 5 years +1.6%/yr -1.5%/yr +9.8%/yr AYI
Less volatileAnnualised volatility, 1 year 51.5% 22.8% 38.1% OTIS
Higher overall scoreMean of the five percentile scores vs peers 41/100 46/100 81/100 AYI

Percentile Scorecard

BLDROTISAYI

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

AxisBLDROTISAYI
Valuation 57 #24 of 55 54 #26 of 55 76 #14 of 55
Growth 2 #50 of 51 52 #25 of 51 84 #9 of 51
Profitability 35 #32 of 49 75 #13 of 49 77 #12 of 49
Financial Health 19 #45 of 55 13 #48 of 55 87 #8 of 55
Shareholder Returns 92 #4 of 40 36 #26 of 40 82 #8 of 40
Overall 41 46 81
  • BLDR ranked among 59 companies in Construction Products
  • OTIS ranked among 59 companies in Construction Products
  • AYI ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodBLDROTISAYISPY
1 month +9.6%+13.7%+6.1% +0.7%
3 months -4.5%+4.1%-3.0% +3.7%
6 months -20.2%-4.2%+13.0% +7.1%
Year to date -38.7%-14.6%-9.1% +12.8%
1 year -45.3%-20.1%-9.4% +11.9%
3 years -41.2%-2.5%+105.6% +85.2%
3 years, per year -16.2%-0.8%+27.2% +22.8%
5 years +8.3%-7.1%+59.4% +67.6%
5 years, per year +1.6%-1.5%+9.8% +10.9%
10 years +559.1%—+46.7% +262.0%
10 years, per year +20.8%—+3.9% +13.7%

Risk

MeasureBLDROTISAYISPY
Volatility, 1Y 51.5%22.8%38.1% 12.7%
Downside volatility, 1Y 44.3%23.4%41.7% 12.6%
Beta vs S&P 500, 1Y 1.580.211.39 1.00
Return / volatility, 1Y -0.88-0.88-0.25 0.94
Max drawdown, 5Y -76.1%-39.6%-34.7% -25.4%
From 52-week high -51.1%-20.3%-13.1% -1.2%
52-week high $128.96$93.62$376.69 $779.14
52-week low $50.53$64.07$257.79 $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.

MultipleBLDROTISAYI
P/E now vs peer median 167.3xmedian 20.3x 18.3xmedian 20.3x 18.7xmedian 20.3x
P/S now vs peer median 0.5xmedian 1.6x 1.9xmedian 1.6x 2.1xmedian 1.6x
EV/EBITDA now vs peer median 12.6xmedian 12.6x 14.4xmedian 12.6x 11.2xmedian 12.6x
P/FCF now vs peer median 27.0xmedian 16.9x 17.0xmedian 16.9x 13.0xmedian 16.9x
P/B now vs peer median 1.7xmedian 3.0x -5.2xmedian 3.0x 3.3xmedian 3.0x
PEG now vs peer median -2.43median 1.13 2.65median 1.13 1.13median 1.13

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 monthsBLDROTISAYI
Revenue $14.36B $15.14B $4.64B
Gross profit $4.09B $4.53B $2.35B
Operating income $305.89M $2.32B $713.70M
Net income $40.58M $1.61B $531.30M
Free cash flow $251.32M $1.67B $747.90M
R&D – $158.00M –
EPS (diluted) $0.38 $4.07 $17.06
Cash & equivalents $55.01M $866.00M $636.30M
Total debt $4.62B $8.28B $697.40M
Shares (diluted) 107.64M 381.90M 31.15M
Enterprise value $6.39B $24.97B $8.02B

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
MetricBLDROTISAYI
P/E 167.3x 18.3x 18.7x
P/FCF 27.0x 17.0x 13.0x
P/Operating cash flow 13.7x 15.5x 11.8x
P/S 0.5x 1.9x 2.1x
P/B 1.7x -5.2x 3.3x
P/Tangible book 2.2x -4.9x 4.9x
EV/EBITDA 12.6x 14.4x 11.2x
EV/EBIT 37.1x 15.4x 13.7x
EV/Revenue 0.8x 2.4x 2.1x
EV/FCF 45.2x 21.4x 13.1x
EV/Operating cash flow 22.8x 19.5x 11.8x
PEG (3Y EPS CAGR) -2.43 2.65 1.13

Growth

14 metrics
MetricBLDROTISAYI
Revenue growth (1Y) -8.3% 5.8% 6.8%
Revenue CAGR (3Y) -6.0% 2.6% 5.5%
Gross profit growth (1Y) -15.6% 4.3% 13.1%
Gross profit CAGR (3Y) -12.2% 2.5% 11.1%
Operating income growth (1Y) -70.3% 12.0% 26.6%
Operating income CAGR (3Y) -48.3% 2.5% 14.7%
Net income growth (1Y) -93.2% 13.2% 34.0%
Net income CAGR (3Y) -70.5% 3.1% 15.4%
EPS growth (1Y) -93.0% 18.8% 36.1%
EPS CAGR (3Y) -68.9% 6.9% 16.6%
Operating cash flow growth (1Y) -64.4% 24.8% 37.3%
Operating cash flow CAGR (3Y) -42.9% 7.1% 12.6%
Free cash flow growth (1Y) -75.4% 26.5% 40.3%
Free cash flow CAGR (3Y) -51.1% 7.0% 13.5%

Profitability

14 metrics
MetricBLDROTISAYI
Gross margin 28.5% 30.0% 50.6%
EBITDA margin 6.3% 16.5% 18.7%
Operating margin 2.1% 15.3% 15.4%
Pretax margin 0.1% 13.9% 14.7%
Net margin 0.3% 10.3% 11.4%
FCF margin 1.7% 11.1% 16.1%
Operating cash flow margin 3.5% 12.1% 17.8%
Return on equity 1.0% – 18.2%
Return on assets 0.4% 14.4% 11.2%
Return on invested capital 3.5% 62.2% 15.4%
Return on capital employed 3.2% 73.0% 19.5%
Asset turnover 1.3x 1.3x 1.0x
Cash conversion (OCF / net income) 12.2x 1.1x 1.6x
Stock comp / revenue 0.3% 0.5% 1.1%

Financial Health

11 metrics
MetricBLDROTISAYI
Debt / assets 40.8% 73.2% 14.3%
Debt / equity 1.1x -1.5x 0.2x
Net debt / EBITDA 5.0x 3.0x 0.1x
Debt / FCF 18.4x 4.9x 0.9x
Liabilities / assets 64.0% 148.0% 39.0%
Equity / assets 36.0% -48.0% 61.0%
Interest coverage – – –
Current ratio 1.8x 0.9x 1.7x
Quick ratio 1.0x 0.7x 1.2x
Cash ratio 0.0x 0.1x 0.6x
Altman Z-score 2.08 2.93 6.07

Shareholder Returns

7 metrics
MetricBLDROTISAYI
Dividend yield – 2.3% 0.2%
Net buyback yield 4.5% 2.8% 2.9%
Shareholder yield 4.5% 5.1% 3.1%
Payout ratio (earnings) – 41.1% 4.5%
Payout ratio (FCF) – 39.6% 3.2%
Dividend growth (1Y) – 3.6% 15.5%
Dividend CAGR (3Y) – 8.4% 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.

ConsensusBLDROTISAYI
Forward P/E 20.3xFY2026 19.1xFY2026 16.4xFY2027
EPS, next fiscal year $3.11FY2026 $3.91FY2026 $20.01FY2027
EPS growth, next FY -54.9%FY2026 -3.5%FY2026 +0.6%FY2027
EPS growth, the year after +30.2% +22.3% +21.7%
Revenue, next fiscal year $13.77BFY2026 $16.18BFY2026 $4.68BFY2027
Revenue growth, next FY -9.4%FY2026 +12.1%FY2026 +0.9%FY2027
Revenue growth, the year after -0.1% -3.5% +14.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBLDROTISAYI
Held by institutions 99.7% 93.1% 99.2%
Institutions holding 668 1,220 632
Change in shares held, QoQ +1.3% +3.6% +4.1%
Institutions buying 335 562 330
Institutions selling 259 450 191
Buyers to sellers 1.29 1.25 1.73

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.

BLDROTISAYI
BLDR 1.00 0.45 0.42
OTIS 0.45 1.00 0.18
AYI 0.42 0.18 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BLDR, OTIS and AYI?

Otis Worldwide (OTIS) is the largest by market capitalisation: Builders FirstSource (BLDR) $6.79B, Otis Worldwide (OTIS) $28.42B, Acuity Inc. (De) (AYI) $9.72B.

Which stock is cheaper, BLDR, OTIS and AYI?

Otis Worldwide (OTIS) trades on the lowest price-to-earnings ratio (Builders FirstSource (BLDR) 167.3x, Otis Worldwide (OTIS) 18.3x, Acuity Inc. (De) (AYI) 18.7x). On next year's consensus earnings, Acuity Inc. (De) (AYI) is cheapest (Builders FirstSource (BLDR) 20.3x, Otis Worldwide (OTIS) 19.1x, Acuity Inc. (De) (AYI) 16.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Acuity Inc. (De) (AYI) grew revenue fastest over the trailing twelve months: Builders FirstSource (BLDR) -8.3%, Otis Worldwide (OTIS) +5.8%, Acuity Inc. (De) (AYI) +6.8%.

Which company is more profitable?

Acuity Inc. (De) (AYI) has the highest net margin (Builders FirstSource (BLDR) 0.3%, Otis Worldwide (OTIS) 10.3%, Acuity Inc. (De) (AYI) 11.4%). On return on invested capital, Otis Worldwide (OTIS) leads (Builders FirstSource (BLDR) 3.5%, Otis Worldwide (OTIS) 62.2%, Acuity Inc. (De) (AYI) 15.4%).

Which stock has performed better?

Over the past year Acuity Inc. (De) (AYI) returned the most: Builders FirstSource (BLDR) -45.3%, Otis Worldwide (OTIS) -20.1%, Acuity Inc. (De) (AYI) -9.4%. Over five years, Acuity Inc. (De) (AYI) compounded fastest (Builders FirstSource (BLDR) +1.6%/yr, Otis Worldwide (OTIS) -1.5%/yr, Acuity Inc. (De) (AYI) +9.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Otis Worldwide (OTIS) has the highest dividend yield: Otis Worldwide (OTIS) 2.30%, Acuity Inc. (De) (AYI) 0.24%. Builders FirstSource (BLDR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Otis Worldwide (OTIS) has been the steadiest (Builders FirstSource (BLDR) 51.5%, Otis Worldwide (OTIS) 22.8%, Acuity Inc. (De) (AYI) 38.1%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Acuity Inc. (De) (AYI) 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.