PCOR vs TRMB vs AYI Stock Comparison

Procore Technologies, Trimble and Acuity Inc. (De) Prices as of Oct 26, 2026 Peers: Industry group
TRMB Trimble Inc.
$63.37 +9.5% 1M -22.2% 1Y
Market cap
$14.71B
P/E
–
Revenue (TTM)
$3.78B
Div. yield
–
Construction Software Technology
2 wins
AYI Acuity Inc. (De)
$318.76 -0.3% 1M -13.4% 1Y
Market cap
$9.82B
P/E
18.5x
Revenue (TTM)
$4.64B
Div. yield
0.00%
Building Products Industrials
7 wins

Head to Head

10 decided of 12

Acuity Inc. (De) leads on 7 of the 12 questions below (Acuity Inc. (De) 7, Trimble 2, Procore Technologies 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPCORTRMBAYILeader
Larger companyMarket capitalisation $9.33B $14.71B $9.82B TRMB
Cheaper on earningsLower P/E, profitable companies only -240.1x -140.5x 18.5x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 36.5x 16.7x 15.9x AYI
Faster revenue growthRevenue growth, trailing twelve months +15.4% +5.8% +6.8% PCOR
More profitableNet margin, trailing twelve months -2.7% -2.8% 11.4% AYI
Better return on capitalReturn on invested capital — 9.4% 15.4% AYI
Less leveragedLower net debt / EBITDA — 1.5x 0.1x AYI
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -16.3% -22.2% -13.4% AYI
Better 5-year returnAnnualised price return, 5 years -7.1%/yr -5.9%/yr +9.4%/yr AYI
Less volatileAnnualised volatility, 1 year 52.5% 32.3% 38.0% TRMB
Higher overall scoreMean of the five percentile scores vs peers 56/100 58/100 80/100 AYI

Percentile Scorecard

PCORTRMBAYI

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

AxisPCORTRMBAYI
Valuation 37 #57 of 90 66 #31 of 90 73 #16 of 56
Growth 95 #5 of 82 36 #53 of 82 80 #11 of 52
Profitability 53 #37 of 77 63 #29 of 77 78 #12 of 51
Financial Health 44 #54 of 96 56 #43 of 96 88 #8 of 58
Shareholder Returns 53 #26 of 54 68 #18 of 54 83 #8 of 41
Overall 56 58 80
  • PCOR ranked among 99 companies in Vertical Software
  • TRMB ranked among 99 companies in Vertical Software
  • AYI ranked among 60 companies in Construction Products

Price Performance

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

Returns

PeriodPCORTRMBAYISPY
1 month +27.2%+9.5%-0.3% -0.8%
3 months +34.8%+13.6%-5.1% +3.5%
6 months +12.8%-5.7%+9.2% +7.0%
Year to date -13.7%-19.1%-11.5% +12.2%
1 year -16.3%-22.2%-13.4% +13.0%
3 years +2.9%+37.5%+101.4% +86.3%
3 years, per year +1.0%+11.2%+26.3% +23.1%
5 years -30.8%-26.1%+56.8% +68.6%
5 years, per year -7.1%-5.9%+9.4% +11.0%
10 years —+120.8%+37.8% +258.0%
10 years, per year —+8.2%+3.3% +13.6%

Risk

MeasurePCORTRMBAYISPY
Volatility, 1Y 52.5%32.3%38.0% 12.7%
Downside volatility, 1Y 54.3%35.7%41.6% 12.7%
Beta vs S&P 500, 1Y 0.701.081.40 1.00
Return / volatility, 1Y -0.31-0.69-0.35 1.02
Max drawdown, 5Y -60.4%-54.3%-34.7% -25.4%
From 52-week high -21.2%-24.1%-15.4% -1.8%
52-week high $79.60$83.52$376.69 $779.14
52-week low $38.30$48.87$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.

MultiplePCORTRMBAYI
P/E now vs peer median -244.3xmedian 42.4x -141.0xmedian 42.4x 18.2xmedian 19.4x
P/S now vs peer median 6.7xmedian 2.7x 3.9xmedian 2.7x 2.0xmedian 1.5x
EV/EBITDA now vs peer median 187.7xmedian 19.0x 19.0xmedian 19.0x 10.9xmedian 12.1x
P/FCF now vs peer median 27.5xmedian 19.4x 19.1xmedian 19.4x 12.7xmedian 16.1x
P/B now vs peer median 7.5xmedian 1.8x 2.9xmedian 1.8x 3.2xmedian 2.9x
PEG now vs peer median -5.07median 1.75 4.34median 1.75 1.10median 0.93

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 monthsPCORTRMBAYI
Revenue $1.42B $3.78B $4.64B
Gross profit $1.14B $2.64B $2.35B
Operating income -$69.18M $642.70M $713.70M
Net income -$38.88M -$104.70M $531.30M
Free cash flow $347.01M $773.10M $747.90M
R&D $364.78M $655.50M –
EPS (diluted) $-0.25 $-0.45 $17.06
Cash & equivalents $494.39M $214.40M $636.30M
Total debt – $1.46B $697.40M
Shares (diluted) 152.79M 233.00M 31.15M
Enterprise value $6.63B $13.78B $8.12B

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
MetricPCORTRMBAYI
P/E -244.3x -141.0x 18.2x
P/FCF 27.5x 19.1x 12.7x
P/Operating cash flow 25.9x 18.5x 11.5x
P/S 6.7x 3.9x 2.0x
P/B 7.5x 2.9x 3.2x
P/Tangible book 9.7x 3.5x 4.8x
EV/EBITDA 187.7x 19.0x 10.9x
EV/EBIT -128.3x 24.9x 13.3x
EV/Revenue 6.2x 4.2x 2.1x
EV/FCF 25.6x 20.7x 12.7x
EV/Operating cash flow 24.1x 20.1x 11.5x
PEG (3Y EPS CAGR) -5.07 4.34 1.10

Growth

14 metrics
MetricPCORTRMBAYI
Revenue growth (1Y) 15.4% 5.8% 6.8%
Revenue CAGR (3Y) 19.6% 1.2% 5.5%
Gross profit growth (1Y) 15.1% 9.3% 13.1%
Gross profit CAGR (3Y) 19.3% 6.5% 11.1%
Operating income growth (1Y) 59.1% 24.7% 26.6%
Operating income CAGR (3Y) 36.9% 12.6% 14.7%
Net income growth (1Y) 72.8% -136.5% 34.0%
Net income CAGR (3Y) 46.8% -32.1% 15.4%
EPS growth (1Y) 73.3% -137.6% 36.1%
EPS CAGR (3Y) 48.2% -32.5% 16.6%
Operating cash flow growth (1Y) 122.8% 156.0% 37.3%
Operating cash flow CAGR (3Y) 98.8% 13.9% 12.6%
Free cash flow growth (1Y) 148.8% 169.3% 40.3%
Free cash flow CAGR (3Y) 113.1% 15.1% 13.5%

Profitability

14 metrics
MetricPCORTRMBAYI
Gross margin 80.0% 69.8% 50.6%
EBITDA margin 3.3% 22.3% 18.7%
Operating margin -4.9% 17.0% 15.4%
Pretax margin -2.9% -0.1% 14.7%
Net margin -2.7% -2.8% 11.4%
FCF margin 24.4% 20.4% 16.1%
Operating cash flow margin 25.9% 21.1% 17.8%
Return on equity -3.1% -1.9% 18.2%
Return on assets -1.8% -1.2% 11.2%
Return on invested capital – 9.4% 15.4%
Return on capital employed -5.4% 8.7% 19.5%
Asset turnover 0.7x 0.4x 1.0x
Cash conversion (OCF / net income) -9.5x -7.6x 1.6x
Stock comp / revenue 17.5% 4.1% 1.1%

Financial Health

11 metrics
MetricPCORTRMBAYI
Debt / assets – 17.1% 14.3%
Debt / equity – 0.3x 0.2x
Net debt / EBITDA – 1.5x 0.1x
Debt / FCF – 1.9x 0.9x
Liabilities / assets 43.0% 40.2% 39.0%
Equity / assets 57.0% 59.8% 61.0%
Interest coverage -68.0x 8.1x –
Current ratio 1.2x 1.0x 1.7x
Quick ratio 1.0x 0.6x 1.2x
Cash ratio 0.7x 0.2x 0.6x
Altman Z-score 5.70 3.71 5.99

Shareholder Returns

7 metrics
MetricPCORTRMBAYI
Dividend yield – – 0.3%
Net buyback yield 1.0% 3.5% 3.0%
Shareholder yield 1.0% 3.5% 3.2%
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.

ConsensusPCORTRMBAYI
Forward P/E 36.5xFY2026 16.7xFY2026 15.9xFY2027
EPS, next fiscal year $1.72FY2026 $3.80FY2026 $20.01FY2027
EPS growth, next FY +26.5%FY2026 +21.4%FY2026 +0.6%FY2027
EPS growth, the year after +52.9% +6.6% +21.7%
Revenue, next fiscal year $1.43BFY2026 $4.15BFY2026 $4.68BFY2027
Revenue growth, next FY +8.0%FY2026 +15.7%FY2026 +0.9%FY2027
Revenue growth, the year after +25.5% +7.9% +14.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPCORTRMBAYI
Held by institutions 97.7% 99.6% 99.2%
Institutions holding 400 707 631
Change in shares held, QoQ -0.1% +6.4% +4.1%
Institutions buying 207 316 330
Institutions selling 151 303 190
Buyers to sellers 1.37 1.04 1.74

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.

PCORTRMBAYI
PCOR 1.00 0.61 0.07
TRMB 0.61 1.00 0.28
AYI 0.07 0.28 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, PCOR, TRMB and AYI?

Trimble (TRMB) is the largest by market capitalisation: Procore Technologies (PCOR) $9.33B, Trimble (TRMB) $14.71B, Acuity Inc. (De) (AYI) $9.82B.

Which company is growing faster?

Procore Technologies (PCOR) grew revenue fastest over the trailing twelve months: Procore Technologies (PCOR) +15.4%, Trimble (TRMB) +5.8%, Acuity Inc. (De) (AYI) +6.8%.

Which company is more profitable?

Acuity Inc. (De) (AYI) has the highest net margin (Procore Technologies (PCOR) -2.7%, Trimble (TRMB) -2.8%, Acuity Inc. (De) (AYI) 11.4%). On return on invested capital, Acuity Inc. (De) (AYI) leads (Trimble (TRMB) 9.4%, Acuity Inc. (De) (AYI) 15.4%).

Which stock has performed better?

Over the past year Acuity Inc. (De) (AYI) returned the most: Procore Technologies (PCOR) -16.3%, Trimble (TRMB) -22.2%, Acuity Inc. (De) (AYI) -13.4%. Over five years, Acuity Inc. (De) (AYI) compounded fastest (Procore Technologies (PCOR) -7.1%/yr, Trimble (TRMB) -5.9%/yr, Acuity Inc. (De) (AYI) +9.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Procore Technologies (PCOR) 0.00%, Trimble (TRMB) 0.00%, Acuity Inc. (De) (AYI) 0.00%. Procore Technologies (PCOR) and Trimble (TRMB) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Trimble (TRMB) has been the steadiest (Procore Technologies (PCOR) 52.5%, Trimble (TRMB) 32.3%, Acuity Inc. (De) (AYI) 38.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, PCOR, TRMB 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.