Obermatt

Dycom

NYQ:DY · US2674751019
Construction & EngineeringLarge

360

57
EV / EBIT13
Price / Owner Earnings26
Owner Earnings Yield33
Dividend Yield1
Price/Sales48
EV / Gross Profit23
Price/Book31
Return on Capital65
Cash Return on Capital50
Return on Equity71
EBIT Margin55
Gross Profitability70
Cash Conversion71
Accruals1
Owner Earnings Margin69
Sales growth92
Profit Growth79
Long-Term EPS Growth90
Owner Earnings Growth100
Reinvestment50
Price momentum66
Debt load20
Refinancing95
Debt Payback16
Liquidity66
Analyst ratings75
Opinion Changes50
Price Target Upside81
Market mood64
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Dycom generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryConstruction & Engineering
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1969
Employees516
ISINUS2674751019
Last UpdateApr 2, 2026
Themes
Optical InfrastructureNetwork BackboneEnterprise Voip and TelephonyProject ManagementTelecommunications

Description

Dycom Industries, Inc. (Dycom) provides specialty contracting services focused on the digital infrastructure, telecommunications, and utilities industries throughout the United States. Dycom is made up of 38 operating companies that serve a diverse…

Analysis

Hope premium

Dycom Industries, Inc. carries what we call a hope premium: an average business trading at an ambitious price.

The price is expensive. You pay 34.7× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 14% yearly growth; analysts expect 32%. The price, in other words, assumes less than the experts do.

The trajectory is solid and accelerating and the balance sheet is stretched. The company scores 20/20 on our value-creation score: strong value creator. Analysts lean positive.

What to watch: Some accounting patterns deserve a closer look. The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
75
2023202420252026

All-time high

88

Mar 2026

All-time low

29

Jan 2023

Average rank

68

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
48
61
72
71
Price/Earnings
36
37
52
8
Price/Book
31
29
46
30
Dividend Yield
1
1
1
1
Value (overall)
28
25
42
11

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Dycom with its peers
Shenandoah Telecommunications
NSQ:SHEN
8
CountryUSA
IndustryDiversified Telecommunication Services
SizeMedium
Full Stock Analysis →
MasTec
NYQ:MTZ
52
CountryUSA
IndustryConstruction & Engineering
SizeX-Large
Full Stock Analysis →
Quanta
NYQ:PWR
26
CountryUSA
IndustryConstruction & Engineering
SizeX-Large
Full Stock Analysis →
MYR Group
NSQ:MYRG
89
CountryUSA
IndustryConstruction & Engineering
SizeLarge
Full Stock Analysis →
Comfort Systems
NYQ:FIX
91
CountryUSA
IndustryConstruction & Engineering
SizeX-Large
Full Stock Analysis →
Badger
TOR:BDGI
18
CountryCanada
IndustryConstruction & Engineering
SizeMedium
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →