DY$427.48
$429.96
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Performance
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AI DY Summary
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Powered by LiveAIOverall Analysis
Strong BuyDycom Industries shows strong fundamental performance driven by its utility and telecommunications services, with positive momentum. Thematic tailwinds in infrastructure spending are supportive. Technical indicators show mixed signals, with strong upward trends but some signs of short-term overextension. Overall, a favorable outlook for growth-oriented investors.
Thematic
Dycom Industries is well-positioned to benefit from significant infrastructure spending and the ongoing build-out of telecommunications networks, including 5G and fiber optics. Its dual focus on utilities and telecom provides a diversified revenue stream within these growth areas.
Fundamental
Dycom demonstrates robust revenue and earnings growth, coupled with improving profitability. The company has managed its debt effectively, and its balance sheet appears healthy. Valuation metrics are reasonable given the growth trajectory.
Technical
The stock is in a clear uptrend, trading above key moving averages with strong recent performance. However, some oscillators suggest it may be approaching overbought conditions, indicating potential for a short-term consolidation.
| Factor | Score |
|---|---|
| Infrastructure Spending Tailwinds | 90 |
| Telecommunications Network Expansion (5G/Fiber) | 85 |
| Utility Sector Resilience | 70 |
| Competitive Landscape | 70 |
| Technological Integration (e.g., IoT, Smart Grid) | 65 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 75 |
| Growth | 85 |
| Balance Sheet Health | 70 |
| Cash Flow | 78 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Momentum | 55 |
| Volume Confirmation | 70 |
| Support & Resistance | 75 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Consistent EPS Beats
The company has consistently beaten EPS estimates for the last four reported quarters, with surprise percentages ranging from 8.95% to 40.68% (excluding the one miss in 2024Q1). This indicates strong operational execution and accurate forecasting by management.
Attractive Forward P/E
The forward P/E ratio, implied by next quarter's earnings estimate, is significantly lower than the trailing P/E. For example, the estimated Q2 2025 EPS of $2.09 suggests a forward P/E of approximately 125.6 ($262.41 / $2.09). However, the provided data only shows trailing P/E. Based on TTM P/E of 33.2, it is relatively high, but the strong past performance might justify it. Further analysis of future earnings is crucial.
Bearish Points (7)
High Trailing P/E Ratio
The trailing P/E ratio of 33.216 is relatively high, especially compared to historical data which shows lower P/E values in 2022 (50.2) and 2024 (14.8). This suggests the stock might be trading at a premium, potentially indicating overvaluation or high growth expectations that need to be met.
Slowing Revenue Growth (Inferred)
Annual revenue growth appears to be slowing based on the provided data: 2022 ($3.13B), 2023 ($3.81B), 2024 ($4.18B), and projected for 2025 ($4.70B). While growth is still positive, the rate of acceleration might be a concern. Quarterly data shows revenue of $1.14B in Q2 2024 to $1.08B in Q1 2025. This quarter-over-quarter decline warrants closer examination.
Calendar
August 2025
19
Next Earnings Date
H: $3.04
A: $2.92
L: $2.74
H: 1.43B
A: 1.41B
L: 1.38B
Profile
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program and project management, and inspection personnel; and wireless networks in connection with the deployment of macro cell and new small cell sites. It also provides construction, maintenance, and installation services, such as placement and splicing of copper, fiber, and coaxial cables; tower construction, lines and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, as well as equipment installation and material fabrication, and site testing services; underground facility locating services, including locating telephone, cable television, power, water, sewer, and gas lines for utility companies; installation and maintenance of customer premise equipment, including digital video recorders, set top boxes, and modems for cable system operators; and construction and maintenance services for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is based in Palm Beach Gardens, Florida.
Seasonals
Price Target
272.56 USD
The 39 analysts offering 1 year price forecasts for DY have a max estimate of 300.00 and a min estimate of 250.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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