Dycom Industries Inc (DY) Fair Value & Analysis
Industrials · US · Market cap $12.8B · ISIN US2674751019
What is Dycom Industries Inc really worth?
Dycom Industries Inc
DY · US
A solid business, but trading 32% above our fair value of $224.56.
Strengths
Risks
Fair value as of: Aug 14, 2026
From 24 valuation models · updated 22 days ago
Fair value updated Aug 14, 2026, revised from $196.63 to $224.56 (+14.2%) since Jul 12, 2026. Share price −28.8% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide ($93.59 to $314.89). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 14, 2026.
How to read this chart
60‑month range $63.99 – $535.20 · fair‑value band $93.59 – $314.89 · the $295.56 price screens above the $224.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 14, 2026.
Analysis
Dycom Industries Inc (DY) currently trades at $295.56, while our model-based Fair Value estimate is $224.56, implying the stock looks roughly 31.6% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $238.54 per share, and 4 of the 24 models we run sit above the $295.56 price. Bear case: the Asset-Based group reads lowest at $41.48, and 20 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Dycom Industries Inc generated revenue of $6.3B at a net margin of 5.0%. Revenue grew 56.1% year over year. It earns a return on equity of 19.7%. Net debt stands at $2.3B. Fundamentals as of Aug 14, 2026
Our scenario range runs from $93.59 (bear case) to $314.89 (bull case); at $295.56, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 48% below its 52-week high and 29% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −24%, DY screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 7 months have passed since. In that time the company retained roughly $6.20 per share, which is 2.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($238.54) versus Asset-Based ($41.48). Highest evidence: FCF DCF (75).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 30
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments.
Full company description
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments. 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 for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is based in West Palm Beach, Florida.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Dycom Industries Inc reported revenue of $5.5B in FY2026 versus $3.1B in FY2022, a compound +15.4%/yr. Reported net income was $281M in FY2026, compounding +55.1%/yr from FY2022. FY2022 was a trough year, so the rate overstates the trend.
of which total revenue +9.8 % · buybacks/dilution +1.7 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
DY screens 32% overvalued. Compare with Quanta Services, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Dycom Sees BEAD Upside in 2027: How Large Is the Opportunity?
- Dycom (DY) Grew Revenue 46% but Nearly $400M Came from Acquisitions. Is Organic Growth Strong Enough?
- Dycom vs. MasTec: Which Fiber Infrastructure Stock Is Better?
- Why Dycom Industries Stock Is Plummeting This Week
Peer Group
Engineering & Construction · 816 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Engineering & Construction median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Quanta Services, Inc PWR | $620.06 | $143.92 | −77% |
| Vinci SA DG | €114.35 | €185.62 | +62% |
| Comfort Systems USA, Inc FIX | $1,615 | $519.97 | −68% |
| Larsen & Toubro Limited LT | ₹4,072 | ₹2,196 | −46% |
| Ferrovial N.V FER | €57.28 | €19.17 | −67% |
| HOCHTIEF Aktiengesellschaft HOT | €426.40 | €203.87 | −52% |
| Samsung C&T Corporation 028260 | 373,000 KRW | 261,411 KRW | −30% |
| EMCOR Group EME | $775.04 | $549.47 | −29% |
| MasTec, Inc MTZ | $241.00 | $100.00 | −59% |
| Bouygues SA EN | €46.65 | €65.67 | +41% |
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