(DY) Dycom Industries - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US2674751019

Contracting, Engineering, Construction, Installation, Maintenance

EPS (Earnings per Share)

EPS (Earnings per Share) of DY over the last years for every Quarter: "2020-10": 1.06, "2021-01": -0.13, "2021-04": 0.03, "2021-07": 0.59, "2021-10": 0.95, "2022-01": 0.03, "2022-04": 0.65, "2022-07": 1.46, "2022-10": 1.8, "2023-01": 0.83, "2023-04": 1.73, "2023-07": 2.03, "2023-10": 2.82, "2024-01": 0.79, "2024-04": 2.12, "2024-07": 2.32, "2024-10": 2.37, "2025-01": 1.11, "2025-04": 1.83, "2025-07": 3.33, "2025-10": 3.63,

Revenue

Revenue of DY over the last years for every Quarter: 2020-10: 810.256, 2021-01: 750.665, 2021-04: 727.497, 2021-07: 787.568, 2021-10: 853.973, 2022-01: 761.481, 2022-04: 876.3, 2022-07: 972.273, 2022-10: 1042.423, 2023-01: 917.466, 2023-04: 1045.473999, 2023-07: 1041.535, 2023-10: 1136.11, 2024-01: 952.455, 2024-04: 1142.423, 2024-07: 1203.059, 2024-10: 1272.007, 2025-01: 1084.526, 2025-04: 1258.608, 2025-07: 1377.944, 2025-10: 1451.798,

Dividends

Currently no dividends paid
Risk via 5d forecast
Volatility 37.4%
Value at Risk 5%th 57.7%
Relative Tail Risk -6.13%
Reward TTM
Sharpe Ratio 1.91
Alpha 87.06
CAGR/Max DD 1.71
Character TTM
Hurst Exponent 0.599
Beta 1.042
Beta Downside 0.911
Drawdowns 3y
Max DD 32.58%
Mean DD 7.72%
Median DD 5.02%

Description: DY Dycom Industries November 04, 2025

Dycom Industries (NYSE:DY) is a specialty contractor focused on the U.S. telecommunications and utility sectors. It designs and builds aerial, underground, and buried fiber-optic, copper, and coaxial networks, and supports wireless deployments ranging from macro-cell towers to small-cell sites. The firm also offers construction, splicing, tower erection, antenna installation, underground utility locating, and customer-premise equipment services for cable operators and electric/gas utilities.

Key operating metrics that investors watch include a 2023 revenue run-rate of roughly $2.7 billion and an adjusted EBITDA margin near 10 %, reflecting the capital-intensive nature of fiber and tower work. The business is sensitive to telecom cap-ex cycles; a 5 % YoY increase in U.S. broadband and 5G infrastructure spending in Q2 2024 lifted demand for Dycom’s services. Additionally, the company’s backlog-about $3.2 billion at year-end-provides visibility into near-term order flow, while labor-rate inflation remains a material cost driver.

For a deeper quantitative view of DY’s valuation metrics and peer comparison, the ValueRay platform offers a transparent dashboard worth exploring.

Piotroski VR‑10 (Strict, 0-10) 6.5

Net Income (297.6m TTM) > 0 and > 6% of Revenue (6% = 310.4m TTM)
FCFTA 0.09 (>2.0%) and ΔFCFTA 5.50pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 26.47% (prev 28.19%; Δ -1.72pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.17 (>3.0%) and CFO 551.7m > Net Income 297.6m (YES >=105%, WARN >=100%)
Net Debt (954.5m) to EBITDA (689.8m) ratio: 1.38 <= 3.0 (WARN <= 3.5)
Current Ratio 3.09 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (29.3m) change vs 12m ago -0.51% (target <= -2.0% for YES)
Gross Margin 16.15% (prev 15.48%; Δ 0.67pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 160.7% (prev 146.7%; Δ 13.94pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 7.63 (EBITDA TTM 689.8m / Interest Expense TTM 59.4m) >= 6 (WARN >= 3)

Altman Z'' 5.90

(A) 0.41 = (Total Current Assets 2.03b - Total Current Liabilities 656.5m) / Total Assets 3.32b
(B) 0.44 = Retained Earnings (Balance) 1.45b / Total Assets 3.32b
(C) 0.14 = EBIT TTM 453.7m / Avg Total Assets 3.22b
(D) 0.79 = Book Value of Equity 1.46b / Total Liabilities 1.84b
Total Rating: 5.90 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 76.58

1. Piotroski 6.50pt
2. FCF Yield 2.72%
3. FCF Margin 5.74%
4. Debt/Equity 0.72
5. Debt/Ebitda 1.38
6. ROIC - WACC (= 5.80)%
7. RoE 22.21%
8. Rev. Trend 89.47%
9. EPS Trend 61.34%

What is the price of DY shares?

As of December 23, 2025, the stock is trading at USD 347.11 with a total of 441,203 shares traded.
Over the past week, the price has changed by -1.16%, over one month by +1.88%, over three months by +23.47% and over the past year by +98.77%.

Is DY a buy, sell or hold?

Dycom Industries has received a consensus analysts rating of 4.89. Therefore, it is recommended to buy DY.
  • Strong Buy: 8
  • Buy: 1
  • Hold: 0
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the DY price?

Issuer Target Up/Down from current
Wallstreet Target Price 385.6 11.1%
Analysts Target Price 385.6 11.1%
ValueRay Target Price 544.4 56.8%

DY Fundamental Data Overview December 22, 2025

Market Cap USD = 9.97b (9.97b USD * 1.0 USD.USD)
P/E Trailing = 33.8957
P/E Forward = 29.6736
P/S = 1.9276
P/B = 6.7228
P/EG = 1.58
Beta = 1.363
Revenue TTM = 5.17b USD
EBIT TTM = 453.7m USD
EBITDA TTM = 689.8m USD
Long Term Debt = 919.5m USD (from longTermDebt, last quarter)
Short Term Debt = 58.1m USD (from shortTermDebt, last quarter)
Debt = 1.06b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 954.5m USD (from netDebt column, last quarter)
Enterprise Value = 10.93b USD (9.97b + Debt 1.06b - CCE 110.1m)
Interest Coverage Ratio = 7.63 (Ebit TTM 453.7m / Interest Expense TTM 59.4m)
FCF Yield = 2.72% (FCF TTM 296.8m / Enterprise Value 10.93b)
FCF Margin = 5.74% (FCF TTM 296.8m / Revenue TTM 5.17b)
Net Margin = 5.75% (Net Income TTM 297.6m / Revenue TTM 5.17b)
Gross Margin = 16.15% ((Revenue TTM 5.17b - Cost of Revenue TTM 4.34b) / Revenue TTM)
Gross Margin QoQ = 17.77% (prev 17.90%)
Tobins Q-Ratio = 3.29 (Enterprise Value 10.93b / Total Assets 3.32b)
Interest Expense / Debt = 1.29% (Interest Expense 13.8m / Debt 1.06b)
Taxrate = 24.17% (33.9m / 140.3m)
NOPAT = 344.0m (EBIT 453.7m * (1 - 24.17%))
Current Ratio = 3.09 (Total Current Assets 2.03b / Total Current Liabilities 656.5m)
Debt / Equity = 0.72 (Debt 1.06b / totalStockholderEquity, last quarter 1.48b)
Debt / EBITDA = 1.38 (Net Debt 954.5m / EBITDA 689.8m)
Debt / FCF = 3.22 (Net Debt 954.5m / FCF TTM 296.8m)
Total Stockholder Equity = 1.34b (last 4 quarters mean from totalStockholderEquity)
RoA = 8.95% (Net Income 297.6m / Total Assets 3.32b)
RoE = 22.21% (Net Income TTM 297.6m / Total Stockholder Equity 1.34b)
RoCE = 20.08% (EBIT 453.7m / Capital Employed (Equity 1.34b + L.T.Debt 919.5m))
RoIC = 14.79% (NOPAT 344.0m / Invested Capital 2.33b)
WACC = 8.99% (E(9.97b)/V(11.04b) * Re(9.85%) + D(1.06b)/V(11.04b) * Rd(1.29%) * (1-Tc(0.24)))
Discount Rate = 9.85% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -0.65%
[DCF Debug] Terminal Value 62.76% ; FCFE base≈220.8m ; Y1≈144.9m ; Y5≈66.3m
Fair Price DCF = 34.29 (DCF Value 992.8m / Shares Outstanding 29.0m; 5y FCF grow -40.0% → 3.0% )
EPS Correlation: 61.34 | EPS CAGR: 259.3% | SUE: 1.13 | # QB: 2
Revenue Correlation: 89.47 | Revenue CAGR: 18.78% | SUE: 1.14 | # QB: 1
EPS next Quarter (2026-04-30): EPS=1.97 | Chg30d=-0.368 | Revisions Net=+1 | Analysts=2
EPS next Year (2027-01-31): EPS=11.09 | Chg30d=-0.515 | Revisions Net=+0 | Growth EPS=+4.0% | Growth Revenue=+30.8%

Additional Sources for DY Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle