DY official logo DY
DY 4-star rating from Upturn Advisory
Dycom Industries Inc (DY) company logo

Dycom Industries Inc (DY)

Dycom Industries Inc (DY) 4-star rating from Upturn Advisory
$354.4
Last Close (24-hour delay)
Today's Top Performer logo Top performer
Profit since last BUY20.54%
upturn advisory logo
Strong Buy
BUY since 48 days
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  • SELL Advisory (Loss)
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Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

12/04/2025: DY (4-star) is a STRONG-BUY. BUY since 48 days. Simulated Profits (20.54%). Updated daily EoD!

Upturn Star Rating

Upturn 4 star rating for performance

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

2 star rating from financial analysts

9 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $385.56

1 Year Target Price $385.56

Analysts Price Target For last 52 week
$385.56 Target price
52w Low $131.37
Current$354.4
52w High $364.4

Analysis of Past Performance

Type Stock
Historic Profit 121.06%
Avg. Invested days 63
Today’s Advisory Strong Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/04/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 10.22B USD
Price to earnings Ratio 34.69
1Y Target Price 385.56
Price to earnings Ratio 34.69
1Y Target Price 385.56
Volume (30-day avg) 9
Beta 1.38
52 Weeks Range 131.37 - 364.40
Updated Date 12/4/2025
52 Weeks Range 131.37 - 364.40
Updated Date 12/4/2025
Dividends yield (FY) -
Basic EPS (TTM) 10.17

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-11-19
When Before Market
Estimate 3.21
Actual 3.63

Profitability

Profit Margin 5.75%
Operating Margin (TTM) 10.38%

Management Effectiveness

Return on Assets (TTM) 8.34%
Return on Equity (TTM) 21.9%

Valuation

Trailing PE 34.69
Forward PE 30.21
Enterprise Value 11090893213
Price to Sales(TTM) 1.97
Enterprise Value 11090893213
Price to Sales(TTM) 1.97
Enterprise Value to Revenue 2.14
Enterprise Value to EBITDA 16.08
Shares Outstanding 28954101
Shares Floating 23830540
Shares Outstanding 28954101
Shares Floating 23830540
Percent Insiders 3.76
Percent Institutions 100.79

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Dycom Industries Inc

Dycom Industries Inc(DY) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Dycom Industries Inc. was founded in 1969. It has grown through acquisitions and organic growth to become a leading provider of specialty contracting services to the telecommunications and infrastructure industries.

Company business area logo Core Business Areas

  • Telecommunications Infrastructure: Provides engineering, construction, maintenance, and installation services for telecommunications providers, including fiber optic networks, copper and coaxial cable networks, and wireless infrastructure.
  • Underground Utilities: Provides trenching, directional drilling, and other underground utility services for telecommunications and other infrastructure projects.

leadership logo Leadership and Structure

Steven E. Nielsen serves as the Chairman, President, and Chief Executive Officer. The organizational structure is based on regional operating units that serve specific geographic areas and customers.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Fiber Optic Construction: Construction, installation, and maintenance of fiber optic networks. Dycom benefits from the ongoing expansion of 5G and broadband infrastructure. No exact market share but major competitors include Quanta Services and MasTec.
  • Wireless Infrastructure Services: Construction and maintenance of cell towers and other wireless infrastructure. Benefits from the increasing demand for wireless connectivity. No exact market share but major competitors include Crown Castle and American Tower.

Market Dynamics

industry overview logo Industry Overview

The telecommunications infrastructure industry is experiencing strong growth driven by the deployment of 5G networks, expansion of broadband access, and government infrastructure spending.

Positioning

Dycom is a leading provider of specialty contracting services in North America, benefiting from its scale, experience, and relationships with major telecommunications providers.

Total Addressable Market (TAM)

The TAM for telecommunications infrastructure services is estimated to be in the billions of dollars annually. Dycom's position within this TAM allows them significant growth potential.

Upturn SWOT Analysis

Strengths

  • Strong market position
  • Experienced management team
  • Long-standing customer relationships
  • Scale and scope of operations

Weaknesses

  • Dependence on telecommunications industry
  • Exposure to economic cycles
  • Project delays and cost overruns
  • Labor shortages

Opportunities

  • Expansion of 5G networks
  • Government infrastructure spending
  • Growth in broadband demand
  • Acquisition opportunities

Threats

  • Increased competition
  • Changes in government regulations
  • Economic downturn
  • Technological obsolescence

Competitors and Market Share

Key competitor logo Key Competitors

  • QTS
  • MTZ
  • PWR

Competitive Landscape

Dycom competes with other specialty contractors based on price, quality, and service.

Major Acquisitions

Cable Construction Inc

  • Year: 2018
  • Acquisition Price (USD millions): 61.5
  • Strategic Rationale: Expanded service offerings in the Southeast United States.

Growth Trajectory and Initiatives

Historical Growth: Dycom has grown through acquisitions and organic growth in the telecommunications infrastructure market.

Future Projections: Analysts expect Dycom to continue to grow as telecommunications providers invest in 5G and broadband infrastructure.

Recent Initiatives: Dycom has been focused on expanding its service offerings and geographic footprint.

Summary

Dycom Industries is a leading specialty contractor in the telecommunications infrastructure industry, benefiting from the ongoing expansion of 5G and broadband networks. While its dependence on the telecommunications sector and exposure to economic cycles pose risks, strong customer relationships and strategic acquisitions support growth. Monitoring competition and adapting to technological advancements are essential. Overall, Dycom shows reasonable strength, but external factors require careful management for sustained performance.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Analyst Reports
  • Industry Publications

Disclaimers:

This analysis is for informational purposes only and should not be considered investment advice.

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Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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About Dycom Industries Inc

Exchange NYSE
Headquaters Palm Beach Gardens, FL, United States
IPO Launch date 1990-09-24
CEO, President & Director Mr. Daniel S. Peyovich
Sector Industrials
Industry Engineering & Construction
Full time employees 15623
Full time employees 15623

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.