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Dycom Industries Inc (DY)



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Upturn Advisory Summary
08/28/2025: DY (4-star) is a SELL. SELL since 2 days. Profits (52.57%). Updated daily EoD!
1 Year Target Price $297.89
1 Year Target Price $297.89
8 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 83.39% | Avg. Invested days 65 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.43B USD | Price to earnings Ratio 28.82 | 1Y Target Price 297.89 |
Price to earnings Ratio 28.82 | 1Y Target Price 297.89 | ||
Volume (30-day avg) 9 | Beta 1.34 | 52 Weeks Range 131.37 - 285.64 | Updated Date 08/28/2025 |
52 Weeks Range 131.37 - 285.64 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 8.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-20 | When Before Market | Estimate 2.92 | Actual 3.33 |
Profitability
Profit Margin 5.23% | Operating Margin (TTM) 10.15% |
Management Effectiveness
Return on Assets (TTM) 8.02% | Return on Equity (TTM) 20.65% |
Valuation
Trailing PE 28.82 | Forward PE 26.6 | Enterprise Value 8544827365 | Price to Sales(TTM) 1.49 |
Enterprise Value 8544827365 | Price to Sales(TTM) 1.49 | ||
Enterprise Value to Revenue 1.71 | Enterprise Value to EBITDA 13.47 | Shares Outstanding 28954100 | Shares Floating 24128031 |
Shares Outstanding 28954100 | Shares Floating 24128031 | ||
Percent Insiders 3.78 | Percent Institutions 96.2 |
Upturn AI SWOT
Dycom Industries Inc

Company Overview
History and Background
Dycom Industries, Inc. was founded in 1969. It evolved from initially providing electrical and construction services to becoming a leading specialty contracting services provider to the telecommunications and infrastructure industry, primarily in North America. Significant milestones include strategic acquisitions and expansion into broadband deployment services.
Core Business Areas
- Telecommunications Infrastructure Services: Provides engineering, construction, maintenance, and program management services to telecommunications providers. This includes installing and upgrading fiber optic cables, coaxial cables, and wireless infrastructure.
Leadership and Structure
Dycom is led by Steven E. Nielsen (CEO) and has a board of directors overseeing strategic direction. The organizational structure includes regional operations and support functions.
Top Products and Market Share
Key Offerings
- Fiber Optic Deployment: Installation and maintenance of fiber optic networks. While exact market share is difficult to pinpoint, Dycom is a leading player in this space in North America. Competitors include MasTec (MTZ) and Quanta Services (PWR).
- Wireless Infrastructure Services: Construction and upgrade of wireless communication infrastructure including cell tower construction and maintenance. Similar to fiber deployment, Dycom holds a significant position but definitive market share figures are varied and not publicly reported. Competitors include MasTec (MTZ) and Quanta Services (PWR).
Market Dynamics
Industry Overview
The industry is driven by increasing demand for bandwidth, 5G deployment, and government infrastructure initiatives. It's characterized by cyclicality tied to telecom spending and infrastructure investment.
Positioning
Dycom is a leader in the telecommunications infrastructure services market, benefiting from its established relationships with major telecom providers and its scale. Competitive advantages include expertise in large-scale projects and geographical reach.
Total Addressable Market (TAM)
The TAM for telecom infrastructure services is estimated to be in the tens of billions of dollars annually in North America, driven by ongoing network upgrades and expansion. Dycom's positioning allows it to capture a meaningful portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong relationships with major telecom providers
- Extensive experience in large-scale projects
- Geographical reach across North America
- Technical expertise in fiber optic and wireless infrastructure
Weaknesses
- Dependence on telecom industry spending
- Exposure to weather-related disruptions
- Potential for labor shortages
- Project delays could cause revenue fluctuations
Opportunities
- Increased government infrastructure spending
- Expansion into new geographical markets
- Growth in 5G deployment
- Demand for smart city infrastructure
Threats
- Economic downturns impacting telecom investment
- Increased competition from other infrastructure providers
- Changes in government regulations
- Technological obsolescence
Competitors and Market Share
Key Competitors
- MTZ
- PWR
- PRIM
Competitive Landscape
Dycom is a leading player with established relationships. Competition is based on price, service quality, and geographical reach.
Major Acquisitions
Burnett Industrial Contractors
- Year: 2016
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Dycom's service offerings and geographical presence.
Growth Trajectory and Initiatives
Historical Growth: Dycom has experienced growth driven by increased demand for its services. (Quantitative data shown above in financial metrics)
Future Projections: Analyst projections vary but generally anticipate continued growth driven by 5G and infrastructure investments. (Specific analyst estimates unavailable in provided context.)
Recent Initiatives: Recent initiatives may include strategic partnerships, acquisitions, and investments in technology to enhance service offerings.
Summary
Dycom Industries is a strong company benefiting from increased demand in telecommunications infrastructure. Its relationships and expertise are advantageous, but dependence on telecom spending and weather are risks. Recent growth is promising, and future projections are positive, supported by 5G deployments. Overall, Dycom is strategically positioned, but monitoring market dynamics is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports (where available)
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Verify all data with independent sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | Website https://www.dycomind.com |
Full time employees 15623 | Website https://www.dycomind.com |
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.

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