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Dycom Industries Inc (DY)

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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!
1 Year Target Price $385.56
1 Year Target Price $385.56
| 8 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 121.06% | Avg. Invested days 63 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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 |
Upturn AI SWOT
Dycom Industries Inc

Company Overview
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.
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 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
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
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 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.
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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