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DY logo DY
Upturn stock rating
DY logo

Dycom Industries Inc (DY)

Upturn stock rating
$286.36
Last Close (24-hour delay)
Profit since last BUY-2.6%
upturn advisory
Regular Buy
BUY since 24 days
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  • SELL Advisory (Loss)
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Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

10/30/2025: DY (4-star) is a REGULAR-BUY. BUY since 24 days. Simulated Profits (-2.60%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

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

Number of Analysts

rating

9 Analysts rated it

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

1 Year Target Price $308.44

1 Year Target Price $308.44

Analysts Price Target For last 52 week
$308.44 Target price
52w Low $131.37
Current$286.36
52w High $301.88

Analysis of Past Performance

Type Stock
Historic Profit 78.62%
Avg. Invested days 59
Today’s Advisory Regular Buy
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 8.35B USD
Price to earnings Ratio 32.37
1Y Target Price 308.44
Price to earnings Ratio 32.37
1Y Target Price 308.44
Volume (30-day avg) 9
Beta 1.15
52 Weeks Range 131.37 - 301.88
Updated Date 10/30/2025
52 Weeks Range 131.37 - 301.88
Updated Date 10/30/2025
Dividends yield (FY) -
Basic EPS (TTM) 8.91

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

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 32.37
Forward PE 25.13
Enterprise Value 9560826769
Price to Sales(TTM) 1.67
Enterprise Value 9560826769
Price to Sales(TTM) 1.67
Enterprise Value to Revenue 1.91
Enterprise Value to EBITDA 15.07
Shares Outstanding 28954101
Shares Floating 24128031
Shares Outstanding 28954101
Shares Floating 24128031
Percent Insiders 3.76
Percent Institutions 95.89

ai summary icon Upturn AI SWOT

Dycom Industries Inc

stock logo

Company Overview

overview logo History and Background

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

business area logo Core Business Areas

  • Telecommunications Infrastructure Services: Provides engineering, construction, maintenance, and installation services for telecommunications providers, including fiber optic networks, wireless infrastructure, and broadband networks.
  • Utility Infrastructure Services: Offers similar services to utility companies, focusing on electric transmission and distribution, gas pipelines, and other critical infrastructure.

leadership logo Leadership and Structure

Steven E. Nielsen serves as the Executive Chairman. The organizational structure includes regional operating companies that report to the corporate headquarters. Current CEO is Richard G. Riley.

Top Products and Market Share

overview logo Key Offerings

  • Fiber Optic Network Construction: Construction of fiber optic networks, including installation, splicing, and testing. Market share information specific to fiber construction is difficult to pinpoint, but Dycom is a major player in this space. Competitors include Quanta Services, MasTec, and smaller regional contractors. Revenue from this is a significant part of the Telecommunications segment.
  • Wireless Infrastructure Deployment: Installation and maintenance of wireless infrastructure, including cell towers and small cells. Competitors include Crown Castle, American Tower (indirectly through their contractors), and Ericsson. The demand has slowed due to high interest rate environment.
  • Underground Utility Locating: Provides location services for underground utilities. Competitors include USIC LLC and One Call Concepts Inc.

Market Dynamics

industry overview logo Industry Overview

The industry is driven by increasing demand for broadband, 5G wireless, and upgrades to utility infrastructure. There's strong government funding and incentives (e.g., BEAD program) to expand broadband access, creating sustained demand. Labor shortages and material costs are significant challenges.

Positioning

Dycom is a leading provider in its niche, benefiting from its scale, established relationships with major telecom and utility clients, and extensive geographic footprint. Competitive advantages include its experienced workforce and ability to handle large, complex projects.

Total Addressable Market (TAM)

The total addressable market for telecom and utility infrastructure services is estimated to be in the tens of billions of dollars annually. Dycom is well-positioned to capture a significant portion of this TAM due to its market leadership and capabilities.

Upturn SWOT Analysis

Strengths

  • Leading market position
  • Strong relationships with major telecom and utility clients
  • Extensive geographic footprint
  • Experienced workforce

Weaknesses

  • Exposure to economic cycles
  • Dependence on large projects
  • Labor shortages
  • Reliance on a small number of major customers

Opportunities

  • Expansion of broadband networks (BEAD program)
  • Deployment of 5G wireless infrastructure
  • Modernization of utility infrastructure
  • Acquisition of smaller competitors

Threats

  • Economic downturn
  • Increased competition
  • Rising material costs
  • Changes in government regulations
  • Labor shortages and wage inflation

Competitors and Market Share

competitor logo Key Competitors

  • PWR
  • MTZ
  • EMCOR

Competitive Landscape

Dycom holds a strong market position due to its specialized expertise and long-standing customer relationships. Quanta Services and MasTec are larger and more diversified, but Dycom maintains a focus on telecom and utility infrastructure.

Major Acquisitions

CCi Cable Constructors, Inc.

  • Year: 2016
  • Acquisition Price (USD millions): 337.5
  • Strategic Rationale: Expanded Dycom's geographic footprint and service offerings within the telecommunications industry.

Burnett Electrical Construction

  • Year: 2023
  • Acquisition Price (USD millions): 57.7
  • Strategic Rationale: Expanded Dycom's footprint and increased its marketshare

Growth Trajectory and Initiatives

Historical Growth: Dycom has grown through organic expansion and acquisitions. Growth has been driven by increased demand for telecom and utility infrastructure services.

Future Projections: Analyst estimates vary, but the consensus is for continued growth driven by broadband expansion and utility modernization. Projections vary significantly.

Recent Initiatives: Dycom focuses on operational efficiencies, strategic acquisitions, and geographic expansion to drive growth.

Summary

Dycom is a leading infrastructure services provider benefiting from long-term trends in broadband and utility modernization. Its strong market position and experienced workforce are strengths, but it faces challenges from economic cycles and labor shortages. The company is poised for continued growth, but it must navigate these risks effectively. With a rating from 1 to 5, the company is in the middle with potential for growth.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings (SEC)
  • Analyst reports
  • Industry publications
  • Company Website

Disclaimers:

This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. All financial figures are approximations based on available data.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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
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.