Dycom Industries Inc. Common Stock (DY)

FairStock Score: 33/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I am looking at Dycom as a specialty contractor for digital-infrastructure construction. The filed numbers show progress: in fiscal Q2 2027, the quarter ended 2026-08-01, revenue was $2.0B, net income $115.6M, and diluted EPS $3.81; in fiscal Q1 2027, the quarter ended 2026-05-02, revenue was $2.0B, net income $91.3M, and diluted EPS $3.00. For FY2026, the fiscal year ended 2026-01-31, revenue was $5.5B, net income $281.2M, and diluted EPS $9.56, up from FY2025, the fiscal year ended 2025-01-25, when revenue was $4.7B, net income $233.4M, and EPS $7.92. FairStock's Lynch category calls it a FAST GROWER based on 52.3% yearly profit growth over five years and 11.6% revenue growth. But quality is mixed: ROE is 19.20%, while ROCE is only 7.10%; debt-to-equity is 1.48; Piotroski is 5/9 and Altman Z is 2.17. Cash generation is real, with TTM free cash flow of $468.7M and a 5.8% FCF yield. Valuation is the rub. At the 2026-10-13 close of $269.64, FairStock calculations show P/E 24.65, P/B 3.94, PEG 1.32, and Graham Number $129.79, giving a -107.75% margin of safety. The FairStock Score is 33/100. The 52-week range of $262.17 to $566.47 shows how volatile sentiment has been. The business is improving, but the price already reflects much of the growth.

In plain English: Dycom does engineering and construction work for phone, internet, and utility networks, including planning and placing cables. The business is growing sales and profits and produces cash, but it uses a fair amount of borrowed money. At the 2026-10-13 closing price, the shares look expensive compared with the company's reported profit and value.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2027 10-Q (period ended 2026-08-01) · fiscal Q1 2027 10-Q (period ended 2026-05-02) · fiscal Q3 2026 10-Q (period ended 2025-10-25) · fiscal Q2 2026 10-Q (period ended 2025-07-26) · FY2026 10-K (period ended 2026-01-31) · FY2025 10-K (period ended 2025-01-25) · FY2024 10-K (period ended 2024-01-27)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer