Dycom Industries Inc (DY)vsGE Vernova LLC (GEV)
DY
Dycom Industries Inc
$390.31
-3.26%
INDUSTRIALS · Cap: $11.72B
GEV
GE Vernova LLC
$1,063.11
-2.37%
INDUSTRIALS · Cap: $308.81B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Vernova LLC generates 610% more annual revenue ($39.38B vs $5.55B). GEV leads profitability with a 23.8% profit margin vs 5.1%. DY appears more attractively valued with a PEG of 3.50. GEV earns a higher WallStSmart Score of 63/100 (C+).
DY
Hold48
out of 100
Grade: D+
GEV
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 76 in profit
Earnings expanding 1816.0% YoY
Keeps 24 of every $100 in revenue as profit
16.3% revenue growth
Generating 4.8B in free cash flow
Areas to Watch
5.1% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 20.5x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DY
The strongest argument for DY centers on Revenue Growth, Altman Z-Score. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : GEV
The strongest argument for GEV centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 23.8% and operating margin at 5.5%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : DY
The primary concerns for DY are Profit Margin, Operating Margin, PEG Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : GEV
The primary concerns for GEV are P/E Ratio, PEG Ratio, Price/Book.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while GEV is a growth play — different risk/reward profiles.
DY carries more volatility with a beta of 1.38 — expect wider price swings.
DY is growing revenue faster at 34.4% — sustainability is the question.
GEV generates stronger free cash flow (4.8B), providing more financial flexibility.
Bottom Line
GEV scores higher overall (63/100 vs 48/100), backed by strong 23.8% margins and 16.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dycom Industries Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Dycom Industries, Inc. provides specialized recruiting services in the United States. The company is headquartered in Palm Beach Gardens, Florida.
GE Vernova LLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
GE Vernova LLC, an energy business company, generates electricity.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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