Dycom Industries Inc (DY)vsJacobs Solutions Inc. (J)
DY
Dycom Industries Inc
$234.00
+1.76%
INDUSTRIALS · Cap: $7.65B
J
Jacobs Solutions Inc.
$150.91
+1.73%
INDUSTRIALS · Cap: $16.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 107% more annual revenue ($14.22B vs $6.88B). DY leads profitability with a 4.8% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.43. DY earns a higher WallStSmart Score of 57/100 (C).
DY
Buy57
out of 100
Grade: C
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DY.
Margin of Safety
-80.6%
Fair Value
$78.82
Current Price
$150.91
$72.09 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 45.6% year-over-year
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
4.8% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DY
The strongest argument for DY centers on Revenue Growth. Revenue growth of 45.6% demonstrates continued momentum.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bear Case : DY
The primary concerns for DY are Profit Margin, Debt/Equity, Piotroski F-Score. Thin 4.8% margins leave little buffer for downturns.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 46.9x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
DY carries more volatility with a beta of 1.50 — expect wider price swings.
DY is growing revenue faster at 45.6% — sustainability is the question.
J generates stronger free cash flow (431M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DY scores higher overall (57/100 vs 54/100) and 45.6% revenue growth. Both earn "Buy" and "Buy" 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.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?