Dycom Industries Inc (DY)vsJacobs Solutions Inc. (J)
DY
Dycom Industries Inc
$353.52
+0.82%
INDUSTRIALS · Cap: $10.51B
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 123% more annual revenue ($12.39B vs $5.55B). DY leads profitability with a 5.1% profit margin vs 3.5%. J appears more attractively valued with a PEG of 0.50. J earns a higher WallStSmart Score of 52/100 (C-).
DY
Buy51
out of 100
Grade: C-
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.2%
Fair Value
$65.08
Current Price
$353.52
$288.44 premium
Margin of Safety
-452.4%
Fair Value
$25.77
Current Price
$129.97
$104.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
5.1% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
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 : J
The strongest argument for J centers on PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : DY
The primary concerns for DY are P/E Ratio, Profit Margin, Operating Margin.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while J is a value play — different risk/reward profiles.
DY carries more volatility with a beta of 1.31 — expect wider price swings.
DY is growing revenue faster at 34.4% — sustainability is the question.
J generates stronger free cash flow (365M), providing more financial flexibility.
Bottom Line
J scores higher overall (52/100 vs 51/100) and 12.3% 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.
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