Dycom Industries Inc (DY)vsQuanta Services Inc (PWR)
DY
Dycom Industries Inc
$353.52
+0.82%
INDUSTRIALS · Cap: $10.51B
PWR
Quanta Services Inc
$573.50
-0.85%
INDUSTRIALS · Cap: $84.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 414% more annual revenue ($28.48B vs $5.55B). DY leads profitability with a 5.1% profit margin vs 3.6%. PWR appears more attractively valued with a PEG of 1.82. DY earns a higher WallStSmart Score of 51/100 (C-).
DY
Buy51
out of 100
Grade: C-
PWR
Hold47
out of 100
Grade: D+
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
-602.0%
Fair Value
$74.64
Current Price
$573.50
$498.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
19.7% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
5.1% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 9.6x book value
2.6% earnings growth
3.6% margin — thin
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 : PWR
The strongest argument for PWR centers on Market Cap, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum.
Bear Case : DY
The primary concerns for DY are P/E Ratio, Profit Margin, Operating Margin.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, EPS Growth. A P/E of 83.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while PWR is a growth 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.
PWR generates stronger free cash flow (934M), providing more financial flexibility.
Bottom Line
DY scores higher overall (51/100 vs 47/100) and 34.4% 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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