Dycom Industries Inc
Dycom Industries Inc (DY) is listed on NYSE and classified in Engineering & Construction, part of the Industrials sector. It is headquartered in West Palm Beach, United States and has 19,556 employees. The company is worth $6.79B and trades at 21.7x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $5.55B in fiscal 2026, up 17.9% from the year before. Net income was $281.19M. The share price is 60.3% below its 52-week high of $566.47. 7 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $300.18M. In that quarter, 4 of them opened or added to the position and 3 reduced it. Over the last 30 days, company insiders bought $98.22K of its stock on the open market and sold none.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +171.3% over 5Y.
today you would have $3,193.28▲ +219.3%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 16 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $253.61 | $337.90 | $174.06 | $115.09 | $93.60 | $93.76 | $75.52 | $47.15 | $111.43 | $80.29 | $69.96 | $35.09 | $27.79 | $19.80 | $20.92 | $14.75 | |
| P/E | 27.9x | 26.5x |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 27.9 across this company’s own years on record.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| MATXMatson, Inc. | $227.48 | 15.8x | 2.5x | 0.67% | 17.21% | $6.8B |
| KEXKirby Corp | $131.50 | 21.1x | 2.0x | 0.00% | 10.41% | $6.94B |
| FSSFederal Signal Corp | $115.54 | 25.2x | 4.7x | 0.52% | 20.61% | $7.05B |
| GTESGates Industrial Corp Ltd. | $25.83 |
| 42.7x |
| 23.6x |
| 24.3x |
| 59.6x |
| 87.6x |
| 42.0x |
| 23.9x |
| 22.6x |
| 20.6x |
| 29.0x |
| 30.5x |
| 26.7x |
| 17.4x |
| 46.5x |
| 98.3x |
| P/S | 0.9x | 1.4x | 2.1x | 1.2x | 0.9x | 0.9x | 0.9x | 0.7x | 0.5x | 1.1x | 0.9x | — | — | — | — | — | — |
| P/B | 3.6x | 4.1x | 7.9x | 4.8x | 3.9x | 3.7x | 3.5x | 2.7x | 1.8x | 5.2x | 4.5x | 4.6x | 2.5x | 2.2x | 1.7x | 2.0x | 1.5x |
| EPS | $9.56 | $7.92 | $7.37 | $4.74 | $1.57 | $1.07 | $1.80 | $1.97 | $4.92 | $3.89 | $2.41 | $1.15 | $1.04 | $1.14 | $0.45 | $0.15 |
| Profit margin | 4.28% | 5.07% | 4.96% | 5.24% | 3.73% | 1.55% | 1.07% | 1.71% | 2.01% | 5.13% | 4.82% | — | — | — | — | — | — |
| ROE | 9.13% | 15.12% | 18.84% | 20.76% | 16.37% | 6.40% | 4.23% | 6.59% | 7.82% | 23.41% | 23.10% | 16.63% | 8.24% | 8.21% | 10.02% | 4.58% | 1.48% |
Median of the years shown; P/E years above 200x are left out.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 2 families.
Room for errors in the reported numbers.
+37.6% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 18.3x |
| 1.9x |
| 0.00% |
| 10.38% |
| $6.54B |
| MSAMSA Safety Inc | $184.44 | 22.9x | 5.1x | 1.17% | 23.66% | $7.12B |
| POOLPOOL Corp | $197.21 | 15.8x | 6.1x | 2.64% | 31.25% | $7.17B |