Dycom Industries, Inc. (DY): a potential bargain?

Buy — the crash is about slower near-term profit margins, not a broken business; revenue, backlog and full-year guidance are all still rising.

🔥 HOT Fundamentals65/100

Fell 26% in 11 trading day(s) — now $296.98

Why DY dropped

Dycom actually beat Q2 estimates with 45.6% revenue growth and a record $12.2B backlog, but the stock cratered because Q3 EPS guidance ($4.33-$4.79) came in slightly below the ~$4.68 Wall Street consensus and near-term margins are being squeezed by higher fuel costs, deferred wireless projects, and investment spending to scale up.

Fwd P/E 14.6Op margin 9.6%Rev growth 45.6%Debt/equity 147.7%Analyst upside 82.4%

How this scored 65/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 4.8%

✅ Generates cash Free cash flow $327M

✅ Not drowning in debt Debt/equity 147.7% (limit 200%)

✅ Can pay its bills Current ratio 2.3 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 11/25

Operating margin 9.6% 3/9

Net profit margin 4.8% 2/8

Return on equity 19.2% 6/8

Growth Is it getting bigger, or dying? 22/25

Revenue growth 45.6% 9/9

Earnings growth 14.4% 5/8

Expected profit change 79.6% 8/8

Value Is it cheap right now? 15/25

Forward P/E 14.6 8/10

PEG ratio 3.5 0/8

Analyst target upside 82.4% 7/7

Balance sheet Will it survive? 17/25

Debt / equity 147.7% 3/10

Current ratio 2.3 7/8

Free cash flow $327M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-03. Research only — not financial advice.