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

Buy — the crash was triggered by slightly soft next-quarter guidance despite a strong beat, record backlog, and raised outlook.

🔥 HOT Fundamentals60/100

Fell 28% in 8 trading day(s) — now $310.91

Why DY dropped

Dycom beat Q2 estimates on both revenue and earnings and posted a record $12.2B backlog, but its Q3 guidance came in just below Wall Street's number, which spooked a stock that had been priced for perfection at ~40x trailing earnings.

Fwd P/E 15.6Op margin 9.6%Rev growth 45.6%Debt/equity 147.7%Analyst upside 93.7%

How this scored 60/100

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

✅ Makes money Net profit margin 4.8%

✅ Generates cash Free cash flow unknown

✅ 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 82.6% 8/8

Value Is it cheap right now? 15/25

Forward P/E 15.6 8/10

PEG ratio 3.5 0/8

Analyst target upside 93.7% 7/7

Balance sheet Will it survive? 12/25

Debt / equity 147.7% 3/10

Current ratio 2.3 7/8

Free cash flow unknown 2/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-27. Research only — not financial advice.