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Upturn AI SWOT - About
Dycom Industries Inc (DY)
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Upturn Advisory Summary
04/04/2025: DY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -8.11% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.03B USD | Price to earnings Ratio 17.55 | 1Y Target Price 213.12 |
Price to earnings Ratio 17.55 | 1Y Target Price 213.12 | ||
Volume (30-day avg) 652065 | Beta 1.36 | 52 Weeks Range 131.37 - 207.20 | Updated Date 04/6/2025 |
52 Weeks Range 131.37 - 207.20 | Updated Date 04/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 7.92 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.96% | Operating Margin (TTM) 4.95% |
Management Effectiveness
Return on Assets (TTM) 7.89% | Return on Equity (TTM) 20.35% |
Valuation
Trailing PE 17.55 | Forward PE 14.04 | Enterprise Value 4990234016 | Price to Sales(TTM) 0.86 |
Enterprise Value 4990234016 | Price to Sales(TTM) 0.86 | ||
Enterprise Value to Revenue 1.06 | Enterprise Value to EBITDA 8.8 | Shares Outstanding 28979100 | Shares Floating 24324799 |
Shares Outstanding 28979100 | Shares Floating 24324799 | ||
Percent Insiders 3.89 | Percent Institutions 100.53 |
Analyst Ratings
Rating 5 | Target Price 219 | Buy - | Strong Buy 8 |
Buy - | Strong Buy 8 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Dycom Industries Inc
Company Overview
History and Background
Dycom Industries Inc. was founded in 1969. It has grown through acquisitions and organic expansion to become a leading specialty contracting services provider in North America.
Core Business Areas
- Telecommunications Infrastructure: Provisioning of engineering, construction, maintenance, and installation services to telecommunications providers.
- Underground Utilities: Construction of underground infrastructure for various utilities.
- Other: Includes providing services to electric and gas utilities and other end markets
Leadership and Structure
Steven E. Nielsen serves as the President and CEO. The company has a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Construction and Engineering Services: These services include project management, site acquisition, permitting, design, construction, and maintenance of communication networks. Competitors include Quanta Services and MasTec. Market share data is not publicly disclosable at product level. Revenue for the company is in the billions.
- Underground Infrastructure Services: This includes trenching, directional boring, and cable installation. Competitors include Primoris Services Corporation and Michels Corporation. Market share data is not publicly disclosable at product level. Revenue for the company is in the billions.
Market Dynamics
Industry Overview
The industry is driven by demand for broadband, 5G deployment, and government infrastructure spending.
Positioning
Dycom is a major player in its niche, benefiting from long-standing customer relationships and a broad geographic reach. It's exposed to cyclical nature of the telco market.
Total Addressable Market (TAM)
The total addressable market for infrastructure services is estimated to be significant, with growth expected to continue as networks are upgraded and expanded. Dycom's strategic positioning allows it to capture a meaningful portion of this market.
Upturn SWOT Analysis
Strengths
- Established market position
- Strong customer relationships
- Experienced management team
- Broad geographic presence
Weaknesses
- Customer concentration
- Project delays
- Dependence on few key customers.
- Seasonality in operations
Opportunities
- 5G network deployment
- Government infrastructure spending
- Expansion into new markets
- Fiber to the home initiatives
Threats
- Economic downturns
- Increased competition
- Supply chain disruptions
- Changes in regulations
Competitors and Market Share
Key Competitors
- PWR
- MTZ
- PRIM
Competitive Landscape
Dycom competes based on expertise, scale, and geographic reach. Its competitive advantage lies in its long-standing relationships and deep industry knowledge, but it must manage customer concentration and project execution risks.
Major Acquisitions
Burnham-McDowell Construction
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expands Dycom's presence in the Southeast region.
Growth Trajectory and Initiatives
Historical Growth: Historical Revenue numbers are needed to track growth.
Future Projections: Analyst estimates are readily available from various financial news outlets.
Recent Initiatives: Dycom focuses on strategic acquisitions and organic growth initiatives to expand its service offerings and geographic footprint.
Summary
Dycom Industries is a major player in telecom infrastructure, benefiting from the rollout of 5G and other network upgrades. Strong customer relationships and geographic reach are key strengths, though customer concentration presents a risk. Strategic acquisitions enhance growth prospects, but economic downturns and competition remain threats. The company doesn't pay dividends and its financial performance relies heavily on project execution.
Similar Companies
MTZ
MasTec Inc
MTZ
MasTec Inc
MYE
Myers Industries Inc
MYE
Myers Industries Inc
PRIM
Primoris Services Corporation
PRIM
Primoris Services Corporation
PWR
Quanta Services Inc
PWR
Quanta Services Inc
Sources and Disclaimers
Data Sources:
- Dycom Industries Inc. Investor Relations Website
- SEC Filings (10-K, 10-Q)
- Financial News Outlets
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change. Consult a financial professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dycom Industries Inc
Exchange NYSE | Headquaters Palm Beach Gardens, FL, United States | ||
IPO Launch date 1990-09-24 | CEO, President & Director Mr. Daniel S. Peyovich | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 15623 | Website https://www.dycomind.com |
Full time employees 15623 | Website https://www.dycomind.com | ||
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program and project management, and inspection personnel; and wireless networks in connection with the deployment of macro cell and new small cell sites. It also provides construction, maintenance, and installation services, such as placement and splicing of copper, fiber, and coaxial cables; tower construction, lines and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, as well as equipment installation and material fabrication, and site testing services; underground facility locating services, including locating telephone, cable television, power, water, sewer, and gas lines for utility companies; installation and maintenance of customer premise equipment, including digital video recorders, set top boxes, and modems for cable system operators; and construction and maintenance services for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is based in Palm Beach Gardens, Florida.
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