DYCOM INDUSTRIES INC · Water, Sewer, Pipeline, Comm & Power Line Construction

DY

Low riskNext report: Around Nov 18 (est.)

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The short version

A profitable company with growing sales.

Going well

Sales up 46% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 18% last year

Money moves

No insider buying or selling in the last 30 days
Institutions cut 1.7% from their holdings in the quarter ending June 2026 (339 bought, 255 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$228.51+1.8% that day

Company value: $6.9B; Share price times all shares
Price vs profit (P/E): 20.9x; You pay about $21 for each $1 of yearly profit
Price vs sales: 1.0x; Company value is 1.0 times a year of sales
Cash vs value: 5%; Cash as a share of company value
Debt vs value: 41%; Debt as a share of company value

From DY's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$2.0B+46% vs a year earlier

Oct '23Tap a barAug '26

Last 12 months: $6.9B, up 38% from the 12 months before. Over 5 years, sales grew about 12% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of DY. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +38% a yearProfit margin5%Last 12 months: 4.8%P/E at the end21xToday: 20.9x. Many steady companies trade at 12x to 25xShare count change-1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$25.5B

Profit in 5 years$1.3B

Price these guesses point to$935.14+309% vs $228.51 todayAbout +33% a year, before dividends

What today's price needs: with a 5% margin and a 21x P/E, sales could shrink about 1.9% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.18.1%
MissDebt under half of equityNot relying on borrowed money.1.51x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.5.1%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$401.7M
PassShare count not growingNot diluting owners. Falling means buybacks.-1.9% in 3 years

Revenue: $5.5B; +17.9% vs prior year
5-year growth: +11.6%/yr; revenue, per year
Total debt: $2.8B; 1.51x equity
Current ratio: 2.74x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.