Dycom Industries Inc (DY)vsEMCOR Group Inc (EME)
DY
Dycom Industries Inc
$353.52
+0.82%
INDUSTRIALS · Cap: $10.51B
EME
EMCOR Group Inc
$764.76
+0.46%
INDUSTRIALS · Cap: $34.24B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 206% more annual revenue ($16.99B vs $5.55B). EME leads profitability with a 7.5% profit margin vs 5.1%. EME appears more attractively valued with a PEG of 1.08. EME earns a higher WallStSmart Score of 64/100 (C+).
DY
Buy51
out of 100
Grade: C-
EME
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-560.2%
Fair Value
$65.08
Current Price
$353.52
$288.44 premium
Margin of Safety
+38.8%
Fair Value
$1320.70
Current Price
$764.76
$555.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 39 in profit
Earnings expanding 53.0% YoY
Safe zone — low bankruptcy risk
19.7% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
5.1% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Moderate valuation
Trading at 9.3x book value
7.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DY
The strongest argument for DY centers on Revenue Growth, Altman Z-Score. Revenue growth of 34.4% demonstrates continued momentum.
Bull Case : EME
The strongest argument for EME centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : DY
The primary concerns for DY are P/E Ratio, Profit Margin, Operating Margin.
Bear Case : EME
The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while EME is a growth play — different risk/reward profiles.
DY carries more volatility with a beta of 1.31 — expect wider price swings.
DY is growing revenue faster at 34.4% — sustainability is the question.
EME generates stronger free cash flow (492M), providing more financial flexibility.
Bottom Line
EME scores higher overall (64/100 vs 51/100) and 19.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dycom Industries Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Dycom Industries, Inc. provides specialized recruiting services in the United States. The company is headquartered in Palm Beach Gardens, Florida.
EMCOR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.
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