WallStSmart

Dycom Industries Inc (DY)vsFerrovial SE (FER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ferrovial SE generates 74% more annual revenue ($9.63B vs $5.55B). FER leads profitability with a 9.2% profit margin vs 5.1%. DY appears more attractively valued with a PEG of 3.50. DY earns a higher WallStSmart Score of 48/100 (D+).

DY

Hold

48

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 3.7Quality: 7.8
Piotroski: 5/9Altman Z: 4.13

FER

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 5.5Value: 3.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DY2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.4%10/10

Revenue surging 34.4% year-over-year

Altman Z-ScoreHealth
4.1310/10

Safe zone — low bankruptcy risk

FER1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.43B8/10

Generating 1.4B in free cash flow

Areas to Watch

DY4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Operating MarginProfitability
4.7%3/10

Operating margin of 4.7%

PEG RatioValuation
3.502/10

Expensive relative to growth rate

P/E RatioValuation
40.8x2/10

Premium valuation, high expectations priced in

FER3 concerns · Avg: 2.0/10
PEG RatioValuation
5.492/10

Expensive relative to growth rate

P/E RatioValuation
47.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-87.6%2/10

Earnings declined 87.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : DY

The strongest argument for DY centers on Revenue Growth, Altman Z-Score. Revenue growth of 34.4% demonstrates continued momentum.

Bull Case : FER

The strongest argument for FER centers on Free Cash Flow.

Bear Case : DY

The primary concerns for DY are Profit Margin, Operating Margin, PEG Ratio. A P/E of 40.8x leaves little room for execution misses.

Bear Case : FER

The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 47.6x leaves little room for execution misses.

Key Dynamics to Monitor

DY profiles as a hypergrowth stock while FER is a value play — different risk/reward profiles.

DY carries more volatility with a beta of 1.38 — expect wider price swings.

DY is growing revenue faster at 34.4% — sustainability is the question.

FER generates stronger free cash flow (1.4B), providing more financial flexibility.

Bottom Line

DY scores higher overall (48/100 vs 38/100) and 34.4% revenue growth. Both earn "Hold" and "Hold" 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.

Ferrovial SE

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.

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