WallStSmart

Dycom Industries Inc (DY)vsGE Aerospace (GE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

GE Aerospace generates 771% more annual revenue ($48.31B vs $5.55B). GE leads profitability with a 17.9% profit margin vs 5.1%. DY appears more attractively valued with a PEG of 3.50. GE earns a higher WallStSmart Score of 59/100 (C).

DY

Hold

48

out of 100

Grade: D+

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

GE

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 3.7Quality: 5.3
Piotroski: 4/9Altman Z: 1.69

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

GE5 strengths · Avg: 8.8/10
Market CapQuality
$296.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
45.4%10/10

Every $100 of equity generates 45 in profit

Operating MarginProfitability
20.2%8/10

Strong operational efficiency at 20.2%

Revenue GrowthGrowth
24.7%8/10

Revenue surging 24.7% year-over-year

Free Cash FlowQuality
$1.50B8/10

Generating 1.5B 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

GE4 concerns · Avg: 3.5/10
P/E RatioValuation
35.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
15.9x4/10

Trading at 15.9x book value

Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

PEG RatioValuation
6.822/10

Expensive relative to growth rate

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 : GE

The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.

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 : GE

The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.

Key Dynamics to Monitor

DY profiles as a hypergrowth stock while GE is a growth play — different risk/reward profiles.

GE carries more volatility with a beta of 1.43 — expect wider price swings.

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

GE generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

GE scores higher overall (59/100 vs 48/100), backed by strong 17.9% margins and 24.7% revenue growth. Both earn "Buy" 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.

GE Aerospace

INDUSTRIALS · AEROSPACE & DEFENSE · USA

General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.

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