Dycom Industries Inc (DY)vsMasTec Inc (MTZ)
DY
Dycom Industries Inc
$353.52
+0.82%
INDUSTRIALS · Cap: $10.51B
MTZ
MasTec Inc
$323.55
+0.28%
INDUSTRIALS · Cap: $25.46B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 158% more annual revenue ($14.30B vs $5.55B). DY leads profitability with a 5.1% profit margin vs 2.8%. MTZ appears more attractively valued with a PEG of 1.96. MTZ earns a higher WallStSmart Score of 58/100 (C).
DY
Buy51
out of 100
Grade: C-
MTZ
Buy58
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
-7.7%
Fair Value
$246.17
Current Price
$323.55
$77.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Safe zone — low bankruptcy risk
Earnings expanding 92.8% YoY
15.8% 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
Expensive relative to growth rate
2.8% margin — thin
Premium valuation, high expectations priced in
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 : MTZ
The strongest argument for MTZ centers on EPS Growth, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : DY
The primary concerns for DY are P/E Ratio, Profit Margin, Operating Margin.
Bear Case : MTZ
The primary concerns for MTZ are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 61.3x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while MTZ is a growth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.89 — expect wider price swings.
DY is growing revenue faster at 34.4% — sustainability is the question.
DY generates stronger free cash flow (365M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (58/100 vs 51/100) and 15.8% 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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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