Dycom Industries Inc (DY)vsOshkosh Corporation (OSK)
DY
Dycom Industries Inc
$466.28
-4.56%
INDUSTRIALS · Cap: $14.08B
OSK
Oshkosh Corporation
$130.53
-1.95%
INDUSTRIALS · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 67% more annual revenue ($10.43B vs $6.25B). OSK leads profitability with a 5.5% profit margin vs 5.0%. DY appears more attractively valued with a PEG of 3.50. DY earns a higher WallStSmart Score of 57/100 (C).
DY
Buy57
out of 100
Grade: C
OSK
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.1% year-over-year
Earnings expanding 43.5% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
5.0% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
0.2% revenue growth
5.5% margin — thin
Operating margin of 3.6%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DY
The strongest argument for DY centers on Revenue Growth, EPS Growth. Revenue growth of 56.1% demonstrates continued momentum.
Bull Case : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
Bear Case : DY
The primary concerns for DY are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 44.8x leaves little room for execution misses. Debt-to-equity of 1.58 is elevated, increasing financial risk.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.
DY carries more volatility with a beta of 1.50 — expect wider price swings.
DY is growing revenue faster at 56.1% — sustainability is the question.
DY generates stronger free cash flow (-95M), providing more financial flexibility.
Bottom Line
DY scores higher overall (57/100 vs 49/100) and 56.1% 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.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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