Dycom Industries Inc (DY)vsOshkosh Corporation (OSK)
DY
Dycom Industries Inc
$390.31
-3.26%
INDUSTRIALS · Cap: $11.72B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 88% more annual revenue ($10.42B vs $5.55B). OSK leads profitability with a 6.2% profit margin vs 5.1%. DY appears more attractively valued with a PEG of 3.50. OSK earns a higher WallStSmart Score of 48/100 (D+).
DY
Hold48
out of 100
Grade: D+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DY.
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.4% year-over-year
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
5.1% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
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 : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
DY is growing revenue faster at 34.4% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
DY scores higher overall (48/100 vs 48/100) and 34.4% revenue growth. OSK offers better value entry with a 32.8% margin of safety. 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.
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.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?