Dycom Industries Inc (DY)vsSterling Construction Company Inc (STRL)
DY
Dycom Industries Inc
$466.28
-4.56%
INDUSTRIALS · Cap: $14.08B
STRL
Sterling Construction Company Inc
$882.43
-11.20%
INDUSTRIALS · Cap: $26.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Dycom Industries Inc generates 117% more annual revenue ($6.25B vs $2.88B). STRL leads profitability with a 12.0% profit margin vs 5.0%. STRL appears more attractively valued with a PEG of 1.47. STRL earns a higher WallStSmart Score of 69/100 (B-).
DY
Buy57
out of 100
Grade: C
STRL
Strong Buy69
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.1% year-over-year
Earnings expanding 43.5% YoY
Revenue surging 91.6% year-over-year
Earnings expanding 141.4% YoY
Every $100 of equity generates 29 in profit
Conservative balance sheet, low leverage
Areas to Watch
5.0% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 24.4x book value
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 : STRL
The strongest argument for STRL centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 91.6% demonstrates continued momentum. PEG of 1.47 suggests the stock is reasonably priced for its growth.
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 : STRL
The primary concerns for STRL are P/E Ratio, Price/Book. A P/E of 76.9x leaves little room for execution misses.
Key Dynamics to Monitor
DY profiles as a hypergrowth stock while STRL is a growth play — different risk/reward profiles.
STRL carries more volatility with a beta of 1.82 — expect wider price swings.
STRL is growing revenue faster at 91.6% — sustainability is the question.
STRL generates stronger free cash flow (146M), providing more financial flexibility.
Bottom Line
STRL scores higher overall (69/100 vs 57/100) and 91.6% revenue growth. Both earn "Strong 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.
Sterling Construction Company Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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