# Dycom Industries, Inc. (DY) — Stock CV

Dycom Industries, Inc. is a $8.15B industrial company. Revenue grew 37.8% over the last year, it keeps 5¢ of every dollar of sales as profit, and its net debt equals ~4.5 years of free cash flow. It trades at 24.6× earnings — around the middle of its own history.

> Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States. The company has two reporting segments: Communications and Building Systems.

## Identity

- **Ticker**: DY
- **Sector**: Industrials
- **Industry**: Water, Sewer, Pipeline, Comm & Power Line Construction
- **Headquarters**: WEST PALM BEACH, FL
- **Employees**: 19 556
- **Website**: https://www.dycomind.com
- **Market cap**: $8.15B
- **Last price**: $270.18
- **Financial profile**: Mixed

## Vitals (TTM)

- **Revenue**: $6.88B
- **Net income**: $330M
- **Free cash flow**: $469M
- **Net debt**: $2.11B
- **P/E**: 24.6
- **Revenue growth (YoY)**: 37.8%

## Skills (profile scores, 0–100)

| Pillar | Score |
|---|---|
| Valuation | 77 |
| Growth | 95 |
| Profitability | 36 |
| Health | 48 |
| Quality | 77 |
| Moat | 28 |

## Qualifications (beginner checklist) — 9 of 10 passed

- [x] Revenue growing — +37.8% YoY
- [x] Profitable — $330M TTM
- [x] Profit growing — +26.3% YoY
- [x] Generates cash — $469M TTM
- [x] Debt under control — ~4.5y of cash flow to repay
- [x] Established company — $8.15B market cap
- [x] Not printing shares — -8.3% shares over ~5y
- [x] Proven track record — 10/10 profitable years
- [ ] Financially stable — health score 43/100
- [x] Valuation not extreme — P/E 24.6

## Experience (career milestones)

- **Q3 2026** — 3 open-market insider purchases: ~2K shares bought by insiders
- **FY2026** — Best year on record: $281M net income
- **FY2016** — Profitable every year on record: 10 consecutive profitable years in our data
- **FY2016** — Revenue already above $1B: $2.67B in first reported year

## Strengths

- Revenue growing 37.8% year over year
- Interest covered 6.5× by operating earnings

## Watch-outs

- None stand out in the data.

## Track record

| Year | Revenue | Net income | Free cash flow |
|---|---|---|---|
| FY2022 | $3.13B | $48.6M | $152M |
| FY2023 | $3.81B | $142M | -$36.2M |
| FY2024 | $4.18B | $219M | $40.5M |
| FY2025 | $4.70B | $233M | $98.6M |
| FY2026 | $5.55B | $281M | $402M |

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Source: https://stockcv.com/DY — derived from company filings; may be delayed or incomplete. Information, not investment advice.
