Dycom Industries (DY)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$300.23+1.58%
Close 2026-09-04 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
QuarterlyIQ Insights · DY
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $300 DY trades at 20× p/e, below its 41× p/e peer median. Our $456 fair value sits well above the price. We hold it with medium confidence: the peer anchor overstates how cheap it looks. Analysts target $375–$654. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $610.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $2205.82 | — | — | Analyst | high |
| dcf fcff | 12M | $618.44 | — | — | Analyst | high |
| graham number | 12M | $153.32 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$375.00 – $654.00 (median $610.00) · 13 analysts · as of 2026-09-03
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 69% over what the business is worth with no growth; closing that gap needs roughly 4.8 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $10.85/sh owner earnings.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2026-Q2, 2026-Q3, 2027-Q1, 2027-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $189.52 |
| 14.5 |
| 18.33 |
| TTM |
| high |
| Peer P/FCF | 12M | $381.14 | 26.3 | 14.50 | TTM | high |
| Peer P/E | 12M | $637.33 | 41.5 | 15.37 | TTM | high |
| Peer P/S | 12M | $270.09 | 1.2 | 226.59 | TTM | high |
| PEG | 12M | $425.35 | 27.7 | 15.37 | TTM | high |
| residual income | 12M | $99.77 | — | — | TTM | high |
| triangulated | 12M | $663.33 | 41.5 | 16.00 | Triangulated | high |
| Peer P/E | 3Y | $977.72 | 41.5 | 23.58 | Analyst | medium |
| Peer P/S | 3Y | $388.26 | 1.2 | 325.72 | guidance | medium |
| PEG | 3Y | $652.52 | 27.7 | 23.58 | Analyst | medium |
| Peer P/E | 5Y | $1166.51 | 41.5 | 28.13 | Analyst | medium |
| Peer P/S | 5Y | $463.24 | 1.2 | 388.62 | guidance | medium |
| PEG | 5Y | $778.52 | 27.7 | 28.13 | Analyst | medium |