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DY vs FIX
Which Stock Would AI Choose? Dycom Industries (DY) vs. Comfort Systems USA (FIX) Stock Comparison
Key Takeaways
- Shared tailwind: Both DY and FIX are leveraged to the AI data center and broadband infrastructure build-out, but they serve different links in that chain.
- Divergent specialization: DY is centered on telecom fiber and utility construction, while FIX focuses on mechanical, electrical, and plumbing (MEP) systems and modular construction.
- Valuation gap: FIX trades at a meaningfully higher earnings multiple than DY, leaving less room for execution error.
- Balance sheet contrast: FIX holds substantial net cash, whereas DY carries notable long-term debt tied to recent acquisitions.
- Relative performance: Both stocks pulled back from recent highs in recent weeks, despite record backlogs and earnings beats.
Introduction
Investors seeking exposure to the U.S. infrastructure and data center boom frequently encounter two names that, at first glance, appear similar. Dycom Industries (DY) and Comfort Systems USA (FIX) are both specialty contractors riding powerful secular demand, yet their business models, valuation profiles, and risk characteristics differ considerably. This stock comparison is relevant for traders and long-term investors weighing relative performance and market positioning within the construction and engineering sector. Understanding where each company sits in the infrastructure value chain helps clarify which name may be better suited to a given portfolio objective or risk tolerance.
DY Overview and Recent Performance
Dycom Industries (DY) is a leading specialty contractor serving the telecommunications infrastructure and utility industries across the United States. Its work spans fiber-to-the-home construction, long-haul and middle-mile fiber, wireless networks, and an expanding electrical and structured cabling presence in data centers through its Building Systems segment.
In recent quarters, DY delivered record results, with contract revenues growing sharply and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) expanding. Its backlog climbed to record levels, providing multi-year revenue visibility. Despite this operating strength, the stock pulled back meaningfully in recent weeks and months as investors reassessed near-term margin pressure from workforce investments, the deferral of some wireless revenue, and higher fuel costs. The company's P/E ratio (price-to-earnings) remains below many peers, and its fiber and data center growth story continues to attract attention from analysts focused on long-term digital infrastructure spending.
FIX Overview and Recent Performance
Comfort Systems USA (FIX) is a nationwide provider of mechanical, electrical, and plumbing (MEP) services for commercial and industrial buildings. Over the past several years, the company has become one of the most visible beneficiaries of the AI data center build-out, with technology customers now representing a substantial majority of its revenue, up sharply from prior years.
Recent market activity has been volatile for FIX. The company reported strong revenue growth, expanding gross and operating margins, and a record backlog, alongside a surge in free cash flow. Its balance sheet is notable for a large net cash position and minimal debt. However, the stock trades at a premium earnings multiple and pulled back in recent weeks after a powerful multi-year rally, as investors weighed elevated technology concentration and the demanding expectations already embedded in the share price. Sentiment remains broadly constructive, though valuation sensitivity has increased.
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Head-to-Head Comparison
The two companies occupy different positions in the infrastructure supply chain. DY is anchored in telecommunications fiber and utility work, with data center electrical services a newer but fast-growing contributor. FIX is rooted in mechanical, electrical, and plumbing systems, increasingly dominated by data center cooling and power projects and an expanding modular construction operation.
On valuation, the contrast is stark. FIX trades at a premium forward earnings multiple, reflecting its higher margins, net cash balance sheet, and rapid technology-driven growth. DY trades at a more modest multiple but carries more leverage, in part from recent acquisitions aimed at deepening its data center reach.
Risk profiles also differ. FIX carries concentration risk from its heavy reliance on technology customers, while DY faces near-term margin pressure from scaling its workforce and the timing of wireless projects. Both share exposure to labor costs, project timing, and the pace of customer capital spending.
Tickeron AI Verdict
Based on observable factors such as trend consistency, balance sheet stability, margin trajectory, and catalyst visibility, Tickeron's AI would likely view FIX as the more stable, higher-quality operator in the current environment, supported by its net cash position, expanding margins, and record backlog. However, DY's lower valuation and diversified fiber and data center growth runway may present a comparatively favorable risk-reward for strategies emphasizing relative value. The most probable conclusion is that neither name is categorically superior; the preferred candidate depends on whether an investor prioritizes balance sheet strength and momentum or valuation and multi-year growth breadth.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DY is a StrongBuy and FIX is a StrongBuy.
DY's RSI Indicator descends into oversold zone
The RSI Indicator for DY moved into overbought territory on November 04, 2026. Be on the watch for a price drop or consolidation in the future -- when this happens, think about selling the stock or exploring put options.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +4.22% 3-day Advance, the price is estimated to grow further. Considering data from situations where DY advanced for three days, in 258 of 323 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
DY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 14, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on DY as a result. In 48 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 58%.
The Moving Average Convergence Divergence Histogram (MACD) for DY turned negative on November 04, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In 38 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 83%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where DY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
The Aroon Indicator for DY entered a downward trend on November 04, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 44 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.103) is normal, around the industry mean (15.296). P/E Ratio (19.146) is within average values for comparable stocks, (167.649). Projected Growth (PEG Ratio) (0.250) is also within normal values, averaging (3.522). Dividend Yield (0.000) settles around the average of (0.194) among similar stocks. P/S Ratio (1.252) is also within normal values, averaging (2.856).
The Tickeron SMR rating for this company is 48 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 71 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. DY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 82 (best 1 - 100 worst), indicating slightly worse than average price growth. DY’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 84 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
FIX in upward trend: price may ascend as a result of having broken its lower Bollinger Band on October 23, 2026
FIX may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 30 of 31 cases where FIX's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 90%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for FIX's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
Following a +8.16% 3-day Advance, the price is estimated to grow further. Considering data from situations where FIX advanced for three days, in 287 of 359 cases, the price rose further within the following month. The odds of a continued upward trend are 80%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 12, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on FIX as a result. In 52 of 80 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 65%.
The Moving Average Convergence Divergence Histogram (MACD) for FIX turned negative on October 13, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 39 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 80%.
FIX moved below its 50-day moving average on October 12, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for FIX crossed bearishly below the 50-day moving average on October 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 13 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 77%.
The 50-day moving average for FIX moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FIX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 66%.
The Aroon Indicator for FIX entered a downward trend on November 04, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 19 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 43 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 77, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 64 (best 1 - 100 worst), indicating fairly steady price growth. FIX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (11.938) is normal, around the industry mean (15.296). P/E Ratio (26.820) is within average values for comparable stocks, (167.649). Projected Growth (PEG Ratio) (0.554) is also within normal values, averaging (3.522). Dividend Yield (0.003) settles around the average of (0.194) among similar stocks. P/S Ratio (4.990) is also within normal values, averaging (2.856).
The Tickeron PE Growth Rating for this company is 76 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
DY | FIX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 4 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 44 Fair valued | 75 Overvalued | |
PROFIT vs RISK RATING 1..100 | 71 | 43 | |
SMR RATING 1..100 | 48 | 19 | |
PRICE GROWTH RATING 1..100 | 82 | 64 | |
P/E GROWTH RATING 1..100 | 84 | 76 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DY's Valuation (44) in the Engineering And Construction industry is in the same range as FIX (75). This means that DY’s stock grew similarly to FIX’s over the last 12 months.
FIX's Profit vs Risk Rating (43) in the Engineering And Construction industry is in the same range as DY (71). This means that FIX’s stock grew similarly to DY’s over the last 12 months.
FIX's SMR Rating (19) in the Engineering And Construction industry is in the same range as DY (48). This means that FIX’s stock grew similarly to DY’s over the last 12 months.
FIX's Price Growth Rating (64) in the Engineering And Construction industry is in the same range as DY (82). This means that FIX’s stock grew similarly to DY’s over the last 12 months.
FIX's P/E Growth Rating (76) in the Engineering And Construction industry is in the same range as DY (84). This means that FIX’s stock grew similarly to DY’s over the last 12 months.
| DY | FIX | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 86% | 2 days ago 87% |
| Stochastic ODDS (%) | 2 days ago 80% | 2 days ago 84% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 66% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 71% |
| Advances ODDS (%) | 8 days ago 80% | 9 days ago 80% |
| Declines ODDS (%) | 4 days ago 66% | 4 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 84% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 76% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DY’s FA Score shows that 0 FA rating(s) are green while FIX’s FA Score has 1 green FA rating(s).
- DY’s FA Score: 0 green, 5 red.
- FIX’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DY’s TA Score shows that 4 TA indicator(s) are bullish while FIX’s TA Score has 4 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 4 bearish.
- FIX’s TA Score: 4 bullish, 7 bearish.
Price Growth
DY (@Engineering & Construction) experienced а -9.26% price change this week, while FIX (@Engineering & Construction) price change was -18.91% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -9.95%. For the same industry, the average monthly price growth was -19.40%, and the average quarterly price growth was -33.72%.
Reported Earning Dates
DY is expected to report earnings on Nov 18, 2026.
FIX is expected to report earnings on Feb 25, 2027.
Industries' Descriptions
@Engineering & Construction (-9.95% weekly)Engineering & Construction includes companies that engage in non-residential construction and contract services, including ventilation, heating and air conditioning (HVAC) services. The level/value of construction & engineering activity is one of the potentially relevant indicators of the health of businesses, and hence of the overall economy. Some of the large-cap U.S. companies in this industry include Jacobs Engineering Group Inc,, AECOM and Quanta Services, Inc.
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DY and
Correlation & Price change
A.I.dvisor indicates that over the last year, DY has been loosely correlated with MTZ. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if DY jumps, then MTZ could also see price increases.
FIX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FIX has been closely correlated with PWR. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIX jumps, then PWR could also see price increases.
| Ticker / NAME | Correlation To FIX | 1D Price Change % | ||
|---|---|---|---|---|
| FIX | 100% | -15.08% | ||
| PWR - FIX | 84% Closely correlated | -11.65% | ||
| EME - FIX | 81% Closely correlated | -9.64% | ||
| ECG - FIX | 76% Closely correlated | -29.29% | ||
| MYRG - FIX | 75% Closely correlated | -9.50% | ||
| STRL - FIX | 74% Closely correlated | -21.46% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VIGI | 100.93 | 2.76 | +2.82% |
| Vanguard International Dividend Appreciation ETF (VIGI) | |||
| EFAA | 55.26 | 1.03 | +1.89% |
| Invesco MSCI EAFE Income Advantage ETF (EFAA) | |||
| EALT | 36.66 | 0.46 | +1.27% |
| Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly (EALT) | |||
| DWWN | 23.82 | N/A | N/A |
| Principal Long Duration ETF (DWWN) | |||
| LCO | 24.26 | -0.86 | -3.44% |
| LOGIQ Contrarian Opportunities ETF (LCO) | |||