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DY vs MTZ
Which Stock Would AI Choose? Dycom Industries (DY) vs. MasTec (MTZ) Stock Comparison
Key Takeaways
- DY and MTZ both operate in infrastructure and construction services with exposure to telecommunications, data centers, and energy projects.
- Year-to-date returns through mid-August 2026 show MTZ slightly ahead at approximately 22% versus DY at 18%, though both have delivered strong one-year gains exceeding 50%.
- DY trades near $393 with an upcoming earnings report scheduled for August 26, 2026, following recent price consolidation after earlier highs.
- MTZ reported record Q2 2026 revenue of $4.37 billion and a record 18-month backlog of $21.4 billion, supporting its guidance for full-year revenue of $18.2 billion.
- Both stocks exhibit volatility tied to project backlogs and sector demand, with MTZ showing broader diversification across clean energy and pipeline segments.
- Relative performance has favored stability in backlog growth for MTZ in recent market activity, while DY maintains focus on communications contracting.
Introduction
This comparison examines DY (Dycom Industries) and MTZ (MasTec), two companies providing specialty contracting and infrastructure services. Both benefit from demand in telecommunications upgrades, data center construction, and energy infrastructure. The analysis targets traders and investors seeking to evaluate relative performance, business positioning, and recent momentum in a sector influenced by capital spending cycles and project pipelines. It highlights observable differences in scale, diversification, and market responses without offering recommendations.
DY Overview and Recent Performance
Dycom Industries specializes in engineering, construction, and maintenance services primarily for telecommunications providers, with growing involvement in data center and utility projects. In recent market activity, the stock has traded around $393 following a period of consolidation after reaching highs above $500 earlier in 2026. Year-to-date returns stand near 18%, with one-year gains exceeding 50%. Recent weeks have seen price fluctuations amid broader sector volatility and anticipation of the fiscal 2026 earnings release on August 26. Sentiment has been supported by analyst price target increases and board enhancements, though short-term moves reflect typical earnings-related uncertainty in the contracting space.
MTZ Overview and Recent Performance
MasTec delivers infrastructure construction services across telecommunications, clean energy, power delivery, and pipeline segments. The company reported record second-quarter 2026 revenue of $4.37 billion, up 23.4% year-over-year, alongside a record 18-month backlog of $21.4 billion. In recent market activity, shares have traded near $266, with year-to-date returns around 22% and one-year gains above 50%. Following the earnings release, the stock experienced volatility consistent with mixed profit margins despite revenue strength. Guidance for full-year 2026 revenue of $18.2 billion and adjusted EBITDA of $1.6 billion has provided a framework for investor assessment of growth sustainability.
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Head-to-Head Comparison
DY concentrates on communications and specialty contracting, offering focused exposure to telecom and emerging digital infrastructure demand. In contrast, MTZ maintains broader diversification across clean energy, pipeline, and power segments, which contributed to its larger reported backlog growth in recent quarters. Both companies operate in cyclical industries sensitive to capital expenditure trends and labor availability. Recent momentum has reflected backlog visibility more prominently for MTZ, while DY has drawn attention from repeated analyst target upgrades. Risk factors include project execution delays and input cost pressures for each, with sector sentiment influenced by data center and renewable energy spending. Market positioning favors MTZ for scale and segment breadth, whereas DY emphasizes specialized telecom expertise.
Tickeron AI Verdict
Based on observable factors such as backlog expansion, revenue trajectory, and relative stability in recent market activity, Tickeron’s AI models currently assign a modestly higher probabilistic preference to MTZ. The company’s record backlog and diversified project mix provide measurable support for sustained positioning compared with DY’s more concentrated focus ahead of its earnings release. This assessment remains probabilistic and subject to updates with new data on project awards or sector spending patterns.
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 Hold and MTZ is a Buy.
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 undervalued. 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 whileMTZ’s FA Score has 0 green FA rating(s).
- DY’s FA Score: 0 green, 5 red.
- MTZ’s FA Score: 0 green, 5 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 MTZ’s TA Score has 4 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 4 bearish.
- MTZ’s TA Score: 4 bullish, 4 bearish.
Price Growth
DY (@Engineering & Construction) experienced а -4.04% price change this week, while MTZ (@Engineering & Construction) price change was -7.51% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -1.76%. For the same industry, the average monthly price growth was -11.61%, and the average quarterly price growth was -7.07%.
Reported Earning Dates
DY is expected to report earnings on Nov 24, 2026.
MTZ is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Engineering & Construction (-1.76% 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.
| DY | MTZ | DY / MTZ | |
| Capitalization | 8.91B | 18.7B | 48% |
| EBITDA | 807M | 1.31B | 61% |
| Gain YTD | -12.530 | 6.859 | -183% |
| P/E Ratio | 26.99 | 36.99 | 73% |
| Revenue | 6.25B | 16.1B | 39% |
| Total Cash | 539M | 316M | 171% |
| Total Debt | 3B | 3.24B | 93% |
DY | MTZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 51 | 68 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 50 | 61 | |
SMR RATING 1..100 | 45 | 55 | |
PRICE GROWTH RATING 1..100 | 65 | 64 | |
P/E GROWTH RATING 1..100 | 46 | 82 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
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 (70) in the Engineering And Construction industry is in the same range as MTZ (79). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
DY's Profit vs Risk Rating (50) in the Engineering And Construction industry is in the same range as MTZ (61). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
DY's SMR Rating (45) in the Engineering And Construction industry is in the same range as MTZ (55). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
MTZ's Price Growth Rating (64) in the Engineering And Construction industry is in the same range as DY (65). This means that MTZ’s stock grew similarly to DY’s over the last 12 months.
DY's P/E Growth Rating (46) in the Engineering And Construction industry is somewhat better than the same rating for MTZ (82). This means that DY’s stock grew somewhat faster than MTZ’s over the last 12 months.
| DY | MTZ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 90% | 2 days ago 82% |
| Stochastic ODDS (%) | 3 days ago 75% | 2 days ago 82% |
| Momentum ODDS (%) | 3 days ago 59% | 2 days ago 70% |
| MACD ODDS (%) | 3 days ago 76% | 2 days ago 71% |
| TrendWeek ODDS (%) | 3 days ago 67% | 2 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 59% | 2 days ago 71% |
| Advances ODDS (%) | 24 days ago 81% | 9 days ago 79% |
| Declines ODDS (%) | 4 days ago 63% | 2 days ago 75% |
| BollingerBands ODDS (%) | 3 days ago 83% | 4 days ago 76% |
| Aroon ODDS (%) | 3 days ago 50% | 2 days ago 63% |
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