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DY vs MTZ
Which Stock Would AI Choose? Dycom Industries (DY) vs. MasTec (MTZ) Stock Comparison
Key Takeaways
- Both DY and MTZ have delivered exceptional recent performance, with YTD gains exceeding 30% for DY and over 90% for MTZ.
- MTZ boasts a larger market cap around $34B and record backlog of $20.3B, compared to DY's $13B cap and $9.5B backlog.
- Recent earnings beats drove surges: DY up 34% YoY revenue in Q4 FY26; MTZ up 34% in Q1 2026 with raised FY guidance.
- Infrastructure demand from telecom fiber, data centers, and clean energy fuels both, but MTZ shows stronger short-term momentum.
- Analyst targets suggest modest upside for both, with MTZ benefiting from diversification across energy and power delivery.
- Relative performance highlights MTZ's edge in growth trajectory amid broader sector tailwinds.
Introduction
This stock comparison examines DY (Dycom Industries) and MTZ (MasTec), two leaders in infrastructure contracting focused on telecommunications, utilities, and energy sectors. Both benefit from surging demand for fiber networks, data centers, and grid modernization driven by AI expansion and government broadband initiatives like BEAD. Traders seeking momentum plays and investors eyeing long-term infrastructure growth will find value in analyzing their recent performance, backlogs, and market positioning. In the current environment of elevated volatility and sector rotation, understanding relative strengths helps inform portfolio decisions on stock comparison and relative performance.
DY Overview and Recent Performance
Dycom Industries (DY) specializes in specialty contracting for telecommunications infrastructure, including engineering, aerial, underground, and wireless construction across the U.S. In recent market activity, DY shares have surged, posting YTD returns around 35% and over 140% in the past year, trading near 52-week highs above $450. Key influences include record Q4 FY26 results with revenue up 34.4% YoY to $1.46B and adjusted EPS of $2.03 beating estimates. Backlog hit $9.54B, up 23% YoY, with book-to-bill at 1.3x, signaling robust demand visibility. Acquisitions like Power Solutions enhance diversification into building systems, while fiber deployment and BEAD awards bolster sentiment. Trading volume has risen amid institutional buying, such as Vanguard's 5% stake, supporting upward price behavior despite broader market fluctuations.
MTZ Overview and Recent Performance
MasTec (MTZ) is an infrastructure engineering and construction firm serving communications, clean energy, power delivery, and pipeline sectors primarily in the U.S. and Canada. Recent weeks have seen explosive gains, with YTD returns over 100% and 200% annually, pushing shares above $430 amid high volume. Q1 2026 delivered record revenue of $3.83B, up 34% YoY, adjusted EPS $1.39 beating by 40%, and adjusted EBITDA up 73%. Backlog reached a record $20.3B, up 28% YoY, driven by clean energy and data center projects. Raised FY2026 guidance to $17.5B revenue and $8.79 adjusted EPS reflects confidence in multi-year tailwinds like AI infrastructure and renewables. Analyst upgrades and sector momentum have fueled positive sentiment shifts.
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Head-to-Head Comparison
DY and MTZ operate in overlapping telecom infrastructure but diverge in scope: DY emphasizes telecom-specific services like fiber and wireless, while MTZ diversifies into clean energy, power delivery, and pipelines for broader exposure. Growth drivers contrast with MTZ's larger scale ($15B+ TTM revenue vs. DY's $5.5B) and backlog fueling 20%+ FY growth, against DY's steady 15-20% organic expansion. Recent momentum favors MTZ with triple-digit YTD gains versus DY's solid 35%, though DY exhibits lower beta for stability. Risks include project delays and customer concentration for both, but MTZ faces higher debt from expansion. Market sentiment leans bullish on MTZ post-earnings, trading at premium multiples, while DY offers relative value in telecom purity.
Tickeron AI Verdict
Tickeron’s AI currently favors MTZ with higher probability for near-term outperformance, driven by superior momentum, record backlog growth, diversified catalysts in energy and data centers, and raised guidance amid infrastructure boom. DY provides stability and telecom focus with strong trends, but MTZ's scale and relative positioning offer a probabilistic edge based on observable factors like trend consistency and backlog conversion.
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 Disclaimers and Limitations.
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 Hold.
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 2 FA rating(s) are green whileMTZ’s FA Score has 2 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- MTZ’s FA Score: 2 green, 3 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 2 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 5 bearish.
- MTZ’s TA Score: 2 bullish, 6 bearish.
Price Growth
DY (@Engineering & Construction) experienced а +2.12% price change this week, while MTZ (@Engineering & Construction) price change was +0.15% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -2.94%. For the same industry, the average monthly price growth was +3.48%, and the average quarterly price growth was +20.60%.
Reported Earning Dates
DY is expected to report earnings on May 27, 2026.
MTZ is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Engineering & Construction (-2.94% 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 | 13.1B | 32.8B | 40% |
| EBITDA | 704M | 1.22B | 58% |
| Gain YTD | 29.438 | 90.873 | 32% |
| P/E Ratio | 45.75 | 72.66 | 63% |
| Revenue | 5.55B | 15.3B | 36% |
| Total Cash | 709M | 274M | 259% |
| Total Debt | 2.99B | 3.02B | 99% |
DY | MTZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 83 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 5 | |
SMR RATING 1..100 | 48 | 58 | |
PRICE GROWTH RATING 1..100 | 38 | 36 | |
P/E GROWTH RATING 1..100 | 10 | 25 | |
SEASONALITY SCORE 1..100 | 85 | 50 |
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 (83) in the Engineering And Construction industry is in the same range as MTZ (91). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
MTZ's Profit vs Risk Rating (5) in the Engineering And Construction industry is in the same range as DY (10). This means that MTZ’s stock grew similarly to DY’s over the last 12 months.
DY's SMR Rating (48) in the Engineering And Construction industry is in the same range as MTZ (58). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
MTZ's Price Growth Rating (36) in the Engineering And Construction industry is in the same range as DY (38). This means that MTZ’s stock grew similarly to DY’s over the last 12 months.
DY's P/E Growth Rating (10) in the Engineering And Construction industry is in the same range as MTZ (25). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
| DY | MTZ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 75% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 80% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 78% | 2 days ago 74% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 77% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 80% |
| Advances ODDS (%) | 3 days ago 80% | 3 days ago 78% |
| Declines ODDS (%) | 18 days ago 64% | 10 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 69% | 2 days ago 79% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 82% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BELT | 40.06 | N/A | N/A |
| iShares U.S. Select Equity Active ETF | |||
| DFEB | 50.08 | -0.13 | -0.26% |
| FT Vest US Equity Deep Bffr ETF Feb | |||
| TOPT | 33.96 | -0.46 | -1.34% |
| iShares Top 20 U.S. Stocks ETF | |||
| FEZ | 64.95 | -1.39 | -2.10% |
| State Street® SPDR® EURO STOXX 50® ETF | |||
| MRNY | 15.93 | -0.44 | -2.69% |
| YieldMax MRNA Option Income Strategy ETF | |||
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 65% 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.
MTZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, MTZ has been closely correlated with PWR. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTZ jumps, then PWR could also see price increases.
| Ticker / NAME | Correlation To MTZ | 1D Price Change % | ||
|---|---|---|---|---|
| MTZ | 100% | -4.57% | ||
| PWR - MTZ | 79% Closely correlated | -1.29% | ||
| MYRG - MTZ | 74% Closely correlated | -1.19% | ||
| FIX - MTZ | 73% Closely correlated | -2.39% | ||
| DY - MTZ | 68% Closely correlated | -3.02% | ||
| IESC - MTZ | 66% Loosely correlated | -2.15% | ||
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