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DY vs MTZ
Which Stock Would AI Choose? Dycom Industries, Inc. (DY) vs. MasTec, Inc. (MTZ) Stock Comparison
Key Takeaways
- Dycom Industries, Inc. (DY) and MasTec, Inc. (MTZ) both operate in the specialty contracting and infrastructure services sector, focusing on telecommunications, utilities, and related digital infrastructure projects.
- MTZ has delivered stronger year-to-date (YTD) performance compared to DY, with notable outperformance relative to broader construction peers amid robust revenue growth and raised guidance.
- Recent market activity shows DY trading near elevated levels ahead of its fiscal 2027 first-quarter earnings release, while MTZ benefited from first-quarter results and an investor day event highlighting backlog expansion.
- Both companies exhibit sensitivity to infrastructure spending trends, with MTZ maintaining a larger market capitalization and broader segment exposure.
- Sector tailwinds from telecommunications and utility modernization continue to support sentiment, though relative momentum has favored MTZ in recent weeks.
- Volatility remains a factor for both stocks given their cyclical exposure and dependence on project timing and contract awards.
Introduction
Dycom Industries, Inc. (DY) and MasTec, Inc. (MTZ) represent two prominent players in the U.S. specialty contracting space, serving overlapping end markets in telecommunications infrastructure, utilities, and digital connectivity. This comparison examines their business models, recent price behavior, and positioning amid evolving infrastructure demand. Institutional investors, active traders, and sector-focused portfolios seeking exposure to engineering and construction names may find the relative performance and risk profiles informative for assessing allocation decisions in the current market environment.
DY Overview and Recent Performance
Dycom Industries, Inc. (DY) provides specialty contracting services primarily to the telecommunications and utility industries across the United States. The company focuses on engineering, construction, and maintenance of infrastructure supporting broadband expansion and power delivery. In recent market activity, DY shares have traded at elevated levels, reflecting broader sector interest in digital infrastructure projects. Sentiment has been influenced by anticipation surrounding the company’s fiscal 2027 first-quarter earnings release scheduled for late May 2026, with investors monitoring backlog trends and project execution. Price behavior in recent weeks has shown resilience near all-time highs, supported by ongoing demand for telecommunications upgrades, though the stock has experienced typical volatility tied to earnings cycles and macroeconomic factors affecting capital spending.
MTZ Overview and Recent Performance
MasTec, Inc. (MTZ) operates as a diversified infrastructure construction company with segments spanning communications, oil and gas, electrical transmission, and other specialty services. It delivers end-to-end solutions for energy and communications networks primarily in North America. Recent performance has been characterized by strong momentum following first-quarter 2026 results that highlighted record revenue and an expanded backlog, prompting upward revisions to full-year guidance. An investor day event in mid-May 2026 provided additional visibility into growth initiatives. MTZ shares have reflected this positive backdrop with notable year-to-date gains that outpaced many construction peers, though recent sessions showed some consolidation amid broader market movements. Sentiment remains supported by infrastructure spending trends, with price action demonstrating both upside capture and periodic profit-taking.
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Head-to-Head Comparison
In terms of business model, DY maintains a more concentrated focus on telecommunications and utility contracting, while MTZ operates across a wider array of segments including energy infrastructure, providing greater diversification but also broader exposure to commodity-linked cycles. Growth drivers for both center on telecommunications modernization and grid upgrades, yet MTZ has recently translated these into stronger reported revenue expansion and backlog growth. Recent momentum has favored MTZ on a relative basis, with larger YTD advances compared to DY, though both have participated in the sector rally. Risk factors include project execution delays and dependence on public and private capital expenditure budgets; DY may exhibit higher sensitivity to telecom-specific spending patterns. Market sentiment appears constructive for the pair overall, with MTZ benefiting from clearer near-term catalysts such as guidance increases, while DY awaits earnings clarification. Trade-offs involve MTZ’s larger scale versus DY’s potentially more focused operational leverage in core markets.
Tickeron AI Verdict
Based on observable factors including trend consistency, recent earnings momentum, backlog visibility, and relative positioning within the infrastructure sector, Tickeron’s AI would currently assign a higher probabilistic preference to MTZ. The company’s demonstrated revenue growth, raised guidance, and investor engagement events provide a clearer near-term catalyst profile compared to DY’s pre-earnings positioning. This assessment reflects probabilistic weighting of available data rather than a definitive ranking, and market conditions can shift rapidly.
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 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 1 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- MTZ’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 3 TA indicator(s) are bullish while MTZ’s TA Score has 5 bullish TA indicator(s).
- DY’s TA Score: 3 bullish, 5 bearish.
- MTZ’s TA Score: 5 bullish, 5 bearish.
Price Growth
DY (@Engineering & Construction) experienced а -1.70% price change this week, while MTZ (@Engineering & Construction) price change was +5.90% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was +1.33%. For the same industry, the average monthly price growth was +5.52%, and the average quarterly price growth was +30.09%.
Reported Earning Dates
DY is expected to report earnings on Aug 26, 2026.
MTZ is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Engineering & Construction (+1.33% 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 | 13.7B | 30B | 46% |
| EBITDA | 807M | 1.22B | 66% |
| Gain YTD | 35.144 | 74.661 | 47% |
| P/E Ratio | 43.62 | 66.49 | 66% |
| Revenue | 6.25B | 15.3B | 41% |
| Total Cash | 539M | 274M | 197% |
| Total Debt | 3B | 3.02B | 99% |
DY | MTZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 8 | 16 | |
SMR RATING 1..100 | 46 | 60 | |
PRICE GROWTH RATING 1..100 | 39 | 38 | |
P/E GROWTH RATING 1..100 | 21 | 44 | |
SEASONALITY SCORE 1..100 | 50 | 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 (79) in the Engineering And Construction industry is in the same range as MTZ (85). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
DY's Profit vs Risk Rating (8) in the Engineering And Construction industry is in the same range as MTZ (16). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
DY's SMR Rating (46) in the Engineering And Construction industry is in the same range as MTZ (60). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
MTZ's Price Growth Rating (38) in the Engineering And Construction industry is in the same range as DY (39). This means that MTZ’s stock grew similarly to DY’s over the last 12 months.
DY's P/E Growth Rating (21) in the Engineering And Construction industry is in the same range as MTZ (44). This means that DY’s stock grew similarly to MTZ’s over the last 12 months.
| DY | MTZ | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 68% | 3 days ago 71% |
| Stochastic ODDS (%) | 3 days ago 84% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 59% | 3 days ago 78% |
| MACD ODDS (%) | 3 days ago 69% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 77% |
| TrendMonth ODDS (%) | 3 days ago 72% | 3 days ago 72% |
| Advances ODDS (%) | 5 days ago 81% | 3 days ago 78% |
| Declines ODDS (%) | 3 days ago 63% | 11 days ago 75% |
| BollingerBands ODDS (%) | 3 days ago 72% | 3 days ago 86% |
| Aroon ODDS (%) | 3 days ago 67% | 3 days ago 61% |
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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 60% 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.