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DY vs PWR
Which Stock Would AI Choose? Dycom Industries (DY) vs. Quanta Services (PWR) Stock Comparison
Key Takeaways
- DY specializes in telecommunications infrastructure with a $9.5 billion backlog, while PWR offers broader energy and utility services backed by a record $48.5 billion backlog.
- Recent market activity shows PWR up 83% YTD and 139% over one year, outpacing DY's 35% YTD and 150% one-year gains, both far exceeding the S&P 500.
- Both stocks benefit from data center and infrastructure demand, with PWR reporting Q1 2026 revenue of $7.87 billion (up 26%) and DY posting fiscal Q4 2026 revenue growth of 34%.
- PWR trades at a higher P/E ratio (106) versus DY (48), reflecting its larger scale (market cap $116B vs. $13.7B).
- Analyst sentiment remains positive for both, driven by fiber deployment, grid modernization, and AI-related catalysts in recent weeks.
Introduction
In the booming infrastructure sector, DY (Dycom Industries) and PWR (Quanta Services) stand out as key players serving telecommunications, utilities, and energy needs. This stock comparison analyzes their business models, recent performance, and market positioning amid surging demand for data centers, fiber optics, and grid upgrades. Traders seeking momentum in high-growth industrials or investors eyeing long-term infrastructure trends will find value in understanding their relative strengths, backlog visibility, and sensitivity to economic shifts.
DY Overview and Recent Performance
Dycom Industries (DY) provides specialty contracting services for telecommunications, broadband, and utility infrastructure across the U.S. In recent fiscal quarters, the company reported record results, including Q4 fiscal 2026 contract revenues of $1.46 billion, up 34% year-over-year, with organic growth of 16.6%. Full-year revenues reached $5.55 billion, up 18%, supported by acquisitions like Power Solutions, which bolsters data center capabilities.
Stock performance has been strong, with shares gaining 35% YTD and 150% over the past year, outperforming the S&P 500's 6% and 28% respectively. Recent weeks saw momentum from Vanguard's 5% stake disclosure and sector rallies, pushing shares toward $457. A $9.5 billion backlog provides revenue visibility, fueled by fiber-to-the-home (FTTH) deployments and hyperscaler projects. Sentiment has improved on earnings beats and guidance for fiscal 2027 revenues of $6.85–$7.15 billion, though higher P/E (48) reflects growth expectations amid supply chain pressures.
PWR Overview and Recent Performance
Quanta Services (PWR) delivers engineering, procurement, and construction services for electric power, renewable energy, and communications infrastructure. Q1 2026 results highlighted revenues of $7.87 billion, a 26% increase year-over-year, with adjusted EBITDA of $686 million. The company raised full-year guidance, citing robust utility and data center demand.
Shares have surged 83% YTD and 139% over one year, significantly beating the S&P 500, with recent trading around $772 and a market cap exceeding $115 billion. A record $48.5 billion backlog, including $26.2 billion in remaining performance obligations (RPO), underscores multi-year visibility from grid modernization and renewables. Performance in recent market activity reflects AI-driven power needs and acquisitions enhancing mechanical services, though elevated P/E (106) signals premium valuation amid labor and material cost risks.
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Head-to-Head Comparison
Both DY and PWR thrive in infrastructure but differ in scope: DY focuses on telecom (FTTH, wireless), while PWR diversifies across electric power, renewables, and pipeline, reducing sector-specific risks. Growth drivers include shared data center exposure, but PWR's larger scale yields higher absolute revenues ($30B TTM vs. $5.5B).
Recent momentum favors PWR with superior YTD gains, though DY edges one-year returns. Backlogs highlight contrasts—$9.5B for DY (strong near-term telecom) vs. $48.5B for PWR (longer utility cycles). Risks include commodity costs and labor for both, with PWR facing higher execution complexity on mega-projects. Market sentiment tilts toward PWR for electrification trends, while DY appeals for telecom purity.
Tickeron AI Verdict
Tickeron’s AI currently favors PWR due to its unmatched backlog scale, broader diversification, and stronger recent momentum amid utility and data center catalysts. With raised guidance and consistent earnings beats, PWR shows superior trend consistency and relative positioning, though DY remains compelling for telecom-focused stability.
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 PWR 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 whilePWR’s FA Score has 3 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- PWR’s FA Score: 3 green, 2 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 PWR’s TA Score has 4 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 5 bearish.
- PWR’s TA Score: 4 bullish, 4 bearish.
Price Growth
DY (@Engineering & Construction) experienced а +2.12% price change this week, while PWR (@Engineering & Construction) price change was +3.35% 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.
PWR 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 | PWR | DY / PWR | |
| Capitalization | 13.1B | 116B | 11% |
| EBITDA | 704M | 2.71B | 26% |
| Gain YTD | 29.438 | 82.520 | 36% |
| P/E Ratio | 45.75 | 105.62 | 43% |
| Revenue | 5.55B | 30.1B | 18% |
| Total Cash | 709M | 365M | 194% |
| Total Debt | 2.99B | 6.32B | 47% |
DY | PWR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 3 | |
SMR RATING 1..100 | 48 | 61 | |
PRICE GROWTH RATING 1..100 | 39 | 4 | |
P/E GROWTH RATING 1..100 | 10 | 10 | |
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 PWR (93). This means that DY’s stock grew similarly to PWR’s over the last 12 months.
PWR's Profit vs Risk Rating (3) in the Engineering And Construction industry is in the same range as DY (10). This means that PWR’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 PWR (61). This means that DY’s stock grew similarly to PWR’s over the last 12 months.
PWR's Price Growth Rating (4) in the Engineering And Construction industry is somewhat better than the same rating for DY (39). This means that PWR’s stock grew somewhat faster than DY’s over the last 12 months.
PWR's P/E Growth Rating (10) in the Engineering And Construction industry is in the same range as DY (10). This means that PWR’s stock grew similarly to DY’s over the last 12 months.
| DY | PWR | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 75% | 3 days ago 60% |
| Stochastic ODDS (%) | 3 days ago 66% | 7 days ago 59% |
| Momentum ODDS (%) | 3 days ago 80% | 7 days ago 81% |
| MACD ODDS (%) | 3 days ago 78% | 7 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 76% |
| TrendMonth ODDS (%) | 3 days ago 71% | 3 days ago 77% |
| Advances ODDS (%) | 4 days ago 80% | 4 days ago 74% |
| Declines ODDS (%) | 19 days ago 64% | 10 days ago 59% |
| BollingerBands ODDS (%) | 3 days ago 69% | 3 days ago 58% |
| Aroon ODDS (%) | 3 days ago 70% | 3 days ago 76% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CPNS | 27.95 | 0.02 | +0.07% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
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| iShares iBonds Dec 2028 Term Treasury ETF | |||
| FEIG | 40.49 | -0.27 | -0.67% |
| FlexShares ESG&Clmt Invm Grd Corp Cr Idx | |||
| TACK | 30.82 | -0.35 | -1.11% |
| Fairlead Tactical Sector | |||
| QIDX | 11.17 | -0.14 | -1.20% |
| Indexperts Quality Earnings Focused 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.
PWR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PWR has been closely correlated with MYRG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWR jumps, then MYRG could also see price increases.
| Ticker / NAME | Correlation To PWR | 1D Price Change % | ||
|---|---|---|---|---|
| PWR | 100% | -1.29% | ||
| MYRG - PWR | 79% Closely correlated | -1.19% | ||
| MTZ - PWR | 79% Closely correlated | -4.57% | ||
| FIX - PWR | 76% Closely correlated | -2.39% | ||
| IESC - PWR | 67% Closely correlated | -2.15% | ||
| EME - PWR | 66% Loosely correlated | -1.82% | ||
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