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DY vs PWR
Which Stock Would AI Choose? Dycom Industries (DY) vs. Quanta Services (PWR) Stock Comparison
Key Takeaways
- Different ends of the same theme: Both companies benefit from infrastructure spending, but DY leans toward telecom and fiber, while PWR skews toward electric power and grid modernization.
- Diverging momentum: PWR has outperformed with a strong year-to-date advance, while DY has pulled back sharply from its 52-week high despite record results.
- Scale gap: Quanta Services is roughly an order of magnitude larger by revenue and market capitalization than Dycom Industries.
- Backlogs are robust at both: Each company reported record-level contracted work, signaling sustained multi-year demand visibility.
- Valuation contrasts: PWR trades at a premium multiple relative to DY, reflecting different growth expectations and risk profiles.
Introduction
Investors focused on the build-out of American digital and energy infrastructure frequently encounter two specialized contractors: DY (Dycom Industries) and PWR (Quanta Services). Although both companies serve adjacent end markets, their business mixes, size, and recent stock behavior have diverged meaningfully. This stock comparison examines their relative performance, growth drivers, and market positioning to help traders and long-term investors assess which name currently offers the more compelling risk-reward profile. Understanding the contrast between a telecom-and-fiber specialist and a diversified power-infrastructure leader is especially useful for those building exposure to secular themes such as data center demand, fiber-to-the-home expansion, and electric grid modernization.
DY Overview and Recent Performance
Dycom Industries is a leading specialty contractor serving telecommunications infrastructure and utility markets across the United States. Its core work includes aerial and underground construction, fiber placement and splicing, maintenance, and engineering for telecom providers, alongside a growing Building Systems segment that supplies electrical and structured-cabling services for data centers and other critical facilities. The company has expanded through acquisitions, including Power Solutions in late 2025 and National Technology Integrators.
In recent weeks, DY has delivered strong fundamental results while its share price has weakened. The company reported record quarterly revenue with double-digit year-over-year growth, rising adjusted earnings per share (EPS), and a backlog that climbed sharply. Management also raised its full-year revenue outlook, citing strength in fiber-to-the-home, long-haul and middle-mile fiber, and data center work. Despite this, sentiment cooled as investors weighed the deferral of certain wireless equipment revenue, near-term margin pressure from workforce investments, and forward guidance that came in below some analyst expectations. The result has been a notable pullback in the stock from earlier highs, even as operational momentum remains intact.
PWR Overview and Recent Performance
Quanta Services is the largest specialty contractor in North America focused on energy and communications infrastructure. Its operations span high-voltage electric transmission and distribution, power generation and energy storage, renewable interconnection, pipeline, and load center (data center) work, supported by a large craft-skilled workforce and a solutions-based operating model. Quanta has grown both organically and through a steady cadence of acquisitions.
Recent market activity has favored PWR, which has posted a substantial year-to-date gain and outperformed the broader market. The company reported strong revenue growth, sharply higher net income, and expanded operating margins, driven by demand across its electric segment. It also raised its full-year financial outlook and cited record backlog and remaining performance obligations. Analysts have responded with mostly bullish ratings and elevated price targets, though the stock's premium valuation—reflected in a high price-to-earnings ratio—has prompted some caution among observers. A recent upgrade from Bernstein, citing utility capital spending acceleration and AI-driven power demand, underscored continued institutional optimism.
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Head-to-Head Comparison
The most fundamental contrast between these two stocks is scale and scope. Quanta Services generates tens of billions in annual revenue and operates across electric power, generation, load centers, pipeline, and communications, giving it diversified exposure to grid modernization, renewables, and AI-driven power demand. Dycom Industries, while growing quickly, is smaller and more concentrated in telecom infrastructure, with fiber build-outs and data center services as its primary engines.
Growth profiles also differ. DY has posted explosive top-line growth, driven by fiber-to-the-home programs and acquisitions, but faces near-term margin questions and project-timing noise. PWR is growing at a strong but steadier clip, with improving margins and a deep, multi-year backlog. On momentum, PWR has clearly led in recent months, while DY has experienced a correction despite strong earnings. Risk factors vary accordingly: DY is more exposed to telecom customer capital cycles and wireless timing, whereas PWR contends with weather, permitting, and supply-chain variables across a much larger project base. Valuation is another clear divide, with PWR carrying a richer multiple that prices in higher expectations.
Tickeron AI Verdict
Based on observable trend consistency, momentum, and relative positioning, Tickeron's AI would likely favor PWR at present. The stock's sustained uptrend, record backlog, margin expansion, and constructive analyst revisions point to stronger near-term momentum and clearer catalysts. While DY offers compelling fundamental growth and a more moderate valuation, its recent price weakness, softer forward guidance, and margin-related uncertainties suggest less favorable trend alignment in the short run. This assessment is probabilistic and reflects current market conditions rather than a definitive forecast; both names retain credible long-term infrastructure narratives, and a shift in catalysts or sentiment could narrow the gap.
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 PWR is a Hold.
Momentum Indicator for DY turns negative, indicating new downward trend
DY saw its Momentum Indicator move below the 0 level on October 14, 2026. This is an indication that the stock could be shifting in to a new downward move. Traders may want to consider selling the stock or exploring put options. Tickeron's A.I.dvisor looked at 84 similar instances where the indicator turned negative. In 58 of the 84 cases, the stock moved further down in the following days. The odds of a decline are at 69%.
Technical Analysis (Indicators)
Bearish Trend Analysis
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 October 16, 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.
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for DY'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 shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
The Moving Average Convergence Divergence (MACD) for DY just turned positive on September 14, 2026. Looking at past instances where DY's MACD turned positive, the stock continued to rise in 36 of 48 cases over the following month. The odds of a continued upward trend are 75%.
Following a +6.09% 3-day Advance, the price is estimated to grow further. Considering data from situations where DY advanced for three days, in 266 of 329 cases, the price rose further within the following month. The odds of a continued upward trend are 81%.
Fundamental Analysis (Ratings)
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 60 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock slightly better than average.
The Tickeron Valuation Rating of 70 (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 (3.899) is normal, around the industry mean (16.441). P/E Ratio (24.364) is within average values for comparable stocks, (203.442). Projected Growth (PEG Ratio) (0.250) is also within normal values, averaging (3.522). Dividend Yield (0.000) settles around the average of (0.007) among similar stocks. P/S Ratio (1.252) is also within normal values, averaging (2.926).
The Tickeron PE Growth Rating for this company is 71 (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.
The Tickeron Price Growth Rating for this company is 80 (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.
PWR in downward trend: price dove below 50-day moving average on October 15, 2026
PWR moved below its 50-day moving average on October 15, 2026 date and that indicates a change from an upward trend to a downward trend. In 22 of 33 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 67%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for PWR moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 40 similar instances where the indicator moved out of overbought territory. In 23 of the 40 cases, the stock moved lower in the following days. This puts the odds of a move lower at 57%.
The Momentum Indicator moved below the 0 level on October 15, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on PWR as a result. In 51 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 64%.
The Moving Average Convergence Divergence Histogram (MACD) for PWR turned negative on October 15, 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 50 similar instances when the indicator turned negative. In 25 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 50%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PWR 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 60%.
PWR broke above its upper Bollinger Band on October 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
The 10-day moving average for PWR crossed bullishly above the 50-day moving average on October 01, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 13 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 90%.
Following a +6.36% 3-day Advance, the price is estimated to grow further. Considering data from situations where PWR advanced for three days, in 257 of 348 cases, the price rose further within the following month. The odds of a continued upward trend are 74%.
The Aroon Indicator entered an Uptrend today. In 276 of 362 cases where PWR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 76%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 16 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 27 (best 1 - 100 worst), pointing to outstanding 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.
The Tickeron Price Growth Rating for this company is 28 (best 1 - 100 worst), indicating outstanding price growth. PWR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 56 (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 85 (best 1 - 100 worst) indicates that the company is significantly overvalued 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 Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly 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 (10.050) is normal, around the industry mean (16.441). P/E Ratio (73.725) is within average values for comparable stocks, (203.442). Projected Growth (PEG Ratio) (1.443) is also within normal values, averaging (3.522). Dividend Yield (0.001) settles around the average of (0.007) among similar stocks. P/S Ratio (2.860) is also within normal values, averaging (2.926).
DY | PWR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 83 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 60 | 16 | |
SMR RATING 1..100 | 48 | 56 | |
PRICE GROWTH RATING 1..100 | 80 | 28 | |
P/E GROWTH RATING 1..100 | 71 | 27 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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 PWR (86). This means that DY’s stock grew similarly to PWR’s over the last 12 months.
PWR's Profit vs Risk Rating (16) in the Engineering And Construction industry is somewhat better than the same rating for DY (60). This means that PWR’s stock grew somewhat faster than 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 (56). This means that DY’s stock grew similarly to PWR’s over the last 12 months.
PWR's Price Growth Rating (28) in the Engineering And Construction industry is somewhat better than the same rating for DY (80). This means that PWR’s stock grew somewhat faster than DY’s over the last 12 months.
PWR's P/E Growth Rating (27) in the Engineering And Construction industry is somewhat better than the same rating for DY (71). This means that PWR’s stock grew somewhat faster than DY’s over the last 12 months.
| DY | PWR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 85% | 1 day ago 57% |
| Stochastic ODDS (%) | 1 day ago 82% | 1 day ago 80% |
| Momentum ODDS (%) | 1 day ago 69% | 1 day ago 64% |
| MACD ODDS (%) | 3 days ago 75% | 1 day ago 50% |
| TrendWeek ODDS (%) | 1 day ago 69% | 1 day ago 62% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 77% |
| Advances ODDS (%) | 11 days ago 81% | 11 days ago 74% |
| Declines ODDS (%) | 1 day ago 66% | 1 day ago 60% |
| BollingerBands ODDS (%) | N/A | 1 day ago 52% |
| Aroon ODDS (%) | 1 day ago 55% | 1 day 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 PWR’s FA Score has 3 green FA rating(s).
- DY’s FA Score: 0 green, 5 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 3 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 3 bearish.
- PWR’s TA Score: 3 bullish, 7 bearish.
Price Growth
DY (@Engineering & Construction) experienced а -5.80% price change this week, while PWR (@Engineering & Construction) price change was -10.49% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -9.16%. For the same industry, the average monthly price growth was -9.26%, and the average quarterly price growth was -22.50%.
Reported Earning Dates
DY is expected to report earnings on Nov 24, 2026.
PWR is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Engineering & Construction (-9.16% 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 63% 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 FIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWR jumps, then FIX could also see price increases.