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DY vs STRL
Which Stock Would AI Choose? Dycom Industries, Inc. (DY) vs. Sterling Infrastructure, Inc. (STRL) Stock Comparison
Key Takeaways
- Dycom Industries, Inc. (DY) specializes in specialty contracting for telecommunications and utility infrastructure, showing solid long-term returns with YTD performance around 18% amid upcoming earnings.
- Sterling Infrastructure, Inc. (STRL) delivers diversified infrastructure solutions including e-infrastructure and data center projects, reporting record quarterly results and raising full-year guidance.
- Both stocks operate in the engineering and construction sector, benefiting from infrastructure demand, yet differ in end-market exposure with STRL highlighting stronger recent growth momentum.
- Recent market activity reflects broader sector trends, with DY preparing for fiscal second-quarter results and STRL expanding credit facilities to support expansion.
- Relative performance indicates STRL has delivered higher year-to-date gains compared to DY, influenced by data center tailwinds versus telecom-focused drivers.
- Market sentiment remains constructive for both amid ongoing infrastructure spending, though valuation and backlog visibility present key trade-offs for investors.
Introduction
This comparison examines DY and STRL, two companies in the engineering and construction industry focused on infrastructure services. Traders and investors seeking to understand relative positioning within the sector may find this analysis relevant, particularly those evaluating growth drivers, recent momentum, and sector exposure in the current market environment. The discussion draws on verifiable developments to highlight contrasts without favoring either security.
DY Overview and Recent Performance
Dycom Industries, Inc. provides specialty contracting services primarily to the digital infrastructure, telecommunications infrastructure, and utility industries across the United States. In recent market activity, the stock has maintained a measured performance trajectory, with year-to-date returns near 18% and one-year gains exceeding 55%. Recent developments include the expansion of its board of directors in early August 2026 and the scheduled release of fiscal 2027 second-quarter results later in the month. Sentiment has been shaped by steady demand in core end markets alongside pre-earnings caution typical of the sector.
STRL Overview and Recent Performance
Sterling Infrastructure, Inc. offers infrastructure solutions through segments including e-infrastructure, building solutions, and transportation. The company reported record second-quarter results and raised its full-year 2026 guidance, contributing to notable year-to-date appreciation around 79% in recent periods. Additional activity includes an extension and expansion of its credit facility to $1.5 billion and an acquisition to bolster capabilities. Performance has been supported by robust backlog and demand in high-growth areas such as data centers, influencing positive market sentiment in recent weeks.
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Head-to-Head Comparison
Both DY and STRL operate as infrastructure contractors but differ in business model focus: DY emphasizes telecommunications and utility contracting, while STRL maintains broader exposure across e-infrastructure and transportation. Growth drivers contrast with STRL benefiting from data center and artificial intelligence-related demand, versus DY tied more closely to telecom network expansion. Recent momentum has favored STRL following stronger quarterly beats and guidance raises, though DY offers established long-term returns. Risk factors include execution on large projects for both, with sector exposure overlapping in construction yet diverging in end-market cyclicality. Market sentiment reflects optimism for infrastructure spending overall, presenting trade-offs in valuation multiples and backlog visibility.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning, Tickeron’s AI would currently assign a higher probabilistic preference to STRL due to its record results, guidance increases, and alignment with data center growth. DY remains competitive through steady sector fundamentals and upcoming earnings clarity. This assessment relies on recent patterns rather than forward projections.
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 STRL is a StrongBuy.
| DY | STRL | DY / STRL | |
| Capitalization | 9.27B | 15.6B | 59% |
| EBITDA | 907M | 709M | 128% |
| Gain YTD | -9.006 | 66.881 | -13% |
| P/E Ratio | 28.08 | 36.82 | 76% |
| Revenue | 6.88B | 3.44B | 200% |
| Total Cash | 340M | 464M | 73% |
| Total Debt | 3.05B | 337M | 904% |
DY | STRL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 56 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 50 | 51 | |
SMR RATING 1..100 | 48 | 26 | |
PRICE GROWTH RATING 1..100 | 65 | 58 | |
P/E GROWTH RATING 1..100 | 45 | 33 | |
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 (71) in the Engineering And Construction industry is in the same range as STRL (84). This means that DY’s stock grew similarly to STRL’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 STRL (51). This means that DY’s stock grew similarly to STRL’s over the last 12 months.
STRL's SMR Rating (26) in the Engineering And Construction industry is in the same range as DY (48). This means that STRL’s stock grew similarly to DY’s over the last 12 months.
STRL's Price Growth Rating (58) in the Engineering And Construction industry is in the same range as DY (65). This means that STRL’s stock grew similarly to DY’s over the last 12 months.
STRL's P/E Growth Rating (33) in the Engineering And Construction industry is in the same range as DY (45). This means that STRL’s stock grew similarly to DY’s over the last 12 months.
| DY | STRL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 84% | 2 days ago 88% |
| Stochastic ODDS (%) | 2 days ago 86% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 62% | 2 days ago 83% |
| MACD ODDS (%) | 2 days ago 71% | 2 days ago 88% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 81% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 77% |
| Advances ODDS (%) | 2 days ago 81% | 5 days ago 82% |
| Declines ODDS (%) | 12 days ago 63% | 3 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 83% | N/A |
| Aroon ODDS (%) | 2 days ago 53% | 2 days ago 73% |
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 STRL’s FA Score has 2 green FA rating(s).
- DY’s FA Score: 0 green, 5 red.
- STRL’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 STRL’s TA Score has 4 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 5 bearish.
- STRL’s TA Score: 4 bullish, 3 bearish.
Price Growth
DY (@Engineering & Construction) experienced а +2.41% price change this week, while STRL (@Engineering & Construction) price change was +5.05% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -3.36%. For the same industry, the average monthly price growth was -12.22%, and the average quarterly price growth was -5.40%.
Reported Earning Dates
DY is expected to report earnings on Nov 24, 2026.
STRL is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Engineering & Construction (-3.36% 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 62% 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.
STRL and
Correlation & Price change
A.I.dvisor indicates that over the last year, STRL has been closely correlated with FIX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if STRL jumps, then FIX could also see price increases.
| Ticker / NAME | Correlation To STRL | 1D Price Change % | ||
|---|---|---|---|---|
| STRL | 100% | +5.40% | ||
| FIX - STRL | 73% Closely correlated | +6.29% | ||
| PWR - STRL | 68% Closely correlated | +5.15% | ||
| ECG - STRL | 66% Closely correlated | +3.64% | ||
| EME - STRL | 66% Loosely correlated | +4.32% | ||
| IESC - STRL | 65% Loosely correlated | +8.20% | ||
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