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DY or EME or PWR
Which Stock Would AI Choose? Dycom Industries (DY) vs. EMCOR Group (EME) vs. Quanta Services (PWR) Stock Comparison
Key Takeaways
- DY, EME, and PWR operate in the infrastructure sector, benefiting from data center builds, grid modernization, and telecom expansions in recent market activity.
- PWR leads with 83% YTD returns and a record $48.5B backlog, driven by strong Q1 revenue growth of 26%.
- EME shows 53% YTD gains, supported by electrical and mechanical services demand, with robust profitability metrics.
- DY delivers 35% YTD performance amid telecom fiber surges and Vanguard's stake disclosure, with 34% quarterly revenue growth.
- All three exhibit elevated valuations—PWR at 104x trailing P/E, DY at 45x, EME at 31x—reflecting growth premiums but sensitivity to execution risks.
- Sector catalysts include AI-driven power needs and federal funding, though labor shortages and project delays pose shared risks.
Introduction
In the surging infrastructure sector, Dycom Industries (DY), EMCOR Group (EME), and Quanta Services (PWR) stand out for their roles in telecom, electrical/mechanical construction, and broad energy infrastructure. These stocks have drawn trader interest amid data center expansions, grid upgrades, and broadband initiatives fueled by federal spending. Investors eyeing relative performance in cyclical industrials, particularly those with exposure to electrification and digital buildouts, will find this comparison valuable for assessing momentum, valuations, and positioning in recent market activity.
DY Overview and Recent Performance
Dycom Industries (DY) specializes in specialty contracting for telecommunications, broadband, and utility infrastructure, serving major telecom providers with engineering, construction, and maintenance services across the U.S. In recent weeks, the stock has rallied sharply, hitting all-time highs near $457 amid a 35% YTD gain and 150% one-year return, outpacing the S&P 500. Key drivers include robust quarterly revenue growth of 34%, fueled by fiber network deployments and data center connectivity demand. Sentiment has strengthened following Vanguard's disclosure of a 5% stake and positive sector momentum, though elevated beta (1.46) reflects volatility tied to project backlogs and telecom capex cycles. Market cap stands at $13B, with trailing P/E around 45x.
EME Overview and Recent Performance
EMCOR Group (EME) delivers electrical and mechanical construction, plus facilities services, targeting commercial, industrial, and data center projects in the U.S. and U.K. Recent market activity has propelled shares to 53% YTD and 114% annual gains, with prices around $933. Strong Q1 results showcased revenue approaching $18B TTM and adjusted EPS beats, bolstered by data center and manufacturing demand. Backlog growth and margin expansion (operating margins ~9%) have lifted sentiment, despite some services softness. Trading at a $40B market cap and 31x trailing P/E, EME balances growth with efficiency, though acquisition integration and labor costs influence near-term performance.
PWR Overview and Recent Performance
Quanta Services (PWR) provides comprehensive infrastructure solutions for electric power, renewables, pipelines, and communications, with a focus on transmission, substations, and large-scale projects. The stock has surged 83% YTD and 139% over one year to ~$772, leading peers on momentum. Q1 2026 delivered $7.9B revenue (26% YoY growth), adjusted EPS of $2.68 (beat estimates), and a record $48.5B backlog, signaling multi-year visibility from utility investments and AI power needs. At $114B market cap and 104x trailing P/E, PWR commands a premium, supported by raised FY26 guidance, though high EV/EBITDA (~44x) highlights execution risks in mega-projects.
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Head-to-Head Comparison
DY focuses on telecom/broadband (pure-play fiber), contrasting EME's electrical/mechanical services and PWR's diversified electric/renewables scope. Growth drivers diverge: DY rides BEAD funding and fiber for data centers; EME leverages manufacturing/data center interiors; PWR captures grid/transmission via mega-backlogs. Recent momentum favors PWR (83% YTD) over EME (53%) and DY (35%), with all far exceeding S&P benchmarks. Risks include labor shortages and capex delays across the board, but PWR's scale offers resilience at higher beta (1.24). Valuations reflect premiums—PWR's 104x P/E vs. EME's 31x and DY's 45x—making EME less sensitive to slowdowns, while DY/PWR trade on backlog conversions. Sentiment tilts bullish on electrification, with trade-offs in specialization (DY) vs. breadth (PWR).
Tickeron AI Verdict
Tickeron’s AI currently favors PWR for its unmatched backlog visibility, trend consistency in power infrastructure, and superior relative positioning amid AI/energy catalysts. With raised guidance and 26% revenue momentum, PWR shows probabilistic edge over DY's telecom focus and EME's services balance, though at stretched valuations—positioning suggests 60-70% likelihood of outperformance in coming quarters barring delays.
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.
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 whileEME’s FA Score has 3 green FA rating(s), and PWR’s FA Score reflects 3 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- EME’s FA Score: 3 green, 2 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 3 TA indicator(s) are bullish while EME’s TA Score has 2 bullish TA indicator(s), and PWR’s TA Score reflects 2 bullish TA indicator(s).
- DY’s TA Score: 3 bullish, 6 bearish.
- EME’s TA Score: 2 bullish, 5 bearish.
- PWR’s TA Score: 2 bullish, 6 bearish.
Price Growth
DY (@Engineering & Construction) experienced а -2.62% price change this week, while EME (@Engineering & Construction) price change was -5.83% , and PWR (@Engineering & Construction) price fluctuated -7.47% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -3.40%. For the same industry, the average monthly price growth was +1.69%, and the average quarterly price growth was +23.59%.
Reported Earning Dates
DY is expected to report earnings on May 27, 2026.
EME is expected to report earnings on Jul 23, 2026.
PWR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Engineering & Construction (-3.40% 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 | EME | PWR | |
| Capitalization | 12.4B | 38B | 107B |
| EBITDA | 704M | 2.02B | 2.71B |
| Gain YTD | 22.329 | 39.802 | 69.278 |
| P/E Ratio | 43.24 | 28.70 | 97.96 |
| Revenue | 5.55B | 17.7B | 30.1B |
| Total Cash | 709M | 916M | 365M |
| Total Debt | 2.99B | 510M | 6.32B |
DY | EME | PWR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 83 | 84 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 76 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 6 | 3 | |
SMR RATING 1..100 | 48 | 23 | 61 | |
PRICE GROWTH RATING 1..100 | 39 | 39 | 4 | |
P/E GROWTH RATING 1..100 | 12 | 18 | 12 | |
SEASONALITY SCORE 1..100 | 85 | 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.
EME's Valuation (76) in the Engineering And Construction industry is in the same range as DY (83) and is in the same range as PWR (92). This means that EME's stock grew similarly to DY’s and 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 EME (6) and is in the same range as DY (11). This means that PWR's stock grew similarly to EME’s and similarly to DY’s over the last 12 months.
EME's SMR Rating (23) in the Engineering And Construction industry is in the same range as DY (48) and is somewhat better than the same rating for PWR (61). This means that EME's stock grew similarly to DY’s and somewhat faster than 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 EME (39) and is somewhat better than the same rating for DY (39). This means that PWR's stock grew somewhat faster than EME’s and somewhat faster than DY’s over the last 12 months.
PWR's P/E Growth Rating (12) in the Engineering And Construction industry is in the same range as DY (12) and is in the same range as EME (18). This means that PWR's stock grew similarly to DY’s and similarly to EME’s over the last 12 months.
| DY | EME | PWR | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 82% | 2 days ago 67% | 2 days ago 55% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 50% | 2 days ago 49% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 51% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 73% | 2 days ago 47% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 55% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 71% | 2 days ago 77% |
| Advances ODDS (%) | 6 days ago 80% | 14 days ago 70% | 6 days ago 74% |
| Declines ODDS (%) | 2 days ago 64% | 2 days ago 46% | 2 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 75% | N/A | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 72% | 2 days ago 76% |
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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 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.
EME and
Correlation & Price change
A.I.dvisor indicates that over the last year, EME has been closely correlated with FIX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if EME jumps, then FIX could also see price increases.
| Ticker / NAME | Correlation To EME | 1D Price Change % | ||
|---|---|---|---|---|
| EME | 100% | -2.60% | ||
| FIX - EME | 79% Closely correlated | -1.56% | ||
| MTZ - EME | 70% Closely correlated | -0.15% | ||
| MYRG - EME | 69% Closely correlated | -2.07% | ||
| IESC - EME | 67% Closely correlated | -2.27% | ||
| PWR - EME | 66% Loosely correlated | -1.23% | ||
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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% | -1.23% | ||
| MYRG - PWR | 79% Closely correlated | -2.07% | ||
| MTZ - PWR | 79% Closely correlated | -0.15% | ||
| FIX - PWR | 75% Closely correlated | -1.56% | ||
| IESC - PWR | 67% Closely correlated | -2.27% | ||
| EME - PWR | 66% Loosely correlated | -2.60% | ||
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