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DY or FIX or STRL
Which Stock Would AI Choose? Dycom Industries, Inc. (DY) vs. Comfort Systems USA, Inc. (FIX) vs. Sterling Infrastructure, Inc. (STRL) Stock Comparison
Key Takeaways
- Dycom Industries, Inc. (DY), Comfort Systems USA, Inc. (FIX), and Sterling Infrastructure, Inc. (STRL) all operate in the infrastructure and construction sectors, with exposure to telecommunications, mechanical/electrical services, and broader civil works.
- In recent market activity, FIX and STRL have delivered substantially stronger year-to-date returns compared with DY, reflecting differences in backlog growth and earnings momentum.
- STRL reported record first-quarter 2026 results in early May with significant revenue and earnings beats, followed by raised full-year guidance.
- FIX posted robust first-quarter results in April, highlighted by backlog expansion and multiple analyst upgrades amid data-center demand.
- DY maintains steady positioning in telecommunications infrastructure, with its next earnings release scheduled for late May 2026.
- Relative performance across the three stocks underscores trade-offs between scale, growth velocity, and sector-specific catalysts in the current environment.
Introduction
Infrastructure-related equities have attracted attention amid ongoing investments in telecommunications networks, data centers, and industrial facilities. Dycom Industries, Inc. (DY), Comfort Systems USA, Inc. (FIX), and Sterling Infrastructure, Inc. (STRL) represent distinct but overlapping segments within this space. Traders monitoring relative performance and investors evaluating sector exposure may find this comparison useful for understanding differences in business models, recent momentum, and market positioning. The analysis draws on observable financial metrics and developments from recent weeks without projecting future outcomes.
DY Overview and Recent Performance
Dycom Industries, Inc. (DY) specializes in telecommunications infrastructure construction and maintenance. In recent market activity, the stock has shown more moderate gains relative to peers, with a year-to-date return of approximately 21.69% as of May 22, 2026. The company is scheduled to report fiscal first-quarter 2027 results on May 27, 2026. Recent weeks have featured typical sector volatility, influenced by broader market sentiment around infrastructure spending and telecommunications demand. The stock has traded in a range below its 52-week high, reflecting measured investor response to ongoing operational execution.
FIX Overview and Recent Performance
Comfort Systems USA, Inc. (FIX) provides mechanical, electrical, and plumbing services, with notable exposure to data-center and industrial projects. Recent market activity has highlighted strong first-quarter 2026 results reported in April, including backlog growth and earnings outperformance. The stock has posted a year-to-date return of approximately 96.07% as of May 22, 2026. Analyst commentary in recent weeks has included several upgrades, supporting positive sentiment tied to sector tailwinds. Price behavior has remained resilient amid broader market fluctuations, consistent with its positioning in high-demand end markets.
STRL Overview and Recent Performance
Sterling Infrastructure, Inc. (STRL) focuses on e-infrastructure and civil construction projects. The company delivered record first-quarter 2026 results in early May, with revenue reaching $825.7 million and adjusted diluted earnings per share of $3.59, accompanied by raised full-year guidance. In recent market activity, the stock has exhibited pronounced momentum, achieving a year-to-date return of approximately 139.34% as of May 22, 2026. Post-earnings price movement reflected investor reaction to the reported growth metrics and margin expansion before subsequent consolidation.
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Head-to-Head Comparison
The three companies differ in primary focus and scale. Dycom Industries, Inc. (DY) centers on telecommunications infrastructure, providing more specialized exposure compared with the broader mechanical and electrical services of Comfort Systems USA, Inc. (FIX) or the e-infrastructure and civil works of Sterling Infrastructure, Inc. (STRL). Growth drivers include data-center construction for FIX and STRL, while DY benefits from telecommunications network upgrades. Recent momentum has favored FIX and STRL, with larger year-to-date advances tied to earnings beats and backlog expansion. Risk factors common to the group include project execution, labor availability, and cyclical demand, though STRL’s transportation-related activities introduce additional variables. Valuation sensitivity appears elevated across all three given strong recent returns, while market sentiment remains constructive on infrastructure spending overall. Trade-offs center on DY’s relative stability versus the higher-growth profiles of FIX and STRL in the current environment.
Tickeron AI Verdict
Based on observable factors such as recent earnings momentum, backlog visibility, and relative price behavior in recent weeks, Tickeron’s AI currently assigns a higher probability of near-term consistency to Sterling Infrastructure, Inc. (STRL). The company’s record first-quarter results and subsequent guidance increase provide measurable catalysts that differentiate its positioning. Comfort Systems USA, Inc. (FIX) demonstrates comparable strength in scale and analyst support, while Dycom Industries, Inc. (DY) offers steadier but less pronounced recent drivers. This assessment reflects probabilistic evaluation of trend consistency rather than a definitive ranking.
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.
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 whileFIX’s FA Score has 3 green FA rating(s), and STRL’s FA Score reflects 3 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- FIX’s FA Score: 3 green, 2 red.
- STRL’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 FIX’s TA Score has 4 bullish TA indicator(s), and STRL’s TA Score reflects 4 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 4 bearish.
- FIX’s TA Score: 4 bullish, 4 bearish.
- STRL’s TA Score: 4 bullish, 4 bearish.
Price Growth
DY (@Engineering & Construction) experienced а -8.57% price change this week, while FIX (@Engineering & Construction) price change was +0.86% , and STRL (@Engineering & Construction) price fluctuated +2.51% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -0.01%. For the same industry, the average monthly price growth was -7.92%, and the average quarterly price growth was +13.01%.
Reported Earning Dates
DY is expected to report earnings on Aug 26, 2026.
FIX is expected to report earnings on Jul 29, 2026.
STRL is expected to report earnings on Aug 10, 2026.
Industries' Descriptions
@Engineering & Construction (-0.01% 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 | FIX | STRL | |
| Capitalization | 14.7B | 67.4B | 27.1B |
| EBITDA | 704M | 1.72B | 590M |
| Gain YTD | 37.993 | 97.754 | 188.159 |
| P/E Ratio | 44.53 | 53.23 | 78.86 |
| Revenue | 5.55B | 10.1B | 2.89B |
| Total Cash | 709M | N/A | 512M |
| Total Debt | 2.99B | 339M | 342M |
DY | FIX | STRL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 86 | 56 | 92 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | 83 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 2 | 2 | |
SMR RATING 1..100 | 48 | 19 | 27 | |
PRICE GROWTH RATING 1..100 | 39 | 36 | 34 | |
P/E GROWTH RATING 1..100 | 20 | 13 | 5 | |
SEASONALITY SCORE 1..100 | 50 | 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 FIX (83) and is in the same range as STRL (91). This means that DY's stock grew similarly to FIX’s and similarly to STRL’s over the last 12 months.
FIX's Profit vs Risk Rating (2) in the Engineering And Construction industry is in the same range as STRL (2) and is in the same range as DY (7). This means that FIX's stock grew similarly to STRL’s and similarly to DY’s over the last 12 months.
FIX's SMR Rating (19) in the Engineering And Construction industry is in the same range as STRL (27) and is in the same range as DY (48). This means that FIX's stock grew similarly to STRL’s and similarly to DY’s over the last 12 months.
STRL's Price Growth Rating (34) in the Engineering And Construction industry is in the same range as FIX (36) and is in the same range as DY (39). This means that STRL's stock grew similarly to FIX’s and similarly to DY’s over the last 12 months.
STRL's P/E Growth Rating (5) in the Engineering And Construction industry is in the same range as FIX (13) and is in the same range as DY (20). This means that STRL's stock grew similarly to FIX’s and similarly to DY’s over the last 12 months.
| DY | FIX | STRL | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 73% | 2 days ago 50% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 76% | 2 days ago 68% |
| Momentum ODDS (%) | 2 days ago 85% | 2 days ago 86% | 2 days ago 87% |
| MACD ODDS (%) | 2 days ago 78% | 2 days ago 71% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 82% | 2 days ago 81% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 67% | 2 days ago 79% |
| Advances ODDS (%) | 10 days ago 80% | 24 days ago 78% | 3 days ago 82% |
| Declines ODDS (%) | 4 days ago 63% | 6 days ago 66% | 16 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 73% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 80% | 2 days ago 80% |
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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.
FIX and
Correlation & Price change
A.I.dvisor indicates that over the last year, FIX has been closely correlated with EME. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIX jumps, then EME could also see price increases.
| Ticker / NAME | Correlation To FIX | 1D Price Change % | ||
|---|---|---|---|---|
| FIX | 100% | -3.69% | ||
| EME - FIX | 78% Closely correlated | -3.31% | ||
| PWR - FIX | 75% Closely correlated | -3.35% | ||
| MTZ - FIX | 74% Closely correlated | -2.89% | ||
| IESC - FIX | 73% Closely correlated | -2.88% | ||
| MYRG - FIX | 68% Closely correlated | -1.27% | ||
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STRL and
Correlation & Price change
A.I.dvisor indicates that over the last year, STRL has been closely correlated with PWR. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if STRL jumps, then PWR could also see price increases.
| Ticker / NAME | Correlation To STRL | 1D Price Change % | ||
|---|---|---|---|---|
| STRL | 100% | -11.20% | ||
| PWR - STRL | 76% Closely correlated | -3.35% | ||
| FIX - STRL | 67% Closely correlated | -3.69% | ||
| ECG - STRL | 65% Loosely correlated | -2.89% | ||
| IESC - STRL | 64% Loosely correlated | -2.88% | ||
| MTZ - STRL | 63% Loosely correlated | -2.89% | ||
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