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DY or IESC or MTZ
Which Stock Would AI Choose? Dycom Industries (DY) vs. IES Holdings (IESC) vs. MasTec (MTZ) Stock Comparison
Key Takeaways
- MTZ leads with exceptional YTD return of over 101%, driven by record Q1 results and raised guidance, outpacing peers in revenue scale at $15.28B TTM.
- IESC shows strong momentum with 70% YTD gains and attractive PE of 35.29, supported by recent quarterly results in electrical infrastructure.
- DY delivers steady 35% YTD performance amid telecom fiber demand, boosted by Vanguard's 5% stake disclosure and sector tailwinds.
- All three operate in Engineering & Construction (Industrials sector) with high betas (1.46-1.82), reflecting sensitivity to infrastructure cycles.
- MTZ has largest market cap ($34.57B) but highest PE (76.76); IESC offers best value among leaders.
- Recent analyst upgrades across stocks signal positive sentiment in communications and energy infrastructure.
Introduction
This comparison examines DY, IESC, and MTZ, three leaders in the Engineering & Construction sector focused on infrastructure for telecommunications, energy, and utilities. These stocks have shown robust relative performance amid rising demand for fiber networks, clean energy, and data centers. Traders seeking momentum in industrials and investors eyeing infrastructure growth—fueled by policy support and tech expansion—will find value in analyzing their business models, recent momentum, and market positioning. All exhibit elevated volatility (betas above 1.4), highlighting opportunities and risks in current market conditions.
DY Overview and Recent Performance
Dycom Industries (DY), Inc. provides specialty contracting services to telecommunications, digital infrastructure, and utilities in the U.S., including engineering, construction, maintenance, and underground locating via its Communications and Building Systems segments. In recent market activity, DY has traded near 52-week highs around $457, with YTD gains of 35% and 1-year returns near 150%. Sentiment has strengthened on telecom fiber network surges tied to data-center builds and broadband expansion. Vanguard's disclosure of a 5% stake recently lifted shares over 5%, alongside analyst upgrades like Argus raising targets to $447. Key metrics include $5.55B TTM revenue, EPS of $9.55, PE of 47.87, and beta of 1.46, reflecting steady execution amid sector rallies.
IESC Overview and Recent Performance
IES Holdings (IESC)IESC advance to about $661, posting 70% YTD and 175% 1-year returns, underscoring multi-year growth in electrical infrastructure. Fiscal Q2 2026 results reinforced performance, with TTM revenue at $3.63B, EPS of $18.74, PE of 35.29, and beta of 1.81. While a recent Hold downgrade noted valuation stretch, robust demand in tech systems and infrastructure supports elevated sentiment and positioning near highs.
MTZ Overview and Recent Performance
MasTec (MTZ), Inc., an infrastructure engineering and construction firm, delivers services for communications, clean energy, power delivery, pipelines, and utilities across the U.S. and Canada. MTZ has surged to around $438, with standout 101% YTD and 205% 1-year gains, propelled by record Q1 2026 results: revenue up 34.5% to $3.83B, EPS of $1.39 beating estimates, and raised full-year guidance. Backlog growth signals sustained demand. TTM figures show $15.28B revenue, EPS $5.70, PE 76.76, and beta 1.82. Multiple analyst hikes (e.g., Mizuho to $498) reflect upbeat outlook on infrastructure catalysts.
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Head-to-Head Comparison
DY, IESC, and MTZ share Industrials/Engineering & Construction exposure but diverge in focus: DY emphasizes telecom/digital infrastructure; IESC, electrical/tech systems; MTZ, broad energy/utilities/pipelines. Growth drivers include fiber/data centers (DY), tech installs (IESC), and clean energy/backlogs (MTZ). Momentum favors MTZ (101% YTD) over IESC (70%) and DY (35%). Risks stem from high betas (1.46-1.82) and cyclicality; MTZ largest ($34.57B cap, $15B revenue) but priciest (PE 77); IESC most efficient (PE 35). Sentiment tilts positive on earnings beats/upgrades, with MTZ showing strongest catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors MTZ for its trend consistency, record results, backlog expansion, and relative positioning amid infrastructure demand. With 101% YTD outperformance, raised guidance, and analyst support, it edges peers probabilistically, though elevated PE warrants monitoring stability versus IESC’s value and DY’s telecom steadiness.
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. 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 whileIESC’s FA Score has 3 green FA rating(s), and MTZ’s FA Score reflects 2 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- IESC’s FA Score: 3 green, 2 red.
- MTZ’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 5 TA indicator(s) are bullish while IESC’s TA Score has 3 bullish TA indicator(s), and MTZ’s TA Score reflects 3 bullish TA indicator(s).
- DY’s TA Score: 5 bullish, 4 bearish.
- IESC’s TA Score: 3 bullish, 4 bearish.
- MTZ’s TA Score: 3 bullish, 4 bearish.
Price Growth
DY (@Engineering & Construction) experienced а +0.34% price change this week, while IESC (@Engineering & Construction) price change was +9.64% , and MTZ (@Engineering & Construction) price fluctuated -0.95% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -1.45%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +26.75%.
Reported Earning Dates
DY is expected to report earnings on May 27, 2026.
IESC is expected to report earnings on Jul 31, 2026.
MTZ is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Engineering & Construction (-1.45% 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 | IESC | MTZ | |
| Capitalization | 12.9B | 13.7B | 33.3B |
| EBITDA | 704M | 537M | 1.22B |
| Gain YTD | 27.538 | 76.551 | 93.849 |
| P/E Ratio | 45.08 | 36.63 | 73.80 |
| Revenue | 5.55B | 3.63B | 15.3B |
| Total Cash | 709M | 263M | 274M |
| Total Debt | 2.99B | 107M | 3.02B |
DY | IESC | MTZ | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 24 | 84 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 82 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 6 | 5 | |
SMR RATING 1..100 | 48 | 22 | 58 | |
PRICE GROWTH RATING 1..100 | 39 | 36 | 36 | |
P/E GROWTH RATING 1..100 | 12 | 13 | 23 | |
SEASONALITY SCORE 1..100 | 90 | 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.
IESC's Valuation (82) in the Engineering And Construction industry is in the same range as DY (83) and is in the same range as MTZ (91). This means that IESC's stock grew similarly to DY’s and similarly to MTZ’s over the last 12 months.
MTZ's Profit vs Risk Rating (5) in the Engineering And Construction industry is in the same range as IESC (6) and is in the same range as DY (10). This means that MTZ's stock grew similarly to IESC’s and similarly to DY’s over the last 12 months.
IESC's SMR Rating (22) in the Engineering And Construction industry is in the same range as DY (48) and is somewhat better than the same rating for MTZ (58). This means that IESC's stock grew similarly to DY’s and somewhat faster than MTZ’s over the last 12 months.
IESC's Price Growth Rating (36) in the Engineering And Construction industry is in the same range as MTZ (36) and is in the same range as DY (39). This means that IESC's stock grew similarly to MTZ’s and similarly to DY’s over the last 12 months.
DY's P/E Growth Rating (12) in the Engineering And Construction industry is in the same range as IESC (13) and is in the same range as MTZ (23). This means that DY's stock grew similarly to IESC’s and similarly to MTZ’s over the last 12 months.
| DY | IESC | MTZ | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 70% | 2 days ago 70% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 65% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 85% | 2 days ago 88% | N/A |
| MACD ODDS (%) | N/A | N/A | 2 days ago 71% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 84% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 84% | 2 days ago 80% |
| Advances ODDS (%) | 2 days ago 80% | 2 days ago 85% | 2 days ago 77% |
| Declines ODDS (%) | 14 days ago 64% | 14 days ago 68% | 6 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 58% | 5 days ago 64% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 84% | 2 days ago 82% |
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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.
IESC and
Correlation & Price change
A.I.dvisor indicates that over the last year, IESC 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 IESC jumps, then FIX could also see price increases.
| Ticker / NAME | Correlation To IESC | 1D Price Change % | ||
|---|---|---|---|---|
| IESC | 100% | +3.02% | ||
| FIX - IESC | 73% Closely correlated | +4.13% | ||
| PWR - IESC | 67% Closely correlated | +4.88% | ||
| EME - IESC | 67% Closely correlated | +1.07% | ||
| MTZ - IESC | 65% Loosely correlated | +1.71% | ||
| STRL - IESC | 64% Loosely correlated | +2.77% | ||
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MTZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, MTZ has been closely correlated with PWR. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTZ jumps, then PWR could also see price increases.
| Ticker / NAME | Correlation To MTZ | 1D Price Change % | ||
|---|---|---|---|---|
| MTZ | 100% | +1.71% | ||
| PWR - MTZ | 78% Closely correlated | +4.88% | ||
| MYRG - MTZ | 74% Closely correlated | +4.70% | ||
| STRL - MTZ | 74% Closely correlated | +2.77% | ||
| FIX - MTZ | 74% Closely correlated | +4.13% | ||
| DY - MTZ | 68% Closely correlated | +0.62% | ||
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