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DY or MTZ or PWR
Which Stock Would AI Choose? Dycom Industries (DY) vs. MasTec (MTZ) vs. Quanta Services (PWR) Stock Comparison
Key Takeaways
- Dycom Industries (DY), MasTec (MTZ), and Quanta Services (PWR) operate in the infrastructure construction sector, with exposure to telecommunications, power delivery, and clean energy projects supporting AI data center buildouts.
- All three companies reported strong first-quarter 2026 results featuring record or near-record backlogs and raised full-year guidance amid robust demand for utility and communications infrastructure.
- Recent market activity shows elevated volatility across the group, with share prices reacting to earnings releases, analyst upgrades, and broader market sentiment on infrastructure spending.
- Relative performance over the past year has favored MasTec (MTZ) and Quanta Services (PWR) with gains exceeding 100%, while Dycom Industries (DY) delivered solid but comparatively moderate returns.
- Key trade-offs include differences in scale, segment focus, and volatility, with larger backlogs at Quanta Services (PWR) providing visibility and MasTec (MTZ) showing higher growth momentum in communications.
- Market positioning reflects shared tailwinds from grid modernization and data center power needs, tempered by valuation sensitivity and execution risks in a competitive environment.
Introduction
Infrastructure contractors Dycom Industries (DY), MasTec (MTZ), and Quanta Services (PWR) provide specialty construction services essential to telecommunications networks, electric power transmission, and renewable energy projects. These stocks attract attention from traders and investors seeking exposure to long-term spending on AI-related data centers, grid upgrades, and broadband expansion. The comparison highlights differences in business scale, recent earnings momentum, backlog trends, and relative stock behavior in the current market environment. Participants in this sector often monitor quarterly results, analyst revisions, and macroeconomic factors affecting capital expenditure by utilities and technology firms.
Dycom Industries (DY) Overview and Recent Performance
Dycom Industries (DY) specializes in engineering and construction services for telecommunications infrastructure and utilities across the United States. In recent market activity, the stock has shown resilience following earlier gains, with share prices reflecting investor reassessment after strong prior periods driven by demand for fiber and wireless projects. Recent weeks featured modest price fluctuations amid broader sector movements and post-earnings digestion, supported by the company's positioning in high-growth communications segments. Sentiment has benefited from ongoing infrastructure tailwinds, though the stock has exhibited sensitivity to valuation discussions and market rotations.
MasTec (MTZ) Overview and Recent Performance
MasTec (MTZ) delivers infrastructure solutions in communications, clean energy, power delivery, and pipeline construction primarily in North America. Recent market activity highlighted record quarterly revenue and an expanded backlog, prompting an upward revision to full-year guidance. The stock experienced volatility around earnings, with initial positive reactions giving way to profit-taking in subsequent sessions. Performance has been influenced by strength across segments and analyst commentary on growth prospects in communications and renewables, contributing to elevated trading volumes and momentum in recent weeks.
Quanta Services (PWR) Overview and Recent Performance
Quanta Services (PWR) provides comprehensive infrastructure services focused on electric power, renewables, and underground utilities. In recent market activity, the company announced a significant share repurchase authorization alongside continued backlog expansion and raised guidance following first-quarter results. Share prices have fluctuated with valuation considerations after strong prior gains, supported by robust project visibility in power transmission and data center-related work. Sentiment remains tied to execution on large-scale contracts and broader utility spending trends.
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Head-to-Head Comparison
Dycom Industries (DY), MasTec (MTZ), and Quanta Services (PWR) share exposure to infrastructure spending but differ in scale and segment emphasis. Quanta Services (PWR) operates at the largest revenue base with extensive electric and underground capabilities, offering greater backlog visibility at approximately $48.5 billion. MasTec (MTZ) emphasizes communications and clean energy, delivering higher recent growth rates and a backlog that has expanded sharply year-over-year. Dycom Industries (DY) maintains a focused telecommunications and utility contracting model with solid but narrower exposure. Recent momentum has been strongest at MasTec (MTZ) on earnings beats and guidance lifts, while Quanta Services (PWR) benefits from buyback support and scale. Risk factors include higher beta volatility at MasTec (MTZ) versus steadier profiles at the larger peers. Valuation sensitivity appears across all three amid strong prior gains, with sentiment supported by AI infrastructure catalysts yet tempered by execution and macroeconomic variables.
Tickeron AI Verdict
Based on observable factors including trend consistency, backlog-driven catalysts, and relative positioning, Tickeron’s AI currently assigns a higher probability of near-term outperformance to MasTec (MTZ). The company’s recent earnings momentum, substantial backlog growth, and communications segment strength align with prevailing infrastructure demand patterns. Quanta Services (PWR) offers advantages in scale and stability, while Dycom Industries (DY) provides targeted exposure with moderate volatility. These assessments reflect probabilistic evaluations rather than guarantees and should be considered alongside individual risk tolerance and portfolio objectives.
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 whileMTZ’s FA Score has 1 green FA rating(s), and PWR’s FA Score reflects 2 green FA rating(s).
- DY’s FA Score: 2 green, 3 red.
- MTZ’s FA Score: 1 green, 4 red.
- PWR’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 MTZ’s TA Score has 5 bullish TA indicator(s), and PWR’s TA Score reflects 5 bullish TA indicator(s).
- DY’s TA Score: 4 bullish, 4 bearish.
- MTZ’s TA Score: 5 bullish, 5 bearish.
- PWR’s TA Score: 5 bullish, 4 bearish.
Price Growth
DY (@Engineering & Construction) experienced а +4.79% price change this week, while MTZ (@Engineering & Construction) price change was +4.86% , and PWR (@Engineering & Construction) price fluctuated -1.81% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -0.15%. For the same industry, the average monthly price growth was +4.66%, and the average quarterly price growth was +24.06%.
Reported Earning Dates
DY is expected to report earnings on Aug 26, 2026.
MTZ is expected to report earnings on Jul 30, 2026.
PWR is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Engineering & Construction (-0.15% 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 | MTZ | PWR | |
| Capitalization | 14.5B | 31.1B | 105B |
| EBITDA | 807M | 1.22B | 2.71B |
| Gain YTD | 43.084 | 80.862 | 66.375 |
| P/E Ratio | 44.70 | 71.16 | 101.53 |
| Revenue | 6.25B | 15.3B | 30.1B |
| Total Cash | 539M | 274M | 365M |
| Total Debt | 3B | 3.02B | 6.32B |
DY | MTZ | PWR | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 9 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | 86 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 14 | 4 | |
SMR RATING 1..100 | 46 | 59 | 63 | |
PRICE GROWTH RATING 1..100 | 38 | 38 | 39 | |
P/E GROWTH RATING 1..100 | 19 | 36 | 14 | |
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 MTZ (86) and is in the same range as PWR (89). This means that DY's stock grew similarly to MTZ’s and similarly to PWR’s over the last 12 months.
PWR's Profit vs Risk Rating (4) in the Engineering And Construction industry is in the same range as DY (6) and is in the same range as MTZ (14). This means that PWR's stock grew similarly to DY’s and similarly to MTZ’s over the last 12 months.
DY's SMR Rating (46) in the Engineering And Construction industry is in the same range as MTZ (59) and is in the same range as PWR (63). This means that DY's stock grew similarly to MTZ’s and similarly to PWR’s over the last 12 months.
DY's Price Growth Rating (38) in the Engineering And Construction industry is in the same range as MTZ (38) and is in the same range as PWR (39). This means that DY's stock grew similarly to MTZ’s and similarly to PWR’s over the last 12 months.
PWR's P/E Growth Rating (14) in the Engineering And Construction industry is in the same range as DY (19) and is in the same range as MTZ (36). This means that PWR's stock grew similarly to DY’s and similarly to MTZ’s over the last 12 months.
| DY | MTZ | PWR | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 64% | 1 day ago 55% | 1 day ago 90% |
| Stochastic ODDS (%) | 1 day ago 80% | 1 day ago 74% | 1 day ago 49% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 75% | 1 day ago 79% |
| MACD ODDS (%) | 1 day ago 68% | 1 day ago 80% | 1 day ago 59% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 77% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 73% | 1 day ago 80% | 1 day ago 66% |
| Advances ODDS (%) | 10 days ago 81% | 4 days ago 78% | 11 days ago 74% |
| Declines ODDS (%) | 8 days ago 63% | 16 days ago 75% | 1 day ago 58% |
| BollingerBands ODDS (%) | 1 day ago 75% | 1 day ago 64% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 71% | 1 day ago 62% | 1 day ago 65% |
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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.
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 81% 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.
PWR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PWR has been closely correlated with MTZ. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWR jumps, then MTZ could also see price increases.
| Ticker / NAME | Correlation To PWR | 1D Price Change % | ||
|---|---|---|---|---|
| PWR | 100% | -0.06% | ||
| MTZ - PWR | 81% Closely correlated | +0.69% | ||
| MYRG - PWR | 79% Closely correlated | +0.44% | ||
| FIX - PWR | 76% Closely correlated | +2.43% | ||
| IESC - PWR | 68% Closely correlated | +5.20% | ||
| EME - PWR | 68% Closely correlated | +1.02% | ||
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